Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$108K
- Vision$108K
- Other$80K
- Life$78K
- Short-term disability$78K
- +1 more
Sponsor portfolio
THE LEVY GROUP, INC.
EIN 13-3855230apparel & fashionLatest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$2.4M premiums
Participants
428
1333 BROADWAY FL 9 - NEW YORK, NY 10018212-944-6800thelevygroupinc.comLinkedIn51-200 employeesapparel & fashion
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 272 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- NIPPON LIFE INSURANCE COMPANY OF AMERICA92%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
86%top
- ACRISURE LLC86%
- GA SOLUTIONS LLC11%
- PGM INSURANCE SERVICES, LLC4%
- WORKSITE WHEELHOUSE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE LEVY GROUP, INC. 401(K) PLAN
401k
Assets$14.8M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE LEVY GROUP WELFARE BENEFIT PLAN
Fully Insured - NIPPON LIFE BENEFITS
Premiums$2.4M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE LEVY GROUP, INC. 401(K) PLAN | 401k | $14.8M | 240 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE LEVY GROUP WELFARE BENEFIT PLAN | Fully Insured | NIPPON LIFE BENEFITS | $2.4M | 272 | 2025 |
Retirement plans
Welfare plans