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Sponsor portfolioTH

WALTON ENTERPRISES, LLC

EIN 62-1665434-executive office-Latest filing 2025
Plans
8
Retirement
1
$136.0M assets
Welfare
7
$1.4M premiums
Participants
1,910
110 NW 2ND STREET, SUITE 300 - BENTONVILLE, AR 72712479-464-1500LinkedIn51-200 employeesexecutive office
Plans on this EIN
8 filings
#001401k-$136.0M - 689 part#504Mewa-$627K - 1,322 lives#502Fully Insured-$472K - 997 lives#505Mewa-$184K - 143 lives#503Mewa-$96K - 456 lives#507Fully Insured-$5K - 450 lives#501Self Funded-0 lives#506Self Funded-0 lives

Benefits portfolio analytics

7 plans / $1.4M premiums / 3,368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$815K
  • Life$521K
  • Long-term disability$521K
  • Dental$472K
  • Vision$96K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • METROPOLITAN LIFE INSURANCE COMPANY39%
  • DELTA DENTAL OF CALIFORNIA34%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN7%
  • SPRING HEALTH6%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • BOON-RITTER INSURANCE SVCS., INC.5%
  • TOD KEITH1%
  • ROBBINS STAR1%
  • ALBERT SMITH1%
  • +2 more
Total $125K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT ACCESS PLAN

401k

Assets$136.0M
Participants689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WALTON ENTERPRISES, LLC LIFE AND DISABILITY PLAN

Mewa - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$627K
Covered lives1,322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WALTON ENTERPRISES, LLC DENTAL PLAN

Fully Insured - DELTA DENTAL PLAN OF ARKANSAS

Premiums$472K
Covered lives997
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WALTON ENTERPRISES, LLC VOLUNTARY BENEFITS

Mewa - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$184K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WALTON ENTERPRISES, LLC VISION PLAN

Mewa - VISION SERVICE PLAN

Premiums$96K
Covered lives456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

WALTON ENTERPRISES LLC BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - HARTFORD FIRE INSURANCE COMPANY

Premiums$5K
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WALTON ENTERPRISES, LLC MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

WALTON ENTERPRISES, LLC FLEXIBLE SPENDING PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT ACCESS PLAN401k$136.0M6892025

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WALTON ENTERPRISES, LLC LIFE AND DISABILITY PLANMewaMETROPOLITAN LIFE INSURANCE COMPANY$627K1,3222024
502WALTON ENTERPRISES, LLC DENTAL PLANFully InsuredDELTA DENTAL PLAN OF ARKANSAS$472K9972024
505WALTON ENTERPRISES, LLC VOLUNTARY BENEFITSMewaAMERICAN HERITAGE LIFE INSURANCE COMPANY$184K1432024
503WALTON ENTERPRISES, LLC VISION PLANMewaVISION SERVICE PLAN$96K4562024
507WALTON ENTERPRISES LLC BUSINESS TRAVEL ACCIDENT PLANFully InsuredHARTFORD FIRE INSURANCE COMPANY$5K4502024
501WALTON ENTERPRISES, LLC MEDICAL PLANSelf Funded-$002024
506WALTON ENTERPRISES, LLC FLEXIBLE SPENDING PLANSelf Funded-$002024
Retirement plans
Welfare plans
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