PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LOANPEOPLE LLC
Sponsor portfolio

LOANPEOPLE LLC

EIN 83-4428887-financial services-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.2M premiums
Participants
258
3420 EXECUTIVE CENTER DRIVE, STE 300 - AUSTIN, TX 78731512-886-4753loanpeople.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$3.5M - 144 part#501Fully Insured-$1.2M - 146 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$995K
  • Prescription drug$995K
  • Dental$168K
  • Vision$168K
  • Life$168K
  • Short-term disability$168K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $80K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LOANPEOPLE 401(K) PLAN

401k

Assets$3.5M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOANPEOPLE, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.2M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOANPEOPLE 401(K) PLAN401k$3.5M1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOANPEOPLE, LLC HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.2M1462025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica