SEQUOIA BENEFITS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
22
Active participants
76,822
Total plan assets
$184.6M
Filings (rows)
22
Direct comp
$1.2M
Indirect comp
$238K
Aggregating 10 name variants under "SEQUOIA BENEFITS"
SEQUOIA BENEFITS6SEQUOIA BENEFITS & INS SVC3SEQUOIA BENEFITS AND INSURANCE SERV3SEQUOIA BENEFITS&INSURANCE SERVICES2SEQUOIA BENEFITS AND INSURANCE SER2SEQUOIA BENEFITS & INSURANCE SVCS2SEQUOIA BENEFITS & INSURNACE SVCS1SEQUOIA BENEFITS & INSURANCE SERVIC1SEQUOIA BENEFITS & INSURANCE1SEQUOIA BENEFITS AND INSURANCE1
SERVICES PROVIDED
Other13
Broker6
Recordkeeper1
Advisor / Consultant1
TPA / Administrator1
Top plans served
All 22 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,806 | $33.6M | $201K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | BURLINGAME, CA | Other NONE | 5,694 | $31.8M | $170K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,809 | $30.8M | $230K |
| ROMAN HEALTH VENTURES, INC. ROMAN 401(K) PLAN | NEW YORK, NY | Recordkeeper RECORDKEEPER | 496 | $30.6M | $46K |
| DELOS LIVING, LLC DELOS LIVING, LLC 401(K) PLAN | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 159 | $19.1M | $41K |
| DELOS LIVING, LLC DELOS LIVING, LLC 401(K) PLAN | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 204 | $15.2M | $36K |
| BARSTOOL SPORTS INC. BARSTOOL SPORTS 401(K) PLAN | NEW YORK, NY | Advisor / Consultant EXTERNAL ADVISOR | 342 | $14.9M | $22K |
| BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE | WALLINGFORD, CT | Other NONE | 52,445 | $8.6M | $22K |
| DELOS LIVING, LLC DELOS LIVING, LLC 401(K) PLAN | NEW YORK, NY | Other INVESTMENT/FINANCIAL ADVI | 0 | $0 | $12K |
| DOWNEAST OUTFITTERS, INC. DOWNEAST OUTFITTERS, INC. WELFARE BENEFIT PLAN | SALT LAKE CITY, UT | Broker BROKER | 132 | — | $0 |
| R. C. HUNT ELECTRIC, INC. R. C. HUNT ELECTRIC HEALTH & WELFARE BENEFIT PLAN | SALT LAKE CITY, UT | Broker BROKER | 586 | — | $0 |
| STRAUS FAMILY CREAMERY STRAUS FAMILY CREAMERY HEALTH & WELFARE BENEFITS PLAN | PETALUMA, CA | Other ADMINISTRATOR | 133 | — | $65K |
| ADEIA GUIDES INC. ADEIA GUIDES INC. HEALTH AND WELFARE PLAN | SAN JOSE, CA | Other NONE | 146 | — | $135K |
| M&M AUTOMOTIVE INC M&M AUTOMOTIVE INC | DRAPER, UT | Broker BROKER | 591 | — | $96K |
| CAMPBELL COMPANIES CAMPBELL COMPANIES CAFETERIA PLAN | WEST VALLEY, UT | Broker BROKER | 1,243 | — | $0 |
| HADCO CONSTRUCTION HADCO CONSTRUCTION | LEHI, UT | Broker BROKER | 515 | — | $0 |
| STRAUS FAMILY CREAMERY STRAUS FAMILY CREAMERY HEALTH & WELFARE BENEFITS PLAN | PETALUMA, CA | Other ADMINISTRATOR | 139 | — | $32K |
| MX TECHNOLOGIES, INC DBA MONEY DESKTOP MX TECHNOLOGIES, INC. WELFARE PLANS | LEHI, UT | Broker BROKER | 521 | — | $0 |
| ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS WELFARE PLAN | DURHAM, NC | Other CONTRACTOR ADMINISTRATOR | 677 | — | $28K |
| TECHSTARS CENTRAL, LLC TECHSTARS CENTRAL, LLC HEALTH & WELFARE PLAN | BOULDER, CO | Other NONE | 280 | — | $0 |
| ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS ASSOCIATION OF INTERNATIONAL CERTIFID PROFESSIONAL ACCOUNTANTS WELFARE PLAN | DURHAM, NC | TPA / Administrator CONTRACT ADMINISTRATOR | 717 | — | $29K |
| TECHSTARS CENTRAL, LLC TECHSTARS CENTRAL, LLC HEALTH & WELFARE PLAN | BOULDER, CO | Other NONE | 187 | — | $0 |