Form 5500 · Employee benefit plan · NEW YORK, NY
BETTERMENT HOLDINGS, INC.
BETTERMENT HOLDINGS, INC. of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LUMITY INSURANCE SERVICES, INC.. Coverage is written through AETNA LIFE INSURANCE CO. and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0735456 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health | 909 | December | $399,571 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 578 | December | $94,376 |
Questions
Who is BETTERMENT HOLDINGS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BETTERMENT HOLDINGS, INC.'s broker of record is LUMITY INSURANCE SERVICES, INC..
What insurance carrier does BETTERMENT HOLDINGS, INC. use?
BETTERMENT HOLDINGS, INC.'s benefit plan is written through AETNA LIFE INSURANCE CO., among 2 disclosed carriers.
When does BETTERMENT HOLDINGS, INC.'s group plan renew?
The most recent Schedule A policy period for BETTERMENT HOLDINGS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BETTERMENT HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.