Benefits brokerage · 4 offices
SHEPARD & WALTON LIFE INSURANCE AGE
SHEPARD & WALTON LIFE INSURANCE AGE is named as the broker of record on 27 insurance contracts across its 4 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 |
|---|---|---|
| MCALLEN | TX | 14 |
| No city on file | — | 5 |
| AUSTIN | TX | 4 |
| HARLINGEN | TX | 4 |
Book profile
SHEPARD & WALTON LIFE INSURANCE AGE brokers 27 insured contracts for 11 employers, all in Texas.
Disability is the largest line (14 contracts), followed by life (13), health (12), dental (7).
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY writes the most contracts in the book (14, about 52%); BLUECROSS BLUESHIELD OF TEXAS, UNITED OF OMAHA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; February 1 renewals (policy year ends January) are the largest group, at 33% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- Texas27
Contracts by line.
disability 14 · life 13 · health 12 · dental 7 · vision 2
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 |
|---|---|---|---|---|
| TEXAS REGIONAL BANK | HARLINGEN, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Dec 1FY2025 |
| WEST TEXAS CEMENTERS, LLC | ODESSA, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Feb 1FY2026 |
| FOREMOST PAVING, INC. | WESLACO, TX | HARLINGEN, TX | BLUECROSS BLUESHIELD OF TEXAS | Mar 1FY2025 |
| FIRST COMMUNITY BANK | HARLINGEN, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| TEXAS NATIONAL BANK | EDINBURG, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
more employers in SHEPARD & WALTON LIFE INSURANCE AGE'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 2025–2026 on this page)