Plan Ledger DOL Form 5500 · updated monthly

IMGbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$1.7M

IMG was paid $1,709,154 in commissions and fees across 1,321 employer benefit plans in 2024, as reported on Schedule A ($1,705,408 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 264 client planslost 262

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 · 20241,321
Tesla, Inc. CA$16,202
Dignity Health CA$11,927
Davita Inc. CO$11,347
Meijer, Inc. MI$11,062
Td Bank, N.A. ME$6,852
Carmax, Inc VA$6,585
Mastec, Inc. FL$4,724
Peraton, Inc. VA$3,789
Chewy, Inc. FL$3,707
Adt LLC FL$2,918
Walgreen Co. IL$2,738
Walgreen Co. IL$2,665
Valvoline LLC KY$1,714
Akima, LLC VA$1,541
Walgreen Co. IL$1,521
Wex Inc. ME$1,163
Carlisle, LLC AZ$1,124
Rh CA$996
Proampac OH$833

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