Volvo Group Retirement Trust — 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 Retirement Trust is a benefit plan reported by Volvo Group North America, LLC under EIN 58-2431188 and plan number 010. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,117,119,065 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
- 010
- Plan type
- 4
- Location
- Greensboro, NC
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,117,119,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015122201NAL0047881520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,117,119,065
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $1,117,119,057
- Net assets (BOY)
- $1,644,639,904
Income & contributions
- Total contributions
- $0
- Total income / additions
- $78,864,094
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,893,540
- Total expenses
- $2,893,540
- Net increase / (decrease)
- $75,970,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legal & General Cit | NONE | $614,276 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $506,106 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $482,076 | not reported in the loaded dataset | 2023 |
| Pgim Fixed Income | NONE | $420,659 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank | NONE | $366,628 | $0 | 2023 |
| Jpmorgan Investment Management Inc | NONE | $288,912 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Company | NONE | $214,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Volvo Group North America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Greensboro, NC
- Legal & General Cit — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Pgim Fixed Income — Schedule C compensation
- Jpmorgan Chase Bank — Schedule C compensation
- Jpmorgan Investment Management Inc — Schedule C compensation
- Wilshire Associates Company — Schedule C compensation