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Sponsor portfolio

SHAMROCK TRADING CORPORATION

EIN 20-3564413-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
2
$220.1M assets
Welfare
1
$859K premiums
Participants
7,160
9300 METCALF AVENUE - OVERLAND PARK, KS 66212913-492-7006shamrocktradingcorp.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$122.1M - 2,846 part#002ESOP-$97.9M - 1,773 part#501Mixed-$859K - 2,530 lives

Retirement portfolio analytics

2 plans aggregated / $220.1M assets / 4,619 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PROFIT SHARING PLAN (#001)56%
  • ESOP RETIREMENT PLAN (#002)44%
Total $220.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2,846
  • ESOP RETIREMENT PLAN (#002)1,773
Total 4,619Click row to drill in

Benefits portfolio analytics

1 plan / $859K premiums / 2,530 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$312K
  • Other$312K
  • Long-term disability$296K
  • Vision$251K
Total $859K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY71%
  • SURENCY LIFE AND HEALTH29%
Total $859K2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • FMLA SOURCE INC76%
  • LOCKTON COMPANIES, LLC24%
Total $76K2 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

SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$122.1M
Participants2,846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHAMROCK TRADING CORPORATION ESOP RETIREMENT PLAN

ESOP

Assets$97.9M
Participants1,773
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHAMROCK TRADING CORPORATION GROUP BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$859K
Covered lives2,530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN401k$122.1M2,8462024
002SHAMROCK TRADING CORPORATION ESOP RETIREMENT PLANESOP$97.9M1,7732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHAMROCK TRADING CORPORATION GROUP BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$859K2,5302025
Retirement plans
Welfare plans
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