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Sponsor portfolio

BERGER CHEVROLET, INC.

EIN 38-2374197-automotive-Latest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$347K premiums
Participants
578
2525 28TH STREET, S.E. - GRAND RAPIDS, MI 495121616616-949-5200bergerchevy.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$25.2M - 319 part#501Mixed-$347K - 283 lives

Benefits portfolio analytics

1 plan / $347K premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$203K
  • Short-term disability$203K
  • Long-term disability$203K
  • Other$203K
  • Dental$109K
  • Vision$36K
Total $347K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • DELTA DENTAL OF CALIFORNIA31%
  • EYEMED VISION CARE10%
Total $347K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • HUB INTERNATIONAL MIDWEST LIMITED93%
  • WATCHTOWER BENEFITS, LLC5%
  • MICHIGAN CHAMBER SERVICES, INC.2%
Total $41K3 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

BERGER CHEVROLET, INC. 401(K) PLAN & TRUST

401k

Assets$25.2M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERGER CHEVROLET, INC HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$347K
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BERGER CHEVROLET, INC. 401(K) PLAN & TRUST401k$25.2M3192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERGER CHEVROLET, INC HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$347K2832025
Retirement plans
Welfare plans
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