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Benefits broker of record · MCALLEN, TX

SHEPARD & WALTON LIFE INSURANCE AGE

SHEPARD & WALTON LIFE INSURANCE AGE of MCALLEN, TX is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.

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

Contracts brokered
14
Book size
$100k–1M
Office state
TX

14 contracts on file name SHEPARD & WALTON LIFE INSURANCE AGE 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 AGE brokers 14 insured contracts for 4 employers, all in Texas.

Disability is the largest line (9 contracts), followed by life (8), health (4).

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY writes the most contracts in the book (14, about 100%).

Renewals concentrate on February 1: 57% of the dated welfare contracts have policy years ending in January, 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.

disability 9 · life 8 · health 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
YODER FORD, INC. DBA HACIENDA FORDEDINBURG, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANYFeb 1FY2026
ENVENT CORPORATIONLA PORTE, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANYJan 1FY2025
FOREMOST PAVING, INC.WESLACO, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANYMar 1FY2025
YODER FORD, INC. DBA HACIENDA FORDEDINBURG, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANYFeb 1FY2026
YODER FORD, INC. DBA HACIENDA FORDEDINBURG, TXCOLONIAL LIFE & ACCIDENT INSURANCE COMPANYFeb 1FY2026
Subscriber access
1

more employer in SHEPARD & WALTON LIFE INSURANCE AGE's book

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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 2025–2026 on this page)

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