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Sponsor portfolio

WALTON COMMUNITIES, LLC

EIN 58-2437674-real estate-Latest filing 2025
Plans
5
Retirement
1
$44.8M assets
Welfare
4
$326K premiums
Participants
1,298
2281 AKERS MILL ROAD, BUILDING 4100 - ATLANTA, GA 30339678-303-4143LinkedIn201-500 employeesreal estate
Plans on this EIN
5 filings
#002401k-$44.8M - 481 part#501Mixed-$184K - 496 lives#502Fully Insured-$117K - 279 lives#503Fully Insured-$24K - 366 lives#504Self Funded-0 lives

Benefits portfolio analytics

4 plans / $326K premiums / 1,141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$184K
  • Life$117K
  • Long-term disability$117K
  • Other$117K
  • Vision$24K
Total $326K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • AETNA LIFE INSURANCE COMPANY64%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
Total $326K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • IMA, INC.60%
  • TBG BENEFITS LLC40%
Total $69K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$44.8M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALTON COMMUNITIES MEDICAL AND DENTAL PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$184K
Covered lives496
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WALTON COMMUNITIES VISION PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$24K
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WALTON COMMUNITIES FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WALTON COMMUNITIES, LLC 401(K) PROFIT SHARING PLAN401k$44.8M4812024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALTON COMMUNITIES MEDICAL AND DENTAL PLANMixedAETNA LIFE INSURANCE COMPANY$184K4962025
502WALTON COMMUNITIES LIFE INSURANCE, LONG-TERM DISABILITY AND ACCIDENTAL DEATH AND DISMEMBERMENTFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$117K2792025
503WALTON COMMUNITIES VISION PLANFully InsuredAETNA LIFE INSURANCE COMPANY$24K3662025
504WALTON COMMUNITIES FSA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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