Heartland Coca-Cola Bargaining Employees' Pension Plan — Form 5500 plan (Heartland Coca-Cola Bottling Company, LLC)

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, Heartland Coca-Cola Bargaining Employees' Pension Plan is a benefit plan reported by Heartland Coca-Cola Bottling Company, LLC under EIN 81-3590283 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $13,163,360 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heartland Coca-Cola Bottling Company, LLC
EIN
81-3590283
Plan number
001
Plan type
2
Location
Lenexa, KS
Latest filing year
2023
Participants
465
End-of-year plan assets
$13,163,360

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023465H, C20241015124832NAL0028472721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,163,360
Total liabilities (EOY)
$13,088
Net assets (EOY)
$13,150,272
Net assets (BOY)
$13,865,735

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$1,839,582

Expenses & distributions

Benefits paid
$2,503,693
Administrative expenses
$51,352
Total expenses
$2,555,045
Net increase / (decrease)
-$715,463

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bmo Financial GroupNONE$51,994$02023

Related Form 5500 pages