Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Shepard & Walton Life Ins Agcy

Harlingen, TX

Shepard & Walton Life Ins Agcy of Harlingen, TX is the broker of record on 15 Form 5500 Schedule A filings covering 12 employer benefit plans, with $346,537 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
15
States served
1
Reported commissions
$346,537
plan year 2025
Reported fees
$36,853

Employer clients

Plan sponsors naming Shepard & Walton Life Ins Agcy on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Force Pressure ControlTX6362025-09-30
Amaru Motors, Lp Dba Charlie Clark NissanTX5822025-12-31
Foremost Paving, Inc.TX5662025-02-28
9 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

See plans & pricing →Start now

Other benefits brokers in Texas

All brokers in Texas

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.