The Coca-Cola Company Retiree Health Plan — Form 5500 plan (The Coca-Cola 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, The Coca-Cola Company Retiree Health Plan is a benefit plan reported by The Coca-Cola Company under EIN 58-0628465 and plan number 532. The latest loaded filing year is 2023. The filing reports 1,192 participants and $88,717,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Coca-Cola Company
- EIN
- 58-0628465
- Plan number
- 532
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,192 | H | 20241107104738NAL0021929634001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $88,717,785
- Total liabilities (EOY)
- $2,634,533
- Net assets (EOY)
- $86,083,252
- Net assets (BOY)
- $305,815,829
Income & contributions
- Employer contributions
- $10,353,491
- Participant contributions
- $8,528,302
- Total contributions
- $18,881,793
- Total income / additions
- -$32,222,159
Expenses & distributions
- Benefits paid
- $39,705,418
- Administrative expenses
- $147,805,000
- Total expenses
- $187,510,418
- Net increase / (decrease)
- -$219,732,577
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.