Assets by plan
Share of aggregate retirement assets
Filings through .
Sequoia Living Inc.
EIN 94-1437728hospital & health careLatest filing 2025
Plans
4
Retirement
3
$55.4M assets
Health & Benefits
1
$6.9M premiums
Participants
1,263
1525 POST STREET - SAN FRANCISCO, CA 941096567415-202-7800sequoialiving.orgLinkedIn201-500 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $55.4M assets / 872 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- NEWPORT GROUP, INC.$47.3M
- (Not disclosed)$8.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.9M premiums / 472 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.8M
- Prescription drug$6.8M
- Other$77K
- Life$63K
- Vision$12K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SEQUOIA LIVING INC. 403(B) PLAN
403(b)
Assets$47.3M
Participants698
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SEQUOIA LIVING TAX SHELTERED ANNUITY PLAN
403(b)
Assets$8.0M
Participants174
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR THE EMPLOYEES OF SEQUOIA LIVING INC.
Traditional DB
Assets$41K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
SEQUOIA LIVING WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$6.9M
Covered lives472
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SEQUOIA LIVING INC. 403(B) PLAN | 403(b) | $47.3M | 698 | 2025 |
| #002 | SEQUOIA LIVING TAX SHELTERED ANNUITY PLAN | 403(b) | $8.0M | 174 | 2025 |
| #001 | RETIREMENT PLAN FOR THE EMPLOYEES OF SEQUOIA LIVING INC. | Traditional DB | $41K | 0 | 2025 |
- #003 · 403(b) · 2025698
- #002 · 403(b) · 2025174
- #001 · Traditional DB · 20250
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | SEQUOIA LIVING WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $6.9M | 472 | 2025 |
- #503 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025472
Retirement plans
Health & Benefits plans