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LUXOTTICA GROUP PENSION PLAN 401k Plan overview

Plan NameLUXOTTICA GROUP PENSION PLAN
Plan identification number 002

LUXOTTICA GROUP PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUXOTTICA U.S. HOLDINGS CORP. ATTN SCOTT HAKES has sponsored the creation of one or more 401k plans.

Company Name:LUXOTTICA U.S. HOLDINGS CORP. ATTN SCOTT HAKES
Employer identification number (EIN):113491054
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUXOTTICA GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01ALISON DALESSANDRO VITO GIANNOLA2018-10-12
0022016-01-01SCOTT HAKES VITO GIANNOLA2017-10-16
0022015-01-01SCOTT HAKES VITO GIANNOLA2016-10-17
0022014-01-01SCOTT HAKES VITO GIANNOLA2015-10-14
0022013-01-01SCOTT HAKES VITO GIANNOLA2014-10-14
0022012-01-01SCOTT HAKES VITO GIANNOLA2013-10-15
0022011-01-01SCOTT HAKES VITO GIANNOLA2012-10-15
0022010-01-01SCOTT HAKES VITO GIANNOLA2011-10-14
0022009-01-01SCOTT HAKES VITO GIANNOLA2010-10-15
0022009-01-01SCOTT HAKES VITO GIANNOLA2010-10-14

Plan Statistics for LUXOTTICA GROUP PENSION PLAN

401k plan membership statisitcs for LUXOTTICA GROUP PENSION PLAN

Measure Date Value
2019: LUXOTTICA GROUP PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31917,245,388
Acturial value of plan assets2019-12-31956,231,044
Funding target for retired participants and beneficiaries receiving payment2019-12-3184,877,203
Number of terminated vested participants2019-12-3117,639
Fundng target for terminated vested participants2019-12-31407,316,340
Active participant vested funding target2019-12-31305,140,166
Number of active participants2019-12-318,029
Total funding liabilities for active participants2019-12-31309,061,894
Total participant count2019-12-3129,053
Total funding target for all participants2019-12-31801,255,437
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31226,748,419
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3134,324,411
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31192,424,008
Present value of excess contributions2019-12-317,109,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-316,766,057
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-316,766,057
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31189,895,985
Total employer contributions2019-12-3110,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-319,227,138
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3125,743,410
Net shortfall amortization installment of oustanding balance2019-12-3134,920,378
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3134,858,052
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3130,356,545
Additional cash requirement2019-12-314,501,507
Contributions allocatedtoward minimum required contributions for current year2019-12-319,227,138
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0129,053
Total number of active participants reported on line 7a of the Form 55002019-01-016,908
Number of retired or separated participants receiving benefits2019-01-012,979
Number of other retired or separated participants entitled to future benefits2019-01-0116,788
Total of all active and inactive participants2019-01-0126,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,273
Total participants2019-01-0127,948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01144
2018: LUXOTTICA GROUP PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31998,552,084
Acturial value of plan assets2018-12-31930,084,118
Funding target for retired participants and beneficiaries receiving payment2018-12-3183,424,261
Number of terminated vested participants2018-12-3117,137
Fundng target for terminated vested participants2018-12-31367,759,867
Active participant vested funding target2018-12-31302,790,139
Number of active participants2018-12-319,740
Total funding liabilities for active participants2018-12-31310,935,878
Total participant count2018-12-3130,285
Total funding target for all participants2018-12-31762,120,006
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31192,152,247
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3128,724,091
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31163,428,156
Present value of excess contributions2018-12-3128,098,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3133,265,825
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3133,265,825
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31226,748,419
Total employer contributions2018-12-3110,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-319,254,915
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3124,919,533
Net shortfall amortization installment of oustanding balance2018-12-3158,784,307
Total funding amount beforereflecting carryover/prefunding balances2018-12-3136,469,883
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3134,324,411
Additional cash requirement2018-12-312,145,472
Contributions allocatedtoward minimum required contributions for current year2018-12-319,254,915
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0130,285
Total number of active participants reported on line 7a of the Form 55002018-01-018,003
Number of retired or separated participants receiving benefits2018-01-013,049
Number of other retired or separated participants entitled to future benefits2018-01-0116,924
Total of all active and inactive participants2018-01-0127,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,051
Total participants2018-01-0129,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01309
2017: LUXOTTICA GROUP PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31849,463,275
Acturial value of plan assets2017-12-31862,061,536
Funding target for retired participants and beneficiaries receiving payment2017-12-3176,362,484
Number of terminated vested participants2017-12-3116,077
Fundng target for terminated vested participants2017-12-31322,816,743
Active participant vested funding target2017-12-31301,687,555
Number of active participants2017-12-3112,049
Total funding liabilities for active participants2017-12-31313,254,305
Total participant count2017-12-3131,633
Total funding target for all participants2017-12-31712,433,532
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31167,539,714
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3114,352,931
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31153,186,783
Present value of excess contributions2017-12-3124,789,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3126,587,972
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3126,587,972
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31192,152,247
Total employer contributions2017-12-3137,850,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3134,978,810
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3127,673,408
Net shortfall amortization installment of oustanding balance2017-12-3142,524,243
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3135,604,392
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3128,724,091
Additional cash requirement2017-12-316,880,301
Contributions allocatedtoward minimum required contributions for current year2017-12-3134,978,810
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0131,633
Total number of active participants reported on line 7a of the Form 55002017-01-019,693
Number of retired or separated participants receiving benefits2017-01-013,074
Number of other retired or separated participants entitled to future benefits2017-01-0116,421
Total of all active and inactive participants2017-01-0129,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,050
Total participants2017-01-0130,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01460
2016: LUXOTTICA GROUP PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31775,697,205
Acturial value of plan assets2016-12-31816,632,358
Funding target for retired participants and beneficiaries receiving payment2016-12-3174,828,438
Number of terminated vested participants2016-12-3115,581
Fundng target for terminated vested participants2016-12-31287,564,287
Active participant vested funding target2016-12-31281,606,962
Number of active participants2016-12-3114,387
Total funding liabilities for active participants2016-12-31293,700,716
Total participant count2016-12-3133,488
Total funding target for all participants2016-12-31656,093,441
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31163,234,031
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3121,271,901
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31141,962,130
Present value of excess contributions2016-12-3127,040,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3127,167,560
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3127,167,560
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31167,539,714
Total employer contributions2016-12-3143,400,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3140,265,029
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3128,004,877
Net shortfall amortization installment of oustanding balance2016-12-317,000,797
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3129,828,425
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3114,352,931
Additional cash requirement2016-12-3115,475,494
Contributions allocatedtoward minimum required contributions for current year2016-12-3140,265,029
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0133,488
Total number of active participants reported on line 7a of the Form 55002016-01-0112,047
Number of retired or separated participants receiving benefits2016-01-013,154
Number of other retired or separated participants entitled to future benefits2016-01-0115,356
Total of all active and inactive participants2016-01-0130,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,074
Total participants2016-01-0131,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01857
2015: LUXOTTICA GROUP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0135,747
Total number of active participants reported on line 7a of the Form 55002015-01-0114,122
Number of retired or separated participants receiving benefits2015-01-013,190
Number of other retired or separated participants entitled to future benefits2015-01-0114,859
Total of all active and inactive participants2015-01-0132,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,052
Total participants2015-01-0133,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,622
2014: LUXOTTICA GROUP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0135,359
Total number of active participants reported on line 7a of the Form 55002014-01-0116,888
Number of retired or separated participants receiving benefits2014-01-013,272
Number of other retired or separated participants entitled to future benefits2014-01-0114,142
Total of all active and inactive participants2014-01-0134,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01987
Total participants2014-01-0135,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011,351
2013: LUXOTTICA GROUP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0142,405
Total number of active participants reported on line 7a of the Form 55002013-01-0116,857
Number of retired or separated participants receiving benefits2013-01-013,358
Number of other retired or separated participants entitled to future benefits2013-01-0113,748
Total of all active and inactive participants2013-01-0133,963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01991
Total participants2013-01-0134,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011,716
2012: LUXOTTICA GROUP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0141,777
Total number of active participants reported on line 7a of the Form 55002012-01-0117,576
Number of retired or separated participants receiving benefits2012-01-013,387
Number of other retired or separated participants entitled to future benefits2012-01-0120,491
Total of all active and inactive participants2012-01-0141,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01951
Total participants2012-01-0142,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,488
2011: LUXOTTICA GROUP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0140,772
Total number of active participants reported on line 7a of the Form 55002011-01-0117,626
Number of retired or separated participants receiving benefits2011-01-013,262
Number of other retired or separated participants entitled to future benefits2011-01-0119,612
Total of all active and inactive participants2011-01-0140,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01920
Total participants2011-01-0141,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,406
2010: LUXOTTICA GROUP PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0139,890
Total number of active participants reported on line 7a of the Form 55002010-01-0117,838
Number of retired or separated participants receiving benefits2010-01-013,240
Number of other retired or separated participants entitled to future benefits2010-01-0118,995
Total of all active and inactive participants2010-01-0140,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01303
Total participants2010-01-0140,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011,315
2009: LUXOTTICA GROUP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138,747
Total number of active participants reported on line 7a of the Form 55002009-01-0118,534
Number of retired or separated participants receiving benefits2009-01-013,382
Number of other retired or separated participants entitled to future benefits2009-01-0117,660
Total of all active and inactive participants2009-01-0139,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01314
Total participants2009-01-0139,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,317

Financial Data on LUXOTTICA GROUP PENSION PLAN

Measure Date Value
2019 : LUXOTTICA GROUP PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$170,052,119
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$170,052,119
Total unrealized appreciation/depreciation of assets2019-12-31$170,052,119
Total unrealized appreciation/depreciation of assets2019-12-31$170,052,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$354,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$354,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$301,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$301,163
Total income from all sources (including contributions)2019-12-31$184,802,064
Total income from all sources (including contributions)2019-12-31$184,802,064
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$48,543,043
Total of all expenses incurred2019-12-31$48,543,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,234,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,234,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,000,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,000,000
Value of total assets at end of year2019-12-31$1,053,771,501
Value of total assets at end of year2019-12-31$1,053,771,501
Value of total assets at beginning of year2019-12-31$917,459,240
Value of total assets at beginning of year2019-12-31$917,459,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,308,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,308,977
Total interest from all sources2019-12-31$184,431
Total interest from all sources2019-12-31$184,431
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$5,308,977
Administrative expenses professional fees incurred2019-12-31$5,308,977
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,610
Other income not declared elsewhere2019-12-31$70,112
Other income not declared elsewhere2019-12-31$70,112
Liabilities. Value of operating payables at end of year2019-12-31$354,403
Liabilities. Value of operating payables at end of year2019-12-31$354,403
Liabilities. Value of operating payables at beginning of year2019-12-31$301,163
Liabilities. Value of operating payables at beginning of year2019-12-31$301,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$136,259,021
Value of net income/loss2019-12-31$136,259,021
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,053,417,098
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,053,417,098
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$917,158,077
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$917,158,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$3,495
Assets. partnership/joint venture interests at end of year2019-12-31$3,495
Assets. partnership/joint venture interests at beginning of year2019-12-31$9,784
Assets. partnership/joint venture interests at beginning of year2019-12-31$9,784
Value of interest in common/collective trusts at end of year2019-12-31$1,032,754,571
Value of interest in common/collective trusts at end of year2019-12-31$1,032,754,571
Value of interest in common/collective trusts at beginning of year2019-12-31$896,432,739
Value of interest in common/collective trusts at beginning of year2019-12-31$896,432,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,004,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,004,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,011,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,011,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,011,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,011,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$184,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$184,431
Net investment gain or loss from common/collective trusts2019-12-31$4,495,402
Net investment gain or loss from common/collective trusts2019-12-31$4,495,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,000,000
Contributions received in cash from employer2019-12-31$10,000,000
Employer contributions (assets) at end of year2019-12-31$10,000,000
Employer contributions (assets) at end of year2019-12-31$10,000,000
Employer contributions (assets) at beginning of year2019-12-31$10,000,000
Employer contributions (assets) at beginning of year2019-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,234,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,234,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
Accountancy firm EIN2019-12-31381357951
2018 : LUXOTTICA GROUP PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-36,921,511
Total unrealized appreciation/depreciation of assets2018-12-31$-36,921,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$301,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$453,874
Total income from all sources (including contributions)2018-12-31$-36,516,524
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$45,224,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,503,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,000,000
Value of total assets at end of year2018-12-31$917,459,240
Value of total assets at beginning of year2018-12-31$999,352,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,720,055
Total interest from all sources2018-12-31$170,643
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,720,055
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,594
Other income not declared elsewhere2018-12-31$18,709
Liabilities. Value of operating payables at end of year2018-12-31$301,163
Liabilities. Value of operating payables at beginning of year2018-12-31$453,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-81,740,578
Value of net assets at end of year (total assets less liabilities)2018-12-31$917,158,077
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$998,898,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$9,784
Assets. partnership/joint venture interests at beginning of year2018-12-31$12,129
Value of interest in common/collective trusts at end of year2018-12-31$896,432,739
Value of interest in common/collective trusts at beginning of year2018-12-31$955,640,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,011,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,844,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,844,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$170,643
Net investment gain or loss from common/collective trusts2018-12-31$-9,784,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,000,000
Employer contributions (assets) at end of year2018-12-31$10,000,000
Employer contributions (assets) at beginning of year2018-12-31$37,850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$41,503,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : LUXOTTICA GROUP PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$148,524,172
Total unrealized appreciation/depreciation of assets2017-12-31$148,524,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$453,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$277,834
Total income from all sources (including contributions)2017-12-31$188,131,741
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$39,219,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$35,128,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$37,850,000
Value of total assets at end of year2017-12-31$999,352,529
Value of total assets at beginning of year2017-12-31$850,263,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,091,148
Total interest from all sources2017-12-31$40,830
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,091,148
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$860
Other income not declared elsewhere2017-12-31$195,574
Liabilities. Value of operating payables at end of year2017-12-31$453,874
Liabilities. Value of operating payables at beginning of year2017-12-31$277,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$148,912,511
Value of net assets at end of year (total assets less liabilities)2017-12-31$998,898,655
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$849,986,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$12,129
Assets. partnership/joint venture interests at beginning of year2017-12-31$34,697
Value of interest in common/collective trusts at end of year2017-12-31$955,640,122
Value of interest in common/collective trusts at beginning of year2017-12-31$814,241,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,844,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,287,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,287,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$40,830
Net investment gain or loss from common/collective trusts2017-12-31$1,521,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$37,850,000
Employer contributions (assets) at end of year2017-12-31$37,850,000
Employer contributions (assets) at beginning of year2017-12-31$33,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$35,128,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : LUXOTTICA GROUP PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$57,035,344
Total unrealized appreciation/depreciation of assets2016-12-31$57,035,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$277,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$438,920
Total income from all sources (including contributions)2016-12-31$104,433,883
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,642,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,722,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$43,400,000
Value of total assets at end of year2016-12-31$850,263,978
Value of total assets at beginning of year2016-12-31$776,633,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,920,050
Total interest from all sources2016-12-31$8,288
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$25,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,920,050
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,511
Other income not declared elsewhere2016-12-31$11,548
Liabilities. Value of operating payables at end of year2016-12-31$277,834
Liabilities. Value of operating payables at beginning of year2016-12-31$438,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$73,791,509
Value of net assets at end of year (total assets less liabilities)2016-12-31$849,986,144
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$776,194,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$34,697
Assets. partnership/joint venture interests at beginning of year2016-12-31$43,596
Interest earned on other investments2016-12-31$98
Value of interest in common/collective trusts at end of year2016-12-31$814,241,009
Value of interest in common/collective trusts at beginning of year2016-12-31$730,823,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,287,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,415,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,415,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,190
Net investment gain/loss from pooled separate accounts2016-12-31$122,897
Net investment gain or loss from common/collective trusts2016-12-31$3,829,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,400,000
Employer contributions (assets) at end of year2016-12-31$33,700,000
Employer contributions (assets) at beginning of year2016-12-31$38,350,000
Income. Dividends from common stock2016-12-31$25,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,722,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : LUXOTTICA GROUP PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-10,638,498
Total unrealized appreciation/depreciation of assets2015-12-31$-10,638,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$438,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$307,345
Total income from all sources (including contributions)2015-12-31$30,224,821
Total loss/gain on sale of assets2015-12-31$-938,115
Total of all expenses incurred2015-12-31$29,819,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,395,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$38,350,000
Value of total assets at end of year2015-12-31$776,633,555
Value of total assets at beginning of year2015-12-31$776,096,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,423,520
Total interest from all sources2015-12-31$19,123
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,613,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,001,201
Administrative expenses professional fees incurred2015-12-31$3,423,520
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$747,329
Other income not declared elsewhere2015-12-31$9,080,678
Liabilities. Value of operating payables at end of year2015-12-31$438,920
Liabilities. Value of operating payables at beginning of year2015-12-31$307,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$405,571
Value of net assets at end of year (total assets less liabilities)2015-12-31$776,194,635
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$775,789,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$43,596
Assets. partnership/joint venture interests at beginning of year2015-12-31$52,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$312,012,459
Value of interest in common/collective trusts at end of year2015-12-31$730,823,065
Value of interest in common/collective trusts at beginning of year2015-12-31$298,658,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,415,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$28,663,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$28,663,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$19,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,868,414
Net investment gain/loss from pooled separate accounts2015-12-31$-5,583,222
Net investment gain or loss from common/collective trusts2015-12-31$-3,810,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$38,350,000
Employer contributions (assets) at end of year2015-12-31$38,350,000
Employer contributions (assets) at beginning of year2015-12-31$36,237,190
Income. Dividends from common stock2015-12-31$1,612,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,395,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$99,725,102
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$66,729,288
Aggregate carrying amount (costs) on sale of assets2015-12-31$67,667,403
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : LUXOTTICA GROUP PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$25,230,268
Total unrealized appreciation/depreciation of assets2014-12-31$25,230,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$307,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$622,009
Total income from all sources (including contributions)2014-12-31$93,629,286
Total loss/gain on sale of assets2014-12-31$1,813,391
Total of all expenses incurred2014-12-31$31,747,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,600,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$49,597,892
Value of total assets at end of year2014-12-31$776,096,409
Value of total assets at beginning of year2014-12-31$714,529,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,147,410
Total interest from all sources2014-12-31$6,371
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,509,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$12,284,592
Administrative expenses professional fees incurred2014-12-31$3,147,410
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$747,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$437,025
Other income not declared elsewhere2014-12-31$2,307,499
Liabilities. Value of operating payables at end of year2014-12-31$307,345
Liabilities. Value of operating payables at beginning of year2014-12-31$622,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$61,881,742
Value of net assets at end of year (total assets less liabilities)2014-12-31$775,789,064
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$713,907,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$52,156
Assets. partnership/joint venture interests at beginning of year2014-12-31$80,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$312,012,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$284,256,478
Value of interest in common/collective trusts at end of year2014-12-31$298,658,833
Value of interest in common/collective trusts at beginning of year2014-12-31$282,596,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$28,663,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,839,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,839,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,371
Net investment gain or loss from common/collective trusts2014-12-31$163,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,597,892
Employer contributions (assets) at end of year2014-12-31$36,237,190
Employer contributions (assets) at beginning of year2014-12-31$53,531,015
Income. Dividends from common stock2014-12-31$2,225,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,600,134
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$99,725,102
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$88,788,704
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$52,747,685
Aggregate carrying amount (costs) on sale of assets2014-12-31$50,934,294
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : LUXOTTICA GROUP PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$68,110,504
Total unrealized appreciation/depreciation of assets2013-12-31$68,110,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$622,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$572,368
Total income from all sources (including contributions)2013-12-31$185,075,159
Total loss/gain on sale of assets2013-12-31$19,923,799
Total of all expenses incurred2013-12-31$59,596,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$55,074,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$82,781,015
Value of total assets at end of year2013-12-31$714,529,331
Value of total assets at beginning of year2013-12-31$589,000,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,522,269
Total interest from all sources2013-12-31$8,354
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,880,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,012,836
Administrative expenses professional fees incurred2013-12-31$4,522,269
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$437,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$613,602
Other income not declared elsewhere2013-12-31$1,523,498
Liabilities. Value of operating payables at end of year2013-12-31$622,009
Liabilities. Value of operating payables at beginning of year2013-12-31$572,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$125,478,795
Value of net assets at end of year (total assets less liabilities)2013-12-31$713,907,322
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$588,428,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$80,785
Assets. partnership/joint venture interests at beginning of year2013-12-31$170,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$284,256,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$244,435,566
Value of interest in common/collective trusts at end of year2013-12-31$282,596,170
Value of interest in common/collective trusts at beginning of year2013-12-31$173,506,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,839,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,287,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,287,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,590,976
Net investment gain or loss from common/collective trusts2013-12-31$256,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$82,781,015
Employer contributions (assets) at end of year2013-12-31$53,531,015
Employer contributions (assets) at beginning of year2013-12-31$21,955,726
Income. Dividends from common stock2013-12-31$2,868,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$55,074,095
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$88,788,704
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$140,031,805
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$199,215,912
Aggregate carrying amount (costs) on sale of assets2013-12-31$179,292,113
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : LUXOTTICA GROUP PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$41,602,129
Total unrealized appreciation/depreciation of assets2012-12-31$41,602,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$572,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$406,047
Total income from all sources (including contributions)2012-12-31$115,768,320
Total loss/gain on sale of assets2012-12-31$5,752,145
Total of all expenses incurred2012-12-31$22,953,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,540,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$48,822,904
Value of total assets at end of year2012-12-31$589,000,895
Value of total assets at beginning of year2012-12-31$496,019,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,413,122
Total interest from all sources2012-12-31$23,705
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,581,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$12,578,473
Administrative expenses professional fees incurred2012-12-31$3,413,122
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$613,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$738,167
Other income not declared elsewhere2012-12-31$-3,072,834
Liabilities. Value of operating payables at end of year2012-12-31$572,368
Liabilities. Value of operating payables at beginning of year2012-12-31$406,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$92,814,724
Value of net assets at end of year (total assets less liabilities)2012-12-31$588,428,527
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$495,613,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$170,240
Assets. partnership/joint venture interests at beginning of year2012-12-31$112,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$244,435,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$201,372,486
Interest earned on other investments2012-12-31$4,336
Value of interest in common/collective trusts at end of year2012-12-31$173,506,451
Value of interest in common/collective trusts at beginning of year2012-12-31$130,940,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,287,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,192,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,192,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,529,504
Net investment gain or loss from common/collective trusts2012-12-31$3,529,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$48,822,904
Employer contributions (assets) at end of year2012-12-31$21,955,726
Employer contributions (assets) at beginning of year2012-12-31$35,956,493
Income. Dividends from common stock2012-12-31$3,002,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,540,474
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$140,031,805
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$117,706,940
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$124,143,838
Aggregate carrying amount (costs) on sale of assets2012-12-31$118,391,693
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : LUXOTTICA GROUP PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,307,060
Total unrealized appreciation/depreciation of assets2011-12-31$-3,307,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$406,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$554,024
Total income from all sources (including contributions)2011-12-31$57,110,600
Total loss/gain on sale of assets2011-12-31$-4,010,524
Total of all expenses incurred2011-12-31$20,987,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,704,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$58,925,972
Value of total assets at end of year2011-12-31$496,019,850
Value of total assets at beginning of year2011-12-31$460,044,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,283,495
Total interest from all sources2011-12-31$19,361
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,850,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,124,757
Administrative expenses professional fees incurred2011-12-31$3,283,495
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$738,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$701,971
Other income not declared elsewhere2011-12-31$-449,007
Liabilities. Value of operating payables at end of year2011-12-31$406,047
Liabilities. Value of operating payables at beginning of year2011-12-31$554,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$36,122,975
Value of net assets at end of year (total assets less liabilities)2011-12-31$495,613,803
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$459,490,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$112,596
Assets. partnership/joint venture interests at beginning of year2011-12-31$131,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$201,372,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$178,184,804
Value of interest in common/collective trusts at end of year2011-12-31$130,940,586
Value of interest in common/collective trusts at beginning of year2011-12-31$65,463,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,192,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,538,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,538,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$19,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$67,915
Net investment gain or loss from common/collective trusts2011-12-31$-3,987,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$58,925,972
Employer contributions (assets) at end of year2011-12-31$35,956,493
Employer contributions (assets) at beginning of year2011-12-31$39,807,812
Income. Dividends from common stock2011-12-31$3,726,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,704,130
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$117,706,940
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$172,217,143
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$205,010,795
Aggregate carrying amount (costs) on sale of assets2011-12-31$209,021,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : LUXOTTICA GROUP PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$35,812,933
Total unrealized appreciation/depreciation of assets2010-12-31$35,812,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$554,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$626,933
Total income from all sources (including contributions)2010-12-31$109,493,488
Total loss/gain on sale of assets2010-12-31$1,005,259
Total of all expenses incurred2010-12-31$23,718,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,283,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$58,728,050
Value of total assets at end of year2010-12-31$460,044,852
Value of total assets at beginning of year2010-12-31$374,342,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,435,375
Total interest from all sources2010-12-31$16,046
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$13,755,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$10,692,053
Administrative expenses professional fees incurred2010-12-31$3,435,375
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$701,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$521,707
Other income not declared elsewhere2010-12-31$17,696
Liabilities. Value of operating payables at end of year2010-12-31$554,024
Liabilities. Value of operating payables at beginning of year2010-12-31$626,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$85,774,978
Value of net assets at end of year (total assets less liabilities)2010-12-31$459,490,828
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$373,715,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$131,399
Assets. partnership/joint venture interests at beginning of year2010-12-31$141,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$178,184,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$147,085,309
Value of interest in common/collective trusts at end of year2010-12-31$65,463,322
Value of interest in common/collective trusts at beginning of year2010-12-31$44,033,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,538,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$26,062,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$26,062,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$157,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$58,728,050
Employer contributions (assets) at end of year2010-12-31$39,807,812
Employer contributions (assets) at beginning of year2010-12-31$33,000,000
Income. Dividends from common stock2010-12-31$3,063,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,283,135
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$172,217,143
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$123,497,911
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$132,601,953
Aggregate carrying amount (costs) on sale of assets2010-12-31$131,596,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : LUXOTTICA GROUP PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LUXOTTICA GROUP PENSION PLAN

2019: LUXOTTICA GROUP PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LUXOTTICA GROUP PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LUXOTTICA GROUP PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LUXOTTICA GROUP PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUXOTTICA GROUP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUXOTTICA GROUP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUXOTTICA GROUP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUXOTTICA GROUP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUXOTTICA GROUP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LUXOTTICA GROUP PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LUXOTTICA GROUP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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