Plan5500

Volvo Group North America Retirement Plan — Form 5500 plan (Volvo Group 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 Group North America Retirement Plan is a benefit plan reported by Volvo Group North America LLC under EIN 58-2431188 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,161 participants and $339,633,735 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volvo Group North America LLC
EIN
58-2431188
Plan number
001
Plan type
2
Location
Greensboro, NC
Latest filing year
2023
Participants
6,161
End-of-year plan assets
$339,633,735

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,161H, C20241008080844NAL0028129504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$339,633,735
Total liabilities (EOY)
$188,823
Net assets (EOY)
$339,444,912
Net assets (BOY)
$337,890,456

Income & contributions

Total contributions
$0
Total income / additions
$22,263,777

Expenses & distributions

Benefits paid
$19,166,624
Administrative expenses
$1,542,697
Total expenses
$20,709,321
Net increase / (decrease)
$1,554,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Telus HealthNONE$389,742not reported in the loaded dataset2023
Mercer Us IncNONE$312,590not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$23,100not reported in the loaded dataset2023

Related Form 5500 pages