PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. REFRESCO BEVERAGES US INC.
Sponsor portfolioTH

REFRESCO BEVERAGES US INC.

EIN 58-1947565-Manufacturing-Latest filing 2025
Plans
4
Retirement
3
$223.4M assets
Welfare
1
$9.3M premiums
Participants
11,045
8112 WOODLAND CENTER BLVD - TAMPA, FL 33614813-313-1800LinkedIn1-10 employees
Plans on this EIN
4 filings
#002401k-$216.8M - 5,858 part#004TraditionalDB-$4.4M - 54 part#005TraditionalDB-$2.2M - 466 part#502Mixed-$9.3M - 4,667 lives

Retirement portfolio analytics

3 plans aggregated / $223.4M assets / 6,378 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • & RETIREMENT PLAN (#002)97%
  • - CONCORDVILLE PENSION (#004)2%
  • EMPLOYEES' RETIREMENT PLAN (#005)1%
Total $223.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY97%
  • (Not disclosed)3%
Total $223.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#002)5,858
  • EMPLOYEES' RETIREMENT PLAN (#005)466
  • - CONCORDVILLE PENSION (#004)54
Total 6,378Click row to drill in

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
Total $9.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY59%
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • VISION SERVICE PLAN5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $9.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HAYS COMPANIES, INC.100%
Total $460K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN

401k

Assets$216.8M
Participants5,858
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

REFRESCO BEVERAGES US INC. - CONCORDVILLE PENSION PLAN

TraditionalDB

Assets$4.4M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

REFRESCO UNION EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$2.2M
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

REFRESCO BEVERAGES US INC. AND THEIR SUBSIDIARIES AND AFFILIATES BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$9.3M
Covered lives4,667
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN401k$216.8M5,8582024
004REFRESCO BEVERAGES US INC. - CONCORDVILLE PENSION PLANTraditionalDB$4.4M542025
005REFRESCO UNION EMPLOYEES' RETIREMENT PLANTraditionalDB$2.2M4662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502REFRESCO BEVERAGES US INC. AND THEIR SUBSIDIARIES AND AFFILIATES BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$9.3M4,6672025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica