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Sponsor portfolio

THE REDWOODS, A COMMUNITY OF SENIORS

EIN 23-7085414-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$144K premiums
Participants
426
40 CAMINO ALTO - MILL VALLEY, CA 94941415-383-2741theredwoods.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$6.1M - 273 part#502Mixed-$144K - 151 lives

Benefits portfolio analytics

1 plan / $144K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$102K
  • Life$28K
  • Other$28K
  • Vision$15K
Total $144K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA70%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • VISION SERVICE PLAN10%
Total $144K3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • RELATION INSURANCE INC52%
  • CENTRO BENEFITS RESEARCH LLC27%
  • RELATION INSURANCE SERVICES OF CA21%
Total $22K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE REDWOODS 403(B) RETIREMENT PLAN

403b

Assets$6.1M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE REDWOODS, A COMMUNITY OF SENIORS HEALTH AND WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$144K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE REDWOODS 403(B) RETIREMENT PLAN403b$6.1M2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE REDWOODS, A COMMUNITY OF SENIORS HEALTH AND WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$144K1512025
Retirement plans
Welfare plans
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