Pension Plan For Employees Of Coca-Cola Beverages Northeast, Inc. — Form 5500 plan (Coca-Cola Beverages Northeast, Inc.)

Plain-English plan 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, Pension Plan For Employees Of Coca-Cola Beverages Northeast, Inc. is a benefit plan reported by Coca-Cola Beverages Northeast, Inc. under EIN 04-2614952 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,557 participants and $100,596,081 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coca-Cola Beverages Northeast, Inc.
EIN
04-2614952
Plan number
001
Plan type
2
Location
Bedford, NH
Latest filing year
2023
Participants
1,557
End-of-year plan assets
$100,596,081

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,557H, C20241008140849NAL0008438803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,596,081
Total liabilities (EOY)
$0
Net assets (EOY)
$100,596,081
Net assets (BOY)
$90,493,700

Income & contributions

Employer contributions
$6,000,000
Total contributions
$6,000,000
Total income / additions
$13,582,888

Expenses & distributions

Benefits paid
$2,664,727
Administrative expenses
$815,780
Total expenses
$3,480,507
Net increase / (decrease)
$10,102,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Agilis Partners LLCNONE$797,310$02023
Prudential Ret. Ins. & Annuity Co.TRUSTEE$18,470$21,2972023

Related Form 5500 pages