Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$244K
- Life$244K
- Short-term disability$244K
- Long-term disability$244K
- Other$244K
Filings through .
Wisdomtree, Inc
EIN 13-3487784financial servicesLatest filing 2025
Plans
2
Retirement
1
$56.5M assets
Health & Benefits
1
$244K premiums
Participants
498
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $244K premiums / 235 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WISDOMTREE, INC 401(K) RETIREMENT PLAN
401(k)
Assets$56.5M
Participants263
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WISDOMTREE, INC. WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$244K
Covered lives235
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WISDOMTREE, INC 401(K) RETIREMENT PLAN | 401(k) | $56.5M | 263 | 2025 |
- #001 · 401(k) · 2025263
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WISDOMTREE, INC. WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $244K | 235 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025235
Retirement plans
Health & Benefits plans