Plan Ledger DOL Form 5500 · updated monthly

SEQUOIA BENEFITS & INS. SERVICESbroker

Benefits brokerage · plan year 2024 · page 2

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
Taulia CA$72,430
Mg Stover, LLC CO$72,114
Travelzoo NY$71,248
Humanco LLC TX$55,521
Zumper, Inc. CA$54,522
Saildrone, Inc. CA$48,141
Deepintent NY$44,024
Gainsight, Inc. CA$42,454
Tactivos Inc CA$38,249
Cleo Labs, Inc. CA$38,077
Verkada, Inc. CA$32,582
Dahlin Group CA$31,753
Mixlab NY$30,050
Opya, Inc. CA$24,461
Degreed, Inc. CA$21,617
Curated, Inc. CA$18,017
Voltus, Inc. CA$13,539
Bellhop, Inc. TN$13,375
Rpx Corporation CA$12,454
Splay, Inc. CA$11,214
Egnyte, Inc. CA$8,712
Camunda Inc. CA$6,218
Stryder Corp CA$5,622
Wix.com, Inc. NY$4,890
Aeva, Inc. CA$4,670
Recharge Inc. CA$3,912
Karat, Inc. WA$3,613
Klarna, Inc. OH$3,186
Resident Home CA$3,073
Celonis, Inc. NY$2,797
Trm Labs Inc. CA$2,557
Fluent, Inc. NY$2,544
Vidmob, Inc NY$2,242
Fandom, Inc CA$2,126
Havenly, Inc. CO$2,110
Viz.Ai CA$2,109
Strava, Inc. CA$1,536
Fuel Cycle CA$906
Retool Inc CA$562
Data.Ai CA$422

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