Information Management Resources Inc

85 Argonaut Suite #215
Aliso Viejo, CA 92656

Business Stats

Policy History

Term Carrier Premium LCM
2023

1.150
(Current: 1.040)
2023

1.090
2023

-
2023

1.030
2023

-
2023

1.050
2023

1.000
2023
03-10-2022

-
2023
03-10-2022

1.150
2023
03-10-2022

1.030
2023
03-10-2022

-
2023
03-10-2022

-
2023
03-10-2022

1.050
2022

1.090
2022

1.090
2022

-
2022

1.150
2022

1.252
2022

1.030
2022

-
2022

-
2022

1.050
2022

1.032
2022

0.930
2022

1.000
2022

-
2022

1.050
2021

-
2021

1.252
2021

1.090
2021

-
2021

1.061
2021

1.000
2020

1.698
2020

-
2020

1.052
2020

1.433
2020

-
2020
03-10-2020

1.642
2019

2.329
2019

1.042
2019

-
2019

1.390
2019

1.407
2019

1.052
2019

1.139
2019

1.698
2018

2.329
2018

-
2018

0.985
2018

-
2018

1.052
2018

-
2018

1.711
2018

1.146
2018
04-20-2017

-
2017

-
2017

2.329
2017

-
2017

-
2017

1.052
2017

1.146
2017
04-30-2016

1.711
2016

-
2016

-
2016

1.387
2016

1.711
2016

1.146
2016

-
2016
03-10-2015

-
2015

-
2015

-
2015

-
2015

-
2015

-
2015
03-10-2014

-
2015
03-10-2014

-
2014

-
2014

-
2013

-
2013
03-11-2013

-
2012

-
2012

-

Contacts

VWEIGDVL ZUXKUY
Benefits Admin
(312) 634-3094
56c5

DBIQJYNBE CDFYWK
Benefits Admin
(881) 568-1472
c35a8

VQFNPX LQSYJUAX
Benefits Admin
(841) 222-3433
7ce

FCVCYLD NLGOTOEZ
Benefits Admin
(023) 671-5258
e5a6

8
(182) 373-0410
825

Jzs Ptcsaf
Principal
(157) 209-4429
0d5

Gxxizid Bimvci
Human Resources Manager
089
jqmtlfs.avljwa@zvuwh.kzv

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 2,303,195 $ 338,261 $ 4,479,155 $ 3,925,567 $ 1,843,430 $ 1,624,541 $ 839,342 $ 410,252 $ 599,963 $ 727,692 $ 197,206 $ 490,303
Liabilities: $ 0 $ 6 $ 9 $ 32 $ 4 $ 9 $ 2 $ 7,032 $ 66 $ 6 $ 81
EE Contrib: $ 312,949 $ 181,048 $ 27,085 $ 13,468 $ 69,071 $ 180,762 $ 205,130 $ 997,421 $ 30,007 $ 5,291 $ 76,949 $ 581,588
Emp Contrib: $ 75,628 $ 61,581 $ 35,169 $ 13,341 $ 16,296 $ 12,350 $ 84,690 $ 94,418 $ 53,268 $ 94,744 $ 2,461 $ 4,842
Income/Loss: $ 309,850 $ 916,531 $ 814,594($ 508,341) $ 764,262 $ 5,588($ 70,660) $ 58,789 $ 874,889 $ 51,369($ 20,825) $ 6,192
Total Income: $ 698,427 $ 279,387 $ 283,534 $ 47,344 $ 842,367 $ 418,623 $ 652,879 $ 749,033 $ 651,630 $ 928,689 $ 33,554 $ 795,516
Paid Benefits: $ 139,460 $ 619,959 $ 758,503 $ 723,995 $ 113 $ 922,713 $ 422,894 $ 751,528 $ 99,305 $ 6 $ 37,226 $ 75,774
Expenses: $ 0 $ 9 $ 37 $ 3 $ 5 $ 5 $ 4 $ 9
  Commission: $ 41,532 $ 23,364 $ 81,339 $ 6,291 $ 22 $ 86,358 $ 38,955 $ 94,560 $ 3,980 $ 6,555 $ 7,734 $ 34
Net Income: $ 517,435 $ 319,264 $ 979,850($ 157,850) $ 726,117 $ 524,664 $ 959,202($ 99,997) $ 494,951 $ 176,631 $ 66,685 $ 549,305
Net Assets: $ 2,820,630 $ 2,038,911 $ 3,274,404 $ 9,024,257 $ 1,133,058 $ 8,459,498 $ 6,985,253 $ 842,183 $ 540,886 $ 820,029 $ 958,695 $ 526,416

Participants

202120202019201820172016201520142013201220112010
Total Participants:8509511018553518032734983503
Active Part.:6163680907947767b4d1bc
Retired Part.:6c24c896 fd8658c5ab8862a
Deceased Part.:5a517b751e3476a01aeb8bf5f

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).