Refresco Beverages US 401(k) and pension plans

Refresco Beverages US Inc., Tampa, FL. EIN 58-1947565. Annual reports 2009–2024. Also filed as Cott Beverages Inc.

Refresco Beverages US Inc. has 2 active retirement plans on file. The largest is the The Refresco USA 401(k) Savings & Retirement Plan, with 5,858 participants and $217 million in assets in 2024. John Hancock has been its recordkeeper since 2015.

Active plans
2
Participants
6,324
Plan assets
$219 million
401(k) recordkeeper
John Hancock
Plans on file
3
Industry
Manufacturing

All 3 plans

Active plans first

The Refresco USA 401(k) Savings & Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 58-1947565
Participants (2024)
5,858
Net assets (2024)
$217 million
Recordkeeper
John HancockEarlier: New York Life Invesment Managment (2012–2014), New York Life Investment Management (2010–2011), Wachovia Bank (2009)
Plan administrator
Refresco Beverages US Inc.
8112 Woodland Center BLVD
Tampa, FL 33614
(813) 386-1705As filed for 2024
In effect since
January 1, 1995

Earlier sponsor: Cott Beverages Inc. (2009–2017).

Earlier plan names: The Restated Cott USA 401(k) Savings & Retirement Plan; The Restated Cott USA 401K Savings & Retirement PL an; The Restated Cott USA 401K Savings & Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,858$217 millionJohn Hancock
20236,254$208 millionJohn Hancock
20225,777$177 millionJohn Hancock
20215,165$190 millionJohn Hancock
20204,326$160 millionJohn Hancock
20193,804$146 millionJohn Hancock
20183,291$105 millionJohn Hancock
20172,455$113 millionJohn Hancock
20162,597$111 millionJohn Hancock
20152,464$103 millionJohn Hancock
20142,513$106 millionNew York Life Invesment Managment
20132,470$104 millionNew York Life Invesment Managment
20122,607$89.9 millionNew York Life Invesment Managment
20112,656$76.7 millionNew York Life Investment Management
20101,290$41.5 millionNew York Life Investment Management
20091,465$33.0 millionWachovia Bank

Refresco Union Employees' Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
005Employer EIN 58-1947565
Participants (2024)
466
Net assets (2024)
$2.2 million
Administered by
Principal2024
Plan administrator
Refresco Beverages US Inc.
8112 Woodland Center BLVD
Tampa, FL 33614
(813) 313-1800As filed for 2024
In effect since
October 30, 2021
Year by year, 2021 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024466$2.2 millionPrincipal
2023482$1.2 millionnot listed
2022480$269,290not listed
2021140$45,529not listed

Cott Beverages San Bernardino Savings & Retirement Plan

401(k)Stopped filing

No annual report since the 2009 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number
003Employer EIN 58-1947565
Participants (2009)
166
Net assets (2009)
$3.3 million
Recordkeeper
Wachovia Bank2009
Plan administrator
Cott Beverages Inc.
5519 West Idlewild Ave.
Tampa, FL 33634
(813) 313-1713As filed for 2009
In effect since
April 1, 1996

Plans that moved to another employer

PlanNow sponsored bySince
Primo Retirement Savings PlanPrimo Water Holdings Inc.2018

These plans once filed under Refresco Beverages US's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.

If you had money in one of these plans

  1. Call John Hancock (johnhancock.com), which runs the The Refresco USA 401(k) Savings & Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((813) 386-1705). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  4. 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

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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