Walton Agency, Inc.
Jackson, MI
Walton Agency, Inc. of Jackson, MI is the broker of record on 36 Form 5500 Schedule A filings covering 20 employer benefit plans, with $961,729 in reported broker commissions (plan year 2025).
Quick answer
Walton Agency, Inc. (Jackson, MI) is the broker of record for 20 employer benefit plan sponsors on 36 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Walton Agency, Inc. have?
- Walton Agency, Inc. is named as broker on Form 5500 Schedule A filings for 20 distinct plan sponsors.
- Who are Walton Agency, Inc.'s largest employer clients?
- By plan participants, the largest include Hatch Stamping Company (591 participants), Expect Exceptional LLC Dba Optimal Care (437 participants) and The Kennedy Group (309 participants).
- How much does Walton Agency, Inc. earn in commissions?
- Insurers reported $961,729 in broker commissions and $94,151 in fees paid to Walton Agency, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Walton Agency, Inc. located?
- Walton Agency, Inc. is based in Jackson, MI.
- How does Walton Agency, Inc. rank among benefits brokers in Michigan?
- Walton Agency, Inc. ranks #42 by employer clients among the 50 most active benefits brokers based in Michigan.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Walton Agency, Inc. 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 |
|---|---|---|---|
| Hatch Stamping Company | MI | 591 | 2026-02-28 |
| Expect Exceptional LLC Dba Optimal Care | MI | 437 | 2026-05-31 |
| The Kennedy Group | MI | 309 | 2026-04-30 |
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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.