2023 Form 5500 filing — Coca-Cola Consolidated, Inc. 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 20241015120921NAL0028340785001) for Coca-Cola Consolidated, Inc. Employees Pension Plan, reported by Coca-Cola Consolidated, Inc. under EIN 56-0950585 and plan number 001. It reports 4,821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120921NAL0028340785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coca-Cola Consolidated, Inc.
- EIN
- 56-0950585
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 4,821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,584,330
- Total liabilities (EOY)
- $8,584,330
- Net assets (EOY)
- $0
- Total income / additions
- $5,773,039
- Benefits paid
- $229,692,819
- Administrative expenses
- $1,888,462
- Total expenses
- $231,581,281
- Net increase / (decrease)
- -$225,808,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | ACTUARIAL | $1,099,968 | not reported in the loaded dataset |
| Nisa Investment Advisors L.L.C. | INV-MGMT | $524,220 | not reported in the loaded dataset |
| Northern Trust Company | TRTE-DIR | $114,918 | not reported in the loaded dataset |