Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.2M
- Prescription drug$8.2M
- Dental$873K
- Vision$873K
- Life$873K
- Short-term disability$873K
- +2 more
Filings through .
Betterment Holdings, Inc
EIN 90-0735456information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$119.0M assets
Health & Benefits
1
$9.0M premiums
Participants
1,440
450 WEST 33RD STREET, 11TH FLOOR - NEW YORK, NY 10001212-228-1328betterment.studioLinkedIn1-10 employeesinformation technology and services
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 / $9.0M premiums / 909 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
BETTERMENT 401(K) SAVINGS PLAN
401(k)
Assets$119.0M
Participants891
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$9.0M
Covered lives909
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BETTERMENT 401(K) SAVINGS PLAN | 401(k) | $119.0M | 891 | 2025 |
- #001 · 401(k) · 2025891
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN | Fully insured | AETNA LIFE INSURANCE CO. | $9.0M | 909 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE CO. · 2025909
Retirement plans
Health & Benefits plans