Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $33.5M assets / 386 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.0M premiums / 200 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - UNITED HEALTHCARE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | REDPATH AND COMPANY, LTD. 401(K) PROFIT SHARING PLAN | 401(k) | $31.2M | 275 | 2024 |
| #002 | REDPATH AND COMPANY, LTD EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.2M | 111 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | REDPATH AND COMPANY, LTD GROUP BENEFITS WRAP PLAN | Mixed | UNITED HEALTHCARE | $2.0M | 200 | 2024 |