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Sponsor portfolio

PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC.

EIN 56-0585594-Latest filing 2025
Plans
2
Retirement
1
$84.3M assets
Welfare
1
$1.4M premiums
Participants
719
P. O. BOX 550, 2401 14TH AVENUE CIRCLE NW - HICKORY, NC 28601828-322-8090LinkedIn201-500 employees
Plans on this EIN
2 filings
#001401k-$84.3M - 373 part#501Mixed-$1.4M - 599 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 599 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.1M
  • Life$307K
  • Other$307K
  • Short-term disability$220K
  • Long-term disability$220K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • USABLE LIFE15%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • USI INSURANCE SERVICES LLC90%
  • MOSAIC GROUP SERVICES8%
  • IBENEFIT COMMUNICATION LLC3%
Total $184K3 slices

Plan deep-dives

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

PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. PROFIT SHARING AND 401(K)

401k

Assets$84.3M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEPSI-COLA BOTTLING COMPANY OF HICKORY, NC, INC.

Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.4M
Covered lives599
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. PROFIT SHARING AND 401(K)401k$84.3M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEPSI-COLA BOTTLING COMPANY OF HICKORY, NC, INC.MixedBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.4M5992025
Retirement plans
Welfare plans
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