Pepsi-Cola Bottling Company Employees Health Plan — Form 5500 plan (Pepsi-Cola Bottling Company Health Plan)
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, Pepsi-Cola Bottling Company Employees Health Plan is a benefit plan reported by Pepsi-Cola Bottling Company Health Plan under EIN 42-1210714 and plan number 502. The latest loaded filing year is 2023. The filing reports 186 participants and $164,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pepsi-Cola Bottling Company Health Plan
- EIN
- 42-1210714
- Plan number
- 502
- Plan type
- 2
- Location
- Oskaloosa, IA
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $164,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H | 20250730100732NAL0004496833002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $164,189
- Total liabilities (EOY)
- $47,968
- Net assets (EOY)
- $116,221
- Net assets (BOY)
- $272,340
Income & contributions
- Employer contributions
- $1,490,764
- Participant contributions
- $624,581
- Total contributions
- $2,115,345
- Total income / additions
- $2,279,908
Expenses & distributions
- Benefits paid
- $2,266,370
- Administrative expenses
- $169,657
- Total expenses
- $2,436,027
- Net increase / (decrease)
- -$156,119
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.