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Plan Name | COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | COCA-COLA CONSOLIDATED, INC. |
Employer identification number (EIN): | 560950585 |
NAIC Classification: | 312110 |
NAIC Description: | Soft Drink and Ice Manufacturing |
Additional information about COCA-COLA CONSOLIDATED, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1974-08-13 |
Company Identification Number: | F028389 |
Legal Registered Office Address: |
5511 STAPLES MILL ROAD RICHMOND United States of America (USA) 23228 |
More information about COCA-COLA CONSOLIDATED, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | CHRSITINE MOTHERWELL | 2023-10-14 | CHRISTINE MOTHERWELL | 2023-10-14 |
001 | 2021-01-01 | CHRSITINE MOTHERWELL | 2022-10-13 | CHRISTINE MOTHERWELL | 2022-10-13 |
001 | 2020-01-01 | JIM MATTE | 2021-10-11 | JIM MATTE | 2021-10-11 |
001 | 2019-01-01 | JIM MATTE | 2020-10-13 | JIM MATTE | 2020-10-13 |
001 | 2018-01-01 | JIM MATTE | 2019-10-13 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | CLIFFORD M. DEAL III | |||
001 | 2014-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2015-10-08 | |
001 | 2013-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2014-10-09 | |
001 | 2012-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2013-10-11 | |
001 | 2011-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2012-10-05 | |
001 | 2010-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2011-10-12 | |
001 | 2009-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2010-10-07 |
Measure | Date | Value |
---|---|---|
2022: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 304,780,676 |
Acturial value of plan assets | 2022-12-31 | 304,780,676 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 110,456,564 |
Number of terminated vested participants | 2022-12-31 | 1,852 |
Fundng target for terminated vested participants | 2022-12-31 | 68,233,281 |
Active participant vested funding target | 2022-12-31 | 48,696,275 |
Number of active participants | 2022-12-31 | 1,291 |
Total funding liabilities for active participants | 2022-12-31 | 48,752,181 |
Total participant count | 2022-12-31 | 4,919 |
Total funding target for all participants | 2022-12-31 | 227,442,026 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 24,390,623 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 24,390,623 |
Present value of excess contributions | 2022-12-31 | 12,756,227 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 13,474,403 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 25,536,982 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,100,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 4,928 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,250 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,523 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,712 |
Total of all active and inactive participants | 2022-01-01 | 4,485 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 336 |
Total participants | 2022-01-01 | 4,821 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 291,729,899 |
Acturial value of plan assets | 2021-12-31 | 291,729,899 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 105,932,113 |
Number of terminated vested participants | 2021-12-31 | 1,928 |
Fundng target for terminated vested participants | 2021-12-31 | 67,805,475 |
Active participant vested funding target | 2021-12-31 | 49,166,417 |
Number of active participants | 2021-12-31 | 1,378 |
Total funding liabilities for active participants | 2021-12-31 | 49,363,948 |
Total participant count | 2021-12-31 | 5,085 |
Total funding target for all participants | 2021-12-31 | 223,101,536 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 21,378,406 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 21,378,406 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 24,390,623 |
Total employer contributions | 2021-12-31 | 14,000,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 12,756,227 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 850,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 12,756,227 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 5,089 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,293 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,476 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,842 |
Total of all active and inactive participants | 2021-01-01 | 4,611 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 317 |
Total participants | 2021-01-01 | 4,928 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 268,477,551 |
Acturial value of plan assets | 2020-12-31 | 268,477,551 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 102,482,863 |
Number of terminated vested participants | 2020-12-31 | 1,966 |
Fundng target for terminated vested participants | 2020-12-31 | 68,785,265 |
Active participant vested funding target | 2020-12-31 | 56,133,330 |
Number of active participants | 2020-12-31 | 1,506 |
Total funding liabilities for active participants | 2020-12-31 | 56,357,949 |
Total participant count | 2020-12-31 | 5,226 |
Total funding target for all participants | 2020-12-31 | 227,626,077 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 19,036,871 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 19,036,871 |
Present value of excess contributions | 2020-12-31 | 5,691,926 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 6,010,105 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 21,378,406 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,975,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 5,229 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,381 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,495 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,913 |
Total of all active and inactive participants | 2020-01-01 | 4,789 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 300 |
Total participants | 2020-01-01 | 5,089 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 243,389,322 |
Acturial value of plan assets | 2019-12-31 | 243,389,322 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 97,140,032 |
Number of terminated vested participants | 2019-12-31 | 2,086 |
Fundng target for terminated vested participants | 2019-12-31 | 70,087,523 |
Active participant vested funding target | 2019-12-31 | 56,846,098 |
Number of active participants | 2019-12-31 | 1,608 |
Total funding liabilities for active participants | 2019-12-31 | 57,112,936 |
Total participant count | 2019-12-31 | 5,445 |
Total funding target for all participants | 2019-12-31 | 224,340,491 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 19,767,453 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 19,767,453 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 100,000 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 19,036,871 |
Total employer contributions | 2019-12-31 | 9,600,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 8,754,966 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 3,075,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 3,063,040 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 3,063,040 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 8,754,966 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 5,450 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,509 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,469 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,949 |
Total of all active and inactive participants | 2019-01-01 | 4,927 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 302 |
Total participants | 2019-01-01 | 5,229 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 263,963,645 |
Acturial value of plan assets | 2018-12-31 | 263,963,645 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 85,519,111 |
Number of terminated vested participants | 2018-12-31 | 2,083 |
Fundng target for terminated vested participants | 2018-12-31 | 65,402,833 |
Active participant vested funding target | 2018-12-31 | 62,196,397 |
Number of active participants | 2018-12-31 | 1,784 |
Total funding liabilities for active participants | 2018-12-31 | 62,570,064 |
Total participant count | 2018-12-31 | 5,566 |
Total funding target for all participants | 2018-12-31 | 213,492,008 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 17,252,097 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 17,252,097 |
Present value of excess contributions | 2018-12-31 | 14,410,838 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 15,272,606 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 19,767,453 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,750,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 5,571 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,613 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,453 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2,061 |
Total of all active and inactive participants | 2018-01-01 | 5,127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 323 |
Total participants | 2018-01-01 | 5,450 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 230,261,212 |
Acturial value of plan assets | 2017-12-31 | 230,261,212 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 83,066,262 |
Number of terminated vested participants | 2017-12-31 | 2,082 |
Fundng target for terminated vested participants | 2017-12-31 | 59,425,687 |
Active participant vested funding target | 2017-12-31 | 63,953,889 |
Number of active participants | 2017-12-31 | 1,985 |
Total funding liabilities for active participants | 2017-12-31 | 64,376,288 |
Total participant count | 2017-12-31 | 5,760 |
Total funding target for all participants | 2017-12-31 | 206,868,237 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 17,143,523 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 1,020,068 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 16,123,455 |
Present value of excess contributions | 2017-12-31 | 9,065,216 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 9,633,811 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 17,252,097 |
Total employer contributions | 2017-12-31 | 15,900,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 14,410,838 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 2,400,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 14,410,838 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 5,765 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,789 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,410 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2,059 |
Total of all active and inactive participants | 2017-01-01 | 5,258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 313 |
Total participants | 2017-01-01 | 5,571 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 217,202,340 |
Acturial value of plan assets | 2016-12-31 | 217,202,340 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 78,767,384 |
Number of terminated vested participants | 2016-12-31 | 2,093 |
Fundng target for terminated vested participants | 2016-12-31 | 55,652,802 |
Active participant vested funding target | 2016-12-31 | 64,059,635 |
Number of active participants | 2016-12-31 | 2,097 |
Total funding liabilities for active participants | 2016-12-31 | 64,533,699 |
Total participant count | 2016-12-31 | 5,860 |
Total funding target for all participants | 2016-12-31 | 198,953,885 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 34,377,267 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 2,354,700 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 32,022,567 |
Present value of excess contributions | 2016-12-31 | 7,846,583 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 8,213,212 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 15,100,000 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 17,143,523 |
Total employer contributions | 2016-12-31 | 10,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 9,065,216 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 2,125,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,020,068 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 1,020,068 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 9,065,216 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 5,872 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,992 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,413 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2,055 |
Total of all active and inactive participants | 2016-01-01 | 5,460 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 305 |
Total participants | 2016-01-01 | 5,765 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 5,911 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,104 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,406 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2,070 |
Total of all active and inactive participants | 2015-01-01 | 5,580 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 292 |
Total participants | 2015-01-01 | 5,872 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 5,970 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,229 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,355 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,042 |
Total of all active and inactive participants | 2014-01-01 | 5,626 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 285 |
Total participants | 2014-01-01 | 5,911 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7,977 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,349 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,335 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,013 |
Total of all active and inactive participants | 2013-01-01 | 5,697 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 273 |
Total participants | 2013-01-01 | 5,970 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 8,082 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,490 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,289 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3,923 |
Total of all active and inactive participants | 2012-01-01 | 7,702 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 275 |
Total participants | 2012-01-01 | 7,977 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 8,193 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,654 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,260 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3,906 |
Total of all active and inactive participants | 2011-01-01 | 7,820 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 262 |
Total participants | 2011-01-01 | 8,082 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 8,328 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,835 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1,219 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3,871 |
Total of all active and inactive participants | 2010-01-01 | 7,925 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 268 |
Total participants | 2010-01-01 | 8,193 |
Number of participants with account balances | 2010-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 8,514 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3,072 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,186 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3,809 |
Total of all active and inactive participants | 2009-01-01 | 8,067 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 261 |
Total participants | 2009-01-01 | 8,328 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-67,063,511 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-67,063,511 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $404,385 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $251,478 |
Total income from all sources (including contributions) | 2022-12-31 | $-55,046,783 |
Total loss/gain on sale of assets | 2022-12-31 | $-9,708,909 |
Total of all expenses incurred | 2022-12-31 | $15,063,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $12,446,086 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $12,000,000 |
Value of total assets at end of year | 2022-12-31 | $235,348,598 |
Value of total assets at beginning of year | 2022-12-31 | $305,306,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,617,713 |
Total interest from all sources | 2022-12-31 | $9,725,637 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $1,568,323 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $6,976,472 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $7,635,969 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $40,746 |
Administrative expenses (other) incurred | 2022-12-31 | $735,016 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $363,639 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $251,478 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-70,110,582 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $234,944,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $305,054,795 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $245,835 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $392,241 |
Income. Interest from US Government securities | 2022-12-31 | $210,396 |
Income. Interest from corporate debt instruments | 2022-12-31 | $9,120,808 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $11,533,213 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,370,665 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,354,632 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,354,632 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,192 |
Asset value of US Government securities at end of year | 2022-12-31 | $11,796,024 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $11,471,718 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $12,000,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $12,000,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $14,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,446,086 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $32,402,828 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $42,052,489 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $160,640,061 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $225,420,800 |
Contract administrator fees | 2022-12-31 | $68,539 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $72,694,633 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $82,403,542 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GREERWALKER LLP |
Accountancy firm EIN | 2022-12-31 | 561434747 |
2021 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-13,027,160 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-13,027,160 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $251,478 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $384,100 |
Total income from all sources (including contributions) | 2021-12-31 | $28,016,690 |
Total loss/gain on sale of assets | 2021-12-31 | $1,871,406 |
Total of all expenses incurred | 2021-12-31 | $14,307,694 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,856,564 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $14,000,000 |
Value of total assets at end of year | 2021-12-31 | $305,306,273 |
Value of total assets at beginning of year | 2021-12-31 | $291,729,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,451,130 |
Total interest from all sources | 2021-12-31 | $6,395,842 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $783,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $783,975 |
Administrative expenses professional fees incurred | 2021-12-31 | $497,311 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $7,635,969 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $2,115,213 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $304,688 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $251,478 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $384,100 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $13,708,996 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $305,054,795 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $291,345,799 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $438,475 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $107,767,273 |
Interest earned on other investments | 2021-12-31 | $83,755 |
Income. Interest from US Government securities | 2021-12-31 | $214,157 |
Income. Interest from corporate debt instruments | 2021-12-31 | $6,096,864 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,370,665 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,562,453 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,354,632 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $487,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $487,074 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,066 |
Asset value of US Government securities at end of year | 2021-12-31 | $11,471,718 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $11,088,511 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $17,991,531 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,096 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $14,000,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $14,000,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,856,564 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $42,052,489 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $38,928,339 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $225,420,800 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $128,781,036 |
Contract administrator fees | 2021-12-31 | $210,656 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $197,514,937 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $195,643,531 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GREERWALKER LLP |
Accountancy firm EIN | 2021-12-31 | 561434747 |
2020 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $15,503,032 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $15,503,032 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $384,100 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $182,508 |
Total income from all sources (including contributions) | 2020-12-31 | $36,337,226 |
Total loss/gain on sale of assets | 2020-12-31 | $1,257,169 |
Total of all expenses incurred | 2020-12-31 | $13,642,101 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $12,191,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $291,729,899 |
Value of total assets at beginning of year | 2020-12-31 | $268,833,182 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,450,801 |
Total interest from all sources | 2020-12-31 | $5,800,829 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,622,691 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,622,691 |
Administrative expenses professional fees incurred | 2020-12-31 | $499,817 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,115,213 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,496,633 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $434,758 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $384,100 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $182,508 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $22,695,125 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $291,345,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $268,650,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $516,226 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $107,767,273 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $93,912,371 |
Interest earned on other investments | 2020-12-31 | $59,807 |
Income. Interest from US Government securities | 2020-12-31 | $107,644 |
Income. Interest from corporate debt instruments | 2020-12-31 | $5,621,360 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,562,453 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,870,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $487,074 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $616,240 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $616,240 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $12,018 |
Asset value of US Government securities at end of year | 2020-12-31 | $11,088,511 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $12,696,367 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $12,147,095 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,410 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $9,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $12,191,300 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $38,928,339 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $41,018,807 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $128,781,036 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $107,622,579 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $63,616,386 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $62,359,217 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GREERWALKER LLP |
Accountancy firm EIN | 2020-12-31 | 561434747 |
2019 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-514,960 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-514,960 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-514,960 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-514,960 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $182,508 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $182,508 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $372,213 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $372,213 |
Total income from all sources (including contributions) | 2019-12-31 | $40,023,080 |
Total income from all sources (including contributions) | 2019-12-31 | $40,023,080 |
Total loss/gain on sale of assets | 2019-12-31 | $-1,740,259 |
Total loss/gain on sale of assets | 2019-12-31 | $-1,740,259 |
Total of all expenses incurred | 2019-12-31 | $14,389,515 |
Total of all expenses incurred | 2019-12-31 | $14,389,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,265,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,265,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,600,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,600,000 |
Value of total assets at end of year | 2019-12-31 | $268,833,182 |
Value of total assets at end of year | 2019-12-31 | $268,833,182 |
Value of total assets at beginning of year | 2019-12-31 | $243,389,322 |
Value of total assets at beginning of year | 2019-12-31 | $243,389,322 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,124,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,124,492 |
Total interest from all sources | 2019-12-31 | $952,443 |
Total interest from all sources | 2019-12-31 | $952,443 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $826,301 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $826,301 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $826,301 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $826,301 |
Administrative expenses professional fees incurred | 2019-12-31 | $3,124,492 |
Administrative expenses professional fees incurred | 2019-12-31 | $3,124,492 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,496,633 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,496,633 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $771,626 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $771,626 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $182,508 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $182,508 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $372,213 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $372,213 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $25,633,565 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $268,650,674 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $268,650,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $243,017,109 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $243,017,109 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $93,912,371 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $93,912,371 |
Interest earned on other investments | 2019-12-31 | $6,615 |
Interest earned on other investments | 2019-12-31 | $6,615 |
Income. Interest from US Government securities | 2019-12-31 | $78,927 |
Income. Interest from US Government securities | 2019-12-31 | $78,927 |
Income. Interest from corporate debt instruments | 2019-12-31 | $740,033 |
Income. Interest from corporate debt instruments | 2019-12-31 | $740,033 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,870,185 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,870,185 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $242,617,696 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $242,617,696 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $616,240 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $616,240 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $126,868 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $126,868 |
Asset value of US Government securities at end of year | 2019-12-31 | $12,696,367 |
Asset value of US Government securities at end of year | 2019-12-31 | $12,696,367 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,840,463 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,840,463 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $28,059,092 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $28,059,092 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $9,600,000 |
Contributions received in cash from employer | 2019-12-31 | $9,600,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $9,600,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $9,600,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,265,023 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,265,023 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $41,018,807 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $41,018,807 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $107,622,579 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $107,622,579 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $175,505,445 |
Aggregate proceeds on sale of assets | 2019-12-31 | $175,505,445 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $177,245,704 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $177,245,704 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GREERWALKER, LLP |
Accountancy firm name | 2019-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2019-12-31 | 561434747 |
Accountancy firm EIN | 2019-12-31 | 561434747 |
2018 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $372,213 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $342,023 |
Total income from all sources (including contributions) | 2018-12-31 | $-7,779,573 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $13,452,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $11,555,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $243,389,322 |
Value of total assets at beginning of year | 2018-12-31 | $264,591,039 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,897,302 |
Total interest from all sources | 2018-12-31 | $12,374 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $1,360,525 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $771,626 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $696,007 |
Administrative expenses (other) incurred | 2018-12-31 | $411,884 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $372,213 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $342,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-21,231,907 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $243,017,109 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $264,249,016 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $124,893 |
Interest earned on other investments | 2018-12-31 | $12,374 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $242,617,696 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $247,995,032 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-7,791,947 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $15,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $11,555,032 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2018-12-31 | 561434747 |
2017 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $-39,751 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $342,023 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $382,442 |
Total income from all sources (including contributions) | 2017-12-31 | $57,700,439 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $13,714,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $10,710,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $25,900,000 |
Value of total assets at end of year | 2017-12-31 | $264,591,039 |
Value of total assets at beginning of year | 2017-12-31 | $220,684,854 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,003,881 |
Total interest from all sources | 2017-12-31 | $26,205 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $1,435,646 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $696,007 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $731,212 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $82,142 |
Administrative expenses (other) incurred | 2017-12-31 | $1,424,818 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $342,023 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $300,300 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $43,986,355 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $264,249,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $220,302,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $143,417 |
Interest earned on other investments | 2017-12-31 | $26,205 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $247,995,032 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $219,953,642 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $31,774,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $25,900,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $15,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $10,710,203 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2017-12-31 | 561434747 |
2016 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $382,442 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $305,689 |
Total income from all sources (including contributions) | 2016-12-31 | $24,549,516 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $11,535,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,878,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $10,000,000 |
Value of total assets at end of year | 2016-12-31 | $220,684,854 |
Value of total assets at beginning of year | 2016-12-31 | $207,594,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,657,478 |
Total interest from all sources | 2016-12-31 | $646 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $1,180,826 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $731,212 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $653,759 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $82,142 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $1,347,310 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $300,300 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $305,689 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $13,013,761 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $220,302,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $207,288,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $129,342 |
Interest earned on other investments | 2016-12-31 | $553 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $219,953,642 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $206,940,581 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $93 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14,548,870 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $10,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,878,277 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2016-12-31 | 561434747 |
2015 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $305,689 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $309,227 |
Total income from all sources (including contributions) | 2015-12-31 | $11,529,733 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $10,372,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,039,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $10,000,000 |
Value of total assets at end of year | 2015-12-31 | $207,594,340 |
Value of total assets at beginning of year | 2015-12-31 | $206,440,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,333,121 |
Total interest from all sources | 2015-12-31 | $9,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $1,274,884 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $653,759 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $619,197 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $47,939 |
Administrative expenses (other) incurred | 2015-12-31 | $981,207 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $305,689 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $261,288 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,157,525 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $207,288,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $206,131,126 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $77,030 |
Interest earned on other investments | 2015-12-31 | $9,590 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $206,940,581 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $205,821,156 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $16 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,520,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $10,000,000 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,039,087 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2015-12-31 | 561434747 |
2014 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $309,227 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $333,955 |
Total income from all sources (including contributions) | 2014-12-31 | $21,566,682 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $9,637,365 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,559,012 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,000,000 |
Value of total assets at end of year | 2014-12-31 | $206,440,353 |
Value of total assets at beginning of year | 2014-12-31 | $194,535,764 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,078,353 |
Total interest from all sources | 2014-12-31 | $27,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $1,197,603 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $619,197 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $604,740 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $47,939 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $828,352 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $261,288 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $333,955 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $11,929,317 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $206,131,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $194,201,809 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $52,398 |
Interest earned on other investments | 2014-12-31 | $595 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $205,821,156 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $193,931,024 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $26,631 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $11,539,456 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $10,000,000 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,559,012 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2014-12-31 | 561434747 |
2013 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $11,429,944 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $11,429,944 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $333,955 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $292,904 |
Total income from all sources (including contributions) | 2013-12-31 | $39,242,396 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $45,906,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $43,266,293 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $7,100,000 |
Value of total assets at end of year | 2013-12-31 | $194,535,764 |
Value of total assets at beginning of year | 2013-12-31 | $201,159,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,640,684 |
Total interest from all sources | 2013-12-31 | $67,188 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $169,850 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $1,840,511 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $604,740 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $663,430 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $4,090 |
Administrative expenses (other) incurred | 2013-12-31 | $703,413 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $333,955 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $288,814 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-6,664,581 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $194,201,809 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $200,866,390 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $96,760 |
Interest earned on other investments | 2013-12-31 | $53,006 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $193,931,024 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $183,745,174 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $14,182 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $20,475,414 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $7,100,000 |
Income. Dividends from common stock | 2013-12-31 | $169,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $43,266,293 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $16,750,690 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2013-12-31 | 561434747 |
2012 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $13,195,200 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $13,195,200 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $292,904 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $320,776 |
Total income from all sources (including contributions) | 2012-12-31 | $46,340,024 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $8,762,829 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,897,688 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $24,765,044 |
Value of total assets at end of year | 2012-12-31 | $201,159,294 |
Value of total assets at beginning of year | 2012-12-31 | $163,609,971 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,865,141 |
Total interest from all sources | 2012-12-31 | $68,827 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $355,670 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $1,865,141 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $663,430 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $564,569 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $4,090 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $288,814 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $320,776 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $37,577,195 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $200,866,390 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $163,289,195 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest earned on other investments | 2012-12-31 | $6,084 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $183,745,174 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $149,237,814 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $62,743 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $7,955,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $24,765,044 |
Income. Dividends from common stock | 2012-12-31 | $355,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,897,688 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $16,750,690 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $13,807,588 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2012-12-31 | 561434747 |
2011 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-4,198,172 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-4,198,172 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $320,776 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $409,415 |
Total income from all sources (including contributions) | 2011-12-31 | $10,508,893 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $8,425,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,606,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $9,000,465 |
Value of total assets at end of year | 2011-12-31 | $163,609,971 |
Value of total assets at beginning of year | 2011-12-31 | $161,614,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,818,380 |
Total interest from all sources | 2011-12-31 | $65,699 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $494,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $1,818,380 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $564,569 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $544,513 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $160,734 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $320,776 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $248,681 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,083,715 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $163,289,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $161,205,480 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest earned on other investments | 2011-12-31 | $168 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $149,237,814 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $134,709,997 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $65,531 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $5,145,975 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $9,000,465 |
Income. Dividends from common stock | 2011-12-31 | $494,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,606,798 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $13,807,588 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $26,360,385 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GREER & WALKER, LLP |
Accountancy firm EIN | 2011-12-31 | 561434747 |
2010 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $12,900,235 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $12,900,235 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $409,415 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $302,916 |
Total income from all sources (including contributions) | 2010-12-31 | $26,704,334 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $7,933,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,241,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $9,040,321 |
Value of total assets at end of year | 2010-12-31 | $161,614,895 |
Value of total assets at beginning of year | 2010-12-31 | $142,737,787 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,692,226 |
Total interest from all sources | 2010-12-31 | $126,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $444,936 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $1,692,226 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $544,513 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $664,811 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $160,734 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $95,828 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $248,681 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $207,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $18,770,609 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $161,205,480 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $142,434,871 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest earned on other investments | 2010-12-31 | $14,715 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $134,709,997 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $118,269,932 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $112,179 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $4,191,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $9,040,321 |
Income. Dividends from common stock | 2010-12-31 | $444,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,241,499 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $26,360,385 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $23,803,044 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GREER & WALKER, LLP |
Accountancy firm EIN | 2010-12-31 | 561434747 |
2009 : COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COCA-COLA BOTTLING CO. CONSOLIDATED EMPLOYEES PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |