Plan Ledger DOL Form 5500 · updated monthly

IMAbroker

Benefits brokerage · plan year 2024 · page 5

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
Airxcel, Inc. KS$36,031
Pattern, Inc. UT$35,407
Snugz USA Inc. UT$35,270
Sonsray, Inc. CA$35,022
Mazzetti, Inc. CO$32,825
Airxcel, Inc. KS$32,744
Gardena, Inc. UT$32,357
Cydcor, LLC CA$32,114
Westfield, LLC CA$31,824
Cvb, Inc UT$30,663
Rocky Ventures UT$29,386
Airxcel, Inc. KS$28,356
Phm Brands LLC CO$27,780
Onegeneration CA$27,159
Airxcel, Inc. KS$26,434
Taxbit, Inc. UT$24,853
Xos, Inc. CA$23,938
Lno, Inc. GA$23,864
Ranker, Inc. CA$23,248

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