401k Plan data: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC plan

PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 401k Plan overview

Plan Name	PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC
Plan identification number	001

PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VOLVO CARS OF NORTH AMERICA, LLC has sponsored the creation of one or more 401k plans.

Company Name: VOLVO CARS OF NORTH AMERICA, LLC

Employer identification number (EIN): 311814807

NAIC Classification: 336100

Additional information about VOLVO CARS OF NORTH AMERICA, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0906002

More information about VOLVO CARS OF NORTH AMERICA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 ALLYSE SCELFO
001 2014-01-01 ALLYSE SCELFO ANDREA OCONNOR 2015-10-13
001 2013-01-01 JOHN PELES
001 2012-01-01 JOHN PELES
001 2011-01-01 JOHN PELES
001 2009-01-01 JOHN PELES
001 2009-01-01 JOHN PELES

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	ALLYSE SCELFO
001	2014-01-01	ALLYSE SCELFO	ANDREA OCONNOR	2015-10-13
001	2013-01-01	JOHN PELES
001	2012-01-01	JOHN PELES
001	2011-01-01	JOHN PELES
001	2009-01-01	JOHN PELES
001	2009-01-01	JOHN PELES

Plan Statistics for PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC

401k plan membership statisitcs for PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC

Measure Date Value
2015: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 466
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 234
Number of retired or separated participants receiving benefits 2015-01-01 61
Number of other retired or separated participants entitled to future benefits 2015-01-01 146
Total of all active and inactive participants 2015-01-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 474
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 240
Number of retired or separated participants receiving benefits 2014-01-01 79
Number of other retired or separated participants entitled to future benefits 2014-01-01 146
Total of all active and inactive participants 2014-01-01 465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 478
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 282
Number of retired or separated participants receiving benefits 2013-01-01 46
Number of other retired or separated participants entitled to future benefits 2013-01-01 145
Total of all active and inactive participants 2013-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 484
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 295
Number of retired or separated participants receiving benefits 2012-01-01 43
Number of other retired or separated participants entitled to future benefits 2012-01-01 140
Total of all active and inactive participants 2012-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 298
Number of retired or separated participants receiving benefits 2011-01-01 40
Number of other retired or separated participants entitled to future benefits 2011-01-01 146
Total of all active and inactive participants 2011-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 521
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 310
Number of retired or separated participants receiving benefits 2009-01-01 17
Number of other retired or separated participants entitled to future benefits 2009-01-01 140
Total of all active and inactive participants 2009-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	466
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	234
Number of retired or separated participants receiving benefits	2015-01-01	61
Number of other retired or separated participants entitled to future benefits	2015-01-01	146
Total of all active and inactive participants	2015-01-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	474
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	240
Number of retired or separated participants receiving benefits	2014-01-01	79
Number of other retired or separated participants entitled to future benefits	2014-01-01	146
Total of all active and inactive participants	2014-01-01	465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	282
Number of retired or separated participants receiving benefits	2013-01-01	46
Number of other retired or separated participants entitled to future benefits	2013-01-01	145
Total of all active and inactive participants	2013-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	484
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	295
Number of retired or separated participants receiving benefits	2012-01-01	43
Number of other retired or separated participants entitled to future benefits	2012-01-01	140
Total of all active and inactive participants	2012-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	298
Number of retired or separated participants receiving benefits	2011-01-01	40
Number of other retired or separated participants entitled to future benefits	2011-01-01	146
Total of all active and inactive participants	2011-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	521
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	310
Number of retired or separated participants receiving benefits	2009-01-01	17
Number of other retired or separated participants entitled to future benefits	2009-01-01	140
Total of all active and inactive participants	2009-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC

Measure	Date	Value
2015 : PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$-1,603,236
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$12,257,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$11,932,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$59,491,487
Value of total assets at beginning of year	2015-12-31	$73,352,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$325,243
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$297,273
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$62
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$13
Administrative expenses (other) incurred	2015-12-31	$26,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-13,860,696
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$59,491,487
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$73,352,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,408
Value of interest in common/collective trusts at end of year	2015-12-31	$59,491,425
Value of interest in common/collective trusts at beginning of year	2015-12-31	$73,352,170
Net investment gain or loss from common/collective trusts	2015-12-31	$-1,603,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$11,932,217
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PLANTE MORAN, PLLC
Accountancy firm EIN	2015-12-31	381357951
2014 : PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,516,035
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,842,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,508,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$73,352,183
Value of total assets at beginning of year	2014-12-31	$68,678,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$334,068
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$308,881
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$13
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$4
Administrative expenses (other) incurred	2014-12-31	$23,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,673,720
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$73,352,183
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$68,678,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$1,961
Value of interest in common/collective trusts at end of year	2014-12-31	$73,352,170
Value of interest in common/collective trusts at beginning of year	2014-12-31	$68,678,459
Net investment gain or loss from common/collective trusts	2014-12-31	$7,516,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,508,247
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PLANTE MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,353,874
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,788,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,494,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$68,678,463
Value of total assets at beginning of year	2013-12-31	$66,113,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$293,849
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$272,036
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$44
Administrative expenses (other) incurred	2013-12-31	$20,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,565,133
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$68,678,463
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$66,113,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$1,737
Value of interest in common/collective trusts at end of year	2013-12-31	$68,678,459
Value of interest in common/collective trusts at beginning of year	2013-12-31	$66,113,286
Net investment gain or loss from common/collective trusts	2013-12-31	$4,353,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,494,892
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PLANTE MORAN, PLLC
Accountancy firm EIN	2013-12-31	381357951
2012 : PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$9,266,628
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,164,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,843,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,663,317
Value of total assets at end of year	2012-12-31	$66,113,330
Value of total assets at beginning of year	2012-12-31	$59,011,639
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$321,753
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$231,168
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$3
Administrative expenses (other) incurred	2012-12-31	$88,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,101,691
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$66,113,330
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$59,011,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,920
Value of interest in common/collective trusts at end of year	2012-12-31	$66,113,286
Value of interest in common/collective trusts at beginning of year	2012-12-31	$58,989,285
Net investment gain or loss from common/collective trusts	2012-12-31	$7,603,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,663,317
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$22,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,843,184
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PLANTE MORAN, PLLC
Accountancy firm EIN	2012-12-31	381357951
2011 : PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$5,319,479
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,933,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,624,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,422,351
Value of total assets at end of year	2011-12-31	$59,011,639
Value of total assets at beginning of year	2011-12-31	$55,626,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$309,780
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$230,978
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$74,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$3,385,572
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$59,011,639
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$55,626,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$4,599
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$58,989,285
Value of interest in common/collective trusts at beginning of year	2011-12-31	$53,125,923
Net investment gain or loss from common/collective trusts	2011-12-31	$3,897,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,422,351
Employer contributions (assets) at end of year	2011-12-31	$22,351
Employer contributions (assets) at beginning of year	2011-12-31	$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,624,127
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PLANTE MORAN, PLLC
Accountancy firm EIN	2011-12-31	381357951
2010 : PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$4,616,925
Total transfer of assets from this plan	2010-12-31	$176,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,271
Total income from all sources (including contributions)	2010-12-31	$8,391,692
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$5,094,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,025,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,500,000
Value of total assets at end of year	2010-12-31	$55,626,067
Value of total assets at beginning of year	2010-12-31	$47,895,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$68,739
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$68,739
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$6,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,296,988
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$55,626,067
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$47,889,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$47,869,117
Value of interest in common/collective trusts at end of year	2010-12-31	$53,125,923
Value of interest in common/collective trusts at beginning of year	2010-12-31	$26,284
Net investment gain or loss from common/collective trusts	2010-12-31	$3,121,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,500,000
Employer contributions (assets) at end of year	2010-12-31	$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,025,965
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2010-12-31	381357951

Form 5500 Responses for PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC

2015: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PENSION PLAN OF VOLVO CARS OF NORTH AMERICA, LLC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VOLVO CARS OF NORTH AMERICA, LLC
Employer identification number (EIN):	311814807
NAIC Classification:	336100

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0906002