form5500lookup

Benefits broker of record · HARLINGEN, TX

SHEPARD & WALTON LIFE INSURANCE

SHEPARD & WALTON LIFE INSURANCE of HARLINGEN, TX is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of SHEPARD & WALTON LIFE INSURANCE.

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

10 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 10 insured contracts for 8 employers, all in Texas.

Life is the largest line (7 contracts), followed by vision (5), health (4), dental (4).

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 40%); SUN LIFE ASSURANCE COMPANY OF CANADA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT 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.

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.

life 7 · vision 5 · health 4 · dental 4 · disability 3

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
ENVENT CORPORATIONLA PORTE, TXCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
AMARU MOTORS, LP DBA CHARLIE CLARK NISSANHARLINGEN, TXSUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025
ROYAL FREIGHT, LPPHARR, TXSUN LIFE ASSURANCE COMPANY OF CANADADec 1FY2025
SYSINFORMATION, INC.AUSTIN, TXUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
KOLDER, INC.KAUFMAN, TXHARTFORD LIFE AND ACCIDENTJan 1FY2024
Subscriber access
3

more employers in SHEPARD & WALTON LIFE INSURANCE's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — from $39/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT