# Ozarks Coca-Cola/Dr Pepper Bottling Company Health & Welfare Plan
Source: https://planprovider.pro/companies/ozarks-coca-cola-dr-pepper-bottling-company-440443840-501

> Ozarks Coca-Cola/Dr Pepper Bottling Company's Health & Welfare plan: 751 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ozarks Coca-Cola/Dr Pepper Bottling Company

- **Sponsor EIN:** 440443840

- **Sponsor Address:** P.O. BOX 11250, GSS, SPRINGFIELD, MO, 65808

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 751

- **Total Assets:** $8.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|751|$8.1M|$10.9M|$1.5M|

| 2023|688|$7.2M|$8.2M|$1.1M|

| 2022|687|$8.0M|$8.3M|$982,987|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MED-PAY, INC.|Recordkeeper|$162,647|$184,844|$347,491|

| WARRIOR COST MANAGEMENT LLC|Other Service Provider|$227,356|—|$227,356|

| POINT C|Other Service Provider|$77,566|—|$77,566|

| ARKANSAS MANAGED CARE ORGANIZATION|Recordkeeper|$10,236|—|$10,236|

| ELIXIR RX SOLUTIONS LLC|Other Service Provider|$10,150|—|$10,150|

| LEAF HEALTH|Other Service Provider|—|$6,979|$6,979|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $679,778

- **Estimated Expense Ratio:** 8.413% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$692,632|—|$162,647|—|—|

| 2023|$582,440|—|$159,228|—|—|

| 2022|$393,111|—|$138,227|—|—|

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