Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ESSILORLUXOTTICA USA INC.
EIN 86-3625314Retail TradeLatest filing 2024
Plans
7
Retirement
4
$3.04B assets
Welfare
3
$16.3M premiums
Participants
164,049
12 HARBOR PARK DRIVE - PORT WASHINGTON, NY 11050866-431-8484
Retirement portfolio analytics
4 plans aggregated / $3.04B assets / 71,056 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
76%top
- (Not disclosed)76%
- ALIGHT SOLUTIONS LLC24%
Participants by plan
Active + retired + deferred vested
- SAVINGS PLAN 1 (#001)47,990
Benefits portfolio analytics
3 plans / $16.3M premiums / 34,202 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$7.4M
- Stop-loss$5.5M
- Other$5.5M
- Health$2.1M
- Dental$1.9M
- Long-term disability$1.6M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
34%top
- COMMUNITY INSURANCE COMPANY34%
- STANDARD INSURANCE COMPANY29%
- ANTHEM LIFE INSURANCE COMPANY10%
- HARTFORD LIFE AND ACCIDENT10%
- MCS LIFE INSURANCE COMPANY7%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ESSILORLUXOTTICA RETIREMENT SAVINGS PLAN 1
401k
Assets$1.50B
Participants47,990
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#025
ESSILORLUXOTTICA RETIREMENT SAVINGS PLAN 2
401k
Assets$803.8M
Participants6,671
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ESSILORLUXOTTICA PENSION PLAN
CashBalance
Assets$723.1M
Participants15,947
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ESSILORLUXOTTICA PUERTO RICO RETIREMENT SAVINGS PLAN 3
401k
Assets$7.4M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522
ESSILORLUXOTTICA GROUP BENEFIT PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$16.3M
Covered lives34,202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
ESSILORLUXOTTICA SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
ESSILORLUXOTTICA SHORT-TERM DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ESSILORLUXOTTICA RETIREMENT SAVINGS PLAN 1 | 401k | $1.50B | 47,990 | 2024 | |
| 025 | ESSILORLUXOTTICA RETIREMENT SAVINGS PLAN 2 | 401k | $803.8M | 6,671 | 2024 | |
| 002 | ESSILORLUXOTTICA PENSION PLAN | CashBalance | $723.1M | 15,947 | 2024 | |
| 003 | ESSILORLUXOTTICA PUERTO RICO RETIREMENT SAVINGS PLAN 3 | 401k | $7.4M | 448 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 522 | ESSILORLUXOTTICA GROUP BENEFIT PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $16.3M | 34,202 | 2024 | |
| 510 | ESSILORLUXOTTICA SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 523 | ESSILORLUXOTTICA SHORT-TERM DISABILITY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans