Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$5.0M
- Health$5.0M
- Vision$5.0M
- Prescription drug$5.0M
- Other$365K
- Life$286K
- +2 more
Filings through .
Investors Mgmt Trust Real Estate Group
EIN 95-4510577real estateLatest filing 2025
Plans
2
Retirement
1
$32.9M assets
Health & Benefits
1
$5.4M premiums
Participants
1,363
15303 VENTURA BLVD STE 200 - SHERMAN OAKS, CA 914033126818-784-4700LinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $5.4M premiums / 631 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INVESTORS MANAGEMENT TRUST REAL ESTATE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$32.9M
Participants770
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
IMT REAL ESTATE GROUP PLAN
Fully insured - BLUE CROSS OF CALIFORNIA
Premiums$5.4M
Covered lives631
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INVESTORS MANAGEMENT TRUST REAL ESTATE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $32.9M | 770 | 2025 |
- #001 · 401(k) · 2025770
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | IMT REAL ESTATE GROUP PLAN | Fully insured | BLUE CROSS OF CALIFORNIA | $5.4M | 631 | 2025 |
- #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 2025631
Retirement plans
Health & Benefits plans