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Sponsor portfolioTH

REDPATH AND COMPANY LTD

EIN 41-0975573-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$33.5M assets
Welfare
1
$2.0M premiums
Participants
583
400 ROBERT STREET NORTH, SUITE 1600 - ST PAUL, MN 55101651-426-7000
Plans on this EIN
3 filings
#001401k-$31.2M - 275 part#002ESOP-$2.2M - 111 part#501Mixed-$2.0M - 200 lives

Retirement portfolio analytics

2 plans aggregated / $33.5M assets / 386 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#001)93%
  • EMPLOYEE STOCK OWNERSHIP (#002)7%
Total $33.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)275
  • EMPLOYEE STOCK OWNERSHIP (#002)111
Total 386Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Other$78K
  • Life$74K
  • Short-term disability$74K
  • Long-term disability$74K
  • Vision$13K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ENROLLEASE95%
  • NFP INSURANCE SERVICES INC3%
  • WATCHTOWER TECHNOLOGIES INC1%
  • LAURA E SELKEN0%
  • LAWTON BENEFITS GROUP LLC0%
Total $77K5 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

REDPATH AND COMPANY, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$31.2M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

REDPATH AND COMPANY, LTD EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.2M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REDPATH AND COMPANY, LTD GROUP BENEFITS WRAP PLAN

Mixed - UNITED HEALTHCARE

Premiums$2.0M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001REDPATH AND COMPANY, LTD. 401(K) PROFIT SHARING PLAN401k$31.2M2752024
002REDPATH AND COMPANY, LTD EMPLOYEE STOCK OWNERSHIP PLANESOP$2.2M1112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REDPATH AND COMPANY, LTD GROUP BENEFITS WRAP PLANMixedUNITED HEALTHCARE$2.0M2002024
Retirement plans
Welfare plans
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