The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan — Form 5500 plan (The Coca-Cola Bottlers Association)

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, The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan is a benefit plan reported by The Coca-Cola Bottlers Association under EIN 58-0198280 and plan number 002. The latest loaded filing year is 2023. The filing reports 24,975 participants and $839,340,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Coca-Cola Bottlers Association
EIN
58-0198280
Plan number
002
Plan type
3
Location
Atlanta, GA
Latest filing year
2023
Participants
24,975
End-of-year plan assets
$839,340,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324,975H, C20250501140443NAL0002075027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$839,340,545
Total liabilities (EOY)
$0
Net assets (EOY)
$839,340,545
Net assets (BOY)
$704,217,633

Income & contributions

Employer contributions
$25,540,243
Participant contributions
$51,227,833
Total contributions
$82,823,457
Total income / additions
$203,370,300

Expenses & distributions

Benefits paid
$66,281,903
Administrative expenses
$1,910,316
Total expenses
$68,247,388
Net increase / (decrease)
$135,122,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,964,866$02023
The Coca-Cola Bottlers'CONTRACT ADMINISTRATOR$9,400not reported in the loaded dataset2023

Related Form 5500 pages