Plan Ledger DOL Form 5500 · updated monthly

IMAbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$46.7M

IMA was paid $46,707,381 in commissions and fees across 858 employer benefit plans in 2024, as reported on Schedule A ($10,971,201 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 377 client planslost 85

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024858
Lereta, LLC CA$278,175
Tucows $275,927
Vasion UT$275,711
Abode Services CA$265,487
Rainfocus Inc. UT$209,906
The Nueva School CA$198,848
Guess, Inc. CA$186,867
Domo Inc. UT$181,302
Elevatebio LLC MA$171,960
Immuta Inc. MA$165,062
Alphia, Inc. KS$152,387
Key Lime Air CO$144,508
Anteriad, LLC NY$141,730

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the IMA brand.