SEQUOIA BENEFITS & INS. SERVICESbroker
Benefits brokerage · plan year 2024 · page 3
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
won Tactivos Inc
won Sumo Logic, Inc.
won Nextdoor, Inc.
won Klarna, Inc.
lost Extend, Inc.
lost Pandadoc, Inc.
lost Yipit, LLC
lost Skillz Inc.
lost Reforge Inc
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
Dssv, Inc. CA$373
Hanna Andersson, LLC OR$296
15 Five, Inc. CA$244
Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the SEQUOIA BENEFITS & INS. SERVICES brand.