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Sponsor portfolioTH

RAND COCA-COLA BEVERAGES, INC.

EIN 56-0207560-wine and spirits-Latest filing 2025
Plans
3
Retirement
2
$9.9M assets
Welfare
1
$51K premiums
Participants
403
3214 HILLSBOROUGH ROAD - DURHAM, NC 27705919-226-1521LinkedIn1-10 employeeswine and spirits
Plans on this EIN
3 filings
#002401k-$9.9M - 174 part#004TraditionalDB-$8K - 78 part#501Mixed-$51K - 222 lives

Retirement portfolio analytics

2 plans aggregated / $9.9M assets / 252 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#002)100%
  • DEFINED BENEFIT PENSION (#004)0%
Total $9.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
  • (Not disclosed)0%
Total $9.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)174
  • DEFINED BENEFIT PENSION (#004)78
Total 252Click row to drill in

Benefits portfolio analytics

1 plan / $51K premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$51K
  • Other$51K
Total $51K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Total $51K1 slice

Broker market share

Schedule A broker compensation

Split broker
77%top
  • USI INSURANCE SERVICES LLC77%
  • KISTLER TIFFANY BENEFITS23%
  • IMG0%
Total $11K3 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

DURHAM COCA-COLA BOTTLING COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$9.9M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DURHAM COCA-COLA BOTTLING COMPANY DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$8K
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RAND COCA-COLA BEVERAGES, INC. FLEXIBLE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$51K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DURHAM COCA-COLA BOTTLING COMPANY 401(K) PROFIT SHARING PLAN401k$9.9M1742024
004DURHAM COCA-COLA BOTTLING COMPANY DEFINED BENEFIT PENSION PLANTraditionalDB$8K782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RAND COCA-COLA BEVERAGES, INC. FLEXIBLE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$51K2222025
Retirement plans
Welfare plans
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