PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. PENSKE AUTOMOTIVE GROUP, INC.
Sponsor portfolioTH

PENSKE AUTOMOTIVE GROUP, INC.

EIN 22-3086739-automotive-Latest filing 2024
Plans
2
Retirement
1
$1.06B assets
Welfare
1
$25.0M premiums
Participants
28,975
2555 TELEGRAPH ROAD - BLOOMFIELD HILLS, MI 483020954248-648-2330penskeautomotive.comLinkedIn10001+ employeesautomotive
Plans on this EIN
2 filings
#005401k-$1.06B - 16,448 part#501Fully Insured-$25.0M - 12,524 lives

Benefits portfolio analytics

1 plan / $25.0M premiums / 12,524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$15.4M
  • Life$15.2M
  • Short-term disability$13.3M
  • Long-term disability$13.3M
  • Dental$4.6M
  • Health$4.4M
  • +2 more
Total $25.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • AMERICAN FIDELITY ASSURANCE COMPANY53%
  • DELTA DENTAL OF CALIFORNIA15%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • BLUE CROSS OF CALIFORNIA5%
  • +3 more
Total $25.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • GALLAGHER BENEFIT SERVICES, INC.91%
  • ROBERT V. WEILAND6%
  • WEX HEALTH, INC.2%
  • NJ CAR SERVICES, INC.0%
  • PA AUTO ASSOC. INS. AGENCY, INC.0%
  • +3 more
Total $2.0M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN

401k

Assets$1.06B
Participants16,448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITEDAUTO GROUP HEALTH AND WELFARE PLAN

Fully Insured - AMERICAN FIDELITY ASSURANCE COMPANY

Premiums$25.0M
Covered lives12,524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN401k$1.06B16,4482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITEDAUTO GROUP HEALTH AND WELFARE PLANFully InsuredAMERICAN FIDELITY ASSURANCE COMPANY$25.0M12,5242024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica