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  2. COCA-COLA BOTTLING COMPANY UNITED, INC
Sponsor portfolioTH

COCA-COLA BOTTLING COMPANY UNITED, INC

EIN 58-0148710-consumer goods-Latest filing 2024
Plans
3
Retirement
2
$823.9M assets
Welfare
1
$25.2M premiums
Participants
24,333
4600 EAST LAKE BOULEVARD - BIRMINGHAM, AL 352174032205-849-4676cocacolaunited.comLinkedIn5001-10000 employeesconsumer goods
Plans on this EIN
3 filings
#003401k-$609.6M - 11,630 part#001TraditionalDB-$214.3M - 2,159 part#520Mixed-$25.2M - 27,810 lives

Retirement portfolio analytics

2 plans aggregated / $823.9M assets / 13,789 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • UNITED, INC. 401(K) (#003)74%
  • INC. RETIREMENT PLAN (#001)26%
Total $823.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNITED, INC. 401(K) (#003)11,630
  • INC. RETIREMENT PLAN (#001)2,159
Total 13,789Click row to drill in

Benefits portfolio analytics

1 plan / $25.2M premiums / 27,810 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$15.4M
  • Other$12.4M
  • Short-term disability$12.2M
  • Long-term disability$12.2M
  • Vision$4.8M
  • Dental$4.8M
Total $25.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • RELIASTAR LIFE INSURANCE COMPANY49%
  • EYEMED VISION CARE19%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • BANKERS FIDELITY LIFE INSURANCE COMPANY13%
  • NEW DIRECTIONS BEHAVIORAL HEALTH1%
Total $25.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • COBBS ALLEN & HALL INC67%
  • IBENEFIT COMMUNICATION LLC33%
Total $3.5M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN

401k

Assets$609.6M
Participants11,630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN

TraditionalDB

Assets$214.3M
Participants2,159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

COCA COLA BOTTLING COMPANY UNITED, INC. MEDICAL PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$25.2M
Covered lives27,810
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN401k$609.6M11,6302024
001COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLANTraditionalDB$214.3M2,1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520COCA COLA BOTTLING COMPANY UNITED, INC. MEDICAL PLANMixedRELIASTAR LIFE INSURANCE COMPANY$25.2M27,8102024
Retirement plans
Welfare plans
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