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Sponsor portfolio

LEVI STRAUSS & CO.

EIN 94-0905160-apparel & fashion-Latest filing 2025
Plans
8
Retirement
3
$1.80B assets
Welfare
5
$9.0M premiums
Participants
29,726
1155 BATTERY STREET - SAN FRANCISCO, CA 941111203415-501-4748levistrauss.comLinkedIn10001+ employeesapparel & fashion
Plans on this EIN
8 filings
#022401k-$1.18B - 8,288 part#100TraditionalDB-$581.3M - 10,652 part#026401k-$41.7M - 902 part#552Fully Insured-$6.5M - 1,791 lives#550Mixed-$1.1M - 954 lives#551Fully Insured-$920K - 3,309 lives#515Mixed-$365K - 3,142 lives#553Mixed-$114K - 875 lives

Retirement portfolio analytics

3 plans aggregated / $1.80B assets / 19,842 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • STRAUSS & CO. (#022)65%
  • & CO. PENSION (#100)32%
  • LONG-TERM INVESTMENT Savings (#026)2%
Total $1.80BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • FIDELITY INVESTMENTS INSTITUTIONAL32%
Total $1.80BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & CO. PENSION (#100)10,652
  • STRAUSS & CO. (#022)8,288
  • LONG-TERM INVESTMENT Savings (#026)902
Total 19,842Click row to drill in

Benefits portfolio analytics

5 plans / $9.0M premiums / 10,071 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Life$2.0M
  • Other$1.0M
  • Long-term disability$665K
  • Vision$485K
  • +2 more
Total $9.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • KAISER FOUNDATION HEALTH PLAN INC61%
  • HARTFORD LIFE AND ACCIDENT23%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • +3 more
Total $9.0M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $43K1 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$1.18B
Participants8,288
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$41.7M
Participants902
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, INC.

Premiums$6.5M
Covered lives1,791
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$1.1M
Covered lives954
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$920K
Covered lives3,309
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$365K
Covered lives3,142
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$114K
Covered lives875
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$1.18B8,2882025
100LEVI STRAUSS & CO. PENSION PLANTraditionalDB$581.3M10,6522025
026LEVI STRAUSS & CO. EMPLOYEE LONG-TERM INVESTMENT SAVINGS PLAN401k$41.7M9022025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
552LEVI STRAUSS & CO. WELFARE PLAN FOR HOME OFFICE EMPLOYEESFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$6.5M1,7912025
550LEVI STRAUSS & CO. WELFARE PLAN FOR HOME OFFICE RETIREESMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.1M9542025
551LEVI STRAUSS-LOCAL PAYROLL FACTORY AND CUSTOMER SERVICE CENTER RETIREESFully InsuredHARTFORD LIFE AND ACCIDENT$920K3,3092025
515LEVI STRAUSS & CO. CAFETERIA PLAN FOR RETAIL EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$365K3,1422025
553LEVI STRAUSS & CO. WELFARE PLAN FOR FACTORY AND CUSTOMER SERVICE CENTER EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$114K8752025
Retirement plans
Welfare plans
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