Plan Ledger DOL Form 5500 · updated monthly

IMAbroker

Benefits brokerage · plan year 2024 · page 7

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
Swat-Fame, Inc. CA$10,828
Metal-Fab, Inc. KS$10,619
Yancey Bros. Co GA$10,565
Key Lime Air CO$10,533
Tessere, Inc. KS$10,151
Boyne Resorts MI$9,945
Murfin, Inc. KS$8,654
Tkfc, Lc MO$8,559
Human-I-T CA$8,086
Armorock, LLC NV$7,909
Dlf USA Inc. OR$7,844
Ambia Solar UT$7,792
Kc Bell, Inc. KS$7,636
Alphapointe MO$7,613
Conco, Inc. KS$7,341
Amsco Windows UT$6,649
Mje, LLC KS$6,308
Kenect, LLC UT$6,168
Fpl Food, LLC GA$5,940

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