IMA Financial
Filed under 35 names, including Ima, Inc.; Ima Inc; Ima Inc.; Ima, Inc; Ima; Ima of Colorado, Inc.; and others. BenefitsLedger groups a firm's offices together.
IMA Financial collected $45M in commissions and fees from 758 employer health plans in plan year 2024 filings, ranking #19 among 12,126 brokers named in the public record. Its median rate on fully insured medical plans was 1.9% of premium, against a national median of 3.8%. Most of its named clients are in California.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| HNTB Holdings LTD · Missouri | $582,458 | 5,790 |
| Kipp Socal Public Schools · California | $500,725 | 1,346 |
| JWCH Institute, Inc. · California | $500,015 | 1,051 |
| Green Dot Public Schools California · California | $491,227 | 955 |
| American Tower Corporation · Massachusetts | $489,881 | 1,804 |
| FJ Management Inc. · Utah | $472,068 | 6,967 |
| Lewis Management Corp. · California | $444,220 | 710 |
| Herzog Contracting Corporation · Missouri | $417,869 | 2,527 |
| Child Care Resource Center · California | $417,600 | 1,134 |
| Table Mountain Rancheria Band of Indians · California | $408,540 | 996 |
| Cavco Industries, Inc. · Arizona | $332,170 | 6,470 |
| Foto-Kem Industries, Inc. · California | $318,493 | 478 |
| C.W. Matthews Contracting Co., Inc. · Georgia | $301,705 | 1,111 |
| The Azoff Company LLC · California | $293,217 | 245 |
| Organogenesis, Inc. · Massachusetts | $287,943 | 908 |
| Pla-Fit Franchise, LLC · New Hampshire | $285,800 | 1,661 |
| Lereta, LLC · California | $278,175 | 595 |
| Tucows · | $275,927 | 414 |
| Vasion · Utah | $275,711 | 271 |
| Association of Colorado Independent Schools · Colorado | $273,784 | 768 |
| Antero Resources Corporation · Colorado | $273,157 | 607 |
| Fusionsite Services, LLC · Tennessee | $273,093 | 564 |
| Community Partners · California | $273,045 | 362 |
| Abode Services · California | $265,487 | 637 |
| Metro Aviation, Inc. · Louisiana | $255,533 | 809 |
Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.
Where its clients are
Employer plans naming this broker, by employer state.
How much does IMA Financial earn from employer health plans?
In plan year 2024 filings, employers reported paying IMA Financial $44,615,735: $34,320,333 in commissions and $10,295,402 in fees, across 2,728 insurance contracts at 758 employers. That ranks #19 of 12,126 brokers in the public record.
What commission rate is paid on plans IMA Financial brokers?
Among 17 fully insured medical plans where IMA Financial was the only broker, the median compensation was 1.9% of premium. The national median is 3.8%. Rates are set per plan and depend on carrier, group size and whether the employer pays fees instead of commissions.
Which employers use IMA Financial?
The largest reported payers in 2024 were HNTB Holdings LTD, Kipp Socal Public Schools, JWCH Institute, Inc.. California is its biggest state by employer count (200 plans).
Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.