Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 7 health and benefits plans.
3 plans aggregated / $230.8M assets / 2,939 participants
Share of aggregate retirement assets
Active + retired + deferred vested
7 plans / $2.8M premiums / 10,269 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Traditional DB
Fully insured - CONTINENTAL AMERICAN INSURANCE COMPANY
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - VISION SERVICE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Self-funded
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #335 | EDW. C. LEVY CO. CAPITAL ACCUMULATION PLAN | 401(k) | $174.1M | 2,280 | 2025 |
| #336 | EDW. C. LEVY CO. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | 401(k) | $32.6M | 421 | 2025 |
| #334 | EDW. C. LEVY CO. HOURLY EMPLOYEES' RETIREMENT INCOME PLAN | Traditional DB | $24.1M | 238 | 2025 |
7 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | EDW. C. LEVY CO. GROUP DISABILITY PLAN | Fully insured | CONTINENTAL AMERICAN INSURANCE COMPANY | $818K | 1,243 | 2025 |
| #503 | EDW. C. LEVY CO MEDICAL BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $716K | 3,780 | 2025 |
| #501 | EDW. C. LEVY CO. GROUP LIFE PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $689K | 3,156 | 2025 |
| #502 | EDW. C. LEVY CO. GROUP LTD PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $332K | 596 | 2025 |
| #507 | EDW. C. LEVY CO. GROUP VISION PLAN | Fully insured | VISION SERVICE PLAN | $192K | 1,443 | 2025 |
| #504 | EDW. C. LEVY CO. RETIREE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $10K | 51 | 2025 |
| #505 | EDW. C. LEVY CO. FLEXIBLE SPENDING ACCOUNT | Self-funded | - | $0 | 0 | 2025 |