PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WALTON COMMUNITIES, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 58-2437674

WALTON COMMUNITIES, LLC

2281 AKERS MILL ROAD · ATLANTA, GA 30339
6783034143
Plans filed
4
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$326K
No prior year
Persons covered
1,141
No prior year
Total participants
817
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$184K
WALTON COMMUNITIES MEDICAL AND DENTAL PLAN
Mixed496 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #502$117K
WALTON COMMUNITIES LIFE INSURANCE, LONG-TERM DISABILITY AND ACCIDENTAL DEATH AND DISMEMBERMENT
Fully insured279 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$24K
WALTON COMMUNITIES VISION PLAN
Fully insured366 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Plan #504$0
WALTON COMMUNITIES FSA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$184K32.9%
Life$117K20.9%
Long-term disability$117K20.9%
Other$117K20.9%
Vision$24K4.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$209K64.1%22862
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$117K35.9%11279

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.ATLANTA, GAUNUM LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY$42K$0$42K60.1%3
TBG BENEFITS LLCMARIETTA, GAAETNA LIFE INSURANCE COMPANY$23K$4K$28K39.9%2

History & trajectory

10 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica