Coca-Cola Bottling Company United, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Coca-Cola Bottling Company United, Inc. under EIN 58-0148710 and plan number 003. The latest loaded filing year is 2023. The filing reports 10,733 participants and $530,060,778 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
- 003
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 10,733
- End-of-year plan assets
- $530,060,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,733 | H, C | 20241004120110NAL0022624626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $530,060,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $530,060,778
- Net assets (BOY)
- $435,945,045
Income & contributions
- Employer contributions
- $25,537,340
- Participant contributions
- $43,152,680
- Total contributions
- $69,642,319
- Total income / additions
- $150,081,217
Expenses & distributions
- Benefits paid
- $54,948,053
- Administrative expenses
- $1,017,483
- Total expenses
- $55,965,484
- Net increase / (decrease)
- $94,115,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $603,874 | $0 | 2023 |
| Securities America Advisor Inc | ADVISOR | $273,750 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | CONSULTANT | $87,475 | not reported in the loaded dataset | 2023 |
| Warren Averett Cpas And Advisors | ACCOUNTANT/AUDITOR | $53,821 | 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
- Fidelity Investments Institutional — Schedule C compensation
- Securities America Advisor Inc — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Warren Averett Cpas And Advisors — Schedule C compensation