| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| IMA, INC.3 Filed as: IMA, INC | 6200 LBJ FREEWAY SUITE 200 DALLAS, TX 75240 | BLUECROSS BLUESHIELD OF TEXAS | $51K | $2K | $53K | 5.35% |
| IMA, INC.3 Filed as: IMA INC | 6200 LBJ FWY STE 200 DALLAS, TX 75240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $0 | $9K | 10.00% |
| IMA, INC.3 Filed as: IMA INC DBA IMA WALDMAN | 6200 LBJ FREEWAY STE 200 DALLAS, TX 75240 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $0 | $10K | 15.00% |
| IMA, INC.3 Filed as: IMA INC DBA IMA WALDMAN | 6200 LBJ FREEWAY STE 200 DALLAS, TX 75240 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | $0 | $9K | 15.00% |
| IMA, INC.3 Filed as: IMA INC | 6200 LBJ FWY STE 200 DALLAS, TX 75240 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 10.00% |
| IMA, INC.3 Filed as: IMA INC DBA IMA WALDMAN | 6200 LBJ FREEWAY STE 200 DALLAS, TX 75240 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $580 | $0 | $580 | 4.03% |
| STUART DUNKLE3 | 405 CR 3236 QUITMAN, TX 75783 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $296 | $0 | $296 | 2.06% |
| VIRGINIA LEDER-CLARK3 | 4513 BRINDLE WAY FLOWER MOUND, TX 75028 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $169 | $28 | $197 | 1.37% |
| MPART BENEFITS INC3 | 4621 GLEN HEATHER DRIVE FRISCO, TX 75034 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $130 | $35 | $165 | 1.15% |
| SULEIKA BLOOM3 | 152 LAKERIDGE DR. DALLAS, TX 75218 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $127 | $27 | $154 | 1.07% |
| CALVIN DEAN INGLE3 | 1840 LARIAT TRAIL CELINA, TX 75009 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $109 | $12 | $121 | 0.84% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 85638 SAN DIEGO, CA 95186 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $107 | $0 | $107 | 0.74% |
| IMA, INC.3 Filed as: IMA INC DBA IMA WALDMAN | 6200 LBJ FREEWAY STE 200 DALLAS, TX 75240 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $0 | $1K | 15.00% |
| IMA, INC.3 Filed as: IMA INC DBA IMA WALDMAN | 6200 LBJ FREEWAY STE 200 DALLAS, TX 75240 | NEW BENEFITS | $2K | $3K | $5K | 151.13% |
| IMA, INC.3 Filed as: IMA INC - DBA IMA WALDMAN | 6200 LBJ FREEWAY STE 200 DALLAS, TX 75240 | LIFE INSURANCE COMPANY OF NORTH AMERICA | -$1K | $0 | -$1K | — |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECROSS BLUESHIELD OF TEXAS | 288 | $994K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 188 | $88K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 142 | $17K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 188 | $64K |
| Short-term disability(2 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 181 | $14K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 188 | $61K |
| Other | LIFE INSURANCE COMPANY OF NORTH AMERICA | 188 | $8K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 288 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.