Filed August 19, 2002 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 3/4/2023-WTW INVOICE FOR VEBA TRUST PAID FROM PLAN | — | $1K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 11/17/2023 - WTW INVOICE FOR VEBA PAID FROM PLAN | — | $1K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 1/10/2024 - ARTISAN INVOICE FOR RLR PAID FROM PLAN | — | $11K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 3/5/2024 - WTW INVOICE FOR VEBA PAID FROM PLAN | — | $1K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 1/5/2024 - WTW INVOICE FOR VEBA PAID FROM PLAN | — | $2K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 3/5/2024 - WTW INVOICE FOR VEBA PAID FROM PLAN | — | $24K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 1/30/2024 - WTW INVOICE FOR VEBA PAID FROM PLAN | — | $35K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 4/11/2024 - WTW INVOICE FOR VEBA PAID FROM PLAN | — | $3K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 10/25/2024 - WTW INVOICE FOR THE COCA-COLA FOUNDATION PAID FROM PLAN | — | $8K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 10/20/2023 - ARTISAN INVOICE FOR RED LIFE RE PAID FROM PLAN | — | $11K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 4/20/2023 - ARTISAN INVOICE FOR RED LIFE RE PAID FROM PLAN | — | $10K |
| Part 3 Non-exempt transaction | THE COCA-COLA COMPANY | PLAN SPONSOR LOAN TO EMPLOYER - 11/15/2023 - DUPLICATE WTW INVOICE PAID FROM PLAN | — | $30K |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.15% | 8.48%-7.3pp | 8.92%-7.8pp | 8.48%-7.3pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $24,457-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $14-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |