How many employer clients does Ima Financial Group, Inc. have?

Ima Financial Group, Inc. is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 7 states.

Who are Ima Financial Group, Inc.'s largest employer clients?

By plan participants, the largest include Herzog Contracting Corporation (2,902 participants), Atwell, LLC (1,867 participants) and Fagron Holding Usa, LLC (1,437 participants).

How much does Ima Financial Group, Inc. earn in commissions?

Insurers reported $100,043 in broker commissions and $132 in fees paid to Ima Financial Group, Inc. for plan year 2025, per Schedule A Part 1.

Where is Ima Financial Group, Inc. located?

Ima Financial Group, Inc. is based in Dallas, TX and has employer clients in 7 states.

Benefits Intelligence/Broker Directory/Texas

Ima Financial Group, Inc.

Dallas, TX

Ima Financial Group, Inc. of Dallas, TX is the broker of record on 11 Form 5500 Schedule A filings covering 9 employer benefit plans across 7 states, with $100,043 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$100,043

plan year 2025

Reported fees

$132

Quick answer

Ima Financial Group, Inc. (Dallas, TX) is the broker of record for 9 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ima Financial Group, Inc. have?: Ima Financial Group, Inc. is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 7 states.
Who are Ima Financial Group, Inc.'s largest employer clients?: By plan participants, the largest include Herzog Contracting Corporation (2,902 participants), Atwell, LLC (1,867 participants) and Fagron Holding Usa, LLC (1,437 participants).
How much does Ima Financial Group, Inc. earn in commissions?: Insurers reported $100,043 in broker commissions and $132 in fees paid to Ima Financial Group, Inc. for plan year 2025, per Schedule A Part 1.
Where is Ima Financial Group, Inc. located?: Ima Financial Group, Inc. is based in Dallas, TX and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ima Financial Group, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Herzog Contracting Corporation	MO	2,902	2025-12-31
Atwell, LLC	MI	1,867	2025-12-31
Fagron Holding Usa, LLC	TX	1,437	2025-12-31

6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.