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Benefits broker of record · HARLINGEN, TX

SHEPARD & WALTON LIFE INSURANCE AGE

SHEPARD & WALTON LIFE INSURANCE AGE of HARLINGEN, TX is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of SHEPARD & WALTON LIFE INSURANCE AGE.

Contracts brokered
4
Book size
$10k–100k
Office state
TX

Book profile

SHEPARD & WALTON LIFE INSURANCE AGE brokers 4 insured contracts for 3 employers, all in Texas.

Health is the largest line (3 contracts), followed by dental (3), life (3), disability (3).

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 75%); BLUECROSS BLUESHIELD OF TEXAS follow.

Renewals concentrate on March 1: 75% of the dated welfare contracts have policy years ending in February, 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 3 · dental 3 · life 3 · disability 3 · vision 2

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
FOREMOST PAVING, INC.WESLACO, TXBLUECROSS BLUESHIELD OF TEXASMar 1FY2025
ENTRUSTED PEDIATRICS HOME CARE, LLCAUSTIN, TXPRINCIPAL LIFE INSURANCE COMPANYMay 1FY2025
FOREMOST PAVING, INC.WESLACO, TXPRINCIPAL LIFE INSURANCE COMPANYMar 1FY2025
CARDIOTHORACIC AND VASCULAR SURGEONS, P.A.AUSTIN, TXPRINCIPAL LIFE INSURANCE COMPANYMar 1FY2026

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)

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