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Sponsor portfolioWelfare / HealthEIN 36-3986948

WALTON CAPITAL ADVISORS, LP

900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611
3129152236
Plans filed
2
Years active
2016–2026
Industry
NAICS 52
Latest filing
2026
Total premiums (latest)
$0
No prior year
Persons covered
115
No prior year
Total participants
115
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.5M
WALTON CAPITAL ADVISORS LP MEDICAL PLAN
Fully insured208 covered·1 carrier
Primary: HEALTH CARE SERVICE CORPORATION
Plan #505$0
WALTON STREET CAPITAL BUSINESS TRAVEL ACCIDENT PLAN
Fully insured115 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
$00.0%11115

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYFEDERAL INSURANCE COMPANY$0$0$00.0%1
ASSUREDPARTNERSCHICAGO, ILFEDERAL INSURANCE COMPANY$0$0$00.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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