Benefits brokerage · 2 offices
SEQUOIA BENEFITS AND INS SVCS LLC
SEQUOIA BENEFITS AND INS SVCS LLC is named as the broker of record on 218 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| SAN MATEO | CA | 217 |
| No city on file | — | 1 |
Book profile
SEQUOIA BENEFITS AND INS SVCS LLC brokers 218 insured contracts for 87 employers, across 23 states, led by CA, PA, VA.
Health is the largest line (73 contracts), followed by disability (62), life (55), vision (39).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (31, about 14%); LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 92% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 73 · disability 62 · life 55 · vision 39 · dental 31
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| PAGERDUTY, INC. | SAN FRANCISCO, CA | SAN MATEO, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| EGNYTE, INC. | MOUNTAIN VIEW, CA | SAN MATEO, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| CONNECTIONS EDUCATION, LLC | BALTIMORE, MD | SAN MATEO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| SEQUOIA CAPITAL OPERATIONS, LLC | MENLO PARK, CA | SAN MATEO, CA | CALIFORNIA PHYSICIANS SERVICE | Aug 1FY2025 |
| RH INC. | CORTE MADERA, CA | SAN MATEO, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
more employers in SEQUOIA BENEFITS AND INS SVCS LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)