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Sponsor portfolioTH

G & J PEPSI-COLA BOTTLERS, INC.

EIN 34-1031008-consumer goods-Latest filing 2025
Plans
4
Retirement
3
$227.1M assets
Welfare
1
$3.0M premiums
Participants
6,111
9435 WATERSTONE BOULEVARD - CINCINNATI, OH 45249513-785-6060gjpepsi.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
4 filings
#002401k-$110.0M - 1,600 part#001TraditionalDB-$94.7M - 2,018 part#003401k-$22.4M - 529 part#501Mixed-$3.0M - 2,169 lives

Retirement portfolio analytics

3 plans aggregated / $227.1M assets / 4,147 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • 401(K) RETIREMENT PLAN (#002)48%
  • INC. EMPLOYEES' PENSION (#001)42%
  • UNION NEGOTIATED PLAN (#003)10%
Total $227.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES' PENSION (#001)2,018
  • 401(K) RETIREMENT PLAN (#002)1,600
  • UNION NEGOTIATED PLAN (#003)529
Total 4,147Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 2,169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Other$1.1M
  • Long-term disability$294K
  • Life$251K
  • Vision$184K
Total $3.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • COMMUNITY INSURANCE COMPANY46%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
  • VISION SERVICE PLAN6%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • CURALINC HEALTHCARE1%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $258K1 slice

Plan deep-dives

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

G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN

401k

Assets$110.0M
Participants1,600
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$94.7M
Participants2,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) UNION NEGOTIATED PLAN

401k

Assets$22.4M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

G & J PEPSI-COLA BOTTLERS EMPLOYEE BENEFIT PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$3.0M
Covered lives2,169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) RETIREMENT PLAN401k$110.0M1,6002024
001G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES' PENSION PLANTraditionalDB$94.7M2,0182024
003G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES 401(K) UNION NEGOTIATED PLAN401k$22.4M5292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501G & J PEPSI-COLA BOTTLERS EMPLOYEE BENEFIT PLANMixedCOMMUNITY INSURANCE COMPANY$3.0M2,1692025
Retirement plans
Welfare plans
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