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Sponsor portfolio

PEPSI BOTTLING VENTURES LLC

EIN 22-3657794-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$219.7M assets
Welfare
1
$2.4M premiums
Participants
6,826
4141 PARKLAKE AVE., SUITE 600 - RALEIGH, NC 276122380919-865-2300pepsibottlingventures.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
2 filings
#005401k-$219.7M - 3,683 part#501Mixed-$2.4M - 3,471 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 3,471 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$1.5M
  • Long-term disability$1.5M
  • Vision$228K
Total $2.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA60%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • TELADOC4%
  • +2 more
Total $2.4M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $346K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

PEPSI BOTTLING VENTURES 401(K) PLAN

401k

Assets$219.7M
Participants3,683
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEPSI BOTTLING VENTURES LLC EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.4M
Covered lives3,471
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005PEPSI BOTTLING VENTURES 401(K) PLAN401k$219.7M3,6832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEPSI BOTTLING VENTURES LLC EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.4M3,4712025
Retirement plans
Welfare plans
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