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IMA GROUP MANAGEMENT COMPANY

EIN 47-4048992-medical practice-Latest filing 2025
Plans
6
Retirement
1
$23.2M assets
Welfare
5
$6.6M premiums
Participants
2,128
800 WESTCHESTER, SUITE 302 - RYE BROOK, NY 10573LinkedIn201-500 employeesmedical practice
Plans on this EIN
6 filings
#002401k-$23.2M - 1,225 part#501Fully Insured-$6.5M - 909 lives#502Fully Insured-$53K - 112 lives#505Mixed-$21K - 56 lives#503Mixed-$20K - 110 lives#504Mixed-$8K - 309 lives

Benefits portfolio analytics

5 plans / $6.6M premiums / 1,496 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Other$424K
  • Life$358K
  • Dental$320K
  • Vision$320K
  • +2 more
Total $6.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $6.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • BROWN & BROWN INSURANCE SERVICES64%
  • FNA INSURANCE SERVICES INC29%
  • GIS BENEFITS INC6%
  • PAYCHEX INSURANCE AGENCY, INC.1%
  • PROFESSIONAL GROUP PLANS INC-0%
Total $300K5 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

IMA GROUP MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$23.2M
Participants1,225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMA GROUP HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.5M
Covered lives909
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

IMA GROUP STD BENEFIT PLAN

Fully Insured - LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK

Premiums$53K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

IMA GROUP HI BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$21K
Covered lives56
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

IMA GROUP CI BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$20K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

IMA GROUP ACCIDENT BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$8K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002IMA GROUP MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST401k$23.2M1,2252024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMA GROUP HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.5M9092025
502IMA GROUP STD BENEFIT PLANFully InsuredLINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK$53K1122024
505IMA GROUP HI BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$21K562024
503IMA GROUP CI BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$20K1102024
504IMA GROUP ACCIDENT BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$8K3092024
Retirement plans
Welfare plans
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