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Benefits broker of record · HARLINGEN, TX

SHEPARD & WALTON LIFE INS AGCY

SHEPARD & WALTON LIFE INS AGCY of HARLINGEN, TX is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of SHEPARD & WALTON LIFE INS AGCY.

Contracts brokered
13
Book size
$100k–1M
Office state
TX

13 contracts on file name SHEPARD & WALTON LIFE INS AGCY as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

SHEPARD & WALTON LIFE INS AGCY brokers 13 insured contracts for 13 employers, all in Texas.

Vision is the largest line (12 contracts), followed by life (9), disability (5).

DEARBORN LIFE INSURANCE COMPANY writes the most contracts in the book (11, about 85%); BLUECROSS BLUESHIELD OF TEXAS, FOREMOST PAVING, INC follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 38% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

vision 12 · life 9 · disability 5

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
FORCE PRESSURE CONTROLSEGUIN, TXDEARBORN LIFE INSURANCE COMPANYOct 1FY2025
TIER 1 COMPLETIONS SOLUTIONS, INC.KATY, TXDEARBORN LIFE INSURANCE COMPANYJan 1FY2023
WESTERN LEATHER GOODS, INC.MERCEDES, TXDEARBORN LIFE INSURANCE COMPANYNov 1FY2025
AMARU MOTORS, LP DBA CHARLIE CLARK NISSANHARLINGEN, TXDEARBORN LIFE INSURANCE COMPANYJan 1FY2025
SOLAR SERVICE EXPERTS, LLC DBA SPRUCE POWERHOUSTON, TXDEARBORN LIFE INSURANCE COMPANYNov 1FY2025
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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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