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  2. VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC
Sponsor portfolioTH

VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC

EIN 38-2496821-Manufacturing-Latest filing 2024
Plans
7
Retirement
2
$355.6M assets
Welfare
5
$1.1M premiums
Participants
3,254
312 VOLVO WAY - SHIPPENSBURG, PA 17257717-530-6610
Plans on this EIN
7 filings
#001401k-$254.7M - 1,413 part#003TraditionalDB-$100.9M - 1,392 part#501Mixed-$856K - 0 lives#502Mixed-$169K - 56 lives#540Mixed-$46K - 24 lives#503Mixed-$13K - 17 lives#530Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $355.6M assets / 2,805 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • VOLVO INVESTMENT PLAN (#001)72%
  • VOLVO RETIREMENT PLAN (#003)28%
Total $355.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • (Not disclosed)72%
  • MORNEAU SHEPELL28%
Total $355.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VOLVO INVESTMENT PLAN (#001)1,413
  • VOLVO RETIREMENT PLAN (#003)1,392
Total 2,805Click row to drill in

Benefits portfolio analytics

5 plans / $1.1M premiums / 97 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$949K
  • Long-term disability$135K
Total $1.1M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA88%
  • HARTFORD LIFE AND ACCIDENT12%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $924K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VOLVO INVESTMENT PLAN

401k

Assets$254.7M
Participants1,413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

VOLVO RETIREMENT PLAN

TraditionalDB

Assets$100.9M
Participants1,392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VOLVO OPTIONS

Mixed - PRUDENTIAL

Premiums$856K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VOLVO RETIREE BENEFIT PLAN

Mixed - PRUDENTIAL

Premiums$169K
Covered lives56
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540

VOLVO ROAD MACHINERY RETIREE PLAN

Mixed - PRUDENTIAL

Premiums$46K
Covered lives24
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP INSURANCE PLAN CLARK MICHIGAN COMPANY RETIRED SALARY EMPLOYEES

Mixed - PRUDENTIAL

Premiums$13K
Covered lives17
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VOLVO INVESTMENT PLAN401k$254.7M1,4132024
003VOLVO RETIREMENT PLANTraditionalDB$100.9M1,3922024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VOLVO OPTIONSMixedPRUDENTIAL$856K02024
502VOLVO RETIREE BENEFIT PLANMixedPRUDENTIAL$169K562024
540VOLVO ROAD MACHINERY RETIREE PLANMixedPRUDENTIAL$46K242024
503GROUP INSURANCE PLAN CLARK MICHIGAN COMPANY RETIRED SALARY EMPLOYEESMixedPRUDENTIAL$13K172024
530VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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