Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEQUOIA LIVING
EIN 94-1437728hospital & health careLatest filing 2025
Plans
4
Retirement
3
$117.7M assets
Welfare
1
$6.9M premiums
Participants
2,327
1525 POST STREET - SAN FRANCISCO, CA 94109415-202-7800sequoialiving.orgLinkedIn201-500 employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $117.7M assets / 1,936 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.9M premiums / 472 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.8M
- Prescription drug$6.8M
- Other$77K
- Life$63K
- Vision$12K
Carrier market share
Premium dollars by Schedule A carrier
80%top
- KAISER FOUNDATION HEALTH PLAN INC80%
- HEALTH NET18%
- RELIANCE STANDARD LIFE INSURANCE COMPANY1%
- HEALTH ADVOCATE SOLUTIONS, INC.0%
- CALIFORNIA PHYSICIANS SERVICE0%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR THE EMPLOYEES OF SEQUOIA LIVING INC.
TraditionalDB
Assets$73.1M
Participants718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SEQUOIA LIVING INC. 403(B) PLAN
403b
Assets$36.4M
Participants1,029
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NCPHS TAX SHELTERED ANNUITY PLAN
403b
Assets$8.2M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SEQUOIA LIVING WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$6.9M
Covered lives472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR THE EMPLOYEES OF SEQUOIA LIVING INC. | TraditionalDB | $73.1M | 718 | 2024 | |
| 003 | SEQUOIA LIVING INC. 403(B) PLAN | 403b | $36.4M | 1,029 | 2024 | |
| 002 | NCPHS TAX SHELTERED ANNUITY PLAN | 403b | $8.2M | 189 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SEQUOIA LIVING WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $6.9M | 472 | 2025 |
Retirement plans
Welfare plans