Form 5500 · Employee benefit plan · DENVER, CO
CARDINAL GROUP MANAGEMENT
Public Form 5500 records show how CARDINAL GROUP MANAGEMENT of DENVER, CO, a real estate employer, structures its employee benefits. Its broker of record is IMA, INC.. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3023643 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering vision, life and disability; the largest, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 1,133 people.
Reported premium across the insured contracts is $739,571, with $73,846 in disclosed broker commissions — about 10% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
IMA, INC. is the broker of record on all 2 contracts.
Two carriers split the book: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICES, INC..
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 1,133 | December | $640,402 | $63,958 |
| ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICES, INC. | Vision | 1,431 | December | $99,169 | $9,888 |
More employer plans in Colorado — largest plans, brokers, carriers and renewal months.