Plan Ledger DOL Form 5500 · updated monthly

Aunt Berthabenefits

Aunt Bertha Welfare Benefit Plan · AUSTIN, TX · plan year 2025

Broker compensation reported · 2025
$165,964

Aunt Bertha's benefits plans covered 223 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $165,964 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $744 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 7.9% from $153,780 in 2024.

Insurance contracts · 20255
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 282 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 205 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 357 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 223 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 81 covered
Brokers & agents paid · 20252
MARSH & MCLENNAN AGENCY LLC$165,681 · incl $10,284 fees
MARSH & MCLENNAN$283 · incl $283 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 273354421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.