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Welfare plans
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RETA TRUST
Sponsor portfolio
Welfare / Health
EIN
942329720
RETA TRUST
2121 N. CALIFORNIA BLVD. SUITE 350 · WALNUT CREEK, CA 94596
8888797382
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
i
$4.7M
No prior year
Persons covered
i
23,846
No prior year
Total participants
i
23,846
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$4.7M
RETA PLAN
Self-funded
23,846 covered
·
1 carrier
Primary: HM LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Stop-loss
$4.7M
100.0%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$4.7M
100.0%
1
1
23,846
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #501
RETA PLAN
23,846 covered · 1 contract
$4.7M
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
13 documents - 2 plans - 10 years