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Benefits broker of record · NEWTON, MA

IMA INC

IMA INC of NEWTON, MA is named as the broker of record on 242 insurance contracts in public Form 5500 Schedule A filings.

One of 35 offices of IMA, INC..

Contracts brokered
242
Book size
$1M+
Office state
MA

242 contracts on file name IMA INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

IMA INC brokers 242 insured contracts for 74 employers, across 12 states, led by MA, NH, PA.

Life is the largest line (76 contracts), followed by disability (69), health (60), vision (55).

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writes the most contracts in the book (31, about 13%); UNUM LIFE INSURANCE COMPANY OF AMERICA, RELIANCE STANDARD LIFE INSURANCE COMPANY, VISION SERVICE PLAN follow.

Renewals concentrate on January 1: 64% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 76 · disability 69 · health 60 · vision 55 · dental 44 · stop-loss 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ORGANOGENESIS, INC.CANTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jan 1FY2025
ELEVATEBIO LLCWALTHAM, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jul 1FY2025
CANACCORD GENUITY, LLCBOSTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jan 1FY2025
PLA-FIT FRANCHISE, LLCHAMPTON, NHCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLCBOSTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Oct 1FY2025
Subscriber access
69

more employers in IMA INC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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