Volvo Investment 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 Investment Plan is a benefit plan reported by Volvo Construction Equipment North America, LLC under EIN 38-2496821 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,645 participants and $230,083,922 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
- 004
- Plan type
- 2
- Location
- Shippensburg, PA
- Latest filing year
- 2023
- Participants
- 1,645
- End-of-year plan assets
- $230,083,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,645 | H, C | 20240830131534NAL0030001506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $230,083,922
- Net assets (EOY)
- $230,083,922
- Net assets (BOY)
- $193,139,692
Income & contributions
- Employer contributions
- $9,404,985
- Participant contributions
- $7,013,627
- Total contributions
- $16,559,856
- Total income / additions
- $50,109,146
Expenses & distributions
- Benefits paid
- $12,140,487
- Administrative expenses
- $107,322
- Total expenses
- $12,260,299
- Net increase / (decrease)
- $37,848,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $96,117 | $0 | 2023 |
| Curcio Webb | CONSULTANT | $10,905 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Volvo Construction Equipment North America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Shippensburg, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Curcio Webb — Schedule C compensation
- National Financial Services — Schedule C compensation