# UNITEDAUTO GROUP HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **PENSKE AUTOMOTIVE GROUP, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PENSKE AUTOMOTIVE GROUP, INC. |
| EIN | 223086739 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | BLOOMFIELD HILLS, MI |
| Industry | automotive |
| Funding | fully insured |
| Total premiums | $11.0M |
| Participants | 6,565 |
| Persons covered | 12,658 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| DELTA DENTAL OF MICHIGAN | Dental |
| LINCOLN FINANCIAL GROUP | Life, Other |
| KAISER PERMANENTE | Health, Rx, HMO |
| VISION SERVICE PLAN (VSP) | Vision |
| SIMNSA | Health, Rx, Dental |
| BCBS OF MICHIGAN | Health, Rx, HMO, PPO |
| EYEMED VISION CARE | Vision |
| COMPSYCH | Other |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, STD, LTD, Other |
| AMERICAN FIDELITY ASSURANCE COMPANY | Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | DELTA DENTAL OF MICHIGAN |
| GALLAGHER BENEFIT SERVICES, INC. | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| WEX HEALTH, INC. | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | KAISER FOUNDATION HEALTH PLAN, INC. |
| GALLAGHER BENEFIT SERVICES, INC. | VISION SERVICE PLAN |
| GALLAGHER BENEFIT SERVICES, INC. | SIMNSA |
| ROBERT E. PETCOVE | BLUE CARE NETWORK OF MICHIGAN |
| KAPNICK INSURANCE GROUP | BLUE CARE NETWORK OF MICHIGAN |
| GALLAGHER BENEFIT SERVICES, INC. | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | AMERICAN FIDELITY ASSURANCE COMPANY |
| PA AUTO ASSOC. INS. AGENCY, INC. | AMERICAN FIDELITY ASSURANCE COMPANY |
| RHODE ISLAND AUTO DEALER | AMERICAN FIDELITY ASSURANCE COMPANY |
| NJ CAR SERVICES, INC. | AMERICAN FIDELITY ASSURANCE COMPANY |
| MADS INSURANCE AGENCY | AMERICAN FIDELITY ASSURANCE COMPANY |
| OHIO AUTO DEALERS ASSN INS | AMERICAN FIDELITY ASSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/223086739-501
- Cite as: PlanOptica, https://planoptica.com/welfare/223086739-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers