2023 Form 5500 filing — Liberty Coca-Cola Beverages And Teamsters Local #125 Pension Plan
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 20241004111323NAL0019506560001) for Liberty Coca-Cola Beverages And Teamsters Local #125 Pension Plan, reported by Liberty Coca-Cola Beverages LLC under EIN 82-1396019 and plan number 002. It reports 534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004111323NAL0019506560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Coca-Cola Beverages LLC
- EIN
- 82-1396019
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,953,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,953,984
- Total income / additions
- $3,334,040
- Benefits paid
- $1,605,255
- Administrative expenses
- $133,836
- Total expenses
- $1,739,091
- Net increase / (decrease)
- $1,594,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group, Inc. | NONE | $60,778 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $45,168 | not reported in the loaded dataset |
| Torrillo & Associates, LLC | NONE | $20,500 | not reported in the loaded dataset |
| Fifth Third Bank | TRUSTEE | $7,390 | not reported in the loaded dataset |