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Original filing (PDF)20251113134835NAL0001359809001
IMT INSURANCE COMPANY
Form 5500
FILING_RECEIVED
IMT INSURANCE COMPANY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
—
Plan assets (EOY)
$53.9M
Net assets (EOY)
$53.9M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMT INSURANCE COMPANY.
Plan sponsor
Name
IMT INSURANCE COMPANY
EIN
42-0333150
Address
7825 MILLS CIVIC PARKWAY · WEST DES MOINES, IA · 50266
Phone
(515) 453-0861
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-13
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | CONTRACT ADMINISTRATOR | $89K | — |
Investments
10 direct securities· $45.8M(85% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | — | — | $6.7M | $10.2M | 18.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | $8.2M | $8.1M | 15.0% | |
| Voya Intermediate Bond Fund Class I Mutual Fund | — | — | $8.1M | $7.3M | 13.6% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | — | — | $3.3M | $3.7M | 6.8% | |
| Vanguard Long-Term Investment-Grade Adm Mutual Fund | — | — | $4.3M | $3.7M | 6.8% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | $2.2M | $3.0M | 5.5% | |
| Goldman Sachs GQG Ptners Intl Opps R6 Mutual Fund | — | — | $3.0M | $2.7M | 5.0% | |
| Vanguard Long Term Trasury ADM Mutual Fund | — | — | $2.9M | $2.6M | 4.8% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | $1.7M | $2.4M | 4.5% | |
| American Funds New World R6 Mutual Fund | — | — | $2.2M | $2.1M | 4.0% |