Shepard & Walton Life Ins Agency
Harlingen, TX
Shepard & Walton Life Ins Agency of Harlingen, TX is the broker of record on 14 Form 5500 Schedule A filings covering 10 employer benefit plans, with $434,946 in reported broker commissions (plan year 2025).
Quick answer
Shepard & Walton Life Ins Agency (Harlingen, TX) is the broker of record for 10 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Shepard & Walton Life Ins Agency have?
- Shepard & Walton Life Ins Agency is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
- Who are Shepard & Walton Life Ins Agency's largest employer clients?
- By plan participants, the largest include 8am LLC (584 participants), Kolder, Inc. (190 participants) and Solar Service Experts, LLC Dba Spruce Power (183 participants).
- How much does Shepard & Walton Life Ins Agency earn in commissions?
- Insurers reported $434,946 in broker commissions and $117,456 in fees paid to Shepard & Walton Life Ins Agency for plan year 2025, per Schedule A Part 1.
- Where is Shepard & Walton Life Ins Agency located?
- Shepard & Walton Life Ins Agency is based in Harlingen, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Shepard & Walton Life Ins Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| 8am LLC | TX | 584 | 2025-12-31 |
| Kolder, Inc. | TX | 190 | 2024-12-31 |
| Solar Service Experts, LLC Dba Spruce Power | TX | 183 | 2026-03-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.