2023 Form 5500 filing — Koch Retiree Medical Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009162841NAL0010839907001) for Koch Retiree Medical Plan, reported by Koch Companies, LLC under EIN 99-2447784 and plan number 537. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162841NAL0010839907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Koch Companies, LLC
- EIN
- 99-2447784
- Plan number
- 537
- Location
- Wichita, KS
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,856,001
- Total liabilities (EOY)
- $4,929
- Net assets (EOY)
- $1,851,072
- Employer contributions
- $41,875
- Participant contributions
- $278,539
- Total income / additions
- $374,884
- Benefits paid
- $214,256
- Administrative expenses
- $75,829
- Total expenses
- $290,085
- Net increase / (decrease)
- $84,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Cpas P.C. | AUDITOR | $23,600 | not reported in the loaded dataset |
| Healthplan Services, Inc. | NONE | $23,400 | not reported in the loaded dataset |
| Alight Solutions | RECORDKEEPER | $11,331 | $0 |
| Blue Cross Blue Shield Of Georgia | NONE | $6,300 | not reported in the loaded dataset |
| Jpmorgan Chase Bank Na | NONE | $5,824 | not reported in the loaded dataset |