Plan Ledger DOL Form 5500 · updated monthly

Sequoia Consulting Group, LLCbenefits

Sequoia Consulting Group, LLC Welfare Benefits Plan · ENCINITAS, CA · plan year 2023

Broker compensation reported · 2023
$117,910

Sequoia Consulting Group, LLC's benefits plan covered 137 active participants in 2023, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $117,910 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $861 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20234
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 186 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 15 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 5 covered
GUARDIAN · dental vision life std ltdpremiums n/a · 138 covered
Brokers & agents paid · 20234
BOLTON & COMPANY$97,903
WORD & BROWN INSURANCE$12,849
IMA INC.$1,685 · incl $1,685 fees
Also brokered by Bolton & Company5
Sonsray, Inc. CA$324,950
Lereta, LLC CA$264,373

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 461798608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.