Plan Ledger DOL Form 5500 · updated monthly

Wheels Financial Group, LLC Loanmartbenefits

1-800LOANMART Welfare Benefits Plan · VAN NUYS, CA · plan year 2024

Broker compensation reported · 2024
$66,050

Wheels Financial Group, LLC Loanmart's benefits plans covered 156 active participants in 2024, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $66,050 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $423 per covered person, above the median for employer plans that report broker pay. Broker pay rose 5.2% from $62,806 in 2023.

Insurance contracts · 20246
HARTFORD LIFE AND ACCIDENTpremiums n/a · 5 covered
CALIFORNIA PHYSICIANS' SERVICE · health drugpremiums n/a · 183 covered
EYEMED VISION CARE · visionpremiums n/a · 181 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 178 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 134 covered
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION · dental hmopremiums n/a · 101 covered
Brokers & agents paid · 20241
EDGEWOOD PARTNERS INSURANCE CENTER$66,050 · incl $56,356 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 954863389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.