Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Ozarks Coca-Cola/Dr Pepper Bottling Company
EIN 44-0443840food productionLatest filing 2025
Plans
3
Retirement
2
$61.5M assets
Health & Benefits
1
$1.8M premiums
Participants
1,884
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $61.5M assets / 1,102 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 782 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.6M
- Life$136K
- Other$136K
- Long-term disability$20K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN
401(k)
Assets$51.7M
Participants777
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY UNION 401(K) PLAN
401(k)
Assets$9.9M
Participants325
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY GROUP HEALTH PLAN
Mixed - SIRIUSPOINT AMERICA INSURANCE COMPANY
Premiums$1.8M
Covered lives782
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN | 401(k) | $51.7M | 777 | 2025 |
| #003 | OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY UNION 401(K) PLAN | 401(k) | $9.9M | 325 | 2025 |
- #001 · 401(k) · 2025777
- #003 · 401(k) · 2025325
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY GROUP HEALTH PLAN | Mixed | SIRIUSPOINT AMERICA INSURANCE COMPANY | $1.8M | 782 | 2025 |
- #501 · Mixed · SIRIUSPOINT AMERICA INSURANCE COMPANY · 2025782
Retirement plans
Health & Benefits plans