2023 Form 5500 filing — Coca Cola Beverages Northeast, Inc. Incentive Savings 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 20241007154046NAL0009019059001) for Coca Cola Beverages Northeast, Inc. Incentive Savings Plan, reported by Coca-Cola Beverages Northeast, Inc. under EIN 04-2614952 and plan number 002. It reports 3,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007154046NAL0009019059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coca-Cola Beverages Northeast, Inc.
- EIN
- 04-2614952
- Plan number
- 002
- Location
- Bedford, NH
- Participants
- 3,363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $362,577,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $362,577,523
- Employer contributions
- $9,522,316
- Participant contributions
- $19,419,271
- Total income / additions
- $84,309,774
- Benefits paid
- $29,074,231
- Administrative expenses
- $510,276
- Total expenses
- $29,584,507
- Net increase / (decrease)
- $54,725,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $319,602 | $0 |
| Vanguard Advisers Inc. | NONE | $222,224 | not reported in the loaded dataset |