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  1. Companies/
  2. Redwood Credit Union
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Redwood Credit Union

EIN 94-1244186-banking-Latest filing 2025
Plans
3
Retirement
2
$171.8M assets
Health & Benefits
1
$6.5M premiums
Participants
2,307
3033 CLEVELAND AVE SUITE 100 - SANTA ROSA, CA 95403800-479-7928redwoodcu.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#001401(k)-$129.1M - 1,166 part#002Target benefit-$42.7M - 148 part#501Mixed-$6.5M - 973 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $171.8M assets / 1,314 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#001)$129.1M
  • TARGET BENEFIT PLAN (#002)$42.7M
Total $171.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MILLIMAN, INC.$171.8M
Total $171.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)1,166
  • TARGET BENEFIT PLAN (#002)148
Total 1,314Select a row to open it

Benefits portfolio analytics

1 plan / $6.5M premiums / 973 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.9M
  • Prescription drug$5.9M
  • Other$348K
  • Life$169K
  • Long-term disability$95K
  • Vision$89K
  • +1 more
Total $6.5M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN

401(k)

Assets$129.1M
Participants1,166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

REDWOOD CREDIT UNION TARGET BENEFIT PLAN

Target benefit

Assets$42.7M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

REDWOOD CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$6.5M
Covered lives973
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN401(k)$129.1M1,1662025
#002REDWOOD CREDIT UNION TARGET BENEFIT PLANTarget benefit$42.7M1482025
  • REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN$129.1M
    #001 · 401(k) · 20251,166
  • REDWOOD CREDIT UNION TARGET BENEFIT PLAN$42.7M
    #002 · Target benefit · 2025148

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501REDWOOD CREDIT UNION HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$6.5M9732025
  • REDWOOD CREDIT UNION HEALTH AND WELFARE PLAN$6.5M
    #501 · Mixed · KAISER FOUNDATION HEALTH PLAN INC · 2025973
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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