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LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NameLUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN
Plan identification number 003

LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

OAKLEY INC has sponsored the creation of one or more 401k plans.

Company Name:OAKLEY INC
Employer identification number (EIN):953194947
NAIC Classification:446130
NAIC Description:Optical Goods Stores

Additional information about OAKLEY INC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1994-03-18
Company Identification Number: 601532452
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about OAKLEY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032016-01-01SCOTT HAKES SCOTT HAKES2017-10-12
0032015-01-01SHAWN SIMMONS BRIAN SAMPSON2016-07-27
0032014-01-01TERESA DEAL BRIAN SAMPSON2015-07-30
0032013-01-01CAROLINE KENYON
0032012-01-01CAROLINE KENYON

Plan Statistics for LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN

Measure Date Value
2022: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01257
Total number of active participants reported on line 7a of the Form 55002022-01-01193
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01263
Total participants2022-01-01263
Number of participants with account balances2022-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01257
Total number of active participants reported on line 7a of the Form 55002021-01-01185
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01257
Total participants2021-01-01257
Number of participants with account balances2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01285
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-0177
Total of all active and inactive participants2020-01-01257
Total participants2020-01-01257
Number of participants with account balances2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2016: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,504
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,764
Total number of active participants reported on line 7a of the Form 55002015-01-012,957
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01547
Total of all active and inactive participants2015-01-013,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,504
Number of participants with account balances2015-01-012,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0156
2014: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,535
Total number of active participants reported on line 7a of the Form 55002014-01-013,255
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01472
Total of all active and inactive participants2014-01-013,727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,727
Number of participants with account balances2014-01-012,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,628
Total number of active participants reported on line 7a of the Form 55002013-01-013,211
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01287
Total of all active and inactive participants2013-01-013,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,498
Number of participants with account balances2013-01-012,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,175
Total number of active participants reported on line 7a of the Form 55002012-01-013,230
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01265
Total of all active and inactive participants2012-01-013,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,495
Number of participants with account balances2012-01-011,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120

Financial Data on LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN

Measure Date Value
2022 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-393,942
Total of all expenses incurred2022-12-31$440,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$437,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$289,971
Value of total assets at end of year2022-12-31$3,776,558
Value of total assets at beginning of year2022-12-31$4,611,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,656
Total interest from all sources2022-12-31$6,156
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$238,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$238,318
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$171,856
Participant contributions at end of year2022-12-31$253,070
Participant contributions at beginning of year2022-12-31$245,387
Participant contributions at end of year2022-12-31$6,959
Administrative expenses (other) incurred2022-12-31$2,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-834,550
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,776,558
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,611,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,724,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,293,707
Interest on participant loans2022-12-31$6,156
Value of interest in common/collective trusts at end of year2022-12-31$155,648
Value of interest in common/collective trusts at beginning of year2022-12-31$170,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$601,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$872,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$872,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-909,277
Net investment gain or loss from common/collective trusts2022-12-31$-19,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$118,115
Employer contributions (assets) at end of year2022-12-31$34,947
Employer contributions (assets) at beginning of year2022-12-31$29,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$437,952
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$785,221
Total of all expenses incurred2021-12-31$380,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$377,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$239,124
Value of total assets at end of year2021-12-31$4,611,108
Value of total assets at beginning of year2021-12-31$4,206,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,615
Total interest from all sources2021-12-31$6,842
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$324,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$324,660
Administrative expenses professional fees incurred2021-12-31$2,615
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$140,048
Participant contributions at end of year2021-12-31$245,387
Participant contributions at beginning of year2021-12-31$256,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$404,845
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,611,108
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,206,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,293,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,795,274
Interest on participant loans2021-12-31$6,842
Value of interest in common/collective trusts at end of year2021-12-31$170,088
Value of interest in common/collective trusts at beginning of year2021-12-31$118,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$872,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,036,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,036,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$191,180
Net investment gain or loss from common/collective trusts2021-12-31$23,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$99,076
Employer contributions (assets) at end of year2021-12-31$29,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$377,761
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$543,746
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$337,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$334,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$132,004
Value of total assets at end of year2020-12-31$4,206,263
Value of total assets at beginning of year2020-12-31$4,000,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,791
Total interest from all sources2020-12-31$12,467
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$163,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$163,175
Administrative expenses professional fees incurred2020-12-31$2,791
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$106,101
Participant contributions at end of year2020-12-31$256,451
Participant contributions at beginning of year2020-12-31$306,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$36
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$44
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$206,036
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,206,263
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,000,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,795,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,736,968
Interest on participant loans2020-12-31$8,539
Value of interest in common/collective trusts at end of year2020-12-31$118,305
Value of interest in common/collective trusts at beginning of year2020-12-31$133,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,036,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$800,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$800,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$247,911
Net investment gain or loss from common/collective trusts2020-12-31$-11,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,903
Employer contributions (assets) at beginning of year2020-12-31$22,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$334,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2016 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$94,526,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,958,186
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,128,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,953,236
Expenses. Certain deemed distributions of participant loans2016-12-31$27,303
Value of total corrective distributions2016-12-31$97
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,424,563
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$97,696,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$148,037
Total interest from all sources2016-12-31$350,450
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$761,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$761,613
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,095,770
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$2,921,089
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$686,675
Other income not declared elsewhere2016-12-31$94,931
Administrative expenses (other) incurred2016-12-31$148,037
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,170,487
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$97,696,846
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,176,029
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$24,932,561
Interest on participant loans2016-12-31$106,352
Interest earned on other investments2016-12-31$244,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,666,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,096,386
Net investment gain/loss from pooled separate accounts2016-12-31$1,230,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$2,642,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,953,236
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 PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2016-12-31953864890
2015 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$13,368,157
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,220,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,059,098
Expenses. Certain deemed distributions of participant loans2015-12-31$18,355
Value of total corrective distributions2015-12-31$590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,138,166
Value of total assets at end of year2015-12-31$97,696,846
Value of total assets at beginning of year2015-12-31$98,549,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$142,859
Total interest from all sources2015-12-31$377,861
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$827,605
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$827,605
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,522,121
Participant contributions at end of year2015-12-31$2,921,089
Participant contributions at beginning of year2015-12-31$2,753,838
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$690,558
Other income not declared elsewhere2015-12-31$111,708
Administrative expenses (other) incurred2015-12-31$142,859
Total non interest bearing cash at end of year2015-12-31$287
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-852,745
Value of net assets at end of year (total assets less liabilities)2015-12-31$97,696,846
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$98,549,591
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$56,176,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,736,962
Value of interest in pooled separate accounts at end of year2015-12-31$24,932,561
Value of interest in pooled separate accounts at beginning of year2015-12-31$26,349,745
Interest on participant loans2015-12-31$122,220
Interest earned on other investments2015-12-31$255,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,666,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,709,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,106
Net investment gain/loss from pooled separate accounts2015-12-31$-22,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$2,925,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,059,098
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2015-12-31953864890
2014 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$306,395
Total income from all sources (including contributions)2014-12-31$16,996,533
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,528,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,207,235
Expenses. Certain deemed distributions of participant loans2014-12-31$48,951
Value of total corrective distributions2014-12-31$146,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,653,441
Value of total assets at end of year2014-12-31$98,549,591
Value of total assets at beginning of year2014-12-31$88,387,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,770
Total interest from all sources2014-12-31$359,518
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$947,269
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$947,269
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,778,405
Participant contributions at end of year2014-12-31$2,753,838
Participant contributions at beginning of year2014-12-31$2,454,768
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$983,301
Other income not declared elsewhere2014-12-31$91,450
Administrative expenses (other) incurred2014-12-31$125,770
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$10,468,464
Value of net assets at end of year (total assets less liabilities)2014-12-31$98,549,591
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$88,081,127
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$55,736,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,404,602
Value of interest in pooled separate accounts at end of year2014-12-31$26,349,745
Value of interest in pooled separate accounts at beginning of year2014-12-31$24,443,233
Interest on participant loans2014-12-31$105,603
Interest earned on other investments2014-12-31$253,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,709,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,084,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,390,630
Net investment gain/loss from pooled separate accounts2014-12-31$1,554,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$2,891,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,207,235
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$306,395
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2014-12-31953864890
2013 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$306,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$25,958,489
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,511,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,934,058
Expenses. Certain deemed distributions of participant loans2013-12-31$3,883
Value of total corrective distributions2013-12-31$469,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,299,554
Value of total assets at end of year2013-12-31$88,387,522
Value of total assets at beginning of year2013-12-31$68,634,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$104,158
Total interest from all sources2013-12-31$372,313
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$664,823
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$664,823
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,533,469
Participant contributions at end of year2013-12-31$2,454,768
Participant contributions at beginning of year2013-12-31$2,352,690
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$956,242
Other income not declared elsewhere2013-12-31$65,961
Administrative expenses (other) incurred2013-12-31$104,158
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$19,447,050
Value of net assets at end of year (total assets less liabilities)2013-12-31$88,081,127
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,634,077
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,404,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,826,073
Value of interest in pooled separate accounts at end of year2013-12-31$24,443,233
Value of interest in pooled separate accounts at beginning of year2013-12-31$28,180,602
Interest on participant loans2013-12-31$102,168
Interest earned on other investments2013-12-31$270,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,084,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,274,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,842,877
Net investment gain/loss from pooled separate accounts2013-12-31$6,712,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$2,809,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,934,058
Liabilities. Value of benefit claims payable at end of year2013-12-31$306,395
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2013-12-31953864890
2012 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$17,244,475
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,484,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,343,712
Expenses. Certain deemed distributions of participant loans2012-12-31$65,117
Value of total corrective distributions2012-12-31$2,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,728,099
Value of total assets at end of year2012-12-31$68,634,077
Value of total assets at beginning of year2012-12-31$56,874,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$73,674
Total interest from all sources2012-12-31$369,885
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$364,848
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$364,848
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$6,442,073
Participant contributions at end of year2012-12-31$2,352,690
Participant contributions at beginning of year2012-12-31$2,317,572
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$874,869
Other income not declared elsewhere2012-12-31$76,160
Administrative expenses (other) incurred2012-12-31$73,674
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$11,759,962
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,634,077
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,874,115
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,826,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,859,519
Value of interest in pooled separate accounts at end of year2012-12-31$28,180,602
Value of interest in pooled separate accounts at beginning of year2012-12-31$33,156,552
Interest on participant loans2012-12-31$95,032
Interest earned on other investments2012-12-31$274,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,274,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,540,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,657,178
Net investment gain/loss from pooled separate accounts2012-12-31$4,048,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$2,411,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,343,712
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2012-12-31953864890
2010 : LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,397,083
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,984,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,962,926
Expenses. Certain deemed distributions of participant loans2010-12-31$-1,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,861,149
Value of total assets at end of year2010-12-31$50,763,562
Value of total assets at beginning of year2010-12-31$39,351,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,095
Total interest from all sources2010-12-31$336,457
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$51,362
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$51,362
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$5,447,246
Participant contributions at end of year2010-12-31$1,897,524
Participant contributions at beginning of year2010-12-31$1,494,930
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$445,367
Other income not declared elsewhere2010-12-31$3,201
Administrative expenses (other) incurred2010-12-31$23,095
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$11,412,222
Value of net assets at end of year (total assets less liabilities)2010-12-31$50,763,562
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,351,340
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,337,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,617,591
Value of interest in pooled separate accounts at end of year2010-12-31$30,538,157
Value of interest in pooled separate accounts at beginning of year2010-12-31$28,778,546
Interest on participant loans2010-12-31$84,836
Interest earned on other investments2010-12-31$251,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,990,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,460,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,127,977
Net investment gain/loss from pooled separate accounts2010-12-31$4,016,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$1,968,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,962,926
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LESLEY THOMAS SCHWARZ & POSTMA INC
Accountancy firm EIN2010-12-31953864890

Form 5500 Responses for LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN

2022: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2016: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS 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 filingYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUXOTTICA PUERTO RICO TAX INCENTIVE SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037435
Policy instance 1
Insurance contract or identification number037435
Number of Individuals Covered3504
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037435
Policy instance 1
Insurance contract or identification number037435
Number of Individuals Covered3727
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037435
Policy instance 1
Insurance contract or identification number037435
Number of Individuals Covered3498
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037435
Policy instance 1
Insurance contract or identification number037435
Number of Individuals Covered3495
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37435-001
Policy instance 1
Insurance contract or identification number37435-001
Number of Individuals Covered2719
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37,594
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees37594
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker name401K ADVISORS, INC.

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