2023 Form 5500 filing — The Coca-Cola Company Master Trust For 401(K)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808101954NAL0002771059001) for The Coca-Cola Company Master Trust For 401(K), reported by The Coca-Cola Company under EIN 87-6272550 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808101954NAL0002771059001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Coca-Cola Company
- EIN
- 87-6272550
- Plan number
- 004
- Location
- Atlanta, GA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,467,302,221
- Net assets (EOY)
- $3,467,302,221
- Total income / additions
- $300,459,620
- Benefits paid
- $366,499,430
- Total expenses
- $366,502,435
- Net increase / (decrease)
- -$66,042,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | ADVISOR | $987,217 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $864,591 | $0 |
| Banks, Finley, White And Co. | AUDITOR | $93,000 | not reported in the loaded dataset |