form5500lookup

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 HEALTH CARE SERVICE CORPORATION. The plan's most recent policy period ended in April.

Benefits broker of record
JMB INSURANCE AGENCY INC
Insurance carrier
HEALTH CARE SERVICE CORPORATION
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3986948 · plan 501 · as of Jul 2026

Participants
95
Carriers on file
1
Disclosed commissions
$54,403
Renewal month
April

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HEALTH CARE SERVICE CORPORATIONHealth107April$54,403

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 HEALTH CARE SERVICE CORPORATION.

When does WALTON CAPITAL ADVISORS, LP's group plan renew?

The most recent Schedule A policy period for WALTON CAPITAL ADVISORS, LP ended in April. 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.