Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EDW. C. LEVY CO.
EIN 38-1253012constructionLatest filing 2025
Plans
10
Retirement
3
$203.0M assets
Welfare
7
$2.7M premiums
Participants
9,166
Plans on this EIN
10 filings#335401k-$148.6M - 2,025 part#336401k-$30.6M - 434 part#334TraditionalDB-$23.8M - 246 part#506Fully Insured-$797K - 1,793 lives#503Self Funded-$761K - 3,458 lives#501Fully Insured-$627K - 2,993 lives#502Fully Insured-$341K - 1,252 lives#507Fully Insured-$180K - 1,259 lives#504Self Funded-$12K - 53 lives#505Self Funded-0 lives
Retirement portfolio analytics
3 plans aggregated / $203.0M assets / 2,705 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#335
EDW. C. LEVY CO. CAPITAL ACCUMULATION PLAN
401k
Assets$148.6M
Participants2,025
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#336
EDW. C. LEVY CO. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES
401k
Assets$30.6M
Participants434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334
EDW. C. LEVY CO. HOURLY EMPLOYEES' RETIREMENT INCOME PLAN
TraditionalDB
Assets$23.8M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
EDW. C. LEVY CO. GROUP DISABILITY PLAN
Fully Insured - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$797K
Covered lives1,793
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
EDW. C. LEVY CO MEDICAL BENEFIT PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$761K
Covered lives3,458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
EDW. C. LEVY CO. GROUP LIFE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$627K
Covered lives2,993
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
EDW. C. LEVY CO. GROUP LTD PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$341K
Covered lives1,252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
EDW. C. LEVY CO. GROUP VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$180K
Covered lives1,259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
EDW. C. LEVY CO. RETIREE BENEFIT PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$12K
Covered lives53
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
EDW. C. LEVY CO. FLEXIBLE SPENDING ACCOUNT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 335 | EDW. C. LEVY CO. CAPITAL ACCUMULATION PLAN | 401k | $148.6M | 2,025 | 2024 | |
| 336 | EDW. C. LEVY CO. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | 401k | $30.6M | 434 | 2024 | |
| 334 | EDW. C. LEVY CO. HOURLY EMPLOYEES' RETIREMENT INCOME PLAN | TraditionalDB | $23.8M | 246 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | EDW. C. LEVY CO. GROUP DISABILITY PLAN | Fully Insured | CONTINENTAL AMERICAN INSURANCE COMPANY | $797K | 1,793 | 2024 | |
| 503 | EDW. C. LEVY CO MEDICAL BENEFIT PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $761K | 3,458 | 2024 | |
| 501 | EDW. C. LEVY CO. GROUP LIFE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $627K | 2,993 | 2024 | |
| 502 | EDW. C. LEVY CO. GROUP LTD PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $341K | 1,252 | 2024 | |
| 507 | EDW. C. LEVY CO. GROUP VISION PLAN | Fully Insured | VISION SERVICE PLAN | $180K | 1,259 | 2024 | |
| 504 | EDW. C. LEVY CO. RETIREE BENEFIT PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $12K | 53 | 2024 | |
| 505 | EDW. C. LEVY CO. FLEXIBLE SPENDING ACCOUNT | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans