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  2. CARL ZEISS VISION, INC.
Sponsor portfolioTH

CARL ZEISS VISION, INC.

EIN 94-3189941-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$107.8M assets
Welfare
1
$558K premiums
Participants
2,660
1040 WORLDWIDE BOULEVARD - HEBRON, KY 41048858-790-0855
Plans on this EIN
3 filings
#012401k-$70.0M - 1,010 part#001TraditionalDB-$37.8M - 953 part#501Mixed-$558K - 775 lives

Retirement portfolio analytics

2 plans aggregated / $107.8M assets / 1,963 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • VISION INC. 401(K) (#012)65%
  • SOLA OPTICAL PENSION (#001)35%
Total $107.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VISION INC. 401(K) (#012)1,010
  • SOLA OPTICAL PENSION (#001)953
Total 1,963Click row to drill in

Benefits portfolio analytics

1 plan / $558K premiums / 775 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$176K
  • Short-term disability$159K
  • Long-term disability$118K
  • Other$105K
Total $558K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA85%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • AETNA LIFE INSURANCE COMPANY2%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $558K4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • USI INSURANCE SERVICES LLC85%
  • MERCER HEALTH AND BENEFITS, LLC15%
Total $52K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#012

CARL ZEISS VISION INC. 401(K) PLAN

401k

Assets$70.0M
Participants1,010
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOLA OPTICAL PENSION PLAN

TraditionalDB

Assets$37.8M
Participants953
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$558K
Covered lives775
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
012CARL ZEISS VISION INC. 401(K) PLAN401k$70.0M1,0102024
001SOLA OPTICAL PENSION PLANTraditionalDB$37.8M9532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$558K7752024
Retirement plans
Welfare plans
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