2023 Form 5500 filing — Coca-Cola Bottling Company United, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004120110NAL0022624626001) for Coca-Cola Bottling Company United, Inc. 401(K) Plan, reported by Coca-Cola Bottling Company United, Inc. under EIN 58-0148710 and plan number 003. It reports 10,733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004120110NAL0022624626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coca-Cola Bottling Company United, Inc.
- EIN
- 58-0148710
- Plan number
- 003
- Location
- Birmingham, AL
- Participants
- 10,733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $530,060,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $530,060,778
- Employer contributions
- $25,537,340
- Participant contributions
- $43,152,680
- Total income / additions
- $150,081,217
- Benefits paid
- $54,948,053
- Administrative expenses
- $1,017,483
- Total expenses
- $55,965,484
- Net increase / (decrease)
- $94,115,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $603,874 | $0 |
| Securities America Advisor Inc | ADVISOR | $273,750 | not reported in the loaded dataset |
| Mercer Investments LLC | CONSULTANT | $87,475 | not reported in the loaded dataset |
| Warren Averett Cpas And Advisors | ACCOUNTANT/AUDITOR | $53,821 | not reported in the loaded dataset |