Form 5500 · Employee benefit plan · AUSTIN, TX
AUNT BERTHA
Public Form 5500 records show how AUNT BERTHA (AUSTIN, TX) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3354421 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 282 | December | $123,026 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 205 | December | $13,732 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 223 | December | $13,351 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 357 | December | $2,832 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 81 | December | $2,456 |
Questions
Who is AUNT BERTHA's benefits broker?
Per its most recent Form 5500 Schedule A, AUNT BERTHA's broker of record is MARSH & MCLENNAN AGENCY.
What insurance carrier does AUNT BERTHA use?
AUNT BERTHA's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does AUNT BERTHA's group plan renew?
The most recent Schedule A policy period for AUNT BERTHA ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AUNT BERTHA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.