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  2. VOLVO GROUP NORTH AMERICA, LLC
Sponsor portfolioTH

VOLVO GROUP NORTH AMERICA, LLC

EIN 58-2431188-automotive-Latest filing 2024
Plans
8
Retirement
5
$2.24B assets
Welfare
3
$35.3M premiums
Participants
37,022
7900 NATIONAL SERVICE ROAD, MAIL STOP CC/2-5 - GREENSBORO, NC 274099407336-541-1231volvotrucks.usLinkedIn10001+ employeesautomotive
Plans on this EIN
8 filings
#008401k-$1.46B - 7,644 part#001CashBalance-$314.2M - 5,789 part#002TraditionalDB-$299.8M - 3,063 part#014401k-$150.6M - 4,429 part#006TraditionalDB-$16.8M - 285 part#506Mixed-$28.4M - 32,886 lives#507Fully Insured-$6.3M - 1,431 lives#508Mixed-$560K - 450 lives

Retirement portfolio analytics

5 plans aggregated / $2.24B assets / 21,210 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INVESTMENT PRETAX PLAN (#008)65%
  • AMERICA RETIREMENT PLAN (#001)14%
  • RIVER VALLEY PENSION (#002)13%
  • AMERICA UNION EMPLOYEES (#014)7%
  • LEWIS CENTER PENSION (#006)1%
Total $2.24BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
65%top
  • CURCIO WEBB65%
  • MORNEAU SHEPELL28%
  • GREAT-WEST LIFE & ANNUITY INSURANCE7%
Total $2.24BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTMENT PRETAX PLAN (#008)7,644
  • AMERICA RETIREMENT PLAN (#001)5,789
  • AMERICA UNION EMPLOYEES (#014)4,429
  • RIVER VALLEY PENSION (#002)3,063
  • LEWIS CENTER PENSION (#006)285
Total 21,210Click row to drill in

Benefits portfolio analytics

3 plans / $35.3M premiums / 34,767 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$12.9M
  • Life$8.8M
  • Other$8.7M
  • Short-term disability$5.9M
  • Long-term disability$5.9M
  • Health$5.6M
  • +1 more
Total $35.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • DELTA DENTAL OF CALIFORNIA37%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA25%
  • HARTFORD LIFE AND ACCIDENT17%
  • ANTHEM LIFE INSURANCE COMPANY16%
  • VISION SERVICE PLAN5%
  • +2 more
Total $35.3M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $378K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

VOLVO GROUP NORTH AMERICA VOLUNTARY INVESTMENT PRETAX PLAN

401k

Assets$1.46B
Participants7,644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VOLVO GROUP NORTH AMERICA RETIREMENT PLAN

CashBalance

Assets$314.2M
Participants5,789
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VOLVO GROUP NORTH AMERICA NEW RIVER VALLEY PENSION PLAN

TraditionalDB

Assets$299.8M
Participants3,063
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

VOLUNTARY INVESTMENT PRETAX PLAN FOR THE VOLVO GROUP NORTH AMERICA UNION EMPLOYEES

401k

Assets$150.6M
Participants4,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

LEWIS CENTER PENSION PLAN

TraditionalDB

Assets$16.8M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

VOLVO WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NORTH CAROLINA

Premiums$28.4M
Covered lives32,886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

NEW RIVER VALLEY UAW RETIREE MEDICAL PLAN

Fully Insured - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$6.3M
Covered lives1,431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

VOLVO NON-UNION RETIREE MEDICAL PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$560K
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
008VOLVO GROUP NORTH AMERICA VOLUNTARY INVESTMENT PRETAX PLAN401k$1.46B7,6442024
001VOLVO GROUP NORTH AMERICA RETIREMENT PLANCashBalance$314.2M5,7892024
002VOLVO GROUP NORTH AMERICA NEW RIVER VALLEY PENSION PLANTraditionalDB$299.8M3,0632024
014VOLUNTARY INVESTMENT PRETAX PLAN FOR THE VOLVO GROUP NORTH AMERICA UNION EMPLOYEES401k$150.6M4,4292024
006LEWIS CENTER PENSION PLANTraditionalDB$16.8M2852024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
506VOLVO WELFARE BENEFIT PLANMixedDELTA DENTAL OF NORTH CAROLINA$28.4M32,8862024
507NEW RIVER VALLEY UAW RETIREE MEDICAL PLANFully InsuredANTHEM BLUE CROSS BLUE SHIELD$6.3M1,4312024
508VOLVO NON-UNION RETIREE MEDICAL PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$560K4502024
Retirement plans
Welfare plans
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