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Sponsor portfolio

IMAGINE BELIEVE REALIZE LLC

EIN 26-0295155-computer software-Latest filing 2025
Plans
2
Retirement
1
$21.8M assets
Welfare
1
$473K premiums
Participants
558
1017 PATHFINDER WAY, STE 100 - ROCKLEDGE, FL 32955321-230-7555teamibr.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$21.8M - 305 part#501Mixed-$473K - 253 lives

Benefits portfolio analytics

1 plan / $473K premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$473K
  • Dental$466K
  • Vision$466K
  • Life$466K
  • Short-term disability$466K
  • Long-term disability$466K
Total $473K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA98%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $473K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • USI INSURANCE SERVICES LLC68%
  • MARSH & MCLENNAN AGENCY LLC32%
Total $70K2 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

IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$21.8M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMAGINE BELIEVE REALIZE, LLC EMPLOYEE WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$473K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$21.8M3052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMAGINE BELIEVE REALIZE, LLC EMPLOYEE WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$473K2532025
Retirement plans
Welfare plans
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