Shepard & Walton Life Insurance Age
Mcallen, TX
Shepard & Walton Life Insurance Age of Mcallen, TX is the broker of record on 18 Form 5500 Schedule A filings covering 12 employer benefit plans, with $882,605 in reported broker commissions (plan year 2025).
Quick answer
Shepard & Walton Life Insurance Age (Mcallen, TX) is the broker of record for 12 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Shepard & Walton Life Insurance Age have?
- Shepard & Walton Life Insurance Age is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors.
- Who are Shepard & Walton Life Insurance Age's largest employer clients?
- By plan participants, the largest include Texas Regional Bank (575 participants), Foremost Paving, Inc. (566 participants) and Affinipay LLC (448 participants).
- How much does Shepard & Walton Life Insurance Age earn in commissions?
- Insurers reported $882,605 in broker commissions and $36,715 in fees paid to Shepard & Walton Life Insurance Age for plan year 2025, per Schedule A Part 1.
- Where is Shepard & Walton Life Insurance Age located?
- Shepard & Walton Life Insurance Age is based in Mcallen, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Shepard & Walton Life Insurance Age 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 |
|---|---|---|---|
| Texas Regional Bank | TX | 575 | 2025-11-30 |
| Foremost Paving, Inc. | TX | 566 | 2025-02-28 |
| Affinipay LLC | TX | 448 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Texas
- Lockton Companies, LLC: 3,914 employer clients, $684,904,975 reported commissions (Dallas)
- Nfp Insurance Services Inc: 934 employer clients, $3,177,390 reported commissions (Austin)
- Higginbotham Insurance Agency: 613 employer clients, $47,794,640 reported commissions (Fort Worth)
- Boon Chapman Benefit Administrators: 439 employer clients, $5,202,289 reported commissions (Austin)
- Lockton Specialties, LLC: 460 employer clients, $1,958,770 reported commissions (Dallas)
- Kestra Investment Services LLC: 254 employer clients, $5,548,192 reported commissions (Austin)
- Usi Insurance Services Southwest: 363 employer clients, $24,658,435 reported commissions (Houston)
- Hub International Texas Inc: 237 employer clients, $21,233,131 reported commissions (San Antonio)
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.