Plan Ledger DOL Form 5500 · updated monthly

SEQUOIA BENEFITS & INS SVCS LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024
$92.0M

SEQUOIA BENEFITS & INS SVCS LLC was paid $91,975,813 in commissions and fees across 481 employer benefit plans in 2024, as reported on Schedule A ($12,763,338 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 98 client planslost 116

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 · 2024481
At-Bay, Inc. CA$178,830
Headspace, Inc. CA$174,731
Snorkel Ai, Inc. CA$172,934
Soundhound, Inc. CA$170,129
Heap, Inc. NY$169,088
Wix.com, Inc. NY$166,885
Mirantis, Inc CA$164,356
Fireblocks, Inc. NY$164,065
Viz.Ai CA$163,193
Grindr LLC CA$161,130
Kenshoo, Inc. CA$160,426
LIFE360 CA$150,551
Kasa Living, Inc FL$148,130
Code.Org WA$146,580
Eightfold Ai Inc CA$144,987
Couchbase, Inc. CA$143,918
Chegg, Inc CA$143,724
Trm Labs Inc. CA$141,581
Vidmob, Inc NY$140,417
Verkada, Inc. CA$138,965
Omniva LLC WA$135,147
15 Five, Inc. CA$134,899
Plusai, Inc. CA$134,809
One, Inc. CA$134,439
Hungryroot Inc. NY$130,827
Wurl, Inc. CA$129,808
Vast Space, LLC CA$129,468
Kickstarter Pbc NY$128,206
Unqork Inc. NY$128,000
Pair Eyewear Inc NY$126,690
Deepintent NY$125,191
Docusign, Inc. CA$124,117
Lead Bank MO$123,290
Influxdata Inc. CA$121,224
Validity, Inc. MA$119,635
Dahlin Group CA$117,540
Marginedge Co VA$117,517
Nuro, Inc. CA$116,627
Ouraring, Inc. CA$112,926
Hover Inc. CA$111,465
Karat, Inc. WA$111,166
Fuel Cycle CA$109,064
Harness, Inc. CA$107,396
Homerise CA$102,190
Curology, Inc. CA$100,938
Quizlet, Inc. CA$97,518

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