Plan Ledger DOL Form 5500 · updated monthly

IMAbroker

Benefits brokerage · plan year 2024 · page 6

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
Pt&C Group LLC UT$21,266
Avaap USA LLC NJ$21,155
Symphonyai, LLC CA$20,845
Uplight, Inc. CO$20,726
Inbank CO$20,526
Urban-Gro, Inc. CO$18,401
Mje, LLC KS$17,568
Open Bank CA$16,887
Steven Label CA$15,987
Kayem Foods Inc MA$15,407
Hansgrohe, Inc. GA$11,388
Madico, Inc. FL$11,374
Toast, Inc. MA$11,257

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