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Sponsor portfolio

LEVI STRAUSS & CO

EIN 94-0905160-apparel & fashion-Latest filing 2025
Plans
8
Retirement
3
$1.65B assets
Welfare
5
$7.6M premiums
Participants
30,439
1155 BATTERY STREET - SAN FRANCISCO, CA 941111203415-501-6000levistrauss.comLinkedIn10001+ employeesapparel & fashion
Plans on this EIN
8 filings
#022401k-$1.03B - 8,333 part#100TraditionalDB-$581.3M - 10,652 part#026401k-$44.1M - 1,114 part#552Fully Insured-$5.3M - 1,987 lives#550Mixed-$879K - 988 lives#551Fully Insured-$868K - 3,461 lives#515Mixed-$377K - 2,975 lives#553Mixed-$132K - 932 lives

Retirement portfolio analytics

3 plans aggregated / $1.65B assets / 20,099 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • STRAUSS & CO. (#022)62%
  • & CO. PENSION (#100)35%
  • LONG-TERM INVESTMENT Savings (#026)3%
Total $1.65BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • FIDELITY INVESTMENTS INSTITUTIONAL35%
Total $1.65BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & CO. PENSION (#100)10,652
  • STRAUSS & CO. (#022)8,333
  • LONG-TERM INVESTMENT Savings (#026)1,114
Total 20,099Click row to drill in

Benefits portfolio analytics

5 plans / $7.6M premiums / 10,343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Life$2.0M
  • Other$989K
  • Long-term disability$786K
  • Vision$503K
  • +2 more
Total $7.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • KAISER FOUNDATION HEALTH PLAN INC53%
  • HARTFORD LIFE AND ACCIDENT26%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • +3 more
Total $7.6M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#022

EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO.

401k

Assets$1.03B
Participants8,333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#100

LEVI STRAUSS & CO. PENSION PLAN

TraditionalDB

Assets$581.3M
Participants10,652
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#026

LEVI STRAUSS & CO. EMPLOYEE LONG-TERM INVESTMENT SAVINGS PLAN

401k

Assets$44.1M
Participants1,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#552

LEVI STRAUSS & CO. WELFARE PLAN FOR HOME OFFICE EMPLOYEES

Fully Insured - KAISER FOUNDATION HEALTH PLAN

Premiums$5.3M
Covered lives1,987
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

LEVI STRAUSS & CO. WELFARE PLAN FOR HOME OFFICE RETIREES

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$879K
Covered lives988
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#551

LEVI STRAUSS-LOCAL PAYROLL FACTORY AND CUSTOMER SERVICE CENTER RETIREES

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$868K
Covered lives3,461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

LEVI STRAUSS & CO. CAFETERIA PLAN FOR RETAIL EMPLOYEES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$377K
Covered lives2,975
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#553

LEVI STRAUSS & CO. WELFARE PLAN FOR FACTORY AND CUSTOMER SERVICE CENTER EMPLOYEES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$132K
Covered lives932
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
022EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO.401k$1.03B8,3332024
100LEVI STRAUSS & CO. PENSION PLANTraditionalDB$581.3M10,6522025
026LEVI STRAUSS & CO. EMPLOYEE LONG-TERM INVESTMENT SAVINGS PLAN401k$44.1M1,1142024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
552LEVI STRAUSS & CO. WELFARE PLAN FOR HOME OFFICE EMPLOYEESFully InsuredKAISER FOUNDATION HEALTH PLAN$5.3M1,9872024
550LEVI STRAUSS & CO. WELFARE PLAN FOR HOME OFFICE RETIREESMixedKAISER FOUNDATION HEALTH PLAN INC$879K9882024
551LEVI STRAUSS-LOCAL PAYROLL FACTORY AND CUSTOMER SERVICE CENTER RETIREESFully InsuredHARTFORD LIFE AND ACCIDENT$868K3,4612024
515LEVI STRAUSS & CO. CAFETERIA PLAN FOR RETAIL EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$377K2,9752024
553LEVI STRAUSS & CO. WELFARE PLAN FOR FACTORY AND CUSTOMER SERVICE CENTER EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$132K9322024
Retirement plans
Welfare plans
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