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Form 5500 · Retirement plan · HAUPPAUGE, NY

CLEARVISION OPTICAL COMPANY, INC.

The filing calls this plan CLEARVISION OPTICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN.

CLEARVISION OPTICAL COMPANY, INC. of HAUPPAUGE, NY's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-1868628 · plan 001 · plan year 2024, filed Oct 6, 2025

Participants at the start of the year
237
Contracts on file
2
Contract value
$9,767,981
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK.

The contracts held $9,767,981 at the end of the plan year, as reported on Schedule A.

$26,847 in agent commissions is disclosed across the contracts; MORGAN STANLEY INSURANCE SERVICES is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC221December$9,767,981$26,716
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC6December—$131

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CLEARVISION OPTICAL COMPANY, INC.
EIN 11-1868628

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$10,207,689
Paid out in benefits
$312,390
Participants at the start of the year
237
Participants with account balances
215

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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