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Original filing (PDF)20251014144249NAL0003187761003
ESSILORLUXOTTICA USA INC.
Form 5500
FILING_RECEIVED
ESSILORLUXOTTICA PENSION PLAN
Defined-benefit pension plan
Signals · 3
76% in single holdingNo recordkeeper disclosed6 service providers
Active participants
3,942
Accounts w/ balance
—
Plan assets (EOY)
$723.1M
Net assets (EOY)
$723.1M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: AON LONG CREDIT BOND FUND (extraction pending)]" is 76% of plan.
- 20 bps in Schedule C fees — 240% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESSILORLUXOTTICA USA INC..
Plan sponsor
Name
ESSILORLUXOTTICA USA INC.
EIN
86-3625314
Address
12 HARBOR PARK DRIVE · PORT WASHINGTON, NY · 11050
Phone
(866) 431-8484
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | INVESTMENT MANAGER | $31K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 87-6512663 | — | TRUSTEE | $110K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | — | COLUMBUS, OH | ACTUARY | $179K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEATING MUETHING & KLEKAMP PLL | 31-0570030 | — | LEGAL | $81K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | ADMINISTRATIVE FEES | $682K | — |
| AON INVESTING CONSULTING | — | LINCOLNSHIRE, IL | CONSULTING | $390K | — |
Investments
8 pooled funds· $698.0M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONG CREDIT BOND FUND AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 040 | Common Collective Trust | — | — | $528.3M | 73.1% | |
| SSGA GLOBAL EQUITY INDEX NON-LENDIN STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 205 | Common Collective Trust | — | — | $55.8M | 7.7% | |
| STATE STREET RUSSELL ALL CAP INDEX STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 232 | Common Collective Trust | — | — | $37.4M | 5.2% | |
| US LONG GOVT BOND INDEX FUND AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 042 | Common Collective Trust | — | — | $22.3M | 3.1% | |
| SSGA GLOBAL EQUITY EX US INDEX NON- STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 016 | Common Collective Trust | — | — | $19.8M | 2.7% | |
| U.S. INTERMEDIATE GOVT BOND INDEX F AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $15.7M | 2.2% | |
| GLOBAL REAL ESTATE FUND AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 006 | Common Collective Trust | — | — | $14.7M | 2.0% | |
| U.S. INTERMEDIATE CREDIT FUND AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 038 | Common Collective Trust | — | — | $4.0M | 0.5% |