Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
CLEVER, INC.
CLEVER, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SEQUOIA BENEFITS & INS SVCS LLC. Coverage is written through AETNA LIFE INSURANCE CO. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5221668 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health | 259 | December | $130,535 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 221 | December | $40,355 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 50 | December | $15,575 |
Questions
Who is CLEVER, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CLEVER, INC.'s broker of record is SEQUOIA BENEFITS & INS SVCS LLC.
What insurance carrier does CLEVER, INC. use?
CLEVER, INC.'s benefit plan is written through AETNA LIFE INSURANCE CO., among 3 disclosed carriers.
When does CLEVER, INC.'s group plan renew?
The most recent Schedule A policy period for CLEVER, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CLEVER, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.