Benefits broker of record · DALLAS, TX
MICHAEL WALDMAN IMA FINANCIAL GROUP
MICHAEL WALDMAN IMA FINANCIAL GROUP of DALLAS, TX is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Book profile
MICHAEL WALDMAN IMA FINANCIAL GROUP brokers 2 insured contracts for 1 employer, all in Texas.
The book is entirely health coverage.
BAYLOR SCOTT & WHITE CARE PLAN writes the most contracts in the book (1, about 50%); STANDARD LIFE AND ACCIDENT INSURANCE COMPANY follow.
Renewals concentrate on October 1: 100% of the dated welfare contracts have policy years ending in September, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- BAYLOR SCOTT & WHITE CARE PLAN1
- STANDARD LIFE AND ACCIDENT INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Contracts by line.
health 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| STANPAC USA, LLC | BRENHAM, TX | BAYLOR SCOTT & WHITE CARE PLAN | Oct 1FY2025 |
| STANPAC USA, LLC | BRENHAM, TX | STANDARD LIFE AND ACCIDENT INSURANCE COMPANY | Oct 1FY2025 |
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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