Koch Enterprises, Inc.
Overview
Koch Enterprises, Inc. sponsors a self-funded health plan that covered 2,203 participants in plan year 2025, down 18% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 2,203 · prior year 2,678
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Koch Employee Benefits Plan, plan 505 (2,203 participants)
- Broker compensation
- $320K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Prudential Insurance Company of America | Life, Short-term disability, Long-term disability | 1,634 | $2.0M | $313K |
| United Healthcare Insurance Company | Managed Organ / Tissue Transplant | 2,431 | $200K | — |
| Vision Service Plan | Vision | 1,159 | $173K | $4K |
| Health Resources Inc. | Dental | 1,110 | $22K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,203 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Koch Enterprises, Inc.
- Sponsor EIN
- 35-0447300
- Plan number
- 505
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 35-0447300 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Koch Companies 401(k) Plan
- Type
- 401(k) plan
- Participants
- 3,059
About this data
Source: Koch Enterprises, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Koch Enterprises, Inc..