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Original filing (PDF)20231016183253NAL0077711682001
OAKLEY INC
Form 5500
FILING_RECEIVED
LUXOTTICA GROUP PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,637
Accounts w/ balance
—
Plan assets (EOY)
$691.7M
Net assets (EOY)
$691.7M
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 20 bps in Schedule C fees — 240% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAKLEY INC.
Plan sponsor
Name
OAKLEY INC
EIN
95-3194947
Address
4000 LUXOTTICA PL · MASON, OH · 450408114
Phone
(513) 765-6000
Industry
Retail Tradesee all
Plan administrator
Name
ESSILORLUXOTTICA ERISA COMMITTEE
EIN
36-4300417
City
DALLAS, TX
Phone
(513) 765-6000
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
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 | $35K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 87-6512663 | — | TRUSTEE | $118K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | — | COLUMBUS, OH | ACTUARY | $564K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEATING MUETHING & KLEKAMP PLL | 31-0570030 | — | LEGAL | $56K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTING CONSULTING | — | LINCOLNSHIRE, IL | INVESTMENT CONSULTING | $462K | — |
| ALIGHT SOLUTIONS LLC | — | — | ADMINISTRATIVE FEES | $176K | — |
Investments
8 pooled funds· $678.6M(98% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONG CREDIT BOND FUND AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 040 | Common Collective Trust | $342.4M | 49.5% |
| U.S. INTERMEDIATE CREDIT FUND AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 038 | Common Collective Trust | $131.1M | 19.0% |
| U.S. INTERMEDIATE GOVT BOND INDEX F AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 043 | Common Collective Trust | $56.6M | 8.2% |
| SSGA GLOBAL EQUITY INDEX NON-LENDIN STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 205 | Common Collective Trust | $55.3M | 8.0% |
| US LONG GOVT BOND INDEX FUND AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 042 | Common Collective Trust | $35.9M | 5.2% |
| STATE STREET RUSSELL ALL CAP INDEX STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 232 | Common Collective Trust | $27.5M | 4.0% |
| SSGA GLOBAL EQUITY EX US INDEX NON- STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 016 | Common Collective Trust | $17.2M | 2.5% |
| GLOBAL REAL ESTATE FUND AON COLLECTIVE INVESTMENT TRUST · EIN 37-6543784 / PN 006 | Common Collective Trust | $12.6M | 1.8% |