2023 Form 5500 filing — Volvo Group Retirement Trust
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 20241015122201NAL0047881520001) for Volvo Group Retirement Trust, reported by Volvo Group North America, LLC under EIN 58-2431188 and plan number 010. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122201NAL0047881520001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Volvo Group North America, LLC
- EIN
- 58-2431188
- Plan number
- 010
- Location
- Greensboro, NC
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,117,119,065
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $1,117,119,057
- Total income / additions
- $78,864,094
- Benefits paid
- $0
- Administrative expenses
- $2,893,540
- Total expenses
- $2,893,540
- Net increase / (decrease)
- $75,970,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal & General Cit | NONE | $614,276 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $506,106 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $482,076 | not reported in the loaded dataset |
| Pgim Fixed Income | NONE | $420,659 | not reported in the loaded dataset |
| Jpmorgan Chase Bank | NONE | $366,628 | $0 |
| Jpmorgan Investment Management Inc | NONE | $288,912 | not reported in the loaded dataset |
| Wilshire Associates Company | NONE | $214,800 | not reported in the loaded dataset |