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Sponsor portfolio

COCA COLA PUERTO RICO BOTTLERS

EIN 65-0600251-Latest filing 2025
Plans
3
Retirement
1
$60.7M assets
Welfare
2
$417K premiums
Participants
5,074
PO BOX 51985 - TOA BAJA, PR 009501985787-288-6400
Plans on this EIN
3 filings
#001ProfitSharing-$60.7M - 2,073 part#506Fully Insured-$417K - 1,635 lives#502Fully Insured-1,366 lives

Benefits portfolio analytics

2 plans / $417K premiums / 3,001 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNIVERSAL LIFE INSURANCE COMPANY100%
  • DELTA DENTAL OF CALIFORNIA0%
Total $417K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $82K1 slice

Plan deep-dives

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

CC1 LIMITED PARTNERSHIP RETIREMENT & SAVINGS PLAN PARTNERSHIP RETIREMENT & SAVINGS PLAN

ProfitSharing

Assets$60.7M
Participants2,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

COCA COLA PUERTO RICO BOTTLERS LIFE

Fully Insured - UNIVERSAL LIFE INSURANCE COMPANY

Premiums$417K
Covered lives1,635
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COCA COLA PUERTO RICO BOTTLERS DENTAL 2024

Fully Insured - DENTAL DENTAL OF PUERTO RICO

Premiums$0
Covered lives1,366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CC1 LIMITED PARTNERSHIP RETIREMENT & SAVINGS PLAN PARTNERSHIP RETIREMENT & SAVINGS PLANProfitSharing$60.7M2,0732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506COCA COLA PUERTO RICO BOTTLERS LIFEFully InsuredUNIVERSAL LIFE INSURANCE COMPANY$417K1,6352025
502COCA COLA PUERTO RICO BOTTLERS DENTAL 2024Fully InsuredDENTAL DENTAL OF PUERTO RICO$01,3662025
Retirement plans
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