Form 5500 · Employee benefit plan · EVANSVILLE, IN
KOCH ENTERPRISES, INC.
KOCH ENTERPRISES, INC. of EVANSVILLE, IN insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is CLIPPINGER FINANCIAL GROUP, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-0447300 · plan 505 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 2,403 people.
Reported premium across the insured contracts is $3,184,792, with $403,407 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
CLIPPINGER FINANCIAL GROUP, LLC is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — SUN LIFE ASSURANCE COMPANY OF CANADA, UNITED HEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN and PARAMOUNT DENTAL — with SUN LIFE ASSURANCE COMPANY OF CANADA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 2,403 | December | $2,548,002 | $385,872 |
| PARAMOUNT DENTAL | Dental | 4,247 | December | $83,855 | $12,642 |
| VISION SERVICE PLAN | Vision | 1,880 | December | $262,684 | $4,893 |
| UNITED HEALTHCARE INSURANCE COMPANY | — | 3,893 | December | $290,251 | $0 |
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