Ozarks Coca-Cola/Dr Pepper Bottling Company Group Health Plan — Form 5500 plan (Ozarks Coca-Cola/Dr Pepper Bottling Company)
Plain-English plan 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, Ozarks Coca-Cola/Dr Pepper Bottling Company Group Health Plan is a benefit plan reported by Ozarks Coca-Cola/Dr Pepper Bottling Company under EIN 44-0443840 and plan number 501. The latest loaded filing year is 2023. The filing reports 687 participants and $7,176,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ozarks Coca-Cola/Dr Pepper Bottling Company
- EIN
- 44-0443840
- Plan number
- 501
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 687
- End-of-year plan assets
- $7,176,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 687 | H, C | 20241014163007NAL0045309936002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,176,486
- Net assets (EOY)
- $7,176,486
- Net assets (BOY)
- $8,025,743
Income & contributions
- Employer contributions
- $8,201,538
- Participant contributions
- $1,124,249
- Total contributions
- $10,241,622
- Total income / additions
- $10,632,461
Expenses & distributions
- Benefits paid
- $10,899,278
- Administrative expenses
- $582,440
- Total expenses
- $11,481,718
- Net increase / (decrease)
- -$849,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Med-Pay, Inc. | CONTRACT ADMINISTRATOR | $159,228 | $68,936 | 2023 |
| Valenz Claim | PPO WRAP NETWORK ACCESS | $69,025 | not reported in the loaded dataset | 2023 |
| Ucs Holdings Inc. | PPO WRAP NETWORK ACCESS | $62,473 | not reported in the loaded dataset | 2023 |
| National Bill Audit Services LLC | BILL REVIEW AUDIT FEES | $43,081 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity Inc | PPO WRAP NETWORK ACCESS | $30,561 | not reported in the loaded dataset | 2023 |
| Premier Healthcare Exchange | PPO WRAP NETWORK ACCESS | $9,978 | not reported in the loaded dataset | 2023 |
| Arkansas Managed Care Organization | PPO NETWORK ACCESS FEES | $9,977 | not reported in the loaded dataset | 2023 |
| Warrior Cost Management LLC | PPO WRAP NETWORK ACCESS | $9,024 | not reported in the loaded dataset | 2023 |
| Leaf Health | PERSCRIPTION ADMIN MKTG | $0 | $7,639 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ozarks Coca-Cola/Dr Pepper Bottling Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Springfield, MO
- Med-Pay, Inc. — Schedule C compensation
- Valenz Claim — Schedule C compensation
- Ucs Holdings Inc. — Schedule C compensation
- National Bill Audit Services LLC — Schedule C compensation
- Zelis Claims Integrity Inc — Schedule C compensation
- Premier Healthcare Exchange — Schedule C compensation
- Arkansas Managed Care Organization — Schedule C compensation
- Warrior Cost Management LLC — Schedule C compensation
- Leaf Health — Schedule C compensation