Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Indiana Professional Management Group, Inc.
EIN 20-2603894individual & family servicesLatest filing 2025
Plans
5
Retirement
2
$36.4M assets
Health & Benefits
3
$1.6M premiums
Participants
2,318
3000 KENT AVENUE, SUITE 2502 - WEST LAFAYETTE, IN 47906765-463-5508gotoipmg.comLinkedIn201-500 employeesindividual & family services
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $36.4M assets / 1,221 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.6M premiums / 2,137 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Dental$249K
- Other$248K
- Short-term disability$72K
- Life$68K
- Vision$42K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$24.1M
Participants479
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
IPMG 401(K) RETIREMENT PLAN
401(k)
Assets$12.2M
Participants742
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
INDIANA PROFESSIONAL MANAGEMENT GROUP (IPMG) GROUP HEALTH BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.3M
Covered lives454
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. DENTAL PLAN
Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$249K
Covered lives836
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. VISION PLAN
Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$42K
Covered lives847
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $24.1M | 479 | 2025 |
| #001 | IPMG 401(K) RETIREMENT PLAN | 401(k) | $12.2M | 742 | 2025 |
- #002 · ESOP · 2025479
- #001 · 401(k) · 2025742
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INDIANA PROFESSIONAL MANAGEMENT GROUP (IPMG) GROUP HEALTH BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.3M | 454 | 2025 |
| #503 | INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. DENTAL PLAN | Fully insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $249K | 836 | 2025 |
| #504 | INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. VISION PLAN | Fully insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $42K | 847 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025454
- #503 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025836
- #504 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025847
Retirement plans
Health & Benefits plans