Betterment Holdings, Inc.benefits
Betterment Holdings, Inc. Welfare Benefits Plan · NEW YORK, NY · plan year 2025
Previously filed as Betterment Holdings, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.
Betterment Holdings, Inc.'s benefits plans covered 541 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $595,576 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,101 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 52% from $391,921 in 2024.
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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 900735456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.