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  2. Factor Systems, LLC. Dba Billtrust (a Wholly Owned Subsidiary of BTRS

Filings through Oct 24, 2026.

Sponsor portfolio

Factor Systems, LLC. Dba Billtrust (a Wholly Owned Subsidiary of BTRS

EIN 86-1278432-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$62.9M assets
Welfare
1
$740K premiums
Participants
1,254
11 SOUTH GOLD DRIVE, SUITE D - HAMILTON, NJ 08619609-235-1010
Plans on this EIN
2 filings
#001401(k)-$62.9M - 783 part#501Mixed-$740K - 1,947 lives

Benefits portfolio analytics

1 plan / $740K premiums / 1,947 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$378K
  • Vision$378K
  • Other$362K
  • Life$310K
  • Short-term disability$310K
  • Long-term disability$310K
Total $740K6 rows
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Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE BILLTRUST 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$62.9M
Participants783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FACTOR SYSTEMS EMPLOYEE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$740K
Covered lives1,947
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BILLTRUST 401(K) RETIREMENT SAVINGS PLAN401(k)$62.9M7832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FACTOR SYSTEMS EMPLOYEE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$740K1,9472025
Retirement plans
Welfare plans
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