Benefits brokerage · 3 offices
SHEPARD & WALTON LIFE INS AGCY
SHEPARD & WALTON LIFE INS AGCY is named as the broker of record on 20 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| HARLINGEN | TX | 13 |
| No city on file | — | 6 |
| AUSTIN | TX | 1 |
Book profile
SHEPARD & WALTON LIFE INS AGCY brokers 20 insured contracts for 15 employers, all in Texas.
Vision is the largest line (12 contracts), followed by life (10), dental (7), health (6).
DEARBORN LIFE INSURANCE COMPANY writes the most contracts in the book (11, about 55%); BLUECROSS BLUESHIELD OF TEXAS, FOREMOST PAVING, INC, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 45% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
- DEARBORN LIFE INSURANCE COMPANY11
- BLUECROSS BLUESHIELD OF TEXAS7
- FOREMOST PAVING, INC1
- UNITED OF OMAHA LIFE INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
- Texas20
Contracts by line.
vision 12 · life 10 · dental 7 · health 6 · disability 6
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| FORCE PRESSURE CONTROL | SEGUIN, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Oct 1FY2025 |
| AMARU MOTORS, LP DBA CHARLIE CLARK NISSAN | HARLINGEN, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| TIER 1 COMPLETIONS SOLUTIONS, INC. | KATY, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2023 |
| WEST TEXAS CEMENTERS, LLC | ODESSA, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Feb 1FY2026 |
| TEXAS NATIONAL BANK | EDINBURG, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
more employers in SHEPARD & WALTON LIFE INS AGCY's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2026 on this page)