Lewis Center 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, Lewis Center Pension Plan is a benefit plan reported by Volvo Group North America LLC under EIN 58-2431188 and plan number 006. The latest loaded filing year is 2023. The filing reports 287 participants and $17,803,544 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.8MPlan net assets, end of year$17,794,970
Participants287Covered participants reported
Assets / participant$62KComputed: assets ÷ participants$62,033 (computed)
Provider compensation$84.9K3 Schedule C provider row(s)$84,938
Plan sponsor
Volvo Group North America LLC
EIN
58-2431188
Plan number
006
Plan type
2
Location
Greensboro, NC
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    287 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities$8.6K
Money in vs. money out
Total income / additions$1.1M
Total expenses$704.8K
Benefits paid / distributions$592.3K
Full reported line items

Net assets

Total assets (EOY)
$17,803,544
Total liabilities (EOY)
$8,574
Net assets (EOY)
$17,794,970
Net assets (BOY)
$17,442,253

Income & contributions

Total contributions
$0
Total income / additions
$1,057,548

Expenses & distributions

Benefits paid
$592,341
Administrative expenses
$112,490
Total expenses
$704,831
Net increase / (decrease)
$352,717
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income56%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $44.6K
  2. 2
    NONE · Direct $23.1K
  3. 3
    NONE · Direct $17.2K

Related Form 5500 pages