Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Dental$93K
- Other$22K
- Life$21K
- Vision$18K
Sponsor portfolio
WHEELS FINANCIAL GROUP, LLC DBA LOANMART
EIN 95-4863389bankingLatest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$1.2M premiums
Participants
323
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 183 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- CALIFORNIA PHYSICIANS SERVICE89%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- HARTFORD LIFE AND ACCIDENT2%
- EYEMED VISION CARE2%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOANMART 401(K) PLAN
401k
Assets$6.5M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
1-800LOANMART WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$1.2M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOANMART 401(K) PLAN | 401k | $6.5M | 167 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | 1-800LOANMART WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $1.2M | 183 | 2025 |
Retirement plans
Welfare plans