IMA FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
20
Active participants
3,968
Total plan assets
$1.2B
Filings (rows)
20
Direct comp
$710K
Indirect comp
$0
Aggregating 4 name variants under "IMA FINANCIAL"
SERVICES PROVIDED
Broker18
Other2
Top plans served
All 20 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COMMUNITYAMERICA CREDIT UNION DIRECTED ACCOUNT PLAN | LENEXA, KS | Other FIDUCIARY LIABIL INSURER | 1,116 | $591.9M | $51K |
| COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA, KS | Other FIDUCIARY LIABIL INSURER | 1,067 | $577.8M | $52K |
| ORTEC, INC. ORTEC, INC. HEALTH AND WELFARE BENEFIT PLAN | EASLEY, SC | Broker BROKER | 274 | $725K | $73K |
| LBM INDUSTRIES LBM INDUSTRIES EMPLOYEE BENEFIT PLAN | SAPPHIRE, NC | Broker BROKER | 132 | $354K | $34K |
| ECM ENERGY SERVICES, INC. ECM ENERGY SERVICES INC. GROUP MEDICAL PLAN | WILLIAMSPORT, PA | Broker BROKER | 96 | $349K | $43K |
| HCI-BULLDOG, LLC HCI-BULLDOG, LLC EMPLOYEE BENEFIT QUALIFIED HIGH DEDUCTIBLE HEALTH PLAN | KEARNERSVILLE, NC | Broker BROKER | 156 | $217K | $38K |
| PCI GROUP, INC. PCI GROUP, INC. WELFARE BENEFITS PLAN | FORT MILL, SC | Broker BROKER | 183 | $148K | $47K |
| STEVENSON-WEIR/SOUTHERN, LLC STEVENSON-WEIR/SOUTHERN, LLC EMPLOYEE BENEFITS PLAN | ROCK HILL, SC | Broker BROKER | 140 | $121K | $38K |
| VIS, LLC VIS, LLC GROUP MEDICAL PLAN (501) | GREER, SC | Broker BROKER | 127 | $49K | $54K |
| MEDLYTIX, LLC MEDLYTIX, LLC EMPLOYEE BENEFIT PLAN | ROSWELL, GA | Broker BROKER | 66 | — | $39K |
| MEDLYTIX, LLC MEDLYTIX, LLC EMPLOYEE BENEFIT PLAN | ROSWELL, GA | Broker BROKER | 85 | — | $40K |
| MPE USA, INC. MPE USA, INC. HEALTH & WELFARE BENEFITS PLAN | PINEVILLE, NC | Broker BROKER | 30 | — | $12K |
| RED CLAY INDUSTRIES, INC. RED CLAY INDUSTRIES, INC. HEALTH & PRESCRIPTION DRUG PLAN | PINEVILLE, NC | Broker BROKER | 44 | — | $12K |
| RADCO CONSTRUCTION SERVICES, INC RADCO CONSTRUCTION SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN | MOUNT HOLLY, NC | Broker BROKER | 44 | — | $18K |
| COMBS CONSTRUCTION COMPANY, INC. COMBS CONSTRUCTION COMPANY, INC. EMPLOYEE BENEFIT PLAN | MOORESVILLE, NC | Broker BROKER | 43 | — | $12K |
| ASSIST SERVICES LLC ASSIST SERVICES LLC EMPLOYEE BENEFIT PLAN 501 | BLAIRSVILLE, PA | Broker BROKER | 70 | — | $23K |
| BAGWELL FENCE COMPANY, INC. BAGWELL FENCE COMPANY, INC. EMPLOYEE BENEFIT PLAN | SPARTANBURG, SC | Broker BROKER | 61 | — | $12K |
| COASTLINE TRACK, LLC COASTLINE TRACK LLC HEALTH BENEFIT PLAN | SUMMERVILLE, SC | Broker BROKER | 12 | — | $5K |
| EUREKA RESTAURANT GROUP, LLC EUREKA RESTAURANT GROUP, LLC EMPLOYEE BENEFIT PLAN | HAWTHORNE, CA | Broker BROKER | 148 | — | $87K |
| HOLLAR & GREENE PRODUCE COMPANY, INC HOLLAR & GREENE PRODUCE COMPANY, INC EMPLOYEE BENEFIT PLAN | BOONE, NC | Broker BROKER | 74 | — | $19K |