IMAbroker

Benefits brokerage · plan year 2024 · page 9

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
Qualitel Corporation WA$749
Frm Socks, LLC IA$748
Ink Systems, Inc. CA$703
Health Connect America, Inc TN$674
Dolls Kill, Inc. CA$674
Slocum Orthopedics, PC OR$657
Rosboro Company, LLC OR$651
Thomas H. Ireland, Inc. OR$647
Verstela, a Terra Services LLC. Company WA$629
Glidewell Specialties Foundry Company, Inc. AL$610
Sunwest Bank CA$606
Mercury Enterprises Inc FL$594
Cimarron Label, LLC SD$591
Gersh Academy, Inc NY$572
Hirevue, Inc. UT$563
Creative Stone Mfg., Inc. dba Coronado Stone CA$534
Nautilus International Holding Corporation CA$526
Infosync Services, LLC KS$526
Seattle Theatre Group WA$519
Sourdough Express, Inc. AK$509
Bank of Utah UT$500
Schwartz Sladkus Reich Greenberg Atlas LLP NY$497
Fingercheck LLC NY$472
Skillsoft Corporation NH$460
Dynon Avionics, Inc. WA$456
United Steel, Inc. CT$439
Bernstein Litowitz Berger and Grossmann, LLP NY$434
Forrest Paint Company OR$433
Weber Enterprises, Inc. OR$425
Ciee, Inc. ME$412
The Resource Company, Inc. NC$404
Charles River Recovery, LLC MA$396
Southport Forest Products, LLC OR$383
Maul Foster & Alongi WA$374
Space Needle LLC WA$362
Looking Glass Community Services OR$348
Woodcreek Provider Services WA$284
Herzog Contracting Corporation MO$264
Integrity Trade Services LLC IL$264
Biltmore Farms, LLC NC$251
Clear Sight Partners, LLC FL$239
Megastar Financial Corporation CO$218
Symphonyai, LLC CA$216
Xpt Group LLC CT$213
Workforce Strategies, Inc MI$209
Stabbert Offshore LLC WA$208
Popsockets, LLC CO$119
Kin on Health Care Center WA$102
Palamerican Security, Inc. FL$90
Mancan, Inc OH$72
Jani-King International, Inc. TX$63
Iteris, Inc. CA$45
Monster Beverage Corporation CA$34
Siegal & Sons Investments MA$27
Watermill Express, LLC CO$25
Lm Acquisition Co. LLC CO$25
Peninsula Community Health Services WA$23
Ibex Global Solutions, Inc. DC-$6,361

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