Form 5500 · Employee benefit plan · EVANSVILLE, IN
KOCH ENTERPRISES, INC.
Public Form 5500 records show how KOCH ENTERPRISES, INC. (EVANSVILLE, IN) structures its employee benefits. 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 2,403 | December | $385,872 |
| PARAMOUNT DENTAL | Dental | 4,247 | December | $12,642 |
| VISION SERVICE PLAN | Vision | 1,880 | December | $4,893 |
| UNITED HEALTHCARE INSURANCE COMPANY | — | 3,893 | December | $0 |
Questions
Who is KOCH ENTERPRISES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, KOCH ENTERPRISES, INC.'s broker of record is CLIPPINGER FINANCIAL GROUP, LLC.
What insurance carrier does KOCH ENTERPRISES, INC. use?
KOCH ENTERPRISES, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does KOCH ENTERPRISES, INC.'s group plan renew?
The most recent Schedule A policy period for KOCH ENTERPRISES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KOCH ENTERPRISES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.