Coca-Cola Southwest Beverages LLC (ccswb)

Dallas, TX ManufacturingNAICS 312110

Self-funded health planPlan year 2025Renews January
8,439Participants+3% vs. prior year
$20.0MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#9 of 149Manufacturing in TXBy participants

Overview

Coca-Cola Southwest Beverages LLC (ccswb) sponsors a self-funded health plan that covered 8,439 participants in plan year 2025, up 3% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
8,439 · prior year 8,190
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Coca-Cola Southwest Beverages LLC Welfare Benefits Plan, plan 501 (8,439 participants)
Broker compensation
$689K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilitySeveranceDeath benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Prudential Insurance Company of AmericaLife8,891$3.9M$257K
Reliastar Life Insurance CompanyAccident Voluntary Employee, Critical Il7,618$1.4M$354K
Hartford Life and AccidentLong-term disability11,375$1.2M$78K
Fidelity Security Life Insurance CompanyVision12,467$1.2M—

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$20.0M/ year

Estimated prescription spend: 8,439 participants × $2,371 national average per member. Usually higher once dependents are counted.

$520K–$1.3M/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$152K–$380K
Lower-cost therapeutic alternatives$222K–$464K
Generic pricing vs. actual cost$96K–$288K
PBM contract terms$50K–$150K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Coca-Cola Southwest Beverages LLC (ccswb)
Sponsor EIN
81-3909618
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 81-3909618 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Coca-Cola Southwest Beverages 401(k) Plan
Type
401(k) plan
Participants
10,426

About this data

Source: Coca-Cola Southwest Beverages LLC (ccswb)'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Coca-Cola Southwest Beverages LLC (ccswb).

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