Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.6M
- Prescription drug$5.6M
- Dental$318K
- Other$82K
- Life$73K
- Short-term disability$73K
- +2 more
Filings through .
Sequoia Equities Inc.
EIN 94-2223344real estateLatest filing 2025
Plans
6
Retirement
1
$28.4M assets
Health & Benefits
5
$6.2M premiums
Participants
790
1777 BOTELHO DR, SUITE 300 - WALNUT CREEK, CA 945960000925-945-0900LinkedIn1-10 employeesreal estate
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Benefits portfolio analytics
5 plans / $6.2M premiums / 1,343 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
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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#001
SEQUOIA EQUITIES 401(K) PLAN
401(k)
Assets$28.4M
Participants469
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SEQUOIA EQUITIES, INC. HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS OF CALIFORNIA
Premiums$6.1M
Covered lives597
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
SEQUOIA EQUITIES, INC. GROUP LTD PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$38K
Covered lives118
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
SEQUOIA EQUITIES, INC. GROUP STD PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$20K
Covered lives119
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
SEQUOIA EQUITIES, INC. GROUP LIFE PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$16K
Covered lives119
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
SEQUOIA EQUITIES, INC. GROUP EAP
Fully insured - TELUS HEALTH (US) LTD.
Premiums$7K
Covered lives390
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SEQUOIA EQUITIES 401(K) PLAN | 401(k) | $28.4M | 469 | 2025 |
- #001 · 401(k) · 2025469
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SEQUOIA EQUITIES, INC. HEALTH AND WELFARE PLAN | Fully insured | BLUE CROSS OF CALIFORNIA | $6.1M | 597 | 2025 |
| #504 | SEQUOIA EQUITIES, INC. GROUP LTD PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $38K | 118 | 2024 |
| #503 | SEQUOIA EQUITIES, INC. GROUP STD PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | 119 | 2024 |
| #502 | SEQUOIA EQUITIES, INC. GROUP LIFE PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | 119 | 2024 |
| #505 | SEQUOIA EQUITIES, INC. GROUP EAP | Fully insured | TELUS HEALTH (US) LTD. | $7K | 390 | 2024 |
- #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 2025597
- #504 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2024118
- #503 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2024119
- #502 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2024119
- #505 · Fully insured · TELUS HEALTH (US) LTD. · 2024390
Retirement plans
Health & Benefits plans