Ima Financial Group
- Total comp
- $66.4M
- Commissions
- $52.2M
- Fees
- $14.2M
- Filings
- 1,358
- Sponsors
- 1,358
Ima Financial Group summary
Ima Financial Group appears as a broker on 1,358 Form 5500 Schedule A filings for 1,358 employer sponsors. Insurers reported $66.4M in commissions and fees paid to Ima Financial Group. Most client plans are sponsored in CA, CO and UT. The most common carriers in the book are Anthem Life Insurance Company, Cigna Health and Life Insurance Company and Unitedhealthcare Insurance Company. The largest clients include American Tower Corporation, Citizens Business Bank, N.A. and Child Care Resource Center.
- Primary-broker plans
- 731
- Covered premium
- $5.3B
- Market share
- 0.57%
- Of all reported broker comp
Top 25 client plans by premium
Plans where Ima Financial Group is the primary broker on the latest filing
- COCovered 1,688
- CACovered 1,227
- CACovered 1,312
- Organogenesis, Inc.$13.6MMACovered 1,660
- CACovered 2,847
- CACovered 1,697
- CACovered 1,348
- CACovered 843
- CACovered 1,184
- JWCH Institute, Inc.$9.7MCACovered 1,266
- Avetta, LLC$8.3MUTCovered 1,480
- CACovered 899
- MACovered 5,382
- CACovered 499
- TNCovered 1,236
- CACovered 705
- CACovered 369
- Lereta, LLC$6.6MCACovered 660
- FJ Management Inc.$6.3MUTCovered 12,236
- ALCovered 6,667
- CACovered 393
- GACovered 1,422
- CACovered 1,235
- MOCovered 2,902
- TNCovered 757
Top client states
- CA167 plans
- CO109 plans
- UT79 plans
- KS67 plans
- GA56 plans
Frequently asked questions
- Who uses Ima Financial Group?
- 1,358 employer sponsors list Ima Financial Group as a broker on Schedule A of Form 5500. The largest clients include American Tower Corporation, Citizens Business Bank, N.A., Child Care Resource Center, Saalex Solutions, Inc. and Fusionsite Services, LLC. Most client plans are sponsored in CA, CO and UT.
- How many employer plans does Ima Financial Group serve?
- Ima Financial Group appears on 1,358 Schedule A filings for 1,358 employer health and benefits plan sponsors.
- How much does Ima Financial Group earn?
- Insurers reported $66.4M in total compensation paid to Ima Financial Group: $52.2M in commissions and $14.2M in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.
Analytics
- Carrier mix
- Top carrier partners
- Top states
- Top industries by premium
- Sponsor-size mix
Book of business
1-50 of 731 sponsors where Ima Financial Group is the primary broker (latest filing per plan).
See 731 client plans with Pro. Pro is free for 7 days and then costs $49 a month.
- Every client plan on this book
- Sponsor and plan names
- Premium and broker pay per plan
- Carrier on each plan