Coca-Cola Refreshments Usa, Inc. — 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, Coca-Cola Refreshments Usa, Inc. (EIN 58-0503352) is a plan sponsor located in Atlanta, GA 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
58-0503352
Location
Atlanta, GA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Coca-Cola Refreshments Usa, Inc.

  • 1 loaded plans hold $20.5M in reported assets.
  • The largest, Coca-Cola Refreshments Retiree Health & Welfare Plan, holds 100% of this company's reported plan assets.
  • Plans cover 7,094 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.3MSummed across loaded plans$20,272,450
Total reported assets$20.5M$20,480,631
Total reported participants7.1K7,094
Total reported liabilities$208.2K$208,181

Reported net position

Reported assets = net assets + liabilities (summed)$20.5M total assets
Net assets$20.3MLiabilities$208.2K
Contributions & income
Employer contributions$9.4M
Participant contributions$411.6K
Total income / additions$69.8M
Expenses & distributions
Benefits paid / distributions$10.1M
Total expenses$49.8M
Net increase / (decrease)$20M

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%Coca-Cola Refreshments Retiree Health & Welfare Plan
Participants per plan7,094Average 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 #522 · 7,094 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Coca-Cola Refreshments Usa, Inc.. Open one for its full reported snapshot.

  1. 2023
    Coca-Cola Refreshments Retiree Health & Welfare Plan7,094 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Coca-Cola Refreshments Usa, Inc. report on Form 5500?
Coca-Cola Refreshments Usa, Inc. (EIN 58-0503352) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Coca-Cola Refreshments Usa, Inc.?
The Employer Identification Number (EIN) reported for Coca-Cola Refreshments Usa, Inc. is 58-0503352.
What is the latest Form 5500 filing year for Coca-Cola Refreshments Usa, Inc.?
The latest loaded Form 5500 filing year for Coca-Cola Refreshments Usa, Inc. is 2023.

Related Form 5500 pages