2023 Form 5500 filing — The Coca-Cola Company Veba Trust
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 20241107104922NAL0010163521001) for The Coca-Cola Company Veba Trust, reported by The Coca-Cola Company under EIN 58-0628465 and plan number 600. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107104922NAL0010163521001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Coca-Cola Company
- EIN
- 58-0628465
- Plan number
- 600
- Location
- Atlanta, GA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,037,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,037,150
- Total income / additions
- $18,160,099
- Benefits paid
- $0
- Administrative expenses
- $5,098,059
- Total expenses
- $5,098,059
- Net increase / (decrease)
- $13,062,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Blair & Co. | NONE | $831,975 | $0 |
| Spectrum Asset Management | NONE | $212,323 | $0 |
| Long & Associates | NONE | $23,900 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $17,102 | $0 |