Pension Plan Of Volvo Cars Of North America, LLC — Form 5500 plan (Volvo Car Usa 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, Pension Plan Of Volvo Cars Of North America, LLC is a benefit plan reported by Volvo Car Usa LLC under EIN 47-4903750 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $45,712,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volvo Car Usa LLC
EIN
47-4903750
Plan number
001
Plan type
2
Location
Mahwah, NJ
Latest filing year
2023
Participants
371
End-of-year plan assets
$45,712,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20241014122125NAL0013268899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,712,004
Total liabilities (EOY)
$0
Net assets (EOY)
$45,712,004
Net assets (BOY)
$46,196,389

Income & contributions

Total contributions
$0
Total income / additions
$3,887,484

Expenses & distributions

Benefits paid
$4,057,760
Administrative expenses
$314,109
Total expenses
$4,371,869
Net increase / (decrease)
-$484,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE KNOWN$175,576not reported in the loaded dataset2023
Rocaton Investment Advisors, LLCNONE KNOWN$56,250not reported in the loaded dataset2023
The Northern Trust CompanyNONE KNOWN$33,770$02023

Related Form 5500 pages