PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. IMA FINANCIAL GROUP, INC.
Sponsor portfolioTH

IMA FINANCIAL GROUP, INC.

EIN 48-0805634-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$317.2M assets
Welfare
2
$5.1M premiums
Participants
8,271
430 EAST DOUGLAS AVENUE SUITE 400 - WICHITA, KS 67202425-709-3771
Plans on this EIN
3 filings
#001401k-$317.2M - 3,041 part#504Mixed-$3.4M - 2,733 lives#501Mixed-$1.7M - 1,868 lives

Benefits portfolio analytics

2 plans / $5.1M premiums / 4,601 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Life$3.1M
  • Long-term disability$3.1M
  • Health$1.4M
  • Prescription drug$1.4M
  • Vision$315K
Total $5.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • HARTFORD LIFE AND ACCIDENT61%
  • KAISER FOUNDATION HEALTH PLAN INC28%
  • VISION SERVICE PLAN6%
  • HEADSPACE, INC.3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • +1 more
Total $5.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • IMA, INC.92%
  • REUBEN WARNER ASSOCIATES, INC.8%
  • RONALD CHASE WANGLIN0%
Total $67K3 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

IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$317.2M
Participants3,041
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

IMA GROUP DISABILITY, LIFE AND ACCIDENT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.4M
Covered lives2,733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

IMA GROUP HEALTH AND FLEXIBLE SPENDING ACCOUNT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.7M
Covered lives1,868
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$317.2M3,0412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504IMA GROUP DISABILITY, LIFE AND ACCIDENT PLANMixedHARTFORD LIFE AND ACCIDENT$3.4M2,7332024
501IMA GROUP HEALTH AND FLEXIBLE SPENDING ACCOUNT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.7M1,8682024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica