PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. IMT REAL ESTATE GROUP, INC.
Sponsor portfolio

IMT REAL ESTATE GROUP, INC.

EIN 95-4510577-real estate-Latest filing 2025
Plans
2
Retirement
1
$26.5M assets
Welfare
1
$5.4M premiums
Participants
1,382
15303 VENTURA BOULEVARD, SUITE 200 - SHERMAN OAKS, CA 91403818-784-4700LinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$26.5M - 789 part#501Fully Insured-$5.4M - 631 lives

Benefits portfolio analytics

1 plan / $5.4M premiums / 631 covered lives

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
Total $5.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • AETNA LIFE INSURANCE COMPANY1%
  • TELUS HEALTH (US) LTD.0%
Total $5.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • GALLAGHER BENEFIT SERVICES, INC.85%
  • BROWN & BROWN INSURANCE SERVICES15%
Total $208K2 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

INVESTORS MANAGEMENT TRUST REAL ESTATE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$26.5M
Participants789
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMT REAL ESTATE GROUP PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$5.4M
Covered lives631
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INVESTORS MANAGEMENT TRUST REAL ESTATE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN401k$26.5M7892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMT REAL ESTATE GROUP PLANFully InsuredBLUE CROSS OF CALIFORNIA$5.4M6312025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica