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Sponsor portfolioTH

REDWOOD TRUST, INC.

EIN 68-0329422-financial services-Latest filing 2024
Plans
2
Retirement
1
$62.5M assets
Welfare
1
$5.0M premiums
Participants
755
ONE BELVEDERE PLACE, SUITE 300 - MILL VALLEY, CA 94941415-389-7373redwoodtrust.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$62.5M - 474 part#501Fully Insured-$5.0M - 370 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Other$588K
  • Dental$554K
  • Vision$554K
  • Life$554K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CALIFORNIA PHYSICIANS SERVICE70%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $5.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • WOODRUFF-SAWYER & CO97%
  • REUBEN WARNER ASSOCIATES, INC.3%
Total $254K2 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

REDWOOD TRUST, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$62.5M
Participants474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REDWOOD TRUST, INC. WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$5.0M
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REDWOOD TRUST, INC. 401(K) PROFIT SHARING PLAN401k$62.5M4742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REDWOOD TRUST, INC. WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$5.0M3702024
Retirement plans
Welfare plans
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