Form 5500 · Employee benefit plan · MILL VALLEY, CA
THE REDWOODS, A COMMUNITY OF SENIORS
The filing calls this plan THE REDWOODS, A COMMUNITY OF SENIORS HEALTH AND WELFARE BENEFIT PLAN.
THE REDWOODS, A COMMUNITY OF SENIORS of MILL VALLEY, CA insures dental, vision and life coverage for its employees, per Schedule A of its Form 5500. Its broker of record is RELATION INS SVS OF CALIFORNIA, INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7085414 · plan 502 · plan year 2025, filed Jul 3, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering dental, vision and life; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 147 people.
The filing declares dental, vision, life and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $144,330, with $20,823 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
RELATION INS SVS OF CALIFORNIA, INC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 147 | Jan 1, 2026 | $101,599 | $15,653 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 151 | Jan 1, 2026 | $27,843 | $4,293 |
| VISION SERVICE PLAN | Vision | 148 | Jan 1, 2026 | $14,888 | $877 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Reported to OSHA
Reported to OSHA for 2025: 240 employees, 8 recordable cases, 516 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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