# Pepsico, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/pepsico-inc-131584302-630

> Pepsico, INC.'s Health & Welfare plan: 123,606 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pepsico, INC.

- **Sponsor EIN:** 131584302

- **Sponsor Address:** 700 ANDERSON HILL ROAD, PURCHASE, NY, 10577

- **Plan Type:** Health & Welfare

- **Plan Number:** 630

- **Total Participants:** 123,606

- **Total Assets:** $6.1M

## 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|123,606|$6.1M|$72.0M|$14.5M|

| 2023|123,446|$5.2M|$67.6M|$13.8M|

| 2022|118,888|$6.0M|$65.7M|$13.8M|

## 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|

| SEDGWICK CLAIMS MANAGEMENT SERVICES|Other Service Provider|$7,820,273|—|$7,820,273|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,820,273

- **Estimated Expense Ratio:** 129.047% 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|$8,643,000|—|—|—|—|

| 2023|$8,275,000|—|—|—|—|

| 2022|$8,104,000|—|—|—|$7,116,000|

## Similar Plans

- [Pepsico, INC.](https://planprovider.pro/companies/pepsico-inc-plan-121) — 73,116 participants

- [Pepsico, INC.](https://planprovider.pro/companies/pepsico-inc-plan-004) — 10,017 participants

- [Board Of Trustees Local 812 Health Fund](https://planprovider.pro/companies/board-of-trustees-local-812-health-fund-136162404-502) — 2,514 participants

- [Board Of Trustees Soft Drink And Brewery Workers](https://planprovider.pro/companies/board-of-trustees-soft-drink-and-brewery-workers-135660090-001) — 1,656 participants

- [Pepsi-Cola Newburgh Bottling Co., INC.](https://planprovider.pro/companies/pepsi-cola-newburgh-bottling-co-inc-401k-plan) — 350 participants

- [Mayer Bros. Apple Products INC.](https://planprovider.pro/companies/mayer-bros-apple-products-inc-401k-plan) — 308 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pepsico-inc-131584302-630)

© 2026 PlanProvider.Pro