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  2. COCA COLA BEVERAGES NORTHEAST
Sponsor portfolioTH

COCA COLA BEVERAGES NORTHEAST

EIN 04-2614952-food & beverages-Latest filing 2025
Plans
4
Retirement
3
$498.4M assets
Welfare
1
$2.4M premiums
Participants
7,689
1 EXECUTIVE PARK DRIVE - BEDFORD, NH 03110603-627-7871cokenortheast.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
4 filings
#002401k-$400.2M - 3,525 part#004TraditionalDB-$66.7M - 559 part#001TraditionalDB-$31.6M - 976 part#501Mixed-$2.4M - 2,741 lives

Retirement portfolio analytics

3 plans aggregated / $498.4M assets / 5,060 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • INC. INCENTIVE Savings (#002)80%
  • BEVERAGES NORTHEAST, INC. (#004)13%
  • BEVERAGES NORTHEAST, INC. (#001)6%
Total $498.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • THE VANGUARD GROUP, INC.80%
  • (Not disclosed)20%
Total $498.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. INCENTIVE Savings (#002)3,525
  • BEVERAGES NORTHEAST, INC. (#001)976
  • BEVERAGES NORTHEAST, INC. (#004)559
Total 5,060Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 2,741 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.2M
  • Long-term disability$2.2M
Total $2.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HAYS COMPANIES, INC.95%
  • BROWN AND BROWN OF FLORIDA, INC.5%
Total $51K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COCA COLA BEVERAGES NORTHEAST, INC. INCENTIVE SAVINGS PLAN

401k

Assets$400.2M
Participants3,525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PENSION PLAN FOR LEGACY AND LOWELL EMPLOYEES OF COCA-COLA BEVERAGES NORTHEAST, INC.

TraditionalDB

Assets$66.7M
Participants559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR EMPLOYEES OF COCA-COLA BEVERAGES NORTHEAST, INC.

TraditionalDB

Assets$31.6M
Participants976
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COCA COLA BEVERAGES NORTHEAST GROUP BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives2,741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002COCA COLA BEVERAGES NORTHEAST, INC. INCENTIVE SAVINGS PLAN401k$400.2M3,5252024
004PENSION PLAN FOR LEGACY AND LOWELL EMPLOYEES OF COCA-COLA BEVERAGES NORTHEAST, INC.TraditionalDB$66.7M5592024
001PENSION PLAN FOR EMPLOYEES OF COCA-COLA BEVERAGES NORTHEAST, INC.TraditionalDB$31.6M9762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COCA COLA BEVERAGES NORTHEAST GROUP BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.4M2,7412025
Retirement plans
Welfare plans
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