Plan Ledger DOL Form 5500 · updated monthly

SEQUOIA BENEFITS & INS SVCS LLCbroker

Benefits brokerage · plan year 2024 · page 4

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
Pilot.com, Inc. CA$48,340
Gusto, Inc. CA$46,952
Nativo, Inc. CA$46,828
Movable, Inc. NY$46,732
Nextdoor, Inc. CA$46,117
Symphonyai, LLC CA$43,907
Tiz, Inc IL$41,913
Corelight Inc. CA$41,703
Pacaso Inc. OH$40,782
Shifamed LLC CA$39,740
Grail, Inc. CA$39,571
Mixpanel, Inc. CA$39,391
Travelzoo NY$39,010
Datadog, Inc. NY$38,435
Lacework, Inc. CA$38,180
Weride Corp CA$33,500
Sojern, Inc. NE$32,849
1AND8, Inc TX$32,509
Patreon, Inc. CA$32,258
Mysten Labs CA$32,216
Checkr Inc. CA$31,706
Data.Ai CA$30,957
Styleseat, Inc. CA$30,654
Zumper, Inc. CA$30,641
Udacity, Inc. CA$29,223
Dataminr, Inc NY$29,032
Dropbox, Inc CA$27,220
Cloudbees, Inc. DE$25,520
Intentsify, LLC MA$23,967
Art.Sy, Inc. NY$23,299
Vox Media, LLC DC$23,090
Disqo, Inc. CA$21,644
Therapy Tree AZ$20,675
Snapdocs, Inc. CA$18,860
Wisk Aero LLC CA$18,651
Yuga Labs, Inc. FL$17,893
Mudflap Inc. CA$17,266
Zefr CA$17,052

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.