Form 5500 · Employee benefit plan · BOCA RATON, FL
IMZ FINANCIAL SERVICES, INC.
Public Form 5500 records show how IMZ FINANCIAL SERVICES, INC. (BOCA RATON, FL) structures its employee benefits. Its broker of record is MICHAEL E MARSENGILL OSAIC WEALTH. Coverage is written through JOHN HANCOCK LIFE INS CO. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0488023 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO | — | 1 | December | $1,871 |
Questions
Who is IMZ FINANCIAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, IMZ FINANCIAL SERVICES, INC.'s broker of record is MICHAEL E MARSENGILL OSAIC WEALTH.
What insurance carrier does IMZ FINANCIAL SERVICES, INC. use?
IMZ FINANCIAL SERVICES, INC.'s benefit plan is written through JOHN HANCOCK LIFE INS CO.
When does IMZ FINANCIAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for IMZ FINANCIAL SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from IMZ FINANCIAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.