2023 Form 5500 filing — Volvo Group North America Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008080844NAL0028129504001) for Volvo Group North America Retirement Plan, reported by Volvo Group North America LLC under EIN 58-2431188 and plan number 001. It reports 6,161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008080844NAL0028129504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volvo Group North America LLC
- EIN
- 58-2431188
- Plan number
- 001
- Location
- Greensboro, NC
- Participants
- 6,161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,633,735
- Total liabilities (EOY)
- $188,823
- Net assets (EOY)
- $339,444,912
- Total income / additions
- $22,263,777
- Benefits paid
- $19,166,624
- Administrative expenses
- $1,542,697
- Total expenses
- $20,709,321
- Net increase / (decrease)
- $1,554,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus Health | NONE | $389,742 | not reported in the loaded dataset |
| Mercer Us Inc | NONE | $312,590 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $23,100 | not reported in the loaded dataset |