Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Sequoia Benefits & Ins LLC

San Mateo, CA

Sequoia Benefits & Ins LLC of San Mateo, CA is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 3 states, with $613,179 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
10
States served
3
Reported commissions
$613,179
plan year 2025
Reported fees
$14,749

Quick answer

Sequoia Benefits & Ins LLC (San Mateo, CA) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Sequoia Benefits & Ins LLC have?
Sequoia Benefits & Ins LLC is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.
Who are Sequoia Benefits & Ins LLC's largest employer clients?
By plan participants, the largest include San Francisco Museum Of Modern Art (313 participants), Disqo, Inc. (196 participants) and Singlestore, Inc. (194 participants).
How much does Sequoia Benefits & Ins LLC earn in commissions?
Insurers reported $613,179 in broker commissions and $14,749 in fees paid to Sequoia Benefits & Ins LLC for plan year 2025, per Schedule A Part 1.
Where is Sequoia Benefits & Ins LLC located?
Sequoia Benefits & Ins LLC is based in San Mateo, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Sequoia Benefits & Ins LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
San Francisco Museum Of Modern ArtCA3132025-12-31
Disqo, Inc.CA1962024-12-31
Singlestore, Inc.CA1942024-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.