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RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE COCA-COLA BOTTLERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:THE COCA-COLA BOTTLERS ASSOCIATION
Employer identification number (EIN):580198280
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-01STEPHANIE GRIFFIN2023-08-31
0012021-12-01STEPHANIE GRIFFIN2023-08-29
0012020-12-01STEPHANIE GRIFFIN2022-08-09
0012019-12-01STEPHANIE GRIFFIN2021-08-16
0012018-12-01STEPHANIE GRIFFIN2020-08-24
0012017-12-01STEPHANIE GRIFFIN2019-08-02
0012016-12-01STEPHANIE REECE2018-09-04
0012015-12-01STEPHANIE REECE2017-09-12
0012014-12-01STEPHANIE REECE2016-08-31 STEPHANIE REECE2016-08-31
0012013-12-01WENDY STONE2015-09-09 WENDY STONE2015-09-09
0012012-12-01WENDY STONE2014-09-09 WENDY STONE2014-09-09
0012011-12-01WENDY STONE2013-09-13 WENDY STONE2013-09-13
0012010-12-01WENDY STONE2012-09-14 WENDY STONE2012-09-14
0012008-12-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION

Measure Date Value
2023: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2023 401k membership
Total number of particpants at beginning of year2023-08-2926
Total number of particpants at end of year2023-08-2926
Market value of plan assets2023-07-313,992,676
Acturial value of plan assets2023-07-313,992,676
Funding target for retired participants and beneficiaries receiving payment2023-07-312,901,963
Number of terminated vested participants2023-07-3110
Fundng target for terminated vested participants2023-07-31696,437
Active participant vested funding target2023-07-31870,351
Number of active participants2023-07-312
Total funding liabilities for active participants2023-07-31870,351
Total participant count2023-07-3126
Total funding target for all participants2023-07-314,468,751
Balance at beginning of prior year after applicable adjustments2023-07-310
Prefunding balance at beginning of prior year after applicable adjustments2023-07-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-07-310
Prefunding balanced used to offset prior years funding requirement2023-07-310
Amount remaining of carryover balance2023-07-310
Amount remaining of prefunding balance2023-07-310
Present value of excess contributions2023-07-3150,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-07-3153,545
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-07-310
Reductions in caryover balances due to elections or deemed elections2023-07-310
Reductions in prefunding balances due to elections or deemed elections2023-07-310
Balance of carryovers at beginning of current year2023-07-310
Balance of prefunding at beginning of current year2023-07-310
Total employer contributions2023-07-311,281,685
Total employee contributions2023-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-07-310
Contributions made to avoid restrictions adjusted to valuation date2023-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-07-311,249,187
Liquidity shortfalls end of Q12023-07-310
Liquidity shortfalls end of Q22023-07-310
Liquidity shortfalls end of Q32023-07-310
Liquidity shortfalls end of Q42023-07-310
Unpaid minimum required contributions for all prior years2023-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-07-310
Remaining amount of unpaid minimum required contributions2023-07-310
Minimum required contributions for current year target normal cost2023-07-3136,408
Net shortfall amortization installment of oustanding balance2023-07-31476,075
Waiver amortization installment2023-07-310
Total funding amount beforereflecting carryover/prefunding balances2023-07-3180,816
Carryover balance elected to use to offset funding requirement2023-07-310
Prefunding balance elected to use to offset funding requirement2023-07-310
Additional cash requirement2023-07-3180,816
Contributions allocatedtoward minimum required contributions for current year2023-07-311,249,187
Unpaid minimum required contributions for current year2023-07-310
Unpaid minimum required contributions for all years2023-07-310
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2022 401k membership
Market value of plan assets2022-11-304,178,538
Acturial value of plan assets2022-11-304,178,538
Funding target for retired participants and beneficiaries receiving payment2022-11-302,846,235
Number of terminated vested participants2022-11-3010
Fundng target for terminated vested participants2022-11-30628,075
Active participant vested funding target2022-11-30801,539
Number of active participants2022-11-302
Total funding liabilities for active participants2022-11-30801,539
Total participant count2022-11-3026
Total funding target for all participants2022-11-304,275,849
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-300
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-300
Total employer contributions2022-11-3098,984
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-3095,462
Liquidity shortfalls end of Q12022-11-300
Liquidity shortfalls end of Q22022-11-300
Liquidity shortfalls end of Q32022-11-300
Liquidity shortfalls end of Q42022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-3035,669
Net shortfall amortization installment of oustanding balance2022-11-3097,311
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-3044,742
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-3044,742
Contributions allocatedtoward minimum required contributions for current year2022-11-3095,462
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2021 401k membership
Market value of plan assets2021-11-303,921,612
Acturial value of plan assets2021-11-303,921,612
Funding target for retired participants and beneficiaries receiving payment2021-11-302,880,316
Number of terminated vested participants2021-11-3010
Fundng target for terminated vested participants2021-11-30610,952
Active participant vested funding target2021-11-30777,241
Number of active participants2021-11-302
Total funding liabilities for active participants2021-11-30777,241
Total participant count2021-11-3026
Total funding target for all participants2021-11-304,268,509
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-3099,866
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-3099,012
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-3033,809
Net shortfall amortization installment of oustanding balance2021-11-30346,897
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-3099,012
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-3099,012
Contributions allocatedtoward minimum required contributions for current year2021-11-3099,012
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2020 401k membership
Market value of plan assets2020-11-304,031,615
Acturial value of plan assets2020-11-304,031,615
Funding target for retired participants and beneficiaries receiving payment2020-11-303,072,713
Number of terminated vested participants2020-11-3010
Fundng target for terminated vested participants2020-11-30541,306
Active participant vested funding target2020-11-30717,594
Number of active participants2020-11-302
Total funding liabilities for active participants2020-11-30717,594
Total participant count2020-11-3026
Total funding target for all participants2020-11-304,331,613
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-3089,499
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-3087,257
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-3035,796
Net shortfall amortization installment of oustanding balance2020-11-30299,998
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-3087,257
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-3087,257
Contributions allocatedtoward minimum required contributions for current year2020-11-3087,257
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2019 401k membership
Market value of plan assets2019-11-303,915,844
Acturial value of plan assets2019-11-303,915,844
Funding target for retired participants and beneficiaries receiving payment2019-11-302,229,182
Number of terminated vested participants2019-11-3011
Fundng target for terminated vested participants2019-11-30625,732
Active participant vested funding target2019-11-301,200,872
Number of active participants2019-11-303
Total funding liabilities for active participants2019-11-301,200,872
Total participant count2019-11-3028
Total funding target for all participants2019-11-304,055,786
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-3024,122
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-3025,550
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-3063,908
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-3060,177
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-3037,331
Net shortfall amortization installment of oustanding balance2019-11-30139,942
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-3060,177
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-3060,177
Contributions allocatedtoward minimum required contributions for current year2019-11-3060,177
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2018 401k membership
Market value of plan assets2018-11-304,101,079
Acturial value of plan assets2018-11-304,101,079
Funding target for retired participants and beneficiaries receiving payment2018-11-301,896,932
Number of terminated vested participants2018-11-3011
Fundng target for terminated vested participants2018-11-30561,991
Active participant vested funding target2018-11-301,502,485
Number of active participants2018-11-304
Total funding liabilities for active participants2018-11-301,502,485
Total participant count2018-11-3028
Total funding target for all participants2018-11-303,961,408
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-3071,600
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-3075,975
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-3024,524
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-3024,122
Liquidity shortfalls end of Q12018-11-300
Liquidity shortfalls end of Q22018-11-300
Liquidity shortfalls end of Q32018-11-300
Liquidity shortfalls end of Q42018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-3039,976
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-3024,122
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2017 401k membership
Market value of plan assets2017-11-303,929,735
Acturial value of plan assets2017-11-303,929,735
Funding target for retired participants and beneficiaries receiving payment2017-11-302,158,226
Number of terminated vested participants2017-11-3012
Fundng target for terminated vested participants2017-11-30596,058
Active participant vested funding target2017-11-301,430,893
Number of active participants2017-11-304
Total funding liabilities for active participants2017-11-301,430,893
Total participant count2017-11-3029
Total funding target for all participants2017-11-304,185,177
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3015,739
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-3015,739
Present value of excess contributions2017-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-3016,477
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-30177,726
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-30169,694
Liquidity shortfalls end of Q12017-11-300
Liquidity shortfalls end of Q22017-11-300
Liquidity shortfalls end of Q32017-11-300
Liquidity shortfalls end of Q42017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-3041,943
Net shortfall amortization installment of oustanding balance2017-11-30255,442
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-3098,094
Additional cash requirement2017-11-3098,094
Contributions allocatedtoward minimum required contributions for current year2017-11-30169,694
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION

Measure Date Value
2023 : RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2023 401k financial data
Total expenses incurred by plan in this plan year2023-08-29385410
Net assets as of the end of the plan year2023-08-293992676
Total assets as of the beginning of the plan year2023-08-294178538
Value of plan covered by a fidelity bond2023-08-291000000
Other income to plan in this plan year2023-08-29100620
Plan net income in this plan year2023-08-29-185862
Net assets as of the end of the plan year2023-08-293992676
Net assets as of the beginning of the plan year2023-08-294178538
Employer contributions to plan in this plan year2023-08-2998928
Expensese paid to adminstrative service provicers from plan in this plan year2023-08-2936408

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION

2008: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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