PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SEQUOIA EQUITIES INC.
Sponsor portfolio

SEQUOIA EQUITIES INC.

EIN 94-2223344-real estate-Latest filing 2024
Plans
6
Retirement
1
$23.5M assets
Welfare
5
$6.3M premiums
Participants
648
1777 BOTELHO DR, SUITE 300 - WALNUT CREEK, CA 945960000925-945-0900LinkedIn1-10 employeesreal estate
Plans on this EIN
6 filings
#001401k-$23.5M - 481 part#501Fully Insured-$6.2M - 641 lives#504Fully Insured-$38K - 118 lives#503Fully Insured-$20K - 119 lives#502Fully Insured-$16K - 119 lives#505Fully Insured-$7K - 390 lives

Benefits portfolio analytics

5 plans / $6.3M premiums / 1,387 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Dental$352K
  • Other$60K
  • Vision$52K
  • Long-term disability$38K
  • +2 more
Total $6.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BLUE CROSS OF CALIFORNIA56%
  • KAISER FOUNDATION HEALTH PLAN INC36%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $6.3M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SFBAG EMPLOYEE BENEFIT INS. SVCS.100%
Total $236K1 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

SEQUOIA EQUITIES 401(K) PLAN

401k

Assets$23.5M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEQUOIA EQUITIES, INC. GROUP MEDICAL PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$6.2M
Covered lives641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SEQUOIA EQUITIES, INC. GROUP LTD PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$38K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SEQUOIA EQUITIES, INC. GROUP STD PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$20K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SEQUOIA EQUITIES, INC. GROUP LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$16K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SEQUOIA EQUITIES, INC. GROUP EAP

Fully Insured - TELUS HEALTH (US) LTD.

Premiums$7K
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEQUOIA EQUITIES 401(K) PLAN401k$23.5M4812024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEQUOIA EQUITIES, INC. GROUP MEDICAL PLANFully InsuredBLUE CROSS OF CALIFORNIA$6.2M6412024
504SEQUOIA EQUITIES, INC. GROUP LTD PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$38K1182024
503SEQUOIA EQUITIES, INC. GROUP STD PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$20K1192024
502SEQUOIA EQUITIES, INC. GROUP LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$16K1192024
505SEQUOIA EQUITIES, INC. GROUP EAPFully InsuredTELUS HEALTH (US) LTD.$7K3902024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica