Form 5500 · Employee benefit plan · CHICAGO, IL
WALTON CAPITAL ADVISORS, LP
Public Form 5500 records show how WALTON CAPITAL ADVISORS, LP (CHICAGO, IL) structures its employee benefits. Its broker of record is JMB INSURANCE AGENCY INC. Coverage is written through FEDERAL INSURANCE COMPANY. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3986948 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FEDERAL INSURANCE COMPANY | — | 124 | May | $0 |
Questions
Who is WALTON CAPITAL ADVISORS, LP's benefits broker?
Per its most recent Form 5500 Schedule A, WALTON CAPITAL ADVISORS, LP's broker of record is JMB INSURANCE AGENCY INC.
What insurance carrier does WALTON CAPITAL ADVISORS, LP use?
WALTON CAPITAL ADVISORS, LP's benefit plan is written through FEDERAL INSURANCE COMPANY.
When does WALTON CAPITAL ADVISORS, LP's group plan renew?
The most recent Schedule A policy period for WALTON CAPITAL ADVISORS, LP ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WALTON CAPITAL ADVISORS, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.