Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$590K
- Prescription drug$590K
- Dental$139K
- Other$115K
- Life$99K
- Short-term disability$99K
- +2 more
Sponsor portfolio
AUNT BERTHA, A PUBLIC BENEFIT CORPORATION
EIN 27-3354421Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$864K premiums
Participants
613
3616 FAR WEST BLVD STE 117-454 - AUSTIN, TX 78731512-717-0518
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $864K premiums / 357 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AUNT BERTHA 401(K) PLAN
ProfitSharing
Assets$11.4M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AUNT BERTHA WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$864K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AUNT BERTHA 401(K) PLAN | ProfitSharing | $11.4M | 390 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AUNT BERTHA WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $864K | 357 | 2025 |
Retirement plans
Welfare plans