IMAbroker

Benefits brokerage · plan year 2024 · page 8

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
won Fingercheck LLC
won 2SEVENTY Bio, Inc.
won Holliday Rock Co., Inc.
won Herald Christian Health Center
won Living Proof, Inc.
won Ciee, Inc.
lost Sequoia Consulting Group, LLC
lost Chem-Air, Inc.
lost Eventus Solutions Group
lost Bethel College
lost Stellar Industrial Supply, Inc.
lost Mountain America Federal Credit Union
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
Hawaii Carpenters New Retiree Medical Plan HI$4,727
Transaxle, LLC NJ$4,521
Community Action Partnership of Kern CA$4,501
Assist Services LLC PA$4,473
Wolfe Electric, Inc. KS$4,449
Kansas Heart Hospital, LLC KS$4,353
Peerless Tyre Co. CO$4,265
Lifevantage Corporation UT$4,203
Impartner, Inc. UT$4,116
Occk, Inc. KS$4,069
Gmrg ACQ1, LLC KS$4,007
Del Real Foods, LLC CA$4,000
Presbyterian Manors of Mid-America, Inc. KS$3,974
Blue Bird Bus Sales of Pittsburgh PA$3,904
Harper Trucks, Inc. KS$3,847
Conscious Minds Productions LLC CA$3,823
Crowheart Energy Services, LLC OK$3,780
Blower Dempsay Corporation CA$3,689
Ps Trucking, Inc. OR$3,659
Eating Recovery Center, LLC CO$3,586
Stormwater Pros LLC AZ$3,582
Sunbelt Marketing Investment Corp. GA$3,557
Agile Cold Storage GA$3,553
United Skin Specialists, LLC MN$3,537
Benefithub, Inc. FL$3,493
Envita Medical Centers AZ$3,485
Trustees-Sheet Metal Workers Local 270 Welfare Fund OK$3,436
Lsgf Management, LLC GA$3,350
Gbrspokeco, LLC. NY$3,275
Saalex Solutions, Inc. CA$3,203
Ys Garments, LLC dba Next Level Apparel CA$3,180
Mje, LLC KS$3,134
Emcore Corporation CA$3,084
Prometheus Real Estate Group, Inc. CA$3,003
Peak 8 Properties LLC CO$2,947
Sylvan Foods, Inc. PA$2,935
Inovar Packaging Group, LLC TX$2,898
Sylvan Inc. PA$2,885
Phoenix Houses of California, Inc. CA$2,842
Ruffin Riverfront Hotel, LLC KS$2,822
Anywhereworks, Inc. OR$2,801
T.J. Katsiroubas & Sons, Inc. MA$2,800
Holliday Rock Co., Inc. CA$2,666
Way Finders, Inc. MA$2,639
Metro Metals Northwest, Inc. OR$2,612
Cedar Point Health, LLC CO$2,585
Koenig & Bauer (US), Inc. TX$2,555
Hilltop Community Resources, Inc. CO$2,525
Wismettac Asian Foods, Inc. CA$2,504
Construction Industry of Kansas Health & Welfare Fund KY$2,489
Gracelight Community Health CA$2,445
Advanced Protection Industries, LLC (dba National Monitoring Center) CA$2,343
Wilshire Advisors LLC CA$2,254
Young Living Holdings LLC UT$2,147
Kansas Heart Hospital, LLC KS$2,087
Executive Flight Services, LLC dba Executive Airshare KS$2,036
Vitu, Inc F/K/A Motor Vehicle Software Corporation CA$2,022
Moneytree, Inc. WA$2,020
World Economic Forum NY$2,011
Servi-Tech Inc KS$1,977
Aaa Companies CA$1,909
Sealing Equipment Products Co., Inc AL$1,835
Walton Communities, LLC GA$1,825
Gly Construction, Inc. WA$1,819
Olympia Orthopaedic Associates, PLLC WA$1,819
Opportunity Foundation of Central Oregon OR$1,801
Rush Development Company, Inc. WA$1,761
Colorado Christian University CO$1,749
Oltmans Companies CA$1,691
Abc Legal Services, LLC WA$1,611
Gallegos Masonry, Inc. CO$1,607
Carr Auto Group, Inc. OR$1,605
24HR Homecare, LLC CA$1,596
Stoneage, Inc. CO$1,573
Emerging Acquisitions, LLC dba Bulk Handling OR$1,561
Locally Grown Properties, LLC AK$1,511
Champlain Housing Trust, Inc. VT$1,498
The University of Puget Sound WA$1,490
American Outcomes Management NY$1,375
Boingo Wireless, Inc. CA$1,372
Mgma-Acmpe CO$1,369
Jobbers Automotive Warehouse, Inc. KS$1,331
Moss Management Services, Inc. CA$1,295
Kemper Development Company WA$1,228
Farwest Steel Corporation OR$1,210
Tendo Systems Inc. PA$1,170
Corneagen LLC WA$1,124
Medicraft, Inc. GA$1,078
Dsi Holdings Corporation IL$1,043
Atn International, Inc. MA$1,016
Xero, Inc. CO$1,009
Cpi Aerostructures, Inc. NY$991
Chesley Brown International Inc GA$981
Hcw Management Consultants, LLC MO$975
Hospitality Restaurant Group, Inc. MI$898
Obi Seafoods, LLC WA$845
Rexius Forest By-Products, Inc. OR$804
Douglas County, Inc OR$786
Wolfer's Home Services OR$770
The University of Puget Sound WA$753

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