Vgna Vol Investment Pretax 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, Vgna Vol Investment Pretax Plan is a benefit plan reported by Volvo Group North America, LLC under EIN 58-2431188 and plan number 008. The latest loaded filing year is 2023. The filing reports 7,333 participants and $1,226,465,414 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
008
Plan type
2
Location
Greensboro, NC
Latest filing year
2023
Participants
7,333
End-of-year plan assets
$1,226,465,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,333H, C20240830104842NAL0008307555002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,226,465,414
Net assets (EOY)
$1,226,465,414
Net assets (BOY)
$992,840,607

Income & contributions

Employer contributions
$59,187,610
Participant contributions
$53,163,470
Total contributions
$118,144,096
Total income / additions
$308,962,711

Expenses & distributions

Benefits paid
$77,429,797
Administrative expenses
$528,486
Total expenses
$78,037,289
Net increase / (decrease)
$230,925,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$464,048$02023
Curcio WebbCONSULTANT$61,738not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages