Form 5500 · Employee benefit plan · ATLANTIC, IA
ATLANTIC BOTTLING COMPANY
The filing calls this plan ATLANTIC BOTTLING GROUP BENEFITS PLAN.
ATLANTIC BOTTLING COMPANY of ATLANTIC, IA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HOLMES MURPHY & ASSOCIATES, INC.. Coverage is written through WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0666479 · plan 501 · plan year 2025, filed Jul 23, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
810 other employer plans in Iowa have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering vision, life and disability; the largest, with WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, covers 656 people.
The filing declares vision, life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.
Reported premium across the insured contracts is $6,644,718, with $196,812 in disclosed broker commissions — about 3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
HOLMES MURPHY & ASSOCIATES, INC. is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | — | 656 | Dec 25, 2025 | $5,702,274 | $93,660 |
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 1,416 | Jan 1, 2026 | $817,608 | $93,066 |
| VERATRUS BENEFIT SOLUTIONS | Vision | 561 | Jan 1, 2026 | $100,856 | $10,086 |
| EFR EMPLOYEE & FAMILY RESOURCES | — | 860 | Jan 1, 2026 | $23,980 | $0 |
Premium and claims on this contract
WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, contract A44. For the contract year on this filing, the carrier reported $5,702,274 in premium earned and $4,589,524 in claims incurred. Dividing one by the other gives 80%.
- WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, contract A44 reported $1,112,751 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 866 employees, 24 recordable cases, 40 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
How this plan compares
Subscribers see how this compares with similar plans in Iowa. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
810 other employer plans in Iowa are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Iowa — largest plans, brokers, carriers and renewal months.