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COCA COLA PUERTO RICO BOTTLERS LIFE 2014 401k Plan overview

Plan NameCOCA COLA PUERTO RICO BOTTLERS LIFE 2014
Plan identification number 506

COCA COLA PUERTO RICO BOTTLERS LIFE 2014 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

COCA COLA PUERTO RICO BOTTLERS has sponsored the creation of one or more 401k plans.

Company Name:COCA COLA PUERTO RICO BOTTLERS
Employer identification number (EIN):650600251
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COCA COLA PUERTO RICO BOTTLERS LIFE 2014

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062024-04-01JOSE DEL VALLE
5062023-04-01
5062023-04-01JOSE DEL VALLE
5062019-04-01
5062018-04-01JOSE DEL VALLE JOSE DEL VALLE2019-07-16
5062017-04-01JOSE DEL VALLE JOSE DEL VALLE2018-06-18
5062016-04-01JOSE DEL VALLE JOSE DEL VALLE2017-10-10
5062015-10-01JOSE DEL VALLE JOSE DEL VALLE2016-06-27
5062014-10-01JOSE DEL VALLE JOSE DEL VALLE2016-03-22
5062013-10-01JOSE DEL VALLE JOSE DEL VALLE2015-01-20
5062012-10-01JOSE DEL VALLE
5062011-10-01JOSE DEL VALLE
5062010-04-01JOSE DEL VALLE

Plan Statistics for COCA COLA PUERTO RICO BOTTLERS LIFE 2014

401k plan membership statisitcs for COCA COLA PUERTO RICO BOTTLERS LIFE 2014

Measure Date Value
2023: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2023 401k membership
Total participants, beginning-of-year2023-04-011,513
Total number of active participants reported on line 7a of the Form 55002023-04-011,582
Total of all active and inactive participants2023-04-011,582
Total participants2023-04-011,582
2019: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2019 401k membership
Total participants, beginning-of-year2019-04-011,663
Total number of active participants reported on line 7a of the Form 55002019-04-011,616
Total of all active and inactive participants2019-04-011,616
Total participants2019-04-011,616
2018: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2018 401k membership
Total participants, beginning-of-year2018-04-011,607
Total number of active participants reported on line 7a of the Form 55002018-04-011,663
Total of all active and inactive participants2018-04-011,663
Total participants2018-04-011,663
2017: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2017 401k membership
Total participants, beginning-of-year2017-04-011,608
Total number of active participants reported on line 7a of the Form 55002017-04-011,607
Total of all active and inactive participants2017-04-011,607
Total participants2017-04-011,607
2016: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2016 401k membership
Total participants, beginning-of-year2016-04-011,565
Total number of active participants reported on line 7a of the Form 55002016-04-011,608
Total of all active and inactive participants2016-04-011,608
Total participants2016-04-011,608
2015: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2015 401k membership
Total participants, beginning-of-year2015-10-011,353
Total number of active participants reported on line 7a of the Form 55002015-10-011,565
Total of all active and inactive participants2015-10-011,565
Total participants2015-10-011,565
2014: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2014 401k membership
Total participants, beginning-of-year2014-10-011,267
Total number of active participants reported on line 7a of the Form 55002014-10-011,353
Total of all active and inactive participants2014-10-011,353
Total participants2014-10-011,353
2013: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2013 401k membership
Total participants, beginning-of-year2013-10-01693
Total number of active participants reported on line 7a of the Form 55002013-10-011,267
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-011,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-011,267
Number of participants with account balances2013-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2012 401k membership
Total participants, beginning-of-year2012-10-01649
Total number of active participants reported on line 7a of the Form 55002012-10-01693
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01693
Number of participants with account balances2012-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2011 401k membership
Total participants, beginning-of-year2011-10-01812
Total number of active participants reported on line 7a of the Form 55002011-10-01649
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01649
Number of participants with account balances2011-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2010 401k membership
Total participants, beginning-of-year2010-04-01637
Total number of active participants reported on line 7a of the Form 55002010-04-01637
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-01637
Number of participants with account balances2010-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010

Form 5500 Responses for COCA COLA PUERTO RICO BOTTLERS LIFE 2014

2023: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Submission has been amendedNo
2023-04-01This submission is the final filingNo
2023-04-01This return/report is a short plan year return/report (less than 12 months)No
2023-04-01Plan is a collectively bargained planNo
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan benefit arrangement – InsuranceYes
2019: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01First time form 5500 has been submittedYes
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: COCA COLA PUERTO RICO BOTTLERS LIFE 2014 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01First time form 5500 has been submittedYes
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract numberGL1310-0244
Policy instance 1
Insurance contract or identification numberGL1310-0244
Number of Individuals Covered1582
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
Total amount of commissions paid to insurance brokerUSD $75,092
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract numberGL1310-0244
Policy instance 1
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract numberGL1310-0244
Policy instance 1
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract numberGL1310-0244
Policy instance 1
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract numberGL1310-0244
Policy instance 1
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract numberGL1310-0244
Policy instance 1
UNIVERSAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60041 )
Policy contract numberGL/ADD 1310-244
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965990
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX964396
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX964396
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965990
Policy instance 1
COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO (National Association of Insurance Commissioners NAIC id number: 79715 )
Policy contract number10-0072
Policy instance 1

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