Form 5500 · Employee benefit plan · MENLO PARK, CA
SB INVESTMENT ADVISERS (US), INC.
Public Form 5500 records show how SB INVESTMENT ADVISERS (US), INC. (MENLO PARK, CA) structures its employee benefits. Its broker of record is SEQUOIA BENEFITS, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-4760418 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 158 | December | $28,300 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 151 | December | $26,306 |
| VISION SERVICE PLAN | Vision | 153 | December | $7,317 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 19 | December | $7,037 |
Questions
Who is SB INVESTMENT ADVISERS (US), INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SB INVESTMENT ADVISERS (US), INC.'s broker of record is SEQUOIA BENEFITS, LLC.
What insurance carrier does SB INVESTMENT ADVISERS (US), INC. use?
SB INVESTMENT ADVISERS (US), INC.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 4 disclosed carriers.
When does SB INVESTMENT ADVISERS (US), INC.'s group plan renew?
The most recent Schedule A policy period for SB INVESTMENT ADVISERS (US), INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SB INVESTMENT ADVISERS (US), INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.