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  2. RETOOL, INC.
Sponsor portfolio

RETOOL, INC.

EIN 82-0646362-computer software-Latest filing 2025
Plans
2
Retirement
1
$40.6M assets
Welfare
1
$4.4M premiums
Participants
875
1550 BRYANT STREET, SUITE 200 - SAN FRANCISCO, CA 94103650-248-3695retool.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$40.6M - 570 part#501Fully Insured-$4.4M - 514 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 514 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Dental$546K
  • Vision$546K
  • Life$546K
  • Short-term disability$546K
  • +2 more
Total $4.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $339K1 slice

Plan deep-dives

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

RETOOL 401(K) PLAN

401k

Assets$40.6M
Participants570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RETOOL HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.4M
Covered lives514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETOOL 401(K) PLAN401k$40.6M5702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETOOL HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.4M5142025
Retirement plans
Welfare plans
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