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Sponsor portfolioWelfare / HealthEIN 94-2223344
SEQUOIA EQUITIES, INC.
1777 BOTELHO DRIVE, SUITE 300 · WALNUT CREEK, CA 94596
9259450900
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$6.1M
No prior year
Persons covered
597
No prior year
Total participants
321
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$6.1M
SEQUOIA EQUITIES, INC. HEALTH AND WELFARE PLAN
Fully insured597 covered·9 carriers
Primary: BLUE CROSS OF CALIFORNIA
Plan #504$38K
SEQUOIA EQUITIES, INC. GROUP LTD PLAN
Fully insured118 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$20K
SEQUOIA EQUITIES, INC. GROUP STD PLAN
Fully insured119 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$16K
SEQUOIA EQUITIES, INC. GROUP LIFE PLAN
Fully insured119 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$7K
SEQUOIA EQUITIES, INC. GROUP EAP
Fully insured390 covered·1 carrier
Primary: TELUS HEALTH (US) LTD.
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $5.6M | 47.2% | |
| Prescription drug | $5.6M | 47.2% | |
| Dental | $318K | 2.7% | |
| Other | $82K | 0.7% | |
| Life | $73K | 0.6% | |
| Short-term disability | $73K | 0.6% | |
| Long-term disability | $73K | 0.6% | |
| Vision | $47K | 0.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $3.4M | 56.5% | 1 | 1 | 187 |
EIN 941340523 | HRx | $2.2M | 36.1% | 1 | 4 | 318 |
EIN 941461312 | D | $318K | 5.2% | 1 | 1 | 597 |
EIN 350472300 | LSTDLTDOth | $73K | 1.2% | 1 | 1 | 103 |
EIN 941632821 | V | $47K | 0.8% | 1 | 1 | 326 |
EIN 521883918 | Oth | $9K | 0.2% | 1 | 1 | 390 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SFBAG EMPLOYEE BENEFIT INS SVCS | SAN FRANCISCO, CA | BLUE CROSS OF CALIFORNIA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, VISION SERVICE PLAN | $143K | $0 | $143K | 62.5% | 1 |
| RELATION INSURANCE SERVICES OF CA | PLEASANT HILL, CA | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC., VISION SERVICE PLAN | $86K | $0 | $86K | 37.5% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan