Plan Ledger DOL Form 5500 · updated monthly

IMAbroker

Benefits brokerage · plan year 2024 · page 4

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
Impact Mhc, LLC CO$53,583
Hollman, Inc. TX$52,509
Health Catalyst UT$52,305
Catalyze, LLC TX$51,932
Atx Networks GA$51,005
Boyne Resorts MI$48,195
Abilityfirst CA$46,985
The Whole Child CA$43,758
Inbank CO$40,761
Sherrill House MA$40,672
Avetta, LLC UT$38,601
Envision, Inc. KS$38,565
Tuff Shed, Inc. CO$37,443
Servi-Tech Inc KS$37,398

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