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
Sponsor portfolio
BETTERMENT HOLDINGS, INC.
EIN 90-0735456information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$89.4M assets
Welfare
1
$9.0M premiums
Participants
1,389
450 W 33RD STREET, FLOOR 11 - NEW YORK, NY 10001212-228-1328betterment.studioLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.0M premiums / 909 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- AETNA LIFE INSURANCE COMPANY90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
55%top
- LUMITY, INC.55%
- GCG FINANCIAL LLC25%
- SEQUOIA BENEFITS & INS SVCS LLC14%
- PROFESSIONAL GROUP PLANS INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BETTERMENT 401(K) SAVINGS PLAN
401k
Assets$89.4M
Participants840
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$9.0M
Covered lives909
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BETTERMENT 401(K) SAVINGS PLAN | 401k | $89.4M | 840 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans