2023 Form 5500 filing — Heartland Coca-Cola 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 20241015124832NAL0028472721001) for Heartland Coca-Cola Bargaining Employees' Pension Plan, reported by Heartland Coca-Cola Bottling Company, LLC under EIN 81-3590283 and plan number 001. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124832NAL0028472721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Coca-Cola Bottling Company, LLC
- EIN
- 81-3590283
- Plan number
- 001
- Location
- Lenexa, KS
- Participants
- 465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,163,360
- Total liabilities (EOY)
- $13,088
- Net assets (EOY)
- $13,150,272
- Employer contributions
- $0
- Total income / additions
- $1,839,582
- Benefits paid
- $2,503,693
- Administrative expenses
- $51,352
- Total expenses
- $2,555,045
- Net increase / (decrease)
- -$715,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Financial Group | NONE | $51,994 | $0 |