Form 5500 · Employee benefit plan · NEW YORK, NY
DRIVEWEALTH HOLDINGS, INC.
Public Form 5500 records show how DRIVEWEALTH HOLDINGS, INC. (NEW YORK, NY) structures its employee benefits. Its broker of record is SEQUOIA BENEFITS & INS SVCS LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-3891786 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 312 | December | $84,952 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 8 | December | $3,375 |
Questions
Who is DRIVEWEALTH HOLDINGS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, DRIVEWEALTH HOLDINGS, INC.'s broker of record is SEQUOIA BENEFITS & INS SVCS LLC.
What insurance carrier does DRIVEWEALTH HOLDINGS, INC. use?
DRIVEWEALTH HOLDINGS, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does DRIVEWEALTH HOLDINGS, INC.'s group plan renew?
The most recent Schedule A policy period for DRIVEWEALTH HOLDINGS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DRIVEWEALTH HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.