Essilorluxottica Retirement Savings Plan 2 — Form 5500 plan (Essilorluxottica Usa Inc)

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, Essilorluxottica Retirement Savings Plan 2 is a benefit plan reported by Essilorluxottica Usa Inc under EIN 86-3625314 and plan number 025. The latest loaded filing year is 2023. The filing reports 7,665 participants and $742,413,724 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Essilorluxottica Usa Inc
EIN
86-3625314
Plan number
025
Plan type
2
Location
Port Washington, NY
Latest filing year
2023
Participants
7,665
End-of-year plan assets
$742,413,724

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,665H, C20241015153922NAL0016779619005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$742,413,724
Net assets (EOY)
$742,413,724
Net assets (BOY)
$655,625,089

Income & contributions

Employer contributions
$7,151,056
Participant contributions
$16,124,253
Total contributions
$23,414,946
Total income / additions
$143,303,219

Expenses & distributions

Benefits paid
$56,646,429
Administrative expenses
$148,639
Total expenses
$56,833,761
Net increase / (decrease)
$86,469,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$90,237$02023
Strategic Advisors, IncADVISOR$58,403not reported in the loaded dataset2023

Related Form 5500 pages