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Sponsor portfolio

BONTERRA LLC

EIN 47-3987257-restaurants-Latest filing 2025
Plans
3
Retirement
1
$98.2M assets
Welfare
2
$1.5M premiums
Participants
2,596
10901 SOUTH STONELAKE BOULEVARD, SUITE 199 - AUSTIN, TX 78759617-702-1693bonterrablu.comLinkedIn11-50 employeesrestaurants
Plans on this EIN
3 filings
#001401k-$98.2M - 1,527 part#501Mixed-$1.4M - 1,459 lives#502Mixed-$128K - 100 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 1,559 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$803K
  • Dental$699K
  • Vision$699K
  • Life$658K
  • Short-term disability$658K
  • Long-term disability$658K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY55%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY44%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • GALLAGHER BENEFIT SERVICES, INC.39%
  • CUSTOM BENEFIT PROGRAMS INC34%
  • AON CONSULTING INC27%
Total $30K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BONTERRA 401(K) PLAN

401k

Assets$98.2M
Participants1,527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BONTERRA HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.4M
Covered lives1,459
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BONTERRA WORKSITE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$128K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BONTERRA 401(K) PLAN401k$98.2M1,5272024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BONTERRA HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.4M1,4592025
502BONTERRA WORKSITE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$128K1002025
Retirement plans
Welfare plans
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