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COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameCOCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN
Plan identification number 003

COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COCA-COLA REFRESHMENTS USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COCA-COLA REFRESHMENTS USA, INC.
Employer identification number (EIN):580503352
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Additional information about COCA-COLA REFRESHMENTS USA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0388509

More information about COCA-COLA REFRESHMENTS USA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01BRIAN KERBER
0032016-01-01BRIAN KERBER
0032015-01-01JOSEPH PITRA
0032015-01-01
0032014-01-01JASON GIBBINS
0032013-01-01MELODY HANNA
0032012-01-01WILLIAM TOMPKINS
0032011-01-01SUSAN FLEMING
0032010-01-01SUSAN FLEMING
0032009-01-01DORIE RAMEY
0032009-01-01DORIE RAMEY

Plan Statistics for COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN

Measure Date Value
2017: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,911
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,743
Total number of active participants reported on line 7a of the Form 55002016-01-014,273
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-01615
Total of all active and inactive participants2016-01-014,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-014,911
Number of participants with account balances2016-01-012,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0181
2015: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,246
Total number of active participants reported on line 7a of the Form 55002015-01-015,224
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-01498
Total of all active and inactive participants2015-01-015,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-015,743
Number of participants with account balances2015-01-012,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0153
2014: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,977
Total number of active participants reported on line 7a of the Form 55002014-01-016,785
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01444
Total of all active and inactive participants2014-01-017,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-017,246
Number of participants with account balances2014-01-013,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0142
2013: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,453
Total number of active participants reported on line 7a of the Form 55002013-01-015,592
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01368
Total of all active and inactive participants2013-01-015,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-015,977
Number of participants with account balances2013-01-012,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,661
Total number of active participants reported on line 7a of the Form 55002012-01-012,198
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01245
Total of all active and inactive participants2012-01-012,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,453
Number of participants with account balances2012-01-011,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,580
Total number of active participants reported on line 7a of the Form 55002011-01-012,179
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01474
Total of all active and inactive participants2011-01-012,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,661
Number of participants with account balances2011-01-011,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,672
Total number of active participants reported on line 7a of the Form 55002010-01-012,072
Number of retired or separated participants receiving benefits2010-01-01282
Number of other retired or separated participants entitled to future benefits2010-01-01217
Total of all active and inactive participants2010-01-012,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-012,580
Number of participants with account balances2010-01-011,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,692
Total number of active participants reported on line 7a of the Form 55002009-01-012,121
Number of retired or separated participants receiving benefits2009-01-01103
Number of other retired or separated participants entitled to future benefits2009-01-01402
Total of all active and inactive participants2009-01-012,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-012,633
Number of participants with account balances2009-01-011,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN

Measure Date Value
2017 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$835,197
Total transfer of assets from this plan2017-12-31$43,622,716
Total income from all sources (including contributions)2017-12-31$13,714,297
Total of all expenses incurred2017-12-31$68,465,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$68,802,957
Expenses. Certain deemed distributions of participant loans2017-12-31$-336,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,008,946
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$97,539,198
Total interest from all sources2017-12-31$121,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,985,553
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$4,616,108
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$48,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-54,751,679
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,539,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$121,034
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$92,923,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$974,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$68,802,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN2017-12-31581779663
2016 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$212,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,825,829
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$25,217,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,090,231
Expenses. Certain deemed distributions of participant loans2016-12-31$124,102
Value of total corrective distributions2016-12-31$2,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,399,218
Value of total assets at end of year2016-12-31$97,539,198
Value of total assets at beginning of year2016-12-31$109,718,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$186,157
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$60,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,041,071
Participant contributions at end of year2016-12-31$4,616,108
Participant contributions at beginning of year2016-12-31$5,811,427
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$125,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-12,391,231
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,539,198
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$109,718,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$186,157
Value of interest in master investment trust accounts at end of year2016-12-31$92,923,090
Value of interest in master investment trust accounts at beginning of year2016-12-31$103,906,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,232,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,090,231
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BANKS, FINLEY, WHITE & CO
Accountancy firm EIN2016-12-31581779663
2015 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$566,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,450,709
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$20,687,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,584,330
Expenses. Certain deemed distributions of participant loans2015-12-31$98,290
Value of total corrective distributions2015-12-31$5,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,522,778
Value of total assets at end of year2015-12-31$109,718,347
Value of total assets at beginning of year2015-12-31$123,522,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$215,563
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$60,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,349,069
Participant contributions at end of year2015-12-31$5,811,427
Participant contributions at beginning of year2015-12-31$6,462,233
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$123,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,236,914
Value of net assets at end of year (total assets less liabilities)2015-12-31$109,718,347
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$123,522,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Income. Interest from loans (other than to participants)2015-12-31$215,563
Value of interest in master investment trust accounts at end of year2015-12-31$103,906,920
Value of interest in master investment trust accounts at beginning of year2015-12-31$117,059,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,050,257
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,584,330
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BANKS, FINLEY, WHITE & CO
Accountancy firm EIN2015-12-31581779663
2014 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$473,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,927,262
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,259,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,292,366
Expenses. Certain deemed distributions of participant loans2014-12-31$-38,529
Value of total corrective distributions2014-12-31$5,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,334,076
Value of total assets at end of year2014-12-31$123,522,045
Value of total assets at beginning of year2014-12-31$119,328,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$212,650
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$60,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,324,779
Participant contributions at end of year2014-12-31$6,462,233
Participant contributions at beginning of year2014-12-31$5,269,125
Participant contributions at end of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,667,488
Value of net assets at end of year (total assets less liabilities)2014-12-31$123,522,045
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$119,328,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$212,650
Value of interest in master investment trust accounts at end of year2014-12-31$117,059,812
Value of interest in master investment trust accounts at beginning of year2014-12-31$114,057,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,009,297
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,292,366
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BANKS, FINLEY, WHITE & CO
Accountancy firm EIN2014-12-31581779663
2013 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$64,535,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,661,779
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,838,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,838,021
Expenses. Certain deemed distributions of participant loans2013-12-31$913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,424,373
Value of total assets at end of year2013-12-31$119,328,519
Value of total assets at beginning of year2013-12-31$48,970,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$81,002
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$60,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,936,450
Participant contributions at end of year2013-12-31$5,835,331
Participant contributions at beginning of year2013-12-31$2,254,668
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,822,845
Value of net assets at end of year (total assets less liabilities)2013-12-31$119,328,519
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,970,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$81,002
Value of interest in master investment trust accounts at end of year2013-12-31$113,491,119
Value of interest in master investment trust accounts at beginning of year2013-12-31$46,715,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$434,196
Employer contributions (assets) at end of year2013-12-31$2,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,838,021
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BANKS,FINLEY,WHITE & CO.
Accountancy firm EIN2013-12-31581779663
2012 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,901,589
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,797,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,797,074
Expenses. Certain deemed distributions of participant loans2012-12-31$151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,319,273
Value of total assets at end of year2012-12-31$48,970,252
Value of total assets at beginning of year2012-12-31$45,865,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$78,036
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$60,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,911,148
Participant contributions at end of year2012-12-31$2,254,668
Participant contributions at beginning of year2012-12-31$2,250,234
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,104,364
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,970,252
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,865,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$78,036
Value of interest in master investment trust accounts at end of year2012-12-31$46,715,584
Value of interest in master investment trust accounts at beginning of year2012-12-31$43,615,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$395,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,797,074
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN2012-12-31581779663
2011 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$8,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,889,872
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,772,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,740,681
Expenses. Certain deemed distributions of participant loans2011-12-31$32,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,465,305
Value of total assets at end of year2011-12-31$45,865,888
Value of total assets at beginning of year2011-12-31$46,757,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$90,537
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,020,671
Participant contributions at end of year2011-12-31$2,250,234
Participant contributions at beginning of year2011-12-31$2,185,363
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$28,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-883,019
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,865,888
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,757,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$90,537
Value of interest in master investment trust accounts at end of year2011-12-31$43,615,654
Value of interest in master investment trust accounts at beginning of year2011-12-31$44,572,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$416,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,740,681
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BANKS,FINLEY,WHITE & CO,
Accountancy firm EIN2011-12-31581779663
2010 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,209,928
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,271,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,268,452
Expenses. Certain deemed distributions of participant loans2010-12-31$2,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,532,692
Value of total assets at end of year2010-12-31$46,757,549
Value of total assets at beginning of year2010-12-31$42,818,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$89,531
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,108,805
Participant contributions at end of year2010-12-31$2,185,363
Participant contributions at beginning of year2010-12-31$1,947,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,938,907
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,757,549
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,818,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$89,531
Value of interest in master investment trust accounts at end of year2010-12-31$44,572,186
Value of interest in master investment trust accounts at beginning of year2010-12-31$40,871,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$423,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,268,452
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BANKS,FINLEY, WHITE & CO.
Accountancy firm EIN2010-12-31581779663
2009 : COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN

2017: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COCA-COLA REFRESHMENTS BARGAINING EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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