Plan Ledger DOL Form 5500 · updated monthly

Sb Investment Advisers (US), Inc.benefits

Sb Investment Advisers Employee Health and Welfare Benefits Plan · MENLO PARK, CA · plan year 2025

Broker compensation reported · 2025
$74,234

Sb Investment Advisers (US), Inc.'s benefits plans covered 149 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $74,234 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $498 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 13% from $84,897 in 2024.

Insurance contracts · 20254
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 151 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 19 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 158 covered
VISION SERVICE PLAN · visionpremiums n/a · 153 covered
Brokers & agents paid · 20252
SEQUOIA BENEFITS LLC$59,867 · incl $5,261 fees
SEQUOIA BENEFITS & INS SVCS LLC$14,367 · incl $13 fees
Also brokered by Sequoia Benefits LLC5
Tia, Inc. CA$109,583

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 814760418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.