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Sponsor portfolioTH

REDWOOD CREDIT UNION

EIN 94-1244186-banking-Latest filing 2025
Plans
3
Retirement
2
$140.0M assets
Welfare
1
$6.5M premiums
Participants
2,237
3033 CLEVELAND AVENUE, SUITE 100 - SANTA ROSA, CA 95403707-545-4000redwoodcu.orgLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#001401k-$103.9M - 1,096 part#002TargetBenefit-$36.1M - 148 part#501Mixed-$6.5M - 973 lives

Retirement portfolio analytics

2 plans aggregated / $140.0M assets / 1,244 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • 401(K) RETIREMENT PLAN (#001)74%
  • TARGET BENEFIT PLAN (#002)26%
Total $140.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MILLIMAN, INC.100%
Total $140.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)1,096
  • TARGET BENEFIT PLAN (#002)148
Total 1,244Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • KAISER FOUNDATION HEALTH PLAN INC91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • RELIASTAR LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
  • +1 more
Total $6.5M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $66K1 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

REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN

401k

Assets$103.9M
Participants1,096
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

REDWOOD CREDIT UNION TARGET BENEFIT PLAN

TargetBenefit

Assets$36.1M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REDWOOD CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$6.5M
Covered lives973
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN401k$103.9M1,0962024
002REDWOOD CREDIT UNION TARGET BENEFIT PLANTargetBenefit$36.1M1482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REDWOOD CREDIT UNION HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$6.5M9732025
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