Form 5500 · Employee benefit plan · MINNEAPOLIS, MN
KOCH SERVICES, INC.
KOCH SERVICES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-2238322 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 868 | March | $75,749 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 1,186 | March | $70,742 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 274 | March | $18,704 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 392 | March | $16,071 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 432 | March | $12,496 |
| EYEMED | Vision | 1,018 | March | $11,264 |
| FIRST STOP HEALTH | — | 1,305 | December | $7,865 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 69 | March | $2,545 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 1,182 | March | $0 |
Questions
Who is KOCH SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, KOCH SERVICES, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does KOCH SERVICES, INC. use?
KOCH SERVICES, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 9 disclosed carriers.
When does KOCH SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for KOCH SERVICES, INC. ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KOCH SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.