Plan Ledger DOL Form 5500 · updated monthly

SEQUOIA BENEFITS & INS. SERVICESbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$22.6M

SEQUOIA BENEFITS & INS. SERVICES was paid $22,634,426 in commissions and fees across 203 employer benefit plans in 2024, as reported on Schedule A ($2,161,933 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 64 client planslost 43

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024203
Openai Opco, LLC CA$1,472,533
Nexxen, Inc. NY$515,110
Vanta Inc CA$444,021
Moloco, Inc. CA$391,263
Demandbase CA$348,918
Vuori, Inc. CA$333,131
Path Ccm, Inc. CA$332,849
One, Inc. CA$296,376
Jfrog, Inc. CA$290,239
Harness, Inc. CA$283,390
Matterport, Inc CA$278,530
Varo Money, Inc. CA$265,921
Nextdoor, Inc. CA$260,731
LIFE360 CA$243,180
Hover Inc. CA$218,824
Eightfold Ai Inc CA$213,407
Cloudbees, Inc. DE$210,546
Pubmatic, Inc. CA$209,356
Vevo, LLC NY$201,896
Quizlet, Inc. CA$191,414
Dexterity, Inc. CA$189,819
Lacework, Inc. CA$183,644
Notarize, Inc. MA$182,754
Ziphq, Inc. CA$175,382
Vouch, Inc CA$172,834
Pilot.com, Inc. CA$172,622
Medely, Inc CA$166,702
Big Panda, Inc. CA$162,646
Array US Inc. FL$150,726
Envoy, Inc. CA$149,902
Halo Dx, Inc. CA$149,873
Dataiku, Inc. NY$141,487
Bugcrowd Inc. CA$134,581
Turo Inc. CA$133,012
Sensor Tower Inc CA$128,822
Learneo, Inc. CA$128,422
Augmedix, Inc. CA$127,161
Saviynt, Inc. CA$124,216
Onboardiq, Inc CA$123,313
Verana Health CA$114,391
Sauce Labs, Inc. CA$113,340
Nativo, Inc. CA$111,901
Akasa, Inc. CA$111,302
Gusto, Inc. CA$107,215
Persado, Inc. NY$104,521
Zefr CA$103,324
Fictiv CA$103,210
Pacaso Inc. OH$99,780
Billfloat, Inc. IL$93,179
Side Inc. CA$92,042
Slice NY$89,769
Udacity, Inc. CA$88,338
Weride Corp CA$88,118
Vynca, Inc. CA$82,475
Kmg NY$76,776

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the SEQUOIA BENEFITS & INS. SERVICES brand.