2023 Form 5500 filing — Lewis Center Pension Plan
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 20241008080701NAL0029353616001) for Lewis Center Pension Plan, reported by Volvo Group North America LLC under EIN 58-2431188 and plan number 006. It reports 287 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)$17.8MReported net assets$17,794,970
Participants287
Provider compensation$84.9K3 Schedule C row(s)$84,938
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008080701NAL0029353616001
- Plan sponsor
- Volvo Group North America LLC
- EIN
- 58-2431188
- Plan number
- 006
- 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)$17.8M total assets
Net assets$17.8MLiabilities$8.6K
Full reported line items
- Total assets (EOY)
- $17,803,544
- Total liabilities (EOY)
- $8,574
- Net assets (EOY)
- $17,794,970
- Total income / additions
- $1,057,548
- Benefits paid
- $592,341
- Administrative expenses
- $112,490
- Total expenses
- $704,831
- Net increase / (decrease)
- $352,717
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Us Inc | NONE | $44,614 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $23,100 | not reported in the loaded dataset |
| Telus Health | NONE | $17,224 | not reported in the loaded dataset |