Reta Trust

Reta Trust, a nonprofit organization based in San Francisco, California, was established in 1978 as an ERISA Trust. The organization is dedicated to providing Catholic healthcare plans and programs that align with the teachings of the Roman Catholic Church. Reta Trust employs three individuals and generates $50 million in annual revenue. Reta Trust offers benefit plans and programs for employees of Catholic organizations nationwide. They specialize in ERD compliance audits for their claims and incorporate Catholic principles into their investment strategies. Beyond healthcare coverage, Reta Trust provides its members with a comprehensive online platform called RetaEnroll which facilitates benefits enrollment, plan administration, and communication. This platform is powered by Benefit Allocation Systems (BAS) and functions as a 24/7 benefit information portal. The Reta Benefits Center (RBC) is an interactive online communication portal customized for each Trustor and personalized for each employee. This platform delivers pertinent and timely benefit information through a series of personalized digital bulletins. Reta Trust distinguishes itself through its self-governing structure, where member trustees and Trustors make all decisions. Moreover, as a nonprofit, they return excess reserves to their member Trustors, unlike for-profit competitors who retain profits. Interested parties can learn more about Reta Trust and its services by visiting their website at retatrust.org.