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Sponsor portfolio

SEQUOIA CAPITAL OPERATIONS, LLC

EIN 77-0533605-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$140.6M assets
Welfare
1
$10.1M premiums
Participants
559
2800 SAND HILL RD, SUITE 101 - MENLO PARK, CA 94025650-854-3927
Plans on this EIN
2 filings
#002401k-$140.6M - 358 part#501Mixed-$10.1M - 216 lives

Benefits portfolio analytics

1 plan / $10.1M premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.1M
  • Prescription drug$9.1M
  • Other$982K
  • Dental$633K
  • Vision$633K
  • Life$338K
  • +1 more
Total $10.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CALIFORNIA PHYSICIANS SERVICE90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $10.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $559K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SEQUOIA 401(K) PLAN

401k

Assets$140.6M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEQUOIA CAPITAL OPERATIONS, LLC WELFARE BENEFITS PLAN

Mixed - CALIFORNIA PHYSICIANS SERVICE

Premiums$10.1M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SEQUOIA 401(K) PLAN401k$140.6M3582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEQUOIA CAPITAL OPERATIONS, LLC WELFARE BENEFITS PLANMixedCALIFORNIA PHYSICIANS SERVICE$10.1M2162025
Retirement plans
Welfare plans
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