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Original filing (PDF)20251010151047NAL0013395552001
COCA-COLA BOTTLING COMPANY UNITED, INC
Form 5500
FILING_RECEIVED
COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
1,061
Accounts w/ balance
—
Plan assets (EOY)
$214.3M
Net assets (EOY)
$214.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MERCER ACTIVE LONG CORPORATE FIXED INCOME PORTFOLIO (extraction pending)]" is 38% of plan.
- 39 bps in Schedule C fees — 287% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COCA-COLA BOTTLING COMPANY UNITED, INC.
Plan sponsor
Name
COCA-COLA BOTTLING COMPANY UNITED, INC
EIN
58-0148710
Address
4600 EAST LAKE BOULEVARD · BIRMINGHAM, AL · 352174032
Phone
(205) 849-4676
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT COMMITTEE
EIN
63-0723360
City
BIRMINGHAM, AL
Phone
(205) 849-4676
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 30-0282430 | — | NONE | $363K | — |
| MERCER | 13-2834414 | — | NONE | $344K | — |
| REGIONS | 63-6129301 | — | NONE | $108K | — |
| WARREN AVERETT, LLC | 45-4084437 | — | NONE | $15K | — |
| MERCER INVESTMENTS, LLC | 30-0282430 | — | NONE | $0 | — |
Investments
7 pooled funds· $212.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ACTIVE LONG CORPORATE FIXED INCOME MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | — | $81.3M | 37.9% | |
| LONG STRIPS FIXED INCOME PORTFOLIO MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | — | — | $53.2M | 24.8% | |
| NT COLLECTIVE S&P 500 INDEX FUND THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $42.2M | 19.7% | |
| NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | — | — | $18.6M | 8.7% | |
| EMERGING MARKETS EQUITY PORTFOLIO MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | — | $7.6M | 3.5% | |
| US SMALL/MID CAP EQUITY PORTFOLIO MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | — | $6.9M | 3.2% | |
| LOW VOLATILITY EQUITY PORTFOLIO MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | — | — | $3.1M | 1.5% |