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Sponsor portfolioTH

OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY UNION

EIN 44-0443840-food production-Latest filing 2024
Plans
3
Retirement
2
$52.2M assets
Welfare
1
$1.6M premiums
Participants
1,733
1777 N. PACKER ROAD - SPRINGFIELD, MO 65803417-865-9900LinkedIn1-10 employeesfood production
Plans on this EIN
3 filings
#001401k-$44.1M - 721 part#003401k-$8.1M - 261 part#501Mixed-$1.6M - 751 lives

Retirement portfolio analytics

2 plans aggregated / $52.2M assets / 982 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PROFIT SHARING PLAN (#001)84%
  • COMPANY UNION 401(K) (#003)16%
Total $52.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
Total $52.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)721
  • COMPANY UNION 401(K) (#003)261
Total 982Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 751 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.5M
  • Life$125K
  • Other$125K
  • Long-term disability$19K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SIRIUS AMERICA INSURANCE COMPANY91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MED-PAY, INC.100%
Total $195K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$44.1M
Participants721
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY UNION 401(K) PLAN

401k

Assets$8.1M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY GROUP HEALTH PLAN

Mixed - SIRIUSPOINT AMERICA INSURANCE COMPANY

Premiums$1.6M
Covered lives751
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY 401(K) PROFIT SHARING PLAN401k$44.1M7212024
003OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY UNION 401(K) PLAN401k$8.1M2612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY GROUP HEALTH PLANMixedSIRIUSPOINT AMERICA INSURANCE COMPANY$1.6M7512024
Retirement plans
Welfare plans
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