Form 5500 · Employee benefit plan · RALEIGH, NC
PEPSI BOTTLING VENTURES LLC
The filing calls this plan PEPSI BOTTLING VENTURES LLC EMPLOYEE BENEFIT PLAN.
PEPSI BOTTLING VENTURES LLC of RALEIGH, NC insures vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-3657794 · plan 501 · plan year 2025, filed Jul 31, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
1,311 other employer plans in North Carolina 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
9 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: prepaid legal, severance, 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 12 insured contracts covering vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 3,109 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 9 contracts here that do not say what they cover.
Reported premium across the insured contracts is $2,406,391, with $321,079 in disclosed broker commissions — about 13% 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.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 2 of the 12 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 3,109 | Jan 1, 2026 | $1,455,243 | $204,566 |
| UNUM INSURANCE COMPANY | — | 905 | Jan 1, 2026 | $142,229 | $32,744 |
| UNUM INSURANCE COMPANY | — | 398 | Jan 1, 2026 | $120,451 | $27,702 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 3,471 | Jan 1, 2026 | $227,204 | $26,850 |
| UNUM INSURANCE COMPANY | — | 982 | Jan 1, 2026 | $103,120 | $23,724 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 4 | Oct 1, 2025 | $24,622 | $2,644 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 3 | Oct 1, 2025 | $11,265 | $1,210 |
| TELADOC HEALTH, INC. | — | 3,016 | Jan 1, 2026 | $106,318 | $1,063 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 1 | Sep 1, 2025 | $5,040 | $504 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 9 | Jan 1, 2026 | $468 | $72 |
| METLIFE LEGAL PLANS | — | 776 | Jan 1, 2026 | $162,832 | $0 |
| COMPSYCH CORPORATION | — | 3,005 | Jan 1, 2026 | $47,599 | $0 |
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: 2,548 employees, 149 recordable cases, 1,451 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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