2023 Form 5500 filing — Voluntary Investment Pretax Plan For The Vgna Union Employees
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 20240830105437NAL0008311379001) for Voluntary Investment Pretax Plan For The Vgna Union Employees, reported by Volvo Group North America, LLC under EIN 58-2431188 and plan number 014. It reports 4,512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$130.1MReported net assets$130,057,279
Participants4.5K4,512
Provider compensation$221.1K3 Schedule C row(s)$221,084
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240830105437NAL0008311379001
- Plan sponsor
- Volvo Group North America, LLC
- EIN
- 58-2431188
- Plan number
- 014
- Location
- Greensboro, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$130.1M total assets
Net assets$130.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $130,057,279
- Net assets (EOY)
- $130,057,279
- Employer contributions
- $5,163,393
- Participant contributions
- $8,888,422
- Total income / additions
- $34,004,881
- Benefits paid
- $10,152,462
- Administrative expenses
- $221,084
- Total expenses
- $10,390,172
- Net increase / (decrease)
- $23,614,709
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $209,194 | $0 |
| Curcio Webb | CONSULTANT | $11,890 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |