Form 5500 · Employee benefit plan · AKRON, OH
SEQUOIA FINANCIAL GROUP LLC
SEQUOIA FINANCIAL GROUP LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1913859 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 296 | December | $17,904 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 215 | December | $9,245 |
| VISION SERVICE PLAN | Vision | 177 | December | $1,580 |
Questions
Who is SEQUOIA FINANCIAL GROUP LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SEQUOIA FINANCIAL GROUP LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SEQUOIA FINANCIAL GROUP LLC use?
SEQUOIA FINANCIAL GROUP LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does SEQUOIA FINANCIAL GROUP LLC's group plan renew?
The most recent Schedule A policy period for SEQUOIA FINANCIAL 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 FINANCIAL GROUP LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.