Plan5500

Liberty Coca-Cola Beverages And Teamsters Local #125 Pension Plan — Form 5500 plan (Liberty Coca-Cola Beverages 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, Liberty Coca-Cola Beverages And Teamsters Local #125 Pension Plan is a benefit plan reported by Liberty Coca-Cola Beverages LLC under EIN 82-1396019 and plan number 002. The latest loaded filing year is 2023. The filing reports 534 participants and $24,953,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Coca-Cola Beverages LLC
EIN
82-1396019
Plan number
002
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
534
End-of-year plan assets
$24,953,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023534H, C20241004111323NAL0019506560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,953,984
Total liabilities (EOY)
$0
Net assets (EOY)
$24,953,984
Net assets (BOY)
$23,359,035

Income & contributions

Total contributions
$0
Total income / additions
$3,334,040

Expenses & distributions

Benefits paid
$1,605,255
Administrative expenses
$133,836
Total expenses
$1,739,091
Net increase / (decrease)
$1,594,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Angell Pension Group, Inc.NONE$60,778not reported in the loaded dataset2023
Capfinancial Partners LLCNONE$45,168not reported in the loaded dataset2023
Torrillo & Associates, LLCNONE$20,500not reported in the loaded dataset2023
Fifth Third BankTRUSTEE$7,390not reported in the loaded dataset2023

Related Form 5500 pages