Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	IMS LEGAL SERVICES LLC GROUP INSURANCE PLAN	Mixed	STEALTH - UHC STOP LOSS	$1.1M	380	2025
501	IMS CONSULTING AND EXPERT SERVICES, LLC EMPLOYEE BENEFIT PLAN	Self Funded	-	$0	0	2025

Retirement plans

Welfare plans

Sponsor portfolio

IMS CONSULTING AND EXPERT SERVICES, LLC

EIN 84-1204705Latest filing 2025

Plans

Retirement

$25.7M assets

Welfare

$1.1M premiums

Participants

778

4400 BAYOU BLVD., SUITE 6 - PENSACOLA, FL 32503850-473-2500

Plans on this EIN

3 filings

#001401k-$25.7M - 398 part #502Mixed-$1.1M - 380 lives #501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$685K
Dental$205K
Vision$205K
Other$105K
Long-term disability$86K
Life$75K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

63%top

UNITEDHEALTHCARE INSURANCE COMPANY63%
STARMOUNT LIFE INSURANCE COMPANY19%
UNUM LIFE INSURANCE COMPANY OF AMERICA18%

Broker market share

Schedule A broker compensation

Single broker

100%top

MCGRIFF INSURANCE SERVICES INC100%

Plan deep-dives

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

Retirement#001

IMS CONSULTING & EXPERT SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$25.7M

Participants398

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502

IMS LEGAL SERVICES LLC GROUP INSURANCE PLAN

Mixed - STEALTH - UHC STOP LOSS

Premiums$1.1M

Covered lives380

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Welfare#501