Coca-Cola Bottling Company United, Inc. Retirement Plan — Form 5500 plan (Coca-Cola Bottling Company United, 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 Bottling Company United, Inc. Retirement Plan is a benefit plan reported by Coca-Cola Bottling Company United, Inc under EIN 58-0148710 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,431 participants and $220,456,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coca-Cola Bottling Company United, Inc
- EIN
- 58-0148710
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 2,431
- End-of-year plan assets
- $220,456,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,431 | H, C | 20241004141619NAL0022899986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,456,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,456,275
- Net assets (BOY)
- $210,689,878
Income & contributions
- Employer contributions
- $974,126
- Total contributions
- $974,126
- Total income / additions
- $25,978,799
Expenses & distributions
- Benefits paid
- $13,520,329
- Administrative expenses
- $2,692,073
- Total expenses
- $16,212,402
- Net increase / (decrease)
- $9,766,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments, LLC | NONE | $421,652 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $334,721 | not reported in the loaded dataset | 2023 |
| Mercer Investments, LLC | NONE | $0 | $232,555 | 2023 |
| Regions | NONE | $89,966 | not reported in the loaded dataset | 2023 |
| Warren Averett, LLC | NONE | $27,346 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coca-Cola Bottling Company United, Inc
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Mercer Investments, LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Regions — Schedule C compensation
- Warren Averett, LLC — Schedule C compensation