Plan Ledger DOL Form 5500 · updated monthly

Clever Inc.benefits

Clever Inc. · SAN FRANCISCO, CA · plan year 2025

Previously filed as Clever, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$208,908

Clever Inc.'s benefits plans covered 234 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $208,908 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $893 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 7.7% from $193,905 in 2024.

Insurance contracts · 20253
AETNA LIFE INSURANCE CO. · healthpremiums n/a · 318 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 232 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 43 covered
Brokers & agents paid · 20251
SEQUOIA BENEFITS & INS SVCS LLC$208,908 · incl $32,402 fees
Also brokered by Sequoia Benefits & Ins Svcs LLC5
Vast, Inc. CA$1,088,865
Nextpower, Inc CA$906,748
Adyen N.V. CA$700,745

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 455221668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.