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Sponsor portfolio

IMA NORTH AMERICA INC.

EIN 06-1062686-machinery-Latest filing 2025
Plans
3
Retirement
2
$32.2M assets
Welfare
1
$440K premiums
Participants
333
7 NEW LANCASTER ROAD - LEOMINSTER, MA 01453978-227-1127LinkedIn1-10 employeesmachinery
Plans on this EIN
3 filings
#001401k-$29.7M - 169 part#002401k-$2.6M - 11 part#503Mixed-$440K - 278 lives

Retirement portfolio analytics

2 plans aggregated / $32.2M assets / 180 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • 401(K) RETIREMENT PLAN (#001)92%
  • 1081.01(D) RETIREMENT PLAN (#002)8%
Total $32.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)169
  • 1081.01(D) RETIREMENT PLAN (#002)11
Total 180Click row to drill in

Benefits portfolio analytics

1 plan / $440K premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$286K
  • Short-term disability$71K
  • Other$52K
  • Life$30K
  • Long-term disability$29K
  • Vision$23K
Total $440K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY30%
  • VISION SERVICE PLAN5%
Total $440K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • MARSH & MCLENNAN AGENCY LLC54%
  • LAWLEY BENEFITS GROUP LLC46%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IMA NORTH AMERICA, INC. 401(K) RETIREMENT PLAN

401k

Assets$29.7M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IMA PUERTO RICO 1081.01(D) RETIREMENT PLAN

401k

Assets$2.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

IMA NORTH AMERICA, INC WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$440K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IMA NORTH AMERICA, INC. 401(K) RETIREMENT PLAN401k$29.7M1692024
002IMA PUERTO RICO 1081.01(D) RETIREMENT PLAN401k$2.6M112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503IMA NORTH AMERICA, INC WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$440K2782024
Retirement plans
Welfare plans
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