Benefits broker of record · SAN MATEO, CA
SEQUOIA BENEFITS & INS SERVICES LLC
SEQUOIA BENEFITS & INS SERVICES LLC of SAN MATEO, CA is named as the broker of record on 454 insurance contracts in public Form 5500 Schedule A filings.
454 contracts on file name SEQUOIA BENEFITS & INS SERVICES LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
SEQUOIA BENEFITS & INS SERVICES LLC brokers 454 insured contracts for 231 employers, across 21 states, led by CA, NY, CO.
Health is the largest line (239 contracts), followed by life (133), disability (112), vision (94).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (84, about 19%); BLUE CROSS OF CALIFORNIA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals concentrate on January 1: 96% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 239 · life 133 · disability 112 · vision 94 · dental 91
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| OPENAI OPCO, LLC | SAN FRANCISCO, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| VARONIS SYSTEMS, INC. | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| VANTA INC | SAN FRANCISCO, CA | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Jan 1FY2025 |
| DEMANDBASE | SAN FRANCISCO, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| VUORI, INC. | CARLSBAD, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
more employers in SEQUOIA BENEFITS & INS SERVICES LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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