Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$208K
- Life$122K
- Long-term disability$122K
- Other$122K
- Vision$26K
Filings through .
Walton Communities, LLC
EIN 58-2437674real estateLatest filing 2025
Plans
5
Retirement
1
$49.5M assets
Health & Benefits
4
$326K premiums
Participants
1,323
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $326K premiums / 1,141 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$49.5M
Participants506
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WALTON COMMUNITIES MEDICAL AND DENTAL PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$184K
Covered lives496
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
WALTON COMMUNITIES LIFE INSURANCE, LONG-TERM DISABILITY AND ACCIDENTAL DEATH AND DISMEMBERMENT
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$117K
Covered lives279
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
WALTON COMMUNITIES VISION PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$24K
Covered lives366
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
WALTON COMMUNITIES FSA PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $49.5M | 506 | 2025 |
- #002 · 401(k) · 2025506
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WALTON COMMUNITIES MEDICAL AND DENTAL PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $184K | 496 | 2025 |
| #502 | WALTON COMMUNITIES LIFE INSURANCE, LONG-TERM DISABILITY AND ACCIDENTAL DEATH AND DISMEMBERMENT | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $117K | 279 | 2025 |
| #503 | WALTON COMMUNITIES VISION PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $24K | 366 | 2025 |
| #504 | WALTON COMMUNITIES FSA PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Mixed · AETNA LIFE INSURANCE COMPANY · 2025496
- #502 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025279
- #503 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025366
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans