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Plan Name | LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES |
Plan identification number | 517 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
|
Company Name: | LEVI STRAUSS & CO. |
Employer identification number (EIN): | 940905160 |
NAIC Classification: | 315990 |
NAIC Description: | Apparel Accessories and Other Apparel Manufacturing |
Additional information about LEVI STRAUSS & CO.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1971-02-01 |
Company Identification Number: | 0003119806 |
Legal Registered Office Address: |
1155 BATTERY ST ATTN: CHRIS RUCKER SAN FRANCISCO United States of America (USA) 94111 |
More information about LEVI STRAUSS & CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
517 | 2012-11-26 | HEIDI MANES | IVOR SOLOMON | 2014-09-15 | |
517 | 2011-11-28 | ROBERT TWAY | IVOR SOLOMON | 2013-09-09 | |
517 | 2010-11-29 | ROBERT TWAY | GREG HOLMES | 2012-09-04 | |
517 | 2009-11-30 | BEVERLY BEAUDREAULT | GREG HOLMES | 2011-09-07 | |
517 | 2009-11-30 | BEVERLY BEAUDREAULT | GREG HOLMES | 2011-09-13 | |
517 | 2008-12-01 |
Measure | Date | Value |
---|---|---|
2012: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-11-26 | 3,414 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-26 | 0 |
Number of retired or separated participants receiving benefits | 2012-11-26 | 0 |
Total of all active and inactive participants | 2012-11-26 | 0 |
2011: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-11-28 | 3,363 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-28 | 2,000 |
Number of retired or separated participants receiving benefits | 2011-11-28 | 1,414 |
Total of all active and inactive participants | 2011-11-28 | 3,414 |
2010: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-11-29 | 3,246 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-29 | 2,067 |
Number of retired or separated participants receiving benefits | 2010-11-29 | 1,296 |
Total of all active and inactive participants | 2010-11-29 | 3,363 |
2009: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-11-30 | 3,219 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-30 | 1,878 |
Number of retired or separated participants receiving benefits | 2009-11-30 | 1,368 |
Total of all active and inactive participants | 2009-11-30 | 3,246 |
Measure | Date | Value |
---|---|---|
2013 : LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-24 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-24 | $2,215,549 |
Total income from all sources (including contributions) | 2013-11-24 | $29,167,982 |
Total of all expenses incurred | 2013-11-24 | $28,767,471 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-24 | $26,089,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-24 | $29,167,945 |
Value of total assets at end of year | 2013-11-24 | $0 |
Value of total assets at beginning of year | 2013-11-24 | $1,815,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-24 | $2,677,996 |
Total interest from all sources | 2013-11-24 | $37 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-24 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-11-24 | $0 |
Was this plan covered by a fidelity bond | 2013-11-24 | Yes |
Value of fidelity bond cover | 2013-11-24 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-11-24 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-11-24 | No |
Contributions received from participants | 2013-11-24 | $8,118,620 |
Participant contributions at end of year | 2013-11-24 | $0 |
Participant contributions at beginning of year | 2013-11-24 | $671,668 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-11-24 | $904,242 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-11-24 | $-2,022,431 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-11-24 | $8 |
Administrative expenses (other) incurred | 2013-11-24 | $1,553,001 |
Liabilities. Value of operating payables at end of year | 2013-11-24 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-11-24 | $72,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-24 | No |
Value of net income/loss | 2013-11-24 | $400,511 |
Value of net assets at end of year (total assets less liabilities) | 2013-11-24 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-11-24 | $-400,511 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-24 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-24 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-11-24 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-11-24 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-11-24 | $239,120 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-11-24 | $239,120 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-11-24 | $37 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-11-24 | $7,764,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-24 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-11-24 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-11-24 | No |
Contributions received in cash from employer | 2013-11-24 | $21,049,325 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-24 | $20,347,201 |
Contract administrator fees | 2013-11-24 | $1,124,995 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-11-24 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-11-24 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-11-24 | $2,142,994 |
Did the plan have assets held for investment | 2013-11-24 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-24 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-24 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-24 | No |
Opinion of an independent qualified public accountant for this plan | 2013-11-24 | Unqualified |
Accountancy firm name | 2013-11-24 | MOSS ADAMS LLP |
Accountancy firm EIN | 2013-11-24 | 910189318 |
2012 : LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-11-25 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-25 | $2,215,549 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-25 | $1,737,640 |
Total income from all sources (including contributions) | 2012-11-25 | $29,953,909 |
Total loss/gain on sale of assets | 2012-11-25 | $0 |
Total of all expenses incurred | 2012-11-25 | $29,746,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-11-25 | $28,531,167 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-11-25 | $29,953,838 |
Value of total assets at end of year | 2012-11-25 | $1,815,038 |
Value of total assets at beginning of year | 2012-11-25 | $1,129,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-11-25 | $1,215,027 |
Total interest from all sources | 2012-11-25 | $71 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-11-25 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-11-25 | No |
Was this plan covered by a fidelity bond | 2012-11-25 | Yes |
Value of fidelity bond cover | 2012-11-25 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-11-25 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-11-25 | No |
Contributions received from participants | 2012-11-25 | $8,156,018 |
Participant contributions at end of year | 2012-11-25 | $671,668 |
Participant contributions at beginning of year | 2012-11-25 | $717,217 |
Assets. Other investments not covered elsewhere at end of year | 2012-11-25 | $904,242 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-11-25 | $397,974 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-11-25 | $470,499 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-11-25 | $8 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-11-25 | $1,825 |
Liabilities. Value of operating payables at end of year | 2012-11-25 | $72,555 |
Liabilities. Value of operating payables at beginning of year | 2012-11-25 | $65,145 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-25 | No |
Value of net income/loss | 2012-11-25 | $207,715 |
Value of net assets at end of year (total assets less liabilities) | 2012-11-25 | $-400,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-11-25 | $-608,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-11-25 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-11-25 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-11-25 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-11-25 | $239,120 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-11-25 | $12,398 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-11-25 | $12,398 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-11-25 | $71 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-11-25 | $6,886,212 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-11-25 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-11-25 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-11-25 | No |
Contributions received in cash from employer | 2012-11-25 | $21,797,820 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-11-25 | $21,174,456 |
Contract administrator fees | 2012-11-25 | $1,215,027 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-11-25 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-11-25 | $2,142,994 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-11-25 | $1,672,495 |
Did the plan have assets held for investment | 2012-11-25 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-25 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-11-25 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-11-25 | No |
Opinion of an independent qualified public accountant for this plan | 2012-11-25 | Unqualified |
Accountancy firm name | 2012-11-25 | MOSS ADAMS LLP |
Accountancy firm EIN | 2012-11-25 | 910189318 |
2011 : LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-11-27 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-27 | $1,737,640 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-27 | $2,377,644 |
Total income from all sources (including contributions) | 2011-11-27 | $30,614,562 |
Total loss/gain on sale of assets | 2011-11-27 | $0 |
Total of all expenses incurred | 2011-11-27 | $29,891,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-11-27 | $28,676,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-11-27 | $30,612,492 |
Value of total assets at end of year | 2011-11-27 | $1,129,414 |
Value of total assets at beginning of year | 2011-11-27 | $1,046,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-11-27 | $1,215,360 |
Total interest from all sources | 2011-11-27 | $2,070 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-11-27 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-11-27 | No |
Was this plan covered by a fidelity bond | 2011-11-27 | Yes |
Value of fidelity bond cover | 2011-11-27 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2011-11-27 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-11-27 | No |
Contributions received from participants | 2011-11-27 | $7,916,400 |
Participant contributions at end of year | 2011-11-27 | $717,217 |
Participant contributions at beginning of year | 2011-11-27 | $638,957 |
Assets. Other investments not covered elsewhere at end of year | 2011-11-27 | $397,974 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-11-27 | $355,997 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-11-27 | $581,780 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-11-27 | $-606,453 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-11-27 | $1,825 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-11-27 | $13 |
Liabilities. Value of operating payables at end of year | 2011-11-27 | $65,145 |
Liabilities. Value of operating payables at beginning of year | 2011-11-27 | $98,696 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-27 | No |
Value of net income/loss | 2011-11-27 | $722,664 |
Value of net assets at end of year (total assets less liabilities) | 2011-11-27 | $-608,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-11-27 | $-1,330,890 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-11-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-11-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-11-27 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-11-27 | $12,398 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-11-27 | $51,787 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-11-27 | $51,787 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-11-27 | $2,070 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-11-27 | $6,726,433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-11-27 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-11-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-11-27 | No |
Contributions received in cash from employer | 2011-11-27 | $22,114,312 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-11-27 | $22,556,558 |
Contract administrator fees | 2011-11-27 | $1,215,360 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-11-27 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-11-27 | $1,672,495 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-11-27 | $2,278,948 |
Did the plan have assets held for investment | 2011-11-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-11-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-11-27 | No |
Opinion of an independent qualified public accountant for this plan | 2011-11-27 | Unqualified |
Accountancy firm name | 2011-11-27 | MOSS ADAMS LLP |
Accountancy firm EIN | 2011-11-27 | 910189318 |
2012: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2012 form 5500 responses | ||
---|---|---|
2012-11-26 | Type of plan entity | Single employer plan |
2012-11-26 | This submission is the final filing | Yes |
2012-11-26 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-11-26 | Plan funding arrangement – Insurance | Yes |
2012-11-26 | Plan funding arrangement – Trust | Yes |
2012-11-26 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-11-26 | Plan benefit arrangement – Insurance | Yes |
2012-11-26 | Plan benefit arrangement - Trust | Yes |
2012-11-26 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2011 form 5500 responses | ||
2011-11-28 | Type of plan entity | Single employer plan |
2011-11-28 | Submission has been amended | No |
2011-11-28 | This submission is the final filing | No |
2011-11-28 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2011-11-28 | Plan is a collectively bargained plan | No |
2011-11-28 | Plan funding arrangement – Insurance | Yes |
2011-11-28 | Plan funding arrangement – Trust | Yes |
2011-11-28 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-11-28 | Plan benefit arrangement – Insurance | Yes |
2011-11-28 | Plan benefit arrangement - Trust | Yes |
2011-11-28 | Plan benefit arrangement – General assets of the sponsor | Yes |
2010: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2010 form 5500 responses | ||
2010-11-29 | Type of plan entity | Single employer plan |
2010-11-29 | Submission has been amended | No |
2010-11-29 | This submission is the final filing | No |
2010-11-29 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2010-11-29 | Plan is a collectively bargained plan | No |
2010-11-29 | Plan funding arrangement – Insurance | Yes |
2010-11-29 | Plan funding arrangement – Trust | Yes |
2010-11-29 | Plan benefit arrangement – Insurance | Yes |
2010-11-29 | Plan benefit arrangement - Trust | Yes |
2009: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2009 form 5500 responses | ||
2009-11-30 | Type of plan entity | Single employer plan |
2009-11-30 | Submission has been amended | No |
2009-11-30 | This submission is the final filing | No |
2009-11-30 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-30 | Plan is a collectively bargained plan | No |
2009-11-30 | Plan funding arrangement – Insurance | Yes |
2009-11-30 | Plan funding arrangement – Trust | Yes |
2009-11-30 | Plan benefit arrangement – Insurance | Yes |
2009-11-30 | Plan benefit arrangement - Trust | Yes |
2008: LEVI STRAUSS & CO. COMPREHENSIVE WELFARE PLAN FOR HOME OFFICE PAYROLL EMPLOYEES AND RETIREES 2008 form 5500 responses | ||
2008-12-01 | Type of plan entity | Single employer plan |
2008-12-01 | Submission has been amended | No |
2008-12-01 | This submission is the final filing | No |
2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-01 | Plan is a collectively bargained plan | No |