Sola Optical Pension Plan — Form 5500 plan (Carl Zeiss Vision, 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, Sola Optical Pension Plan is a benefit plan reported by Carl Zeiss Vision, Inc. under EIN 94-3189941 and plan number 001. The latest loaded filing year is 2023. The filing reports 973 participants and $38,508,632 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carl Zeiss Vision, Inc.
EIN
94-3189941
Plan number
001
Plan type
2
Location
Hebron, KY
Latest filing year
2023
Participants
973
End-of-year plan assets
$38,508,632

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023973H, C20241015165832NAL0015124915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,508,632
Total liabilities (EOY)
$0
Net assets (EOY)
$38,508,632
Net assets (BOY)
$35,790,004

Income & contributions

Employer contributions
$1,500,000
Total contributions
$1,500,000
Total income / additions
$5,199,014

Expenses & distributions

Benefits paid
$2,336,307
Administrative expenses
$144,079
Total expenses
$2,480,386
Net increase / (decrease)
$2,718,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Destination Wealth ManagementNONE$144,079not reported in the loaded dataset2023

Related Form 5500 pages