Plan Snapshot
- Plan Sponsor: Pepsi-Cola Bottling Co Of Lacrosse
- Sponsor EIN: 390518767
- Sponsor Address: 1900 WEST AVENUE S, LA CROSSE, WI, 54601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,345
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 1,345 | $0 | $0 | $0 |
| 2024 | 191 | $0 | $0 | $0 |
| 2023 | 213 | $0 | $0 | $0 |
| 2022 | 215 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF WISCONS | Other Service Provider | $94,106 | — | $94,106 |
| COMPCARE HEALTH SERVICES INSURANCE | Other Service Provider | — | $56,116 | $56,116 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $10,805 | — | $10,805 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,027
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |