BenefitsLedger
Employer health plan record · Plan year 2024 · Form 5500

Pepsi-Cola Bottling Company Health Plan

Manufacturing — food & textile · Oskaloosa, Iowa · EIN ending 0714

Updated Filing received by DOL

Pepsi-Cola Bottling Company Health Plan, a manufacturing — food & textile employer in Oskaloosa, Iowa, reported 190 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows $2.3M in insurance premiums across 1 contract and $28,572 in broker commissions and fees, 1.2% of medical premium against a national median of 3.8% among plans that paid commissions in plan year 2024. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on July 29, 2026, 59 days after the base deadline with no extension indicated on the form.

Participants
190
+2.2% vs 2023
Premiums filed
$2.3M
+5.1% vs 2023
Broker commissions + fees
$28,572
+5.6% vs 2023
Commission rate
1.2%
of medical premium · median 3.8%

Who was paid on Pepsi-Cola Bottling Company Health Plan's plan

Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Pepsi-Cola Bottling Company Health Plan filed for 2024.

Broker or agentCommissionsFeesTotalContracts
Wellmark Blue Cross and Blue Shield · Des Moines, IA$28,572$0$28,5721

Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.

Insurance contracts and carriers

Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.

Carrier · coverageCoveredPremiumBroker payRate
Wellmark Blue Cross and Blue Shield & Wellmark Health Plan of Iowahealth, short-term disability, prescription drug, stop-loss, HMO, PPO200$2.3M$28,5721.2%

Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.

How Pepsi-Cola Bottling Company Health Plan compares

Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.

Broker commissions + fees, dollars
Pepsi-Cola Bottling Company Health Plan
$28,572
Commission rate, % of medical premium
Pepsi-Cola Bottling Company Health Plan
1.2%

Premium per covered person on medical contracts: $11,703 a year (national median $7,274).

Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.

Year over year

$2.2M$2.3MPremiums$27,048$28,572Broker pay20232024
Pepsi-Cola Bottling Company Health Plan: premiums and broker commissions + fees, 2023 vs 2024
20232024Change
Participants186190+2.2%
Premiums filed$2,227,040$2,340,527+5.1%
Broker commissions + fees$27,048$28,572+5.6%
Commission rate1.2%1.2%+0.0 pts

Source: DOL Form 5500 filings for plan years 2023 and 2024.

Filings and timeliness

Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.

PlanPlan year endReceived by DOLTimingParticipants
Pepsi-Cola Bottling Company Employees Health Plan#502 · insurance, trustOctober 31, 2025July 29, 202659 days after deadline, no extension indicated190

Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.

How much did Pepsi-Cola Bottling Company Health Plan pay in health insurance broker commissions in 2024?

Pepsi-Cola Bottling Company Health Plan's 2024 Form 5500 reports $28,572 in broker commissions and fees across 1 insurance contracts ($28,572 in commissions, $0 in fees), with Wellmark Blue Cross and Blue Shield receiving the largest share.

Is Pepsi-Cola Bottling Company Health Plan's health plan self-funded or fully insured?

The 2024 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Wellmark Blue Cross and Blue Shield & Wellmark Health Plan of Iowa.

How does Pepsi-Cola Bottling Company Health Plan's broker compensation compare with similar employers?

Pepsi-Cola Bottling Company Health Plan paid 1.2% of medical premium in commissions and fees. The median for employers with 100-199 participants is 4.2%, and the median in Iowa is 1.6%. Percentages are computed only on fully insured medical contracts with filed premiums.

Get the full write-up

Send the full findings to your inbox.

A specialist writes up every finding for Pepsi-Cola Bottling Company Health Plan with the methodology and public-source citations, in a form you can forward to your CFO or counsel. Tick the box if you also want a 15-minute walkthrough call.

We don't sell your email. By submitting, you agree that BenefitsLedger and its benefits advisory partner, WellthCare, may email or call you about these findings. Opt out anytime by replying. See our privacy policy.

Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.