Retirement plan

DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN

Name: KEURIG DR PEPPER INC. - DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN (2024) Form 5500
Creator: KEURIG DR PEPPER INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN, KEURIG DR PEPPER INC.

KEURIG DR PEPPER INC.EIN 98-0517725Plan #001PY 2024

6425 HALL OF FAME LANE - FRISCO, TX 75034972-673-7000keurigdrpepper.comLinkedIn10001+ employeesfood & beverages

Other plans on this EIN

3 filings

#010Retirement-$1.90B assets #003Retirement-$62.7M assets #022Retirement-$8.2M assets

Prospect flagsLow returnsWind-down / frozen

How to read this page

Total assets (EOY)

$74.3M

-9.0% from 2016

Total participants

994

+7.0% from 2016

Average account balance

No prior year

Annual return

0.36%

-10.31 pp from 2016

Benchmarks

See 56 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined benefit

Participants250-999

Cohort56 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$74.26M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$75K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

739

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 16 · EIN 04-3304255	Consulting	$411,549
INCOME RESEARCH & MANAGEMENT5 years Filed as: INCOME RESEARCH & MGMT, INC. Service code 28 · EIN 04-2955404	Investment Management	$167,570
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818	Consulting	$120,645
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860	Bank Trustee	$72,105
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431	Consulting	$69,660
ARMANINO LLP8 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841	Accounting	$43,102
PACIFIC LIFE INSURANCE1 year Service code 23 · EIN 95-1079000	Insurance services	$31,077
NEPC, LLC8 years Service code 16 · EIN 26-1429809	Consulting	$17,415

Enrolled actuary

1 attachment

Free accounts unlock saves, downloads, and 3-year history.

Plan features & details

Pension benefit codes1A1C1E1H3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1E
Section 401(h) arrangement
Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
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.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$4193 / participant

Trustee / custodial$769K72.0%
Actuarial$121K11.3%
Other / not subdivided$179K16.8%

% of EOY assets

1.440%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ARMANINO, LLP
Auditor EIN: 332514127
Audit fees: $43,102
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,914-100.0%

Participation rate

0.0%

0.0%0pp

9.1%-9.1pp

0.0%0pp

Annual return

0.36%

5.54%-5.2pp

8.92%-8.6pp

8.76%-8.4pp

Employer contribution / active EE

$6,639-100.0%

$24,457-100.0%

$16,664-100.0%

Participant deferral / active EE

$467-100.0%

$14-100.0%

$948-100.0%

Admin fee / account holder

$692-100.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Filed as: FIDELITY INSTITUTIONAL OPERATIONS

Service code 16 · EIN 04-3304255

Consulting

$411,549

INCOME RESEARCH & MANAGEMENT5 years

Filed as: INCOME RESEARCH & MGMT, INC.

Service code 28 · EIN 04-2955404

Investment Management

$167,570

WILLIS TOWERS WATSON US LLC10+ years

Filed as: TOWERS WATSON INVESTMENT SERVICE

Service code 16 · EIN 52-1868818

Consulting

$120,645

NORTHERN TRUST COMPANY10+ years

Service code 21 · EIN 36-1561860

Bank Trustee

$72,105

AON CONSULTING1 year

Filed as: AON INVESTMENTS USA INC

Service code 16 · EIN 36-3109431

Consulting

$69,660

ARMANINO LLP8 years

Filed as: ARMANINO, LLP

Service code 10 · EIN 94-6214841

Accounting

$43,102

PACIFIC LIFE INSURANCE1 year

Service code 23 · EIN 95-1079000

Insurance services

$31,077

NEPC, LLC8 years

Service code 16 · EIN 26-1429809

Consulting

$17,415

DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion