Plan Ledger DOL Form 5500 · updated monthly

Koch Foundation Incbenefits

Colonial Life & Accident Insuance Company · GAINESVILLE, FL · plan year 2024

Previously filed as Koch Foundation, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$227

Koch Foundation Inc's benefits plans covered 1 active participants in 2024, providing short-term disability · life · death benefits. Insurance brokers and agents were paid $227 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $227 per covered person, above the median for employer plans that report broker pay. Broker pay fell 3.0% from $234 in 2023.

Insurance contracts · 20241
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 1 covered
Brokers & agents paid · 20244
SUN NATIONAL BENEFITS LLC$1
CAPTURED MOMENTS BY KATE LLC$1
3 individual agents · names withheld$81

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 591885997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.