Nonprofit · EIN 48-0834445
KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST
Tax-exempt · ATLANTA, GA 30303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $212,200 | $168,947 | $43,253 | $1,900,682 | $6,357 | $1,894,325 |
| December 31, 2023 | 990 | $374,884 | $290,085 | $84,799 | $1,856,001 | $4,929 | $1,851,072 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $177,400
- Investment income
- $34,800
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $98,075
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $28,619
Balance sheet and other
- Total assets, start of year
- $1,856,001
- Total assets, end of year
- $1,900,682
- Total liabilities, end of year
- $6,357
- Net assets, end of year
- $1,894,325
- Gross receipts
- $212,200
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1975
- State of legal domicile
- KS
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN DUARTE | TRUSTEE Trustee or director | 0.25 | $0 |
| KRISTI PALMER | TRUSTEE Trustee or director | 0.25 | $0 |
| ROSS GOERING | TRUSTEE Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN DUARTE | TRUSTEE Trustee or director | 0.25 | $0 |
| KRISTI PALMER | TRUSTEE Trustee or director | 0.25 | $0 |
| ROSS GOERING | TRUSTEE Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 133 PEACHTREE ST NE 12TH FL, ATLANTA, GA 30303-1804
- In care of
- % KOCH BUSINESS SOLUTIONS
- Principal officer (990 for 2024)
- KEN DUARTE, 133 PEACHTREE ST NE 12TH FL, ATLANTA, GA 30303
- Signed the 990
- KEN DUARTE, TRUSTEE
- Phone
- (404) 652-2109
- Return prepared by
- CBIZ ADVISORS LLC
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 48-0834445
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,900,682
- Income (IRS master file)
- $212,200
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $212,200 | $168,947 | $1,900,682 | XML |
| 990 | December 2023 | $374,884 | $290,085 | $1,856,001 | XML |
| 990 | December 2022 | $383,409 | $383,409 | $10,333 | IRS |
| 990 | December 2021 | $408,127 | $408,127 | $4,936 | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 48-0834445).
Questions about KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST
- What is the EIN of KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST?
- The employer identification number (EIN) of KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST is 48-0834445.
- Is KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
- Are donations to KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names KEN DUARTE.
- Who are the officers and directors of KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does KOCH INDUSTRIES EMPLOYEE GROUP BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $212,200, expenses of $168,947 and total assets of $1,900,682 at year end.
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