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  2. COCA-COLA SOUTHWEST BEVERAGES LLC
Sponsor portfolioTH

COCA-COLA SOUTHWEST BEVERAGES LLC

EIN 81-3909618-food & beverages-Latest filing 2024
Plans
3
Retirement
1
$589.0M assets
Welfare
2
$6.2M premiums
Participants
27,390
TWO LINCOLN CENTER 5420 LBJ FREEWAY, SUITE 800 - DALLAS, TX 75240844-375-2653cocacolaswb.comLinkedIn5001-10000 employeesfood & beverages
Plans on this EIN
3 filings
#001401k-$589.0M - 10,383 part#501Mixed-$6.2M - 12,075 lives#550Self Funded-0 lives

Benefits portfolio analytics

2 plans / $6.2M premiums / 12,075 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.6M
  • Other$3.6M
  • Vision$1.3M
  • Long-term disability$1.2M
Total $6.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA58%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY22%
  • HARTFORD LIFE AND ACCIDENT20%
Total $6.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $317K1 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

COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN

401k

Assets$589.0M
Participants10,383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COCA-COLA SOUTHWEST BEVERAGES LLC WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$6.2M
Covered lives12,075
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

COCA-COLA SOUTHWEST BEVERAGES SEVERANCE PAY PLAN FOR NONEXEMPT EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN401k$589.0M10,3832024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COCA-COLA SOUTHWEST BEVERAGES LLC WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$6.2M12,0752024
550COCA-COLA SOUTHWEST BEVERAGES SEVERANCE PAY PLAN FOR NONEXEMPT EMPLOYEESSelf Funded-$002024
Retirement plans
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