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Sponsor portfolio

SEQUENCE, INC.

EIN 47-0870575-information technology and services-Latest filing 2024
Plans
4
Retirement
1
$23.2M assets
Welfare
3
$130K premiums
Participants
859
1400 PERIMETER PARK DRIVE - MORRISVILLE, NC 27560919-844-7171sequenceqcs.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
4 filings
#001401k-$23.2M - 316 part#504Mixed-$130K - 199 lives#501Self Funded-0 lives#502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $130K premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$113K
  • Life$98K
  • Short-term disability$98K
  • Long-term disability$98K
  • Vision$17K
Total $130K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA87%
  • STARMOUNT LIFE INSURANCE COMPANY13%
Total $130K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SEQUENCE, INC. 401(K) PS PLAN

401k

Assets$23.2M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SEQUENCE, INC. GROUP LIFE AND DISABILITY PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$130K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SEQUENCE, INC. GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SEQUENCE, INC. GROUP DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEQUENCE, INC. 401(K) PS PLAN401k$23.2M3162024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SEQUENCE, INC. GROUP LIFE AND DISABILITY PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$130K1992024
501SEQUENCE, INC. GROUP HEALTH PLANSelf Funded-$002024
502SEQUENCE, INC. GROUP DENTAL PLANSelf Funded-$002024
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