2023 Form 5500 filing — Pension Plan For Employees Of Coca-Cola Beverages Northeast, Inc.
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 20241008140849NAL0008438803001) for Pension Plan For Employees Of Coca-Cola Beverages Northeast, Inc., reported by Coca-Cola Beverages Northeast, Inc. under EIN 04-2614952 and plan number 001. It reports 1,557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008140849NAL0008438803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coca-Cola Beverages Northeast, Inc.
- EIN
- 04-2614952
- Plan number
- 001
- Location
- Bedford, NH
- Participants
- 1,557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,596,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,596,081
- Employer contributions
- $6,000,000
- Total income / additions
- $13,582,888
- Benefits paid
- $2,664,727
- Administrative expenses
- $815,780
- Total expenses
- $3,480,507
- Net increase / (decrease)
- $10,102,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agilis Partners LLC | NONE | $797,310 | $0 |
| Prudential Ret. Ins. & Annuity Co. | TRUSTEE | $18,470 | $21,297 |