PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BETTER HOME & FINANCE HOLDING COMPANY
Sponsor portfolio

BETTER HOME & FINANCE HOLDING COMPANY

EIN 93-3029990-Latest filing 2025
Plans
2
Retirement
1
$58.0M assets
Welfare
1
$887K premiums
Participants
2,713
1WTC 285 FULTON STREET, 80TH FLOOR - NEW YORK, NY 10007415-523-8837
Plans on this EIN
2 filings
#001401k-$58.0M - 1,950 part#501Mixed-$887K - 710 lives

Benefits portfolio analytics

1 plan / $887K premiums / 710 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$644K
  • Prescription drug$631K
  • Life$244K
  • Long-term disability$244K
  • Other$244K
Total $887K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • KAISER FOUNDATION HEALTH PLAN INC71%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA27%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $887K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $2K1 slice

Plan deep-dives

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

BETTER HOME & FINANCE HOLDING COMPANY 401(K) PLAN

401k

Assets$58.0M
Participants1,950
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BETTER HOME & FINANCE HOLDING COMPANY EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$887K
Covered lives710
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BETTER HOME & FINANCE HOLDING COMPANY 401(K) PLAN401k$58.0M1,9502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BETTER HOME & FINANCE HOLDING COMPANY EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$887K7102025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica