Form 5500 · Employee benefit plan · CHICAGO, IL
BERMAN AUTO GROUP
BERMAN AUTO GROUP of CHICAGO, IL is a 100-participant retail employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is FORTIS INSURANCE ASSOCS., LLC. Coverage is written through QBE INSURANCE and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1368122 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 11 insured contracts covering dental, vision, life, disability and stop-loss; the largest, with QBE INSURANCE, covers 98 people.
The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.
Reported premium across the insured contracts is $481,416, with $22,559 in disclosed broker commissions — about 4.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
FORTIS INSURANCE ASSOCS., LLC is the broker of record on 8 of the 11 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 45 | December | $46,758 | $4,730 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 115 | December | $28,177 | $4,136 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 25 | December | $5,154 | $3,608 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 36 | December | $18,057 | $2,733 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 11 | December | $4,299 | $2,476 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 18 | December | $2,970 | $1,930 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 37 | December | $9,891 | $1,496 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 61 | December | $14,493 | $1,450 |
| UNITED HEALTHCARE INSURANCE COMPANY | — | 160 | December | $8,960 | $0 |
| MET LIFE | Vision | — | December | — | $0 |
| QBE INSURANCE | Stop-loss | 98 | December | $342,657 | $0 |
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