Dr Pepper Snapple Group, Inc. Personal Pension Account Plan — Form 5500 plan (Keurig Dr Pepper 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, Dr Pepper Snapple Group, Inc. Personal Pension Account Plan is a benefit plan reported by Keurig Dr Pepper Inc. under EIN 98-0517725 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,181 participants and $84,205,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keurig Dr Pepper Inc.
- EIN
- 98-0517725
- Plan number
- 001
- Plan type
- 2
- Location
- Frisco, TX
- Latest filing year
- 2023
- Participants
- 1,181
- End-of-year plan assets
- $84,205,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,181 | H, C | 20241015190901NAL0057803858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,205,435
- Total liabilities (EOY)
- $82,789
- Net assets (EOY)
- $84,122,646
- Net assets (BOY)
- $87,219,473
Income & contributions
- Total contributions
- $0
- Total income / additions
- $9,171,345
Expenses & distributions
- Benefits paid
- $11,298,331
- Administrative expenses
- $969,841
- Total expenses
- $12,268,172
- Net increase / (decrease)
- -$3,096,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Institutional Operations | NONE | $413,699 | not reported in the loaded dataset | 2023 |
| Investment Research & Mgmt, Inc. | NONE | $143,274 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Service | NONE | $107,026 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $47,444 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $39,048 | not reported in the loaded dataset | 2023 |
| Armanino, Llp | NONE | $31,137 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keurig Dr Pepper Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Frisco, TX
- Fidelity Institutional Operations — Schedule C compensation
- Investment Research & Mgmt, Inc. — Schedule C compensation
- Towers Watson Investment Service — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Armanino, Llp — Schedule C compensation