Plan Ledger DOL Form 5500 · updated monthly

IMAbroker

Benefits brokerage · plan year 2024 · page 3

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
Payden & Rygel CA$76,166
Fcc Mso, LLC CO$75,875
Wistia, Inc. MA$74,939
Red River Bank LA$73,543
Docuphase LLC FL$72,959
Armorock, LLC NV$68,542
Cross Keys Bank LA$68,531
Eassist UT$67,260
Golftec CO$64,802
Supercare, Inc. CA$63,930
Splashtop, Inc. CA$60,923
Venafi UT$59,261
Public Counsel CA$57,971
Bentley School CA$57,273
Owl Labs, Inc. MA$57,269
Allego, Inc. MA$56,162

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