2023 Form 5500 filing — The Coca-Cola Bottlers' Association 401(K) Retirement Savings 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 20250501140443NAL0002075027001) for The Coca-Cola Bottlers' Association 401(K) Retirement Savings Plan, reported by The Coca-Cola Bottlers Association under EIN 58-0198280 and plan number 002. It reports 24,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501140443NAL0002075027001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Coca-Cola Bottlers Association
- EIN
- 58-0198280
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 24,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $839,340,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $839,340,545
- Employer contributions
- $25,540,243
- Participant contributions
- $51,227,833
- Total income / additions
- $203,370,300
- Benefits paid
- $66,281,903
- Administrative expenses
- $1,910,316
- Total expenses
- $68,247,388
- Net increase / (decrease)
- $135,122,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,964,866 | $0 |
| The Coca-Cola Bottlers' | CONTRACT ADMINISTRATOR | $9,400 | not reported in the loaded dataset |