2023 Form 5500 filing — Essilorluxottica Puerto Rico Retirement Savings Plan 3
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014150012NAL0027637745003) for Essilorluxottica Puerto Rico Retirement Savings Plan 3, reported by Essilorluxottica Usa Inc under EIN 86-3625314 and plan number 003. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150012NAL0027637745003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essilorluxottica Usa Inc
- EIN
- 86-3625314
- Plan number
- 003
- Location
- Port Washington, NY
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,909,764
- Net assets (EOY)
- $5,909,764
- Employer contributions
- $180,932
- Participant contributions
- $253,245
- Total income / additions
- $1,258,776
- Benefits paid
- $46,382
- Administrative expenses
- $1,078
- Total expenses
- $47,460
- Net increase / (decrease)
- $1,211,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,197 | $0 |