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Form 5500 · Employee benefit plan · ENCINITAS, CA

SEQUOIA CONSULTING GROUP, LLC

SEQUOIA CONSULTING GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BOLTON & COMPANY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1798608 · plan 502 · as of Jul 2026

Participants
152
Carriers on file
4
Disclosed commissions
$116,225
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth186December$78,462
GUARDIANDental, Vision, Life, Disability138December$32,290
KAISER FOUNDATION HEALTH PLAN INC.Health15December$3,703
KAISER FOUNDATION HEALTH PLAN INC.Health5December$1,770

Questions

Who is SEQUOIA CONSULTING GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SEQUOIA CONSULTING GROUP, LLC's broker of record is BOLTON & COMPANY.

What insurance carrier does SEQUOIA CONSULTING GROUP, LLC use?

SEQUOIA CONSULTING GROUP, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.

When does SEQUOIA CONSULTING GROUP, LLC's group plan renew?

The most recent Schedule A policy period for SEQUOIA CONSULTING GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SEQUOIA CONSULTING GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.