Plan Ledger DOL Form 5500 · updated monthly

Bonterra LLCbenefits

Bonterra Health and Welfare Benefit Plan · AUSTIN, TX · plan year 2025

Previously filed as Bonterra, LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$30,339

Bonterra LLC's benefits plans covered 929 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $30,339 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $33 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 45% from $20,984 in 2024.

Insurance contracts · 20254
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 1,459 covered
UNITED BEHAVIORAL HEALTH DBA OPTUMpremiums n/a · 850 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 929 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 100 covered
Brokers & agents paid · 20253
CUSTOM BENEFITS PROGRAMS, INC.$10,179 · incl $691 fees
AON CONSULTING, INC.$8,277 · incl $8,277 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 473987257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.