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Form 5500 · Employee benefit plan · BLUE BELL, PA

TIM J. BERMAN, CPA

Public Form 5500 records show how TIM J. BERMAN, CPA (BLUE BELL, PA) structures its employee benefits. Its broker of record is ERIC A PEPPER. Coverage is written through AMERITAS LIFE INSURANCE CORP. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1703368 · plan 005 · as of Jul 2026

Participants
3
Carriers on file
1
Disclosed commissions
$0
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AMERITAS LIFE INSURANCE CORPJuly$0

Questions

Who is TIM J. BERMAN, CPA's benefits broker?

Per its most recent Form 5500 Schedule A, TIM J. BERMAN, CPA's broker of record is ERIC A PEPPER.

What insurance carrier does TIM J. BERMAN, CPA use?

TIM J. BERMAN, CPA's benefit plan is written through AMERITAS LIFE INSURANCE CORP.

When does TIM J. BERMAN, CPA's group plan renew?

The most recent Schedule A policy period for TIM J. BERMAN, CPA ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TIM J. BERMAN, CPA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.