Heartland Coca-Cola Bottling Company, LLC

Lenexa, KS ManufacturingNAICS 312110

Self-funded health planPlan year 2025Renews January
2,203Participants+0% vs. prior year
$5.2MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#6 of 36Manufacturing in KSBy participants

Overview

Heartland Coca-Cola Bottling Company, LLC sponsors a self-funded health plan that covered 2,203 participants in plan year 2025, about the same as 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
2,203 · prior year 2,194
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Heartland Coca-Cola Bottling Company, LLC Health and Welfare Plan, plan 501 (2,203 participants)
Broker compensation
$260K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

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

CarrierCoverageCoveredPremiumBroker comp
Delta Dental of Kansas, Inc.Dental1,973$1.2M$84K
Lincoln Financial GroupLife, Short-term disability, Long-term disability2,234$924K$154K
Vision Service PlanVision1,824$298K$8K
American Heritage Life Insurance CompanyCancer336$91K$15K
ComPsychEmployee Assistance Program2,265$39K—

Pharmacy benefit estimate

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

$5.2M/ year

Estimated prescription spend: 2,203 participants × $2,371 national average per member. Usually higher once dependents are counted.

$136K–$335K/ year

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

Brands with a generic available$40K–$99K
Lower-cost therapeutic alternatives$58K–$121K
Generic pricing vs. actual cost$25K–$75K
PBM contract terms$13K–$39K
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
Heartland Coca-Cola Bottling Company, LLC
Sponsor EIN
81-3590283
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 81-3590283 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Heartland Coca-Cola Bargaining Employees' Pension Plan
Type
Pension plan
Participants
298

About this data

Source: Heartland Coca-Cola Bottling Company, LLC'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 Heartland Coca-Cola Bottling Company, LLC.

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