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Sponsor portfolioTH

INDIANA PROFESSIONAL MANAGEMENT GROUP, INC.

EIN 20-2603894-individual & family services-Latest filing 2025
Plans
5
Retirement
2
$31.4M assets
Welfare
3
$1.6M premiums
Participants
2,298
3000 KENT AVENUE, SUITE 2502 - WEST LAFAYETTE, IN 47906765-463-5508gotoipmg.comLinkedIn201-500 employeesindividual & family services
Plans on this EIN
5 filings
#002ESOP-$19.2M - 459 part#001401k-$12.2M - 742 part#501Mixed-$1.3M - 454 lives#503Fully Insured-$249K - 836 lives#504Fully Insured-$42K - 847 lives

Retirement portfolio analytics

2 plans aggregated / $31.4M assets / 1,201 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • EMPLOYEE STOCK OWNERSHIP (#002)61%
  • 401(K) RETIREMENT PLAN (#001)39%
Total $31.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)742
  • EMPLOYEE STOCK OWNERSHIP (#002)459
Total 1,201Click row to drill in

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
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA65%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY35%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • GIBSON INSURANCE AGENCY, INC.77%
  • JAMES R NELLIGAN & ASSOCIATES LLC23%
Total $98K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$19.2M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

IPMG 401(K) RETIREMENT PLAN

401k

Assets$12.2M
Participants742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INDIANA PROFESSIONAL MANAGEMENT GROUP (IPMG) GROUP HEALTH BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. DENTAL PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$249K
Covered lives836
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. VISION PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$42K
Covered lives847
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$19.2M4592024
001IPMG 401(K) RETIREMENT PLAN401k$12.2M7422025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INDIANA PROFESSIONAL MANAGEMENT GROUP (IPMG) GROUP HEALTH BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M4542025
503INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. DENTAL PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$249K8362025
504INDIANA PROFESSIONAL MANAGEMENT GROUP, INC. VISION PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$42K8472025
Retirement plans
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