Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 90-0735456
BETTERMENT HOLDINGS, INC.
450 W 33RD STREET, FLOOR 11 · NEW YORK, NY 10001
2122281328
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$9.0M
No prior year
Persons covered
909
No prior year
Total participants
549
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $8.2M | 37.8% | |
| Prescription drug | $8.2M | 37.8% | |
| Dental | $873K | 4.1% | |
| Vision | $873K | 4.1% | |
| Life | $873K | 4.1% | |
| Short-term disability | $873K | 4.1% | |
| Long-term disability | $873K | 4.1% | |
| Other | $873K | 4.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRx | $8.2M | 90.3% | 1 | 1 | 909 |
EIN 135123390 | DVLSTDLTDOth | $873K | 9.7% | 1 | 1 | 578 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LUMITY, INC. | SAN MATEO, CA | AETNA LIFE INSURANCE CO. | $330K | $0 | $330K | 55.5% | 1 |
| GCG FINANCIAL LLC | SAN FRANCISCO, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $50K | $102K | $151K | 25.4% | 1 |
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | AETNA LIFE INSURANCE CO., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $84K | $0 | $84K | 14.1% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $30K | $0 | $30K | 5.1% | 1 |
History & trajectory
8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan