Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$269K
- Long-term disability$91K
- Short-term disability$82K
- Life$75K
- Other$75K
- +1 more
Sponsor portfolio
SEQUOIA HOLDINGS LLC
EIN 45-5253341Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$33.2M assets
Welfare
1
$3.9M premiums
Participants
459
13241 WOODLAND PARK RD., SUITE 230 - HERNDON, VA 20171571-206-4008
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 433 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- DELTA DENTAL OF CALIFORNIA7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
49%top
- USI INSURANCE SERVICES LLC49%
- MARSH & MCLENNAN AGENCY LLC33%
- KELLY & ASSOCIATES INSURANCE GROUP18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SEQUOIA HOLDINGS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$33.2M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SEQUOIA HOLDINGS, LLC HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.9M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEQUOIA HOLDINGS LLC 401(K) PROFIT SHARING PLAN | 401k | $33.2M | 267 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SEQUOIA HOLDINGS, LLC HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.9M | 433 | 2025 |
Retirement plans
Welfare plans