Plan Ledger DOL Form 5500 · updated monthly

Walton Capital Advisors, LPbenefits

Walton Street Capital Business Travel Accident Plan · CHICAGO, IL · plan year 2024

Broker compensation reported · 2024
$55,078

Walton Capital Advisors, LP's benefits plans covered 124 active participants in 2024, providing death benefits. Insurance brokers and agents were paid $55,078 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $444 per covered person, in the top quarter of employer plans that report broker pay. Broker pay was essentially unchanged from 2023.

Insurance contracts · 20242
HEALTH CARE SERVICE CORPORATION · health drug ppopremiums n/a · 107 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 124 covered
Brokers & agents paid · 20241
JMB INSURANCE AGENCY, INC.$55,078 · incl $675 fees
Also brokered by Jmb Insurance Agency, Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 363986948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.