Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.3M
- Vision$8.4M
- Prescription drug$8.4M
- Other$755K
- Life$736K
- Short-term disability$736K
- +1 more
Filings through .
Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou
EIN 94-3397213Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$155.5M assets
Health & Benefits
1
$10.1M premiums
Participants
1,954
1850 GATEWAY DRIVE SUITE 700 - SAN MATEO, CA 94404650-369-0200
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $10.1M premiums / 1,499 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SEQUOIA CONSULTING GROUP 401(K) PLAN
401(k)
Assets$155.5M
Participants1,134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SEQUOIA BENEFITS AND INSURANCE SERVICES, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$10.1M
Covered lives1,499
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SEQUOIA CONSULTING GROUP 401(K) PLAN | 401(k) | $155.5M | 1,134 | 2025 |
- #002 · 401(k) · 20251,134
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SEQUOIA BENEFITS AND INSURANCE SERVICES, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $10.1M | 1,499 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 20251,499
Retirement plans
Health & Benefits plans