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Sponsor portfolio

SB INVESTMENT ADVISERS (US), INC.

EIN 81-4760418-Latest filing 2025
Plans
2
Retirement
1
$132.9M assets
Welfare
1
$885K premiums
Participants
1,236
300 EL CAMINO REAL - MENLO PARK, CA 94024650-346-2879
Plans on this EIN
2 filings
#001401k-$132.9M - 1,081 part#501Fully Insured-$885K - 158 lives

Benefits portfolio analytics

1 plan / $885K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$356K
  • Life$263K
  • Long-term disability$263K
  • Other$263K
  • Health$175K
  • Prescription drug$175K
  • +1 more
Total $885K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY40%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • VISION SERVICE PLAN10%
Total $885K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $74K1 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

SB US 401(K) PLAN

401k

Assets$132.9M
Participants1,081
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SB INVESTMENT ADVISERS EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$885K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SB US 401(K) PLAN401k$132.9M1,0812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SB INVESTMENT ADVISERS EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$885K1582025
Retirement plans
Welfare plans
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