2023 Form 5500 filing — Keurig Dr Pepper 401(K) 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 20241010165727NAL0041618402001) for Keurig Dr Pepper 401(K) Plan, reported by Keurig Dr Pepper Inc. under EIN 98-0517725 and plan number 010. It reports 27,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010165727NAL0041618402001
Filing year
2023
Form type
2
Plan sponsor
Keurig Dr Pepper Inc.
EIN
98-0517725
Plan number
010
Location
Frisco, TX
Participants
27,425
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,686,236,156
Total liabilities (EOY)
$0
Net assets (EOY)
$1,686,236,156
Employer contributions
$64,144,214
Participant contributions
$87,564,363
Total income / additions
$427,089,839
Benefits paid
$181,877,638
Administrative expenses
$1,052,019
Total expenses
$183,073,550
Net increase / (decrease)
$244,016,289
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$1,052,318$0

Related Form 5500 pages