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Sponsor portfolioTH

IMAGINE LEARNING LLC

EIN 45-1565841-e-learning-Latest filing 2025
Plans
2
Retirement
1
$138.4M assets
Welfare
1
$1.3M premiums
Participants
5,400
100 S MILL AVE, SUITE 1700 - TEMPE, AZ 85281480-423-0118imaginelearning.comLinkedIn1001-5000 employeese-learning
Plans on this EIN
2 filings
#001401k-$138.4M - 3,366 part#501Mixed-$1.3M - 3,788 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 3,788 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$574K
  • Short-term disability$434K
  • Long-term disability$434K
  • Life$295K
  • Vision$214K
  • Health$30K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA74%
  • EYEMED VISION CARE17%
  • CURALINC HEALTHCARE5%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • LOVITT AND TOUCHE, INC.45%
  • EMPYREAN INSURANCE SERVICES, INC.25%
  • DIGITAL INSURANCE LLC25%
  • MARSH & MCLENNAN AGENCY LLC5%
Total $209K4 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 LEARNING LLC 401(K) PLAN

401k

Assets$138.4M
Participants3,366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMAGINE LEARNING LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives3,788
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IMAGINE LEARNING LLC 401(K) PLAN401k$138.4M3,3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMAGINE LEARNING LLC HEALTH AND WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.3M3,7882025
Retirement plans
Welfare plans
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