Plan Ledger DOL Form 5500 · updated monthly

IMAbroker

Benefits brokerage · plan year 2024 · page 2

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
Boys Republic CA$111,811
Crown Poly, Inc. CA$108,644
Stanpac USA, LLC TX$108,511
Perceptyx, Inc. CA$108,426
The Marvin Group CA$108,204
Swca, Inc. AZ$107,072
5TH Axis Inc. CA$106,169
Hood Automotive LA$101,752
Juanita's Foods CA$96,097
Ascent, Inc. UT$92,490
Atwell, LLC MI$87,776
Prolifics, Inc. FL$87,036
Cresa, LLC IL$82,113
Edko, L.L.C. LA$79,154
Onelegacy CA$78,806
Honorbuilt, LLC GA$78,684

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