Benefits brokerage · 3 offices
IMA FINANCIAL GROUP, INC.
IMA FINANCIAL GROUP, INC. is named as the broker of record on 5 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Book profile
IMA FINANCIAL GROUP, INC. brokers 5 insured contracts for 5 employers, across 5 states, led by CO, KS, MI.
Health is the largest line (1 contract), followed by dental (1).
METLIFE LEGAL PLANS writes the most contracts in the book (2, about 40%); BLUE CROSS AND BLUE SHIELD OF KANSAS, METROPOLITAN GENERAL INSURANCE COMPANY, TOTAL CARE EAP follow.
Renewals concentrate on January 1: 80% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 1 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SERVI-TECH INC | DODGE CITY, KS | WICHITA, KS | BLUE CROSS AND BLUE SHIELD OF KANSAS | Jan 1FY2025 |
| HERZOG CONTRACTING CORPORATION | ST. JOSEPH, MO | DALLAS, TX | METLIFE LEGAL PLANS | Jan 1FY2025 |
| FAGRON HOLDING USA, LLC | AUSTIN, TX | DALLAS, TX | METROPOLITAN GENERAL INSURANCE COMPANY | Jan 1FY2025 |
| ATWELL, LLC | SOUTHFIELD, MI | DENVER, CO | TOTAL CARE EAP | Jan 1FY2025 |
| INTELLISOURCE LLC | DENVER, CO | DALLAS, TX | METLIFE LEGAL PLANS | Mar 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)