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Original filing (PDF)20251009130003NAL0015573826001
KOCH COMPANIES, LLC
Form 5500
FILING_RECEIVED
KOCH RETIREE MEDICAL PLAN
Health & welfare plan
Signals · 2
100% in single holding~337 bps in Sched C fees
Active participants
51
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "JPMorgan Chase Bank, N.A. Commercial checking with interest" is 100% of plan.
- 337 bps in Schedule C fees — 549% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOCH COMPANIES, LLC.
Plan sponsor
Name
KOCH COMPANIES, LLC
EIN
99-2447784
Address
4111 E. 37TH STREET N, GA029-06 · WICHITA, KS · 67220
Phone
(404) 652-2109
Industry
Manufacturingsee all
Plan administrator
Name
KOCH BENEFITS ADMINISTRATIVE COMMITTEE
EIN
20-3661223
City
WICHITA, KS
Phone
(404) 652-2109
Plan characteristics
Plan number
537
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 82-1061233 | — | RECORDKEEPER | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $25K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHPLAN SERVICES, INC. | 59-1407300 | — | NONE | $23K | — |
| JPMORGAN CHASE BANK NA | — | COLUMBUS, OH | NONE | $7K | — |
Investments
1 direct security· $1.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Chase Bank, N.A. Commercial checking with interest | — | — | $1.9M | $1.9M | 99.1% |