2023 Form 5500 filing — Coca-Cola Bottling Company United, Inc. Retirement 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 20241004141619NAL0022899986001) for Coca-Cola Bottling Company United, Inc. Retirement Plan, reported by Coca-Cola Bottling Company United, Inc under EIN 58-0148710 and plan number 001. It reports 2,431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004141619NAL0022899986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coca-Cola Bottling Company United, Inc
- EIN
- 58-0148710
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 2,431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,456,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,456,275
- Employer contributions
- $974,126
- Total income / additions
- $25,978,799
- Benefits paid
- $13,520,329
- Administrative expenses
- $2,692,073
- Total expenses
- $16,212,402
- Net increase / (decrease)
- $9,766,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments, LLC | NONE | $421,652 | not reported in the loaded dataset |
| Mercer | NONE | $334,721 | not reported in the loaded dataset |
| Mercer Investments, LLC | NONE | $0 | $232,555 |
| Regions | NONE | $89,966 | not reported in the loaded dataset |
| Warren Averett, LLC | NONE | $27,346 | not reported in the loaded dataset |