Coca-Cola Refreshments USA 401(k) and pension plans
Coca-Cola Refreshments USA, Inc., Atlanta, GA. EIN 58-0503352. Annual reports 2009–2022. Also filed as Coca-Cola Enterprises Inc.; Coca-Cola Refreshments USA, Inc; Coca-Cola Refreshements USA, Inc.; Coca-Cola Refrehments USA, Inc.
Coca-Cola Refreshments USA, Inc. has no active retirement plan on file. Its last annual report was for 2022. Its Midwest CCBC Pension Plan for Bargaining Employees was merged into The Coca-Cola Company Pension Plan in 2022.
Active plans
0
Plans on file
19
Industry
Manufacturing
All 19 plans
Active plans first
Midwest CCBC Pension Plan for Bargaining Employees
Pension (defined benefit)Merged
Merged. In 2022 its assets moved to the The Coca-Cola Company Pension Plan, sponsored by The Coca-Cola Company (EIN 58-0628465, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
032Employer EIN 58-0503352
Participants (2021)
639
Net assets (2021)
$115 million
Plan administrator
The Coca-Cola Cmpany Benefits Committee Po Box 1734 Atlanta, GA 30301 (404) 676-2121As filed for 2022
In effect since
October 1, 1991
Earlier sponsors: Coca-Cola Enterprises Inc. (2009); Coca-Cola Refreshements USA, Inc. (2010).
Year by year, 2009 to 2022
Plan year
Participants
Net assets
Recordkeeper
2022
0
$0
not listed
2021
639
$115 million
not listed
2020
647
$108 million
not listed
2019
655
$103 million
not listed
2018
663
$94.8 million
not listed
2017
974
$119 million
not listed
2016
985
$105 million
not listed
2015
946
$99.0 million
not listed
2014
918
$96.0 million
not listed
2013
885
$93.6 million
not listed
2012
872
$85.3 million
not listed
2011
861
$73.5 million
not listed
2010
862
$65.5 million
not listed
2009
852
$55.2 million
not listed
The Coca-Cola Bottling Company of New York & Teamsters Local 125 Jointly Administered Pension Plan
Pension (defined benefit)Merged
Merged. In 2022 its assets moved to the The Coca-Cola Company Pension Plan, sponsored by The Coca-Cola Company (EIN 58-0628465, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
045Employer EIN 58-0503352
Participants (2021)
591
Net assets (2021)
$96.0 million
Plan administrator
The Coca-Cola Company Benefits Committee Po Box 1734 Atlanta, GA 30301 (404) 676-2121As filed for 2022
In effect since
September 1, 1997
Earlier sponsors: Coca-Cola Enterprises Inc. (2009); Coca-Cola Refrehments USA, Inc. (2010–2015).
Year by year, 2009 to 2022
Plan year
Participants
Net assets
Recordkeeper
2022
0
$0
not listed
2021
591
$96.0 million
not listed
2020
595
$90.8 million
not listed
2019
599
$85.9 million
not listed
2018
605
$79.4 million
not listed
2017
1,265
$145 million
not listed
2016
1,228
$129 million
not listed
2015
1,210
$113 million
not listed
2014
1,189
$110 million
not listed
2013
1,179
$106 million
not listed
2012
1,135
$96.1 million
not listed
2011
1,101
$73.6 million
not listed
2010
1,063
$62.1 million
not listed
2009
1,046
$51.0 million
not listed
Coca-Cola Refreshments Bargaining Employees' Pension Plan
Pension (defined benefit)Merged
Merged. In 2017 its assets moved to the The Coca-Cola Company Pension Plan, sponsored by The Coca-Cola Company (EIN 58-0628465, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
019Employer EIN 58-0503352
Participants (2016)
13,733
Net assets (2016)
$722 million
Plan administrator
The Coca-Cola Company Benefits Committee Po Box 1734 Atlanta, GA 30301 (404) 676-2121As filed for 2017
Coca-Cola Refreshments Bargaining Employees' 401K Plan
401(k)Merged
Merged. In 2017 its assets moved to the The Coca-Cola Company 401K Plan, sponsored by The Coca-Cola Company (EIN 58-0628465, plan 002). Accounts moved with them, so that plan is the one to contact.
Plan number
003Employer EIN 58-0503352
Participants (2016)
4,911
Net assets (2016)
$97.5 million
Plan administrator
The Coca-Cola Benefits Committee Po Box 1734 Atlanta, GA 30301 (404) 676-2121As filed for 2017
Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining Employees' 401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
036Employer EIN 58-0503352
Participants (2012)
129
Net assets (2012)
$4.9 million
Plan administrator
The Coca-Cola Benefits Committee Po Box 1730 Atlanta, GA 30301 (404) 676-2121As filed for 2013
In effect since
June 1, 1990
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Earlier plan names: Great Lakes Canning 401K Plan for Union Empoyees.
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
not listed
2012
129
$4.9 million
not listed
2011
124
$4.4 million
not listed
2010
124
$4.3 million
not listed
2009
127
$3.9 million
not listed
Lansing Matched Employee Savings and Investment Plan
401(k)Merged
Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining Employees' 401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
022Employer EIN 58-0503352
Participants (2012)
51
Net assets (2012)
$5.3 million
Plan administrator
The Coca-Cola Benefits Committee Po Box 1734 Atlanta, GA 30301 (770) 989-3000As filed for 2013
In effect since
April 1, 1997
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Earlier plan names: Lansing Matched Employees Savings and Investment Plan.
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
not listed
2012
51
$5.3 million
not listed
2011
83
$4.6 million
not listed
2010
89
$4.4 million
not listed
2009
91
$3.4 million
not listed
Coca-Cola Bottling Co of ST Louis Bargaining Employees Savings & Investment Plan
401(k)Merged
Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining Employees' 401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
038Employer EIN 58-0503352
Participants (2012)
194
Net assets (2012)
$5.9 million
Plan administrator
The Coca-Cola Benefits Committee Po Box 1734 Atlanta, GA 30301 (404) 676-2121As filed for 2013
In effect since
September 1, 1987
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
not listed
2012
194
$5.9 million
not listed
2011
193
$5.4 million
not listed
2010
177
$5.5 million
not listed
2009
186
$4.8 million
not listed
Coca-Cola Refreshments Savings and Investment Plan for Organized Employees of Southern New England
401(k)Merged
Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining EMPLOYEES'401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
010Employer EIN 58-0503352
Participants (2012)
1,760
Net assets (2012)
$9.1 million
Plan administrator
The Coca-Cola Benefits Committee Po Box 1730 Atlanta, GA 30301 (404) 676-2121As filed for 2013
In effect since
July 1, 1993
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Earlier plan names: Coca-Cola Enterprises Savings Plan for Organized Employees of Southern New England; Coca-Cola Refreshments Savings Plan for Organized Employees of Southern New England.
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
not listed
2012
1,760
$9.1 million
not listed
2011
1,786
$8.4 million
not listed
2010
1,592
$8.3 million
not listed
2009
1,632
$7.4 million
not listed
Central States Coca-Cola Bottling Co. Bargaining Savings Plan
401(k)Merged
Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining Employees' 401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
040Employer EIN 58-0503352
Participants (2012)
110
Net assets (2012)
$1.3 million
Plan administrator
The Coca-Cola Benefits Committee Po Box 1734 Atlanta, GA 30301 (404) 676-2121As filed for 2013
In effect since
January 1, 1986
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
not listed
2012
110
$1.3 million
not listed
2011
109
$1.2 million
not listed
2010
100
$1.3 million
not listed
2009
103
$1.3 million
not listed
Coca-Cola Refreshments Savings and Investment Plan for Certain Bargaining Employees
401(k)Merged
Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining Employees' 401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
016Employer EIN 58-0503352
Participants (2012)
1,128
Net assets (2012)
$15.5 million
Plan administrator
The Coca-Cola Benefits Committee Po Box 1734 Atlanta, GA 30301 (404) 676-2121As filed for 2013
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Earlier plan names: Coca-Cola Enterprises Savings and Investment Plan for Certain Bargaining Employees.
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
not listed
2012
1,128
$15.5 million
not listed
2011
1,055
$13.6 million
not listed
2010
846
$13.8 million
not listed
2009
890
$11.8 million
not listed
The Philadelphia Coca-Cola Bottling Co. 401K Plan
401(k)Merged
Merged. In 2013 its assets moved to the Coca-Cola Refreshments Bargaining Employees' 401K Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 003). Accounts moved with them, so that plan is the one to contact.
The Coca-Cola Benefits Committee Po Box 1734 Atlanta, GA 30301 (404) 676-2121As filed for 2013
In effect since
July 1, 1995
Earlier sponsor: The Phila Coca-Cola Bottling Co (2009–2011).
Earlier plan names: The Phila Coca-Cola Bottling Company 401K Plan; The Philadelphia Coca-Cola Bottling Co. 401(k) Plan.
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
not listed
2012
67
$299,681
not listed
2011
852
$214,369
Merrill
2010
401
$17.7 million
Merrill
2009
401
$15.1 million
not listed
Employee Retirement Plan of Coca-Cola Bottling Company of New England
Pension (defined benefit)Merged
Merged. In 2012 its assets moved to the Coca-Cola Refreshments Bargaining Employees Pension Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 019). Accounts moved with them, so that plan is the one to contact.
Plan number
017Employer EIN 58-0503352
Participants (2011)
1,206
Net assets (2011)
$71.4 million
Plan administrator
The Coca-Cola Company Benefits Committee 2500 Windy Ridge Parkway, Suite 700 Atlanta, GA 30339 (770) 989-3000As filed for 2012
In effect since
July 1, 1948
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
not listed
2011
1,206
$71.4 million
not listed
2010
1,199
$63.6 million
not listed
2009
1,204
$56.5 million
not listed
Pension Plan Agreement Between International Brotherhood of Teamsters Local No. 337 and Coca-Cola Bottling Company of Michigan
Pension (defined benefit)Merged
Merged. In 2012 its assets moved to the Coca-Cola Refreshments Bargaining Employees Pension Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 019). Accounts moved with them, so that plan is the one to contact.
Plan number
033Employer EIN 58-0503352
Participants (2011)
645
Net assets (2011)
$48.5 million
Plan administrator
The Coca-Cola Company Benefits Committee 2500 Windy Ridge Parkway, Suite 700 Atlanta, GA 30339 (770) 989-3000As filed for 2012
In effect since
October 1, 1958
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
not listed
2011
645
$48.5 million
not listed
2010
648
$45.2 million
not listed
2009
647
$35.2 million
not listed
Coca-Cola Refreshments'Pension Plan for Organized Employees of Southern New England
Pension (defined benefit)Merged
Merged. In 2012 its assets moved to the Coca-Cola Refreshments Bargaining Employees Pension Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 019). Accounts moved with them, so that plan is the one to contact.
Plan number
043Employer EIN 58-0503352
Participants (2011)
629
Net assets (2011)
$30.8 million
Plan administrator
The Coca-Cola Company Benefits Committee 2500 Windy Ridge Parkway, Suite 700 Atlanta, GA 30339 (770) 989-3000As filed for 2012
In effect since
January 1, 1965
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Earlier plan names: Coca-Cola Enterprises Pension Plan for Organized Employees of Southern New England; Coca-Cola Refreshments Pension Plan for Organized Employees of Southern New England.
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
not listed
2011
629
$30.8 million
not listed
2010
626
$26.7 million
not listed
2009
639
$23.3 million
not listed
Coca-Cola Refreshments Pension Plan for Certain Bargaining Employees
Pension (defined benefit)Merged
Merged. In 2012 its assets moved to the Coca-Cola Refreshments Bargaining Employees Pension Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 019). Accounts moved with them, so that plan is the one to contact.
Plan number
018Employer EIN 58-0503352
Participants (2011)
760
Net assets (2011)
$51.8 million
Plan administrator
The Coca-Cola Company Benefits Committee 2500 Windy Ridge Parkway, Suite 700 Atlanta, GA 30339 (770) 989-3000As filed for 2012
In effect since
December 1, 1994
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Earlier plan names: Coca-Cola Enterprises Pension Plan for Certain Bargaining Employees.
Year by year, 2009 to 2012
Plan year
Participants
Net assets
Recordkeeper
2012
0
$0
not listed
2011
760
$51.8 million
not listed
2010
657
$29.1 million
not listed
2009
538
$23.9 million
not listed
Coca-Cola Refreshments Employees' Pension Plan
Pension (defined benefit)Merged
Merged. In 2012 its assets moved to the The Coca-Cola Company Cash Balance Pension Plan, sponsored by The Coca-Cola Company (EIN 58-0628465, plan 004). Accounts moved with them, so that plan is the one to contact.
Plan number
009Employer EIN 58-0503352
Participants (2011)
69,961
Net assets (2011)
$2.1 billion
Plan administrator
The Coca-Cola Company Benefits Committee 2500 Windy Ridge Parkway, Suite 700 Atlanta, GA 30339 (770) 989-3000As filed for 2012
Employees' Retirement Plan of the Philadelphia Coca-Cola Bottling Company
Pension (defined benefit)Merged
Merged. In 2011 its assets moved to the Coca-Cola Refreshments Bargaining Employees' Pension Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 019). Accounts moved with them, so that plan is the one to contact.
Plan number
002Employer EIN 58-0503352
Participants (2010)
1,353
Net assets (2010)
$80.2 million
Plan administrator
The Coca-Cola Company Benefits Committee P O Box 723040, 2500 Windy Ridge Atlanta, GA 31139 (215) 427-4500As filed for 2011
In effect since
October 1, 1982
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Earlier plan names: Savings Plan for Employees of Coca-Cola, DR Pepper Bottling Company of Albuquerque.
Year by year, 2009 to 2011
Plan year
Participants
Net assets
Recordkeeper
2011
0
$0
not listed
2010
1,353
$80.2 million
not listed
2009
0
$0
not listed
Coca-Cola Refreshments Matched Employee Savings and Investment Plan
401(k) with ESOPMerged
Merged. In 2011 its assets moved to the The Coca-Cola Company Thrift & Investment Plan, sponsored by The Coca-Cola Company (EIN 58-0628465, plan 002). Accounts moved with them, so that plan is the one to contact.
Plan number
006Employer EIN 58-0503352
Participants (2010)
50,505
Net assets (2010)
$1.6 billion
Plan administrator
The Coca-Cola Company Benefits Committee 2500 Windy Ridge Parkway Atlanta, GA 30339 (770) 989-3000As filed for 2011
In effect since
January 1, 1988
Earlier sponsor: Coca-Cola Enterprises Inc. (2009).
Earlier plan names: Coca-Cola Enterprises Inc. Matched Employee Savings and Investment Plan.
Year by year, 2009 to 2011
Plan year
Participants
Net assets
Recordkeeper
2011
0
$0
not listed
2010
50,505
$1.6 billion
not listed
2009
48,837
$1.3 billion
not listed
Non-Union Employees' Retirement Plan of the Philadelphia Coca-Cola Bottling Company
Pension (defined benefit), frozenMerged
Merged. In 2011 its assets moved to the The Coca-Cola Refreshments Employees' Pension Plan, sponsored by Coca-Cola Refreshments USA, Inc. (EIN 58-0503352, plan 009). Accounts moved with them, so that plan is the one to contact.
Plan number
005Employer EIN 58-0503352
Participants (2010)
879
Net assets (2010)
$34.9 million
Plan administrator
The Coca-Cola Company Benefits Committee P O Box 723040, 2500 Windy Ridge Atlanta, GA 31139 (770) 989-3000As filed for 2011
In effect since
January 1, 1989
Year by year, 2010 to 2011
Plan year
Participants
Net assets
Recordkeeper
2011
0
$0
not listed
2010
879
$34.9 million
not listed
If you had money in one of these plans
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.