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Sponsor portfolio

RETA TRUST

EIN 94-2329720-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$4.7M premiums
Participants
23,852
2121 N. CALIFORNIA BLVD STE 350 - WALNUT CREEK, CA 94596608-347-4897
Plans on this EIN
2 filings
#001401k-$3.9M - 6 part#501Self Funded-$4.7M - 23,846 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 23,846 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HM LIFE INSURANCE COMPANY100%
Total $4.7M1 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

RETA TRUST 401(K) PLAN

401k

Assets$3.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RETA PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$4.7M
Covered lives23,846
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETA TRUST 401(K) PLAN401k$3.9M62025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RETA PLANSelf FundedHM LIFE INSURANCE COMPANY$4.7M23,8462025
Retirement plans
Welfare plans
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