Form 5500 · Employee benefit plan · SAN FRANCSICO, CA
ROCKET LAWYER, INC.
ROCKET LAWYER, INC. of SAN FRANCSICO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SEQUOIA BENEFITS & INS SVCS LLC. Coverage is written through CALIFORNIA PHYSICIANS' SERVICE and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3054379 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS' SERVICE | Health, Dental, Vision | 394 | December | $15,613 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 25 | December | $11,874 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 264 | December | $9,906 |
| BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY | Life | 273 | December | $663 |
Questions
Who is ROCKET LAWYER, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROCKET LAWYER, INC.'s broker of record is SEQUOIA BENEFITS & INS SVCS LLC.
What insurance carrier does ROCKET LAWYER, INC. use?
ROCKET LAWYER, INC.'s benefit plan is written through CALIFORNIA PHYSICIANS' SERVICE, among 4 disclosed carriers.
When does ROCKET LAWYER, INC.'s group plan renew?
The most recent Schedule A policy period for ROCKET LAWYER, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROCKET LAWYER, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.