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Sponsor portfolio

SEQUOIA BENEFITS AND INSURANCE SERVICES, LLC

EIN 94-3397213-Latest filing 2025
Plans
2
Retirement
1
$115.5M assets
Welfare
1
$10.1M premiums
Participants
1,843
1850 GATEWAY DRIVE, SUITE 700 - SAN MATEO, CA 94404650-369-0200
Plans on this EIN
2 filings
#002401k-$115.5M - 1,023 part#501Mixed-$10.1M - 1,499 lives

Benefits portfolio analytics

1 plan / $10.1M premiums / 1,499 covered lives

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
Total $10.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $10.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $26K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SEQUOIA CONSULTING GROUP 401(K) PLAN

401k

Assets$115.5M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SEQUOIA CONSULTING GROUP 401(K) PLAN401k$115.5M1,0232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEQUOIA BENEFITS AND INSURANCE SERVICES, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$10.1M1,4992025
Retirement plans
Welfare plans
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