Pepsi-Cola Bottling Company Health Plan — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pepsi-Cola Bottling Company Health Plan (EIN 42-1210714) is a plan sponsor located in Oskaloosa, IA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-1210714
Location
Oskaloosa, IA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$116.2KSummed across loaded plans$116,221
Total reported assets$164.2K$164,189
Total reported participants186
Total reported liabilities$48K$47,968

Reported net position

Reported assets = net assets + liabilities (summed)$164.2K total assets
Net assets$116.2KLiabilities$48K
Contributions & income
Employer contributions$1.5M
Participant contributions$624.6K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)-$156.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Pepsi-Cola Bottling Company Employees Health Plan
Participants per plan186Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #502 · 186 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pepsi-Cola Bottling Company Health Plan
YearPlanParticipantsSchedulesFiling
2023Pepsi-Cola Bottling Company Employees Health Plan186H20250730100732NAL0004496833002

Related Form 5500 pages