Plan5500

2023 Form 5500 filing — Koch Employees' Savings 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 20241013124810NAL0014066387001) for Koch Employees' Savings Plan, reported by Koch Companies, LLC under EIN 99-2447784 and plan number 002. It reports 18,780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241013124810NAL0014066387001
Filing year
2023
Form type
2
Plan sponsor
Koch Companies, LLC
EIN
99-2447784
Plan number
002
Location
Wichita, KS
Participants
18,780
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,870,107,696
Total liabilities (EOY)
$1,067,429
Net assets (EOY)
$3,869,040,267
Employer contributions
$120,197,260
Participant contributions
$135,104,815
Total income / additions
$915,415,552
Benefits paid
$431,977,956
Administrative expenses
$1,717,604
Total expenses
$433,823,973
Net increase / (decrease)
$481,591,579
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alight Financial Advisors, LLCRECORDKEEPER$600,520not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$444,014not reported in the loaded dataset
Alight Solutions LLCRECORDKEEPER$291,212$0
Blackrock Institutional Trust Co.,OTHER SERVICES$275,467not reported in the loaded dataset
The Northern Trust CompanyTRUSTEE$54,522not reported in the loaded dataset
Cbiz Cpas P.C.ACCOUNTANT/AUDITOR$33,725not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$22,631not reported in the loaded dataset

Related Form 5500 pages