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Original filing (PDF)20241107104256NAL0005945219001
COCA-COLA REFRESHMENTS USA, INC.
Form 5500
FILING_RECEIVED
COCA-COLA REFRESHMENTS RETIREE HEALTH & WELFARE PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
7,709
Accounts w/ balance
—
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COCA-COLA REFRESHMENTS USA, INC..
Plan sponsor
Name
COCA-COLA REFRESHMENTS USA, INC.
EIN
58-0503352
Address
PO BOX 723040 · ATLANTA, GA · 311390040
Phone
(770) 989-3000
Industry
Manufacturingsee all
Plan administrator
Name
THE COCA-COLA COMPANY BENEFITS COMMITTEE
EIN
58-0628465
City
ATLANTA, GA
Phone
(404) 676-2121
Plan characteristics
Plan number
522
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-11-07
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4Q · Other
Audit & trust (Schedule H)
Auditor
LONG & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $19.9M(97% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| THE COCA-COLA COMPANY VEBA TRUST THE COCA-COLA COMPANY · EIN 58-0628465 / PN 600 | Master Trust | $19.9M | 97.0% |
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