2023 Form 5500 filing — Coca-Cola Consolidated, Inc. Bargaining Employees 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 20241015092310NAL0027936881001) for Coca-Cola Consolidated, Inc. Bargaining Employees Pension Plan, reported by Ccbcc Operations LLC under EIN 20-0234821 and plan number 001. It reports 1,969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092310NAL0027936881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ccbcc Operations LLC
- EIN
- 20-0234821
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 1,969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,320,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,320,542
- Employer contributions
- $2,000,000
- Total income / additions
- $7,552,483
- Benefits paid
- $797,253
- Administrative expenses
- $368,590
- Total expenses
- $1,165,843
- Net increase / (decrease)
- $6,386,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | ACTUARY | $118,274 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt | INADV-PL | $44,391 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $16,901 | $3,611 |