Caribbean Refrescos, Inc. Thrift Plan — Form 5500 plan (Caribbean Refrescos, Inc.)

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, Caribbean Refrescos, Inc. Thrift Plan is a benefit plan reported by Caribbean Refrescos, Inc. under EIN 66-0276572 and plan number 001. The latest loaded filing year is 2023. The filing reports 418 participants and $51,411,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caribbean Refrescos, Inc.
EIN
66-0276572
Plan number
001
Plan type
2
Location
Cidra, PR
Latest filing year
2023
Participants
418
End-of-year plan assets
$51,411,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023418H, C20240725024609NAL0029388354001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,411,753
Net assets (EOY)
$51,411,753
Net assets (BOY)
$50,366,760

Income & contributions

Employer contributions
$1,779,281
Participant contributions
$1,928,365
Total contributions
$3,710,334
Total income / additions
$6,093,129

Expenses & distributions

Benefits paid
$5,044,400
Administrative expenses
$3,736
Total expenses
$5,048,136
Net increase / (decrease)
$1,044,993

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$3,736$02023

Related Form 5500 pages