Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Sequoia Benefits & Ins. Services

San Mateo, CA

Sequoia Benefits & Ins. Services of San Mateo, CA is the broker of record on 412 Form 5500 Schedule A filings covering 261 employer benefit plans across 22 states, with $42,802,427 in reported broker commissions (plan year 2025).

Employer clients
261
distinct plan sponsors
Schedule A filings
412
States served
22
Reported commissions
$42,802,427
plan year 2025
Reported fees
$5,109,445

Quick answer

Sequoia Benefits & Ins. Services (San Mateo, CA) is the broker of record for 261 employer benefit plan sponsors on 412 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Sequoia Benefits & Ins. Services have?
Sequoia Benefits & Ins. Services is named as broker on Form 5500 Schedule A filings for 261 distinct plan sponsors in 22 states.
Who are Sequoia Benefits & Ins. Services's largest employer clients?
By plan participants, the largest include Openai Opco, LLC (3,977 participants), Gusto, Inc. (3,042 participants) and Arista Networks, Inc. (2,466 participants).
How much does Sequoia Benefits & Ins. Services earn in commissions?
Insurers reported $42.8 million in broker commissions and $5.1 million in fees paid to Sequoia Benefits & Ins. Services for plan year 2025, per Schedule A Part 1.
Where is Sequoia Benefits & Ins. Services located?
Sequoia Benefits & Ins. Services is based in San Mateo, CA and has employer clients in 22 states.
How does Sequoia Benefits & Ins. Services rank among benefits brokers in California?
Sequoia Benefits & Ins. Services ranks #13 by employer clients among the 50 most active benefits brokers based in California.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Sequoia Benefits & Ins. Services 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
Openai Opco, LLCCA3,9772025-12-31
Gusto, Inc.CA3,0422025-12-31
Arista Networks, Inc.CA2,4662025-12-31
258 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.