Volvo Group North America New River Valley Pension Plan — Form 5500 plan (Volvo Group North America 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, Volvo Group North America New River Valley Pension Plan is a benefit plan reported by Volvo Group North America LLC under EIN 58-2431188 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,144 participants and $319,304,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volvo Group North America LLC
EIN
58-2431188
Plan number
002
Plan type
2
Location
Greensboro, NC
Latest filing year
2023
Participants
3,144
End-of-year plan assets
$319,304,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,144H, C20241008080504NAL0034133170001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$319,304,846
Total liabilities (EOY)
$138,984
Net assets (EOY)
$319,165,862
Net assets (BOY)
$313,721,143

Income & contributions

Total contributions
$0
Total income / additions
$19,784,148

Expenses & distributions

Benefits paid
$13,620,927
Administrative expenses
$718,502
Total expenses
$14,339,429
Net increase / (decrease)
$5,444,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Us IncNONE$216,341not reported in the loaded dataset2023
Telus HealthNONE$176,907not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$23,100not reported in the loaded dataset2023

Related Form 5500 pages