Volvo Cars Employees' Savings Trust Plan — Form 5500 plan (Volvo Car Usa 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 Cars Employees' Savings Trust Plan is a benefit plan reported by Volvo Car Usa LLC under EIN 47-4903750 and plan number 335. The latest loaded filing year is 2023. The filing reports 2,896 participants and $272,207,742 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volvo Car Usa LLC
EIN
47-4903750
Plan number
335
Plan type
2
Location
Mahwah, NJ
Latest filing year
2023
Participants
2,896
End-of-year plan assets
$272,207,742

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,896H, C20241014122048NAL0044460960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$272,207,742
Total liabilities (EOY)
$0
Net assets (EOY)
$272,207,742
Net assets (BOY)
$227,822,691

Income & contributions

Employer contributions
$13,572,029
Participant contributions
$15,340,009
Total contributions
$31,320,660
Total income / additions
$81,414,265

Expenses & distributions

Benefits paid
$30,910,017
Administrative expenses
$404,782
Total expenses
$31,354,634
Net increase / (decrease)
$50,059,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Operations Co.NONE KNOWN$181,987$02023
Strategic Advisers, Inc.NONE KNOWN$149,021not reported in the loaded dataset2023
Rocaton Investment Advisors, LLCNONE KNOWN$73,774not reported in the loaded dataset2023

Related Form 5500 pages