Assets by plan
Share of aggregate retirement assets
- & RETIREMENT PLAN (#002)$253.9M
Filings through .
Top hat
Refresco Beverages US Inc.
EIN 58-1947565ManufacturingLatest filing 2025
Plans
4
Retirement
3
$261.8M assets
Health & Benefits
1
$9.3M premiums
Participants
10,094
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $261.8M assets / 5,427 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.3M premiums / 4,667 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.6M
- Life$5.5M
- Short-term disability$5.5M
- Long-term disability$5.5M
- Health$3.3M
- Prescription drug$3.3M
- +1 more
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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#002
THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN
401(k)
Assets$253.9M
Participants4,922
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
REFRESCO BEVERAGES US INC. - CONCORDVILLE PENSION PLAN
Traditional DB
Assets$4.4M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
REFRESCO UNION EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$3.5M
Participants451
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
REFRESCO BEVERAGES US INC. AND THEIR SUBSIDIARIES AND AFFILIATES BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$9.3M
Covered lives4,667
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN | 401(k) | $253.9M | 4,922 | 2025 |
| #004 | REFRESCO BEVERAGES US INC. - CONCORDVILLE PENSION PLAN | Traditional DB | $4.4M | 54 | 2025 |
| #005 | REFRESCO UNION EMPLOYEES' RETIREMENT PLAN | Traditional DB | $3.5M | 451 | 2025 |
- #002 · 401(k) · 20254,922
- #004 · Traditional DB · 202554
- #005 · Traditional DB · 2025451
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | REFRESCO BEVERAGES US INC. AND THEIR SUBSIDIARIES AND AFFILIATES BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $9.3M | 4,667 | 2025 |
- #502 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20254,667
Retirement plans
Health & Benefits plans