2023 Form 5500 filing — Dr Pepper Snapple Group, Inc. Personal Pension Account 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 20241015190901NAL0057803858001) for Dr Pepper Snapple Group, Inc. Personal Pension Account Plan, reported by Keurig Dr Pepper Inc. under EIN 98-0517725 and plan number 001. It reports 1,181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190901NAL0057803858001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keurig Dr Pepper Inc.
- EIN
- 98-0517725
- Plan number
- 001
- Location
- Frisco, TX
- Participants
- 1,181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,205,435
- Total liabilities (EOY)
- $82,789
- Net assets (EOY)
- $84,122,646
- Total income / additions
- $9,171,345
- Benefits paid
- $11,298,331
- Administrative expenses
- $969,841
- Total expenses
- $12,268,172
- Net increase / (decrease)
- -$3,096,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Institutional Operations | NONE | $413,699 | not reported in the loaded dataset |
| Investment Research & Mgmt, Inc. | NONE | $143,274 | not reported in the loaded dataset |
| Towers Watson Investment Service | NONE | $107,026 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $47,444 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $39,048 | not reported in the loaded dataset |
| Armanino, Llp | NONE | $31,137 | not reported in the loaded dataset |