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COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan NameCOCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN
Plan identification number 038

COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT 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 BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0382013-01-01MELODY HANNA
0382012-01-01WILLIAM TOMPKINS
0382011-01-01SUSAN FLEMING
0382009-01-01DORIE RAMEY
0382009-01-01DORIE RAMEY

Plan Statistics for COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN

Measure Date Value
2013: COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01194
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01177
Total number of active participants reported on line 7a of the Form 55002011-01-01185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01193
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01170
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01186
Number of participants with account balances2009-01-01113

Financial Data on COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN

Measure Date Value
2013 : COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$6,742,475
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$1,313,459
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$449,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$449,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$243,870
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$5,878,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$11,510
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 year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
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
Participant contributions at beginning of year2013-12-31$365,352
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$864,111
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,878,364
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$11,510
Value of interest in master investment trust accounts at beginning of year2013-12-31$5,513,012
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$243,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$449,348
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31Yes
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 BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT 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$822,128
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$366,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$366,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$236,754
Value of total assets at end of year2012-12-31$5,878,364
Value of total assets at beginning of year2012-12-31$5,423,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$9,106
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$236,754
Participant contributions at end of year2012-12-31$365,352
Participant contributions at beginning of year2012-12-31$258,275
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$455,162
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,878,364
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,423,202
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$9,106
Value of interest in master investment trust accounts at end of year2012-12-31$5,513,012
Value of interest in master investment trust accounts at beginning of year2012-12-31$5,164,927
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$366,966
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 BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$71,312
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$195,720
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$204,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$204,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$248,798
Value of total assets at end of year2011-12-31$5,423,202
Value of total assets at beginning of year2011-12-31$5,503,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$10,368
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$248,798
Participant contributions at end of year2011-12-31$258,275
Participant contributions at beginning of year2011-12-31$228,257
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,501
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,423,202
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,503,015
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$10,368
Value of interest in master investment trust accounts at end of year2011-12-31$5,164,927
Value of interest in master investment trust accounts at beginning of year2011-12-31$5,274,758
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$204,221
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 BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT 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$885,411
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$169,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$169,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$236,232
Value of total assets at end of year2010-12-31$5,503,015
Value of total assets at beginning of year2010-12-31$4,787,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$11,663
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$25,000,000
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$236,232
Participant contributions at end of year2010-12-31$228,257
Participant contributions at beginning of year2010-12-31$206,425
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$715,999
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,503,015
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,787,016
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$11,663
Value of interest in master investment trust accounts at end of year2010-12-31$5,274,758
Value of interest in master investment trust accounts at beginning of year2010-12-31$4,580,591
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$169,412
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 BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT 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 BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT PLAN

2013: COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT 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 filingYes
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 BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT 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 BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT 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
2009: COCA-COLA BOTTLING CO OF ST LOUIS BARGAINING EMPLOYEES SAVINGS & INVESTMENT 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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