The Coca-Cola Company Master Trust For 401(K) — Form 5500 plan (The Coca-Cola Company)
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 Company Master Trust For 401(K) is a benefit plan reported by The Coca-Cola Company under EIN 87-6272550 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,467,302,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Coca-Cola Company
- EIN
- 87-6272550
- Plan number
- 004
- Plan type
- 4
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,467,302,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240808101954NAL0002771059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,467,302,221
- Net assets (EOY)
- $3,467,302,221
- Net assets (BOY)
- $3,369,795,233
Income & contributions
- Total income / additions
- $300,459,620
Expenses & distributions
- Benefits paid
- $366,499,430
- Total expenses
- $366,502,435
- Net increase / (decrease)
- -$66,042,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management | ADVISOR | $987,217 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $864,591 | $0 | 2023 |
| Banks, Finley, White And Co. | AUDITOR | $93,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Coca-Cola Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Mercer Investment Management — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Banks, Finley, White And Co. — Schedule C compensation