2023 Form 5500 filing — Volvo Retirement 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 20241008155734NAL0008548371001) for Volvo Retirement Plan, reported by Volvo Construction Equipment North America, LLC. under EIN 38-2496821 and plan number 003. It reports 1,457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008155734NAL0008548371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volvo Construction Equipment North America, LLC.
- EIN
- 38-2496821
- Plan number
- 003
- Location
- Shippensburg, PA
- Participants
- 1,457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,449,970
- Total liabilities (EOY)
- $82,178
- Net assets (EOY)
- $109,367,792
- Employer contributions
- $0
- Total income / additions
- $7,841,758
- Benefits paid
- $4,308,284
- Administrative expenses
- $539,822
- Total expenses
- $4,848,106
- Net increase / (decrease)
- $2,993,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Us Inc | NONE | $253,804 | not reported in the loaded dataset |
| Telus Health | NONE | $123,046 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $23,100 | not reported in the loaded dataset |