Plan5500

Swire Coca-Cola 401(K) Plan — Form 5500 plan (Swire Pacific Holdings 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, Swire Coca-Cola 401(K) Plan is a benefit plan reported by Swire Pacific Holdings Inc. under EIN 87-0424812 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,208 participants and $293,379,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swire Pacific Holdings Inc.
EIN
87-0424812
Plan number
002
Plan type
2
Location
Draper, UT
Latest filing year
2023
Participants
7,208
End-of-year plan assets
$293,379,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,208H, C20241015162245NAL0016868963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$293,379,982
Total liabilities (EOY)
$0
Net assets (EOY)
$293,379,982
Net assets (BOY)
$239,843,076

Income & contributions

Employer contributions
$14,212,253
Participant contributions
$22,135,691
Total contributions
$39,516,940
Total income / additions
$81,350,655

Expenses & distributions

Benefits paid
$27,152,210
Administrative expenses
$512,386
Total expenses
$27,822,965
Net increase / (decrease)
$53,527,690

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$432,332$02023
Gallagher Fiduciary Advisors, LLCINVESTMENT ADVISORY$79,902$3072023

Related Form 5500 pages