form5500lookup

Benefits broker of record

SHEPARD & WALTON LIFE INS AGENCY

SHEPARD & WALTON LIFE INS AGENCY is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

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

Contracts brokered
4
Book size
$100k–1M
Office state
—

Book profile

SHEPARD & WALTON LIFE INS AGENCY brokers 4 insured contracts for 4 employers, all in Texas.

Health is the largest line (4 contracts), followed by dental (4).

BLUECROSS BLUESHIELD OF TEXAS writes the most contracts in the book (4, about 100%).

Renewals concentrate on November 1: 50% of the dated welfare contracts have policy years ending in October, so most of the book comes up for review at once.

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.

health 4 · dental 4

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
SOLAR SERVICE EXPERTS, LLC DBA SPRUCE POWERHOUSTON, TXBLUECROSS BLUESHIELD OF TEXASNov 1FY2025
SYSINFORMATION, INC.AUSTIN, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
MARINE MILITARY ACADEMY, INCHARLINGEN, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
WESTERN LEATHER GOODS, INC.MERCEDES, TXBLUECROSS BLUESHIELD OF TEXASNov 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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