Plan5500

Us Large Cap Active Equity Fund — Form 5500 plan (The Coca-Cola Company Master Trust For 401(K) Plans)

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, Us Large Cap Active Equity Fund is a benefit plan reported by The Coca-Cola Company Master Trust For 401(K) Plans under EIN 87-6272550 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Coca-Cola Company Master Trust For 401(K) Plans
EIN
87-6272550
Plan number
001
Plan type
4
Location
Atlanta, GA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015182635NAL0049345824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$215,296,125

Income & contributions

Total contributions
$0
Total income / additions
$17,751,640

Expenses & distributions

Benefits paid
$0
Administrative expenses
-$5,268
Total expenses
-$5,268
Net increase / (decrease)
$17,756,908

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Polen Capital Management, LLCNONE$72,237not reported in the loaded dataset2023
Lvm Asset ManagementNONE$69,875not reported in the loaded dataset2023
Jennison Associates LLCNONE$69,667not reported in the loaded dataset2023
Macquire Investment ManagementNONE$52,911not reported in the loaded dataset2023
Martingale Asset Management PtnNONE$14,659not reported in the loaded dataset2023

Related Form 5500 pages