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Benefits Intelligence/Broker Directory/California

Sequoia Benefits & Insurance Svcs

San Mateo, CA

Sequoia Benefits & Insurance Svcs of San Mateo, CA is the broker of record on 89 Form 5500 Schedule A filings covering 63 employer benefit plans across 14 states, with $3,759,215 in reported broker commissions (plan year 2025).

Employer clients
63
distinct plan sponsors
Schedule A filings
89
States served
14
Reported commissions
$3,759,215
plan year 2025
Reported fees
$674,434

Employer clients

Plan sponsors naming Sequoia Benefits & Insurance Svcs 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
Docusign, Inc.CA4,2252025-12-31
Cvent, Inc.VA1,9152024-12-31
Remote Technology Services Inc.CA1,5752025-12-31
60 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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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.