Koch Employees' Pension Plan — Form 5500 plan (Koch Companies, LLC)
Plain-English plan 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, Koch Employees' Pension Plan is a benefit plan reported by Koch Companies, LLC under EIN 99-2447784 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,098 participants and $1,477,041,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koch Companies, LLC
- EIN
- 99-2447784
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 13,098
- End-of-year plan assets
- $1,477,041,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,098 | H, C | 20241010120511NAL0011441555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,477,041,162
- Total liabilities (EOY)
- $173,076
- Net assets (EOY)
- $1,476,868,086
- Net assets (BOY)
- $1,593,517,144
Income & contributions
- Total contributions
- $0
- Total income / additions
- $71,192,166
Expenses & distributions
- Benefits paid
- $185,601,139
- Administrative expenses
- $2,240,085
- Total expenses
- $187,841,224
- Net increase / (decrease)
- -$116,649,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions, LLC | RECORDKEEPER | $815,546 | $0 | 2023 |
| Bank Of New York Mellon | TRUSTEE | $104,918 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us, LLC | ACTUARY | $32,175 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $28,113 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Koch Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Alight Solutions, LLC — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Willis Towers Watson Us, LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation