2025-11-06T10:36:04-06:00 2024-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-01-01 480834445 KOCH EMPLOYEE GROUP BENEFIT TRUST KOCH 4046522109 133 PEACHTREE ST NE 12TH FL ATLANTA GA 30303 KEN DUARTE TRUSTEE 4046522109 2025-11-04 1 1 LISA BURKE P00220718 8169455500 2025-11-04 2024 2025-03-06 01:10:19Z X KEN DUARTE 133 PEACHTREE ST NE 12TH FL ATLANTA GA 30303 212200 0 X N/A X 1975 KS PROVIDE HEALTH AND WELFARE BENEFITS UNDER KOCH RETIREE MEDICAL PLAN 3 0 0 0 0 0 0 0 320414 177400 54470 34800 0 0 374884 212200 0 0 214256 98075 0 0 0 0 0 75829 70872 290085 168947 84799 43253 1856001 1900682 4929 6357 1851072 1894325 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE FORMER EMPLOYEES AS WELL AS THEIR DEPENDENTS UNDER KOCH RETIREE MEDICAL PLAN (THE "PLAN") AND A CLOSED GROUP OF ACTIVE EMPLOYEES ENTITLED TO FUTURE HEALTH AND WELFARE BENEFITS UNDER THE PLAN. 0 0 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE FORMER EMPLOYEES AS WELL AS THEIR DEPENDENTS UNDER KOCH RETIREE MEDICAL PLAN (THE "PLAN") AND A CLOSED GROUP OF ACTIVE EMPLOYEES ENTITLED TO FUTURE HEALTH AND WELFARE BENEFITS UNDER THE PLAN.THE 2024 IRS FORM 5500 FOR THE PLAN REPORTED A TOTAL OF 157 PARTICIPANTS UNDER THE PLAN AS OF 01/01/2024; COMPRISING THE TOTAL NUMBER OF FORMER EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS CURRENTLY RECEIVING BENEFITS PLUS THE CLOSED GROUP OF ELIGIBLE ACTIVE EMPLOYEES ENTITLED TO FUTURE BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 X KOCH CAPABILITIES LLC 4046522109 133 PEACHTREE ST NE 12TH FL ATLANTA GA 30303 X KEN DUARTE TRUSTEE 0.25 40.00 X 0 0 0 KRISTI PALMER TRUSTEE 0.25 40.00 X 0 0 0 ROSS GOERING TRUSTEE 0.25 40.00 X 0 0 0 0 0 0 0 0 0 0 0 PARTICIPANT CONTRIBUTI 525100 125069 125069 EMPLOYER CONTRIBUTIONS 525100 52331 52331 177400 34800 34800 212200 177400 0 34800 X 98075 28619 42253 168947 1824533 1884342 31468 16340 1856001 1900682 4929 6357 4929 6357 X 1851072 1894325 0 0 0 0 1851072 1894325 1856001 1900682 43253 0 X X 0 1 X 1 0 0 X 212200 0 212200 0 212200 167150 0 167150 1797 1797 168947 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC) AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), AND THE COMPANY BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRC. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED 1,797. FORM 990, PART VI, SECTION A, LINE 8A THE PLAN ADMINISTRATORS DOCUMENT THEIR COMMITTEE MEETINGS; HOWEVER, THE TRUSTEES DO NOT HAVE REGULARLY SCHEDULED MEETINGS. FORM 990, PART VI, SECTION A, LINE 8B THE PLAN ADMINISTRATORS DOCUMENT THEIR COMMITTEE MEETINGS; HOWEVER, THE TRUSTEES DO NOT HAVE REGULARLY SCHEDULED MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B KOCH CAPABILITIES, LLC (KCC) MANAGES THE ANNUAL ERISA AUDIT OF THE PLAN. THIS FORM 990 WAS FIRST REVIEWED BY A REPRESENTATIVE OF MANAGEMENT AND KOCH LEGAL THEN REVIEWED AND EXECUTED BY A TRUSTEE OF THE TRUST. FORM 990, PART VI, SECTION B, LINE 12 ALL ASSETS HELD BY THE TRUST ARE ERISA ASSETS AND THE TRUSTEES ARE FIDUCIARIES UNDER ERISA. AS SUCH ALL TRUSTEES ARE PROHIBITED FROM ACTING IN ANYONE'S INTEREST OTHER THAN THE TRUST. ALL TRUSTEES REQUIRE TRAINING ON THIS REQUIREMENT. FORM 990, PART VI, SECTION C, LINE 19 ANY PLAN PARTICIPANT IS ELIGIBLE TO RECEIVE FORM 990 OR ANY OTHER DOCUMENT UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE EXPENSES 9,093. BANK FEES 6,575. MEDICAL & DENTAL FEES 26,585. PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM WHO PERFORMS THE ENGAGEMENT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. KOCH COMPANIES LLC 4111 E 37TH ST N WICHITA KS 67220 992447784 CREATE, INNOVATE, AND IMPROVE EVERYDAY PRODUCTS AND SERVICES KS N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1