Sequoia Benefits & Insurance Svcs
San Mateo, CA
Sequoia Benefits & Insurance Svcs of San Mateo, CA is the broker of record on 94 Form 5500 Schedule A filings covering 66 employer benefit plans across 14 states, with $3,846,142 in reported broker commissions (plan year 2025).
Quick answer
Sequoia Benefits & Insurance Svcs (San Mateo, CA) is the broker of record for 66 employer benefit plan sponsors on 94 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Sequoia Benefits & Insurance Svcs have?
- Sequoia Benefits & Insurance Svcs is named as broker on Form 5500 Schedule A filings for 66 distinct plan sponsors in 14 states.
- Who are Sequoia Benefits & Insurance Svcs's largest employer clients?
- By plan participants, the largest include Docusign, Inc. (4,225 participants), Cvent, Inc. (1,905 participants) and Remote Technology Services Inc. (1,575 participants).
- How much does Sequoia Benefits & Insurance Svcs earn in commissions?
- Insurers reported $3.8 million in broker commissions and $677,540 in fees paid to Sequoia Benefits & Insurance Svcs for plan year 2025, per Schedule A Part 1.
- Where is Sequoia Benefits & Insurance Svcs located?
- Sequoia Benefits & Insurance Svcs is based in San Mateo, CA and has employer clients in 14 states.
- How does Sequoia Benefits & Insurance Svcs rank among benefits brokers in California?
- Sequoia Benefits & Insurance Svcs ranks #44 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 & Insurance Svcs on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Docusign, Inc. | CA | 4,225 | 2025-12-31 |
| Cvent, Inc. | VA | 1,905 | 2025-12-31 |
| Remote Technology Services Inc. | CA | 1,575 | 2025-12-31 |
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Other benefits brokers in California
- Alliant Insurance Services, Inc.: 2,318 employer clients, $282,182,496 reported commissions (San Diego)
- Ima, Inc.: 1,017 employer clients, $64,433,754 reported commissions (Pasadena)
- Edgewood Partners Insurance Center: 766 employer clients, $95,845,709 reported commissions (Concord)
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- Sequoia Benefits & Ins Svcs LLC: 647 employer clients, $133,634,524 reported commissions (San Mateo)
- Hub International Ins Svcs Inc.: 680 employer clients, $68,728,201 reported commissions (Riverside)
- Hub International Ins Services Inc: 521 employer clients, $25,794,470 reported commissions (Riverside)
- Willis Towers Watson Ins Svcs West: 373 employer clients, $26,596,459 reported commissions (Pasadena)
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.