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PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 401k Plan overview

Plan NamePEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN
Plan identification number 501

PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN has sponsored the creation of one or more 401k plans.

Company Name:PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN
Employer identification number (EIN):431033815
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01ELLEN ZOBRIST2024-01-24
5012021-07-01ELLEN ZOBRIST2023-04-10
5012020-07-01ELLEN ZOBRIST2022-04-16
5012019-07-01ELLEN ZOBRIST2021-04-07
5012018-07-01ELLEN ZOBRIST2019-07-30
5012016-07-01

Plan Statistics for PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN

401k plan membership statisitcs for PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN

Measure Date Value
2022: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0195
Total number of active participants reported on line 7a of the Form 55002022-07-0199
Number of retired or separated participants receiving benefits2022-07-011
Total of all active and inactive participants2022-07-01100
2021: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01101
Total number of active participants reported on line 7a of the Form 55002021-07-0195
Number of retired or separated participants receiving benefits2021-07-010
Total of all active and inactive participants2021-07-0195
2020: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0193
Total number of active participants reported on line 7a of the Form 55002020-07-01101
Number of retired or separated participants receiving benefits2020-07-012
Total of all active and inactive participants2020-07-01103
2019: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01102
Total number of active participants reported on line 7a of the Form 55002019-07-0193
Total of all active and inactive participants2019-07-0193
2018: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0195
Total number of active participants reported on line 7a of the Form 55002018-07-01102
Total of all active and inactive participants2018-07-01102
2016: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0180
Total number of active participants reported on line 7a of the Form 55002016-07-01104
Total of all active and inactive participants2016-07-01104

Form 5500 Responses for PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN

2022: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2016: PEPSI-COLA BOTTLING COMPANY OF NEW HAVEN WELFARE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number0149596
Policy instance 3
Insurance contract or identification number0149596
Number of Individuals Covered230
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $30,205
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $790,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,205
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberW61680
Policy instance 2
Insurance contract or identification numberW61680
Number of Individuals Covered114
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $590
Total amount of fees paid to insurance companyUSD $110
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $590
Amount paid for insurance broker fees110
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00488306
Policy instance 1
Insurance contract or identification number00488306
Number of Individuals Covered74
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $7,934
Total amount of fees paid to insurance companyUSD $2,406
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $45,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,684
Amount paid for insurance broker fees2406
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number0149596
Policy instance 3
Insurance contract or identification number0149596
Number of Individuals Covered422
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $30,511
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $776,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,511
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberW61680
Policy instance 2
Insurance contract or identification numberW61680
Number of Individuals Covered117
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $565
Total amount of fees paid to insurance companyUSD $107
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $565
Amount paid for insurance broker fees107
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00488306
Policy instance 1
Insurance contract or identification number00488306
Number of Individuals Covered70
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $8,307
Total amount of fees paid to insurance companyUSD $2,208
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $48,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,889
Amount paid for insurance broker fees2208
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number149596
Policy instance 2
Insurance contract or identification number149596
Number of Individuals Covered212
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $34,094
Total amount of fees paid to insurance companyUSD $3,757
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $710,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,094
Amount paid for insurance broker fees3757
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00488306
Policy instance 1
Insurance contract or identification number00488306
Number of Individuals Covered75
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $11,365
Total amount of fees paid to insurance companyUSD $2,176
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $43,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,244
Amount paid for insurance broker fees2176
Insurance broker organization code?3
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number515691
Policy instance 3
Insurance contract or identification number515691
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-03
Total amount of commissions paid to insurance brokerUSD $2,267
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,267
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00488306
Policy instance 2
Insurance contract or identification number00488306
Number of Individuals Covered77
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $5,053
Total amount of fees paid to insurance companyUSD $1,969
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $42,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,053
Amount paid for insurance broker fees1969
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number00250098
Policy instance 1
Insurance contract or identification number00250098
Number of Individuals Covered181
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $24,874
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $606,595
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,874
Insurance broker organization code?3
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number515691
Policy instance 3
Insurance contract or identification number515691
Number of Individuals Covered88
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,845
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,845
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00488306
Policy instance 2
Insurance contract or identification number00488306
Number of Individuals Covered102
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $4,196
Total amount of fees paid to insurance companyUSD $2,497
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $41,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,196
Amount paid for insurance broker fees2497
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number00250098
Policy instance 1
Insurance contract or identification number00250098
Number of Individuals Covered91
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,745
Total amount of fees paid to insurance companyUSD $132
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,974
Amount paid for insurance broker fees0
Insurance broker organization code?3

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