Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES
EIN 87-0424812ManufacturingLatest filing 2024
Plans
5
Retirement
2
$550.3M assets
Welfare
3
$8.4M premiums
Participants
19,481
12634 SOUTH 265 WEST - DRAPER, UT 84020801-816-5300
Retirement portfolio analytics
2 plans aggregated / $550.3M assets / 10,812 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
62%top
- (Not disclosed)62%
- PRINCIPAL LIFE INSURANCE COMPANY38%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $8.4M premiums / 16,168 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$7.7M
- Life$6.2M
- Short-term disability$4.0M
- Long-term disability$4.0M
- Vision$649K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- STANDARD INSURANCE COMPANY74%
- AFLAC18%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SWIRE COCA-COLA 401(K) PLAN
401k
Assets$341.4M
Participants9,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES
TraditionalDB
Assets$208.9M
Participants1,673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
SWIRE PACIFIC HOLDINGS INC. ACTIVE NON-UNION EMPLOYEES HEALTH AND WELFARE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$6.1M
Covered lives8,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
SWIRE PACIFIC HOLDINGS INC. UNION HEATH AND WELFARE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$2.3M
Covered lives8,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
SWIRE PACIFIC HOLDINGS INC. NON-UNION RETIREE HEALTH AND WELFARE BENEFIT 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 | |
|---|---|---|---|---|---|---|
| 002 | SWIRE COCA-COLA 401(K) PLAN | 401k | $341.4M | 9,139 | 2024 | |
| 001 | RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES | TraditionalDB | $208.9M | 1,673 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SWIRE PACIFIC HOLDINGS INC. ACTIVE NON-UNION EMPLOYEES HEALTH AND WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $6.1M | 8,084 | 2024 | |
| 506 | SWIRE PACIFIC HOLDINGS INC. UNION HEATH AND WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $2.3M | 8,084 | 2024 | |
| 507 | SWIRE PACIFIC HOLDINGS INC. NON-UNION RETIREE HEALTH AND WELFARE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans