Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE COCA-COLA COMPANY
EIN 58-0628465food & beveragesLatest filing 2024
Plans
8
Retirement
2
$7.64B assets
Welfare
6
$33.2M premiums
Participants
86,493
PO BOX 1734 - ATLANTA, GA 303011734404-676-2121coca-colacompany.comLinkedIn10001+ employeesfood & beverages
Retirement portfolio analytics
2 plans aggregated / $7.64B assets / 69,263 participantsParticipants by plan
Active + retired + deferred vested
- COMPANY 401K PLAN (#002)20,371
Benefits portfolio analytics
6 plans / $33.2M premiums / 17,668 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$30.4M
- Life$30.1M
- Long-term disability$2.5M
- Health$241K
- Dental$27K
Carrier market share
Premium dollars by Schedule A carrier
99%top
- METROPOLITAN LIFE INSURANCE COMPANY99%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- AETNA LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
39%top
- MARSH & MCLENNAN AGENCY LLC39%
- AMERICAN BENEFITS AND COMPENSATION39%
- MERCER HEALTH AND BENEFITS, LLC19%
- WILLIS TOWERS WATSON US LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE COCA-COLA COMPANY PENSION PLAN
TraditionalDB
Assets$3.85B
Participants48,892
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE COCA-COLA COMPANY 401K PLAN
ESOP
Assets$3.79B
Participants20,371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516
THE COCA-COLA COMPANY HEALTH & WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$16.6M
Covered lives16,195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531
THE COCA-COLA COMPANY RETIREE BENEFITS PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$13.8M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522
COCA-COLA REFRESHMENTS RETIREE HEALTH & WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#570
GROUP LEGAL ASSISTANCE PLAN
Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY
Premiums$270K
Covered lives1,275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#532
THE COCA-COLA COMPANY RETIREE HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#559
THE COCA-COLA COMPANY SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE COCA-COLA COMPANY PENSION PLAN | TraditionalDB | $3.85B | 48,892 | 2024 | |
| 002 | THE COCA-COLA COMPANY 401K PLAN | ESOP | $3.79B | 20,371 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 516 | THE COCA-COLA COMPANY HEALTH & WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $16.6M | 16,195 | 2024 | |
| 531 | THE COCA-COLA COMPANY RETIREE BENEFITS PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $13.8M | 99 | 2024 | |
| 522 | COCA-COLA REFRESHMENTS RETIREE HEALTH & WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $2.5M | 99 | 2024 | |
| 570 | GROUP LEGAL ASSISTANCE PLAN | Fully Insured | METROPOLITAN GENERAL INSURANCE COMPANY | $270K | 1,275 | 2024 | |
| 532 | THE COCA-COLA COMPANY RETIREE HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 559 | THE COCA-COLA COMPANY SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans