Benefits broker of record
SHEPARD & WALTON LIFE INSURANCE
SHEPARD & WALTON LIFE INSURANCE is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of SHEPARD & WALTON LIFE INSURANCE.
5 contracts on file name SHEPARD & WALTON LIFE INSURANCE 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 INSURANCE brokers 5 insured contracts for 5 employers, all in Texas.
Health is the largest line (5 contracts), followed by dental (4).
BLUECROSS BLUESHIELD OF TEXAS writes the most contracts in the book (4, about 80%); CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 60% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 5 · dental 4
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| AMARU MOTORS, LP DBA CHARLIE CLARK NISSAN | HARLINGEN, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| TIER 1 COMPLETIONS SOLUTIONS, INC. | KATY, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2023 |
| FOREMOST PAVING, INC. | WESLACO, TX | BLUECROSS BLUESHIELD OF TEXAS | Mar 1FY2025 |
| ENVENT CORPORATION | LA PORTE, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| METRO ELECTRIC, INC. | MCALLEN, TX | BLUECROSS BLUESHIELD OF TEXAS | Nov 1FY2025 |
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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