Plan5500

Coca-Cola Consolidated, Inc. Employees Pension Plan — Form 5500 plan (Coca-Cola Consolidated, 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, Coca-Cola Consolidated, Inc. Employees Pension Plan is a benefit plan reported by Coca-Cola Consolidated, Inc. under EIN 56-0950585 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,821 participants and $8,584,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coca-Cola Consolidated, Inc.
EIN
56-0950585
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
4,821
End-of-year plan assets
$8,584,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,821H, C20241015120921NAL0028340785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,584,330
Total liabilities (EOY)
$8,584,330
Net assets (EOY)
$0
Net assets (BOY)
$234,944,213

Income & contributions

Total contributions
$0
Total income / additions
$5,773,039

Expenses & distributions

Benefits paid
$229,692,819
Administrative expenses
$1,888,462
Total expenses
$231,581,281
Net increase / (decrease)
-$225,808,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting, Inc.ACTUARIAL$1,099,968not reported in the loaded dataset2023
Nisa Investment Advisors L.L.C.INV-MGMT$524,220not reported in the loaded dataset2023
Northern Trust CompanyTRTE-DIR$114,918not reported in the loaded dataset2023

Related Form 5500 pages