Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Sequoia Benefits & Ins Svcs LLC

San Mateo, CA

Sequoia Benefits & Ins Svcs LLC of San Mateo, CA is the broker of record on 1,042 Form 5500 Schedule A filings covering 647 employer benefit plans across 30 states, with $121,058,401 in reported broker commissions (plan year 2025).

Employer clients
647
distinct plan sponsors
Schedule A filings
1,042
States served
30
Reported commissions
$121,058,401
plan year 2025
Reported fees
$23,330,167

Quick answer

Sequoia Benefits & Ins Svcs LLC (San Mateo, CA) is the broker of record for 647 employer benefit plan sponsors on 1,042 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Sequoia Benefits & Ins Svcs LLC have?
Sequoia Benefits & Ins Svcs LLC is named as broker on Form 5500 Schedule A filings for 647 distinct plan sponsors in 30 states.
Who are Sequoia Benefits & Ins Svcs LLC's largest employer clients?
By plan participants, the largest include Sequoia One Peo, LLC (34,085 participants), Bytedance, Inc. (13,096 participants) and Paylocity Corporation (6,290 participants).
How much does Sequoia Benefits & Ins Svcs LLC earn in commissions?
Insurers reported $121.1 million in broker commissions and $23.3 million in fees paid to Sequoia Benefits & Ins Svcs LLC for plan year 2025, per Schedule A Part 1.
Where is Sequoia Benefits & Ins Svcs LLC located?
Sequoia Benefits & Ins Svcs LLC is based in San Mateo, CA and has employer clients in 30 states.
How does Sequoia Benefits & Ins Svcs LLC rank among benefits brokers in California?
Sequoia Benefits & Ins Svcs LLC ranks #6 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 Svcs 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
Sequoia One Peo, LLCAZ34,0852025-06-30
Bytedance, Inc.CA13,0962025-12-31
Paylocity CorporationIL6,2902025-12-31
644 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.