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Original filing (PDF)20250923113456NAL0002529459001
KEURIG DR PEPPER INC.
Form 5500
FILING_RECEIVED
DR PEPPER SNAPPLE GROUP, INC. HOURLY EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 4
100% in single holding~95 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
1,001
Accounts w/ balance
—
Plan assets (EOY)
$62.7M
Net assets (EOY)
$62.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: DR PEPPER SNAPPLE GROUP, INC. MASTER PENSION TRUST (extraction pending)]" is 100% of plan.
- 95 bps in Schedule C fees — 491% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEURIG DR PEPPER INC..
Plan sponsor
Name
KEURIG DR PEPPER INC.
EIN
98-0517725
Address
6425 HALL OF FAME LANE · FRISCO, TX · 75034
Phone
(972) 673-7000
Industry
Manufacturingsee all
Plan administrator
Name
DR PEPPER SNAPPLE GROUP, INC.
EIN
98-0517725
City
PLANO, TX
Phone
(972) 673-7000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL OPERATIONS | 04-3304255 | — | NONE | $257K | — |
| INCOME RESEARCH & MGMT, INC. | 04-2955404 | — | NONE | $121K | — |
| TOWERS WATSON INVESTMENT SERVICE | 52-1868818 | — | NONE | $76K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $50K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $45K | — |
| ARMANINO, LLP | 94-6214841 | — | NONE | $31K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $13K | — |
Investments
1 pooled fund· $57.2M(91% 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 |
|---|---|---|---|---|---|---|
| DPSG MASTER PENSION TRUST DR PEPPER SNAPPLE GROUP, INC. · EIN 98-0517725 / PN 009 | Master Trust | — | — | $57.2M | 91.2% |