Plan5500

Volvo Retirement Plan — Form 5500 plan (Volvo Construction Equipment North America, LLC.)

Plain-English plan 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, Volvo Retirement Plan is a benefit plan reported by Volvo Construction Equipment North America, LLC. under EIN 38-2496821 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,457 participants and $109,449,970 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volvo Construction Equipment North America, LLC.
EIN
38-2496821
Plan number
003
Plan type
2
Location
Shippensburg, PA
Latest filing year
2023
Participants
1,457
End-of-year plan assets
$109,449,970

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,457H, C20241008155734NAL0008548371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,449,970
Total liabilities (EOY)
$82,178
Net assets (EOY)
$109,367,792
Net assets (BOY)
$106,374,140

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$7,841,758

Expenses & distributions

Benefits paid
$4,308,284
Administrative expenses
$539,822
Total expenses
$4,848,106
Net increase / (decrease)
$2,993,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Us IncNONE$253,804not reported in the loaded dataset2023
Telus HealthNONE$123,046not reported in the loaded dataset2023
Cliftonlarsonallen, LlpNONE$23,100not reported in the loaded dataset2023

Related Form 5500 pages