The Coca-Cola Company Veba Trust — 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 Veba Trust is a benefit plan reported by The Coca-Cola Company under EIN 58-0628465 and plan number 600. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $107,037,150 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
- 600
- Plan type
- 4
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $107,037,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241107104922NAL0010163521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,037,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,037,150
- Net assets (BOY)
- $307,605,146
Income & contributions
- Total contributions
- $0
- Total income / additions
- $18,160,099
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,098,059
- Total expenses
- $5,098,059
- Net increase / (decrease)
- $13,062,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Blair & Co. | NONE | $831,975 | $0 | 2023 |
| Spectrum Asset Management | NONE | $212,323 | $0 | 2023 |
| Long & Associates | NONE | $23,900 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $17,102 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Coca-Cola Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- William Blair & Co. — Schedule C compensation
- Spectrum Asset Management — Schedule C compensation
- Long & Associates — Schedule C compensation
- Northern Trust Company — Schedule C compensation