Redwood Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Redwood Credit Union (EIN 94-1244186) is a plan sponsor located in Santa Rosa, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1244186
Location
Santa Rosa, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$120,806,986
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$120,806,986

Contributions & income

Employer contributions
$4,851,239
Participant contributions
$7,062,856
Total income / additions
$31,812,648

Expenses & distributions

Benefits paid / distributions
$4,495,363
Total expenses
$4,620,920
Net increase / (decrease)
$27,191,728

Coverage

Total reported participants
1,914
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Redwood Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Redwood Credit Union 401(K) Retirement Plan001908$87,975,4582023
Redwood Credit Union Target Benefit Plan002156$32,831,5282023
Redwood Credit Union Health And Welfare Plan501850not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Redwood Credit Union
YearPlanParticipantsSchedulesFiling
2023Redwood Credit Union Target Benefit Plan156H, C20241010110534NAL0020867473001
2023Redwood Credit Union 401(K) Retirement Plan908H, C20241010111106NAL0009937491001
2023Redwood Credit Union Health And Welfare Plan85020250408125318NAL0009984035001

Related Form 5500 pages