Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
NVEST, INC.
Public Form 5500 records show how NVEST, INC. (SAN FRANCISCO, CA) 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 20-5695125 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 95 | December | $22,020 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 12 | December | $6,994 |
Questions
Who is NVEST, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, NVEST, INC.'s broker of record is SEQUOIA BENEFITS & INS SVCS LLC.
What insurance carrier does NVEST, INC. use?
NVEST, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does NVEST, INC.'s group plan renew?
The most recent Schedule A policy period for NVEST, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NVEST, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.