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Benefits broker of record · SAN MATEO, CA

SEQUOIA BENEFITS & INS SVCS LLC

SEQUOIA BENEFITS & INS SVCS LLC of SAN MATEO, CA is named as the broker of record on 1,710 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of SEQUOIA BENEFITS & INS SVCS LLC.

Contracts brokered
1,710
Book size
$1M+
Office state
CA

1,710 contracts on file name SEQUOIA BENEFITS & INS SVCS 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 SVCS LLC brokers 1,710 insured contracts for 615 employers, across 30 states, led by CA, NY, MA.

Health is the largest line (798 contracts), followed by life (536), disability (535), vision (436).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (404, about 24%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS OF CALIFORNIA, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.

Renewals concentrate on January 1: 86% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 798 · life 536 · disability 535 · vision 436 · dental 414

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
SEQUOIA ONE PEO, LLCTEMPE, AZBLUE CROSS OF CALIFORNIAJul 1FY2025
SEQUOIA ONE PEO, LLCTEMPE, AZANTHEM BLUE CROSS AND BLUE SHIELDJul 1FY2025
SEQUOIA ONE PEO, LLCTEMPE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJul 1FY2025
SEQUOIA ONE PEO, LLCTEMPE, AZKAISER FOUNDATION HEALTH PLAN, INC.Jul 1FY2025
SEQUOIA ONE PEO, LLCTEMPE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJul 1FY2025
Subscriber access
614

more employers in SEQUOIA BENEFITS & INS SVCS 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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