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  2. KEURIG DR PEPPER INC.
Sponsor portfolio

KEURIG DR PEPPER INC.

EIN 98-0517725-food & beverages-Latest filing 2024
Plans
9
Retirement
4
$2.04B assets
Welfare
5
$18.7M premiums
Participants
52,443
6425 HALL OF FAME LANE - FRISCO, TX 75034972-673-7000keurigdrpepper.comLinkedIn10001+ employeesfood & beverages
Plans on this EIN
9 filings
#010401k-$1.90B - 26,131 part#001CashBalance-$74.3M - 994 part#003TraditionalDB-$62.7M - 2,334 part#022MoneyPurchase-$8.2M - 300 part#502Mixed-$14.5M - 22,684 lives#501Mixed-$4.1M - 637 lives#504Self Funded-0 lives#510Self Funded-0 lives#511Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $2.04B assets / 29,759 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DR PEPPER 401(K) (#010)93%
  • PENSION ACCOUNT PLAN (#001)4%
  • HOURLY EMPLOYEES' PENSION (#003)3%
  • UNION EMPLOYEES Savings (#022)0%
Total $2.04BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DR PEPPER 401(K) (#010)26,131
  • HOURLY EMPLOYEES' PENSION (#003)2,334
  • PENSION ACCOUNT PLAN (#001)994
  • UNION EMPLOYEES Savings (#022)300
Total 29,759Click row to drill in

Benefits portfolio analytics

5 plans / $18.7M premiums / 23,321 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$14.5M
  • Life$14.2M
  • Short-term disability$14.2M
  • Long-term disability$14.2M
  • Health$4.1M
  • Prescription drug$4.1M
Total $18.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA76%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • MAGELLAN HEALTHCARE2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $18.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • EDGEWOOD PARTNERS INSURANCE CENTER0%
Total $428K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#010

KEURIG DR PEPPER 401(K) PLAN

401k

Assets$1.90B
Participants26,131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN

CashBalance

Assets$74.3M
Participants994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DR PEPPER SNAPPLE GROUP, INC. HOURLY EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$62.7M
Participants2,334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

DR PEPPER SNAPPLE GROUP, INC. UNION EMPLOYEES SAVINGS PLAN

MoneyPurchase

Assets$8.2M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DR PEPPER SNAPPLE GROUP, INC. WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$14.5M
Covered lives22,684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DR PEPPER SNAPPLE GROUP, INC. HEALTH PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.1M
Covered lives637
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

DR PEPPER SNAPPLE GROUP, INC. FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

KEURIG DR PEPPER INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

DR PEPPER SNAPPLE GROUP, INC. RETIREE REIMBURSEMENT ACCOUNT

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
010KEURIG DR PEPPER 401(K) PLAN401k$1.90B26,1312024
001DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLANCashBalance$74.3M9942024
003DR PEPPER SNAPPLE GROUP, INC. HOURLY EMPLOYEES' PENSION PLANTraditionalDB$62.7M2,3342024
022DR PEPPER SNAPPLE GROUP, INC. UNION EMPLOYEES SAVINGS PLANMoneyPurchase$8.2M3002024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DR PEPPER SNAPPLE GROUP, INC. WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$14.5M22,6842024
501DR PEPPER SNAPPLE GROUP, INC. HEALTH PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$4.1M6372024
504DR PEPPER SNAPPLE GROUP, INC. FLEXIBLE SPENDING PLANSelf Funded-$002024
510KEURIG DR PEPPER INC. SEVERANCE PLANSelf Funded-$002024
511DR PEPPER SNAPPLE GROUP, INC. RETIREE REIMBURSEMENT ACCOUNTSelf Funded-$002024
Retirement plans
Welfare plans
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