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  2. Shamrock Trading Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Shamrock Trading Corporation

EIN 20-3564413-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
2
$267.2M assets
Health & Benefits
1
$859K premiums
Participants
7,705
9300 METCALF AVE. - OVERLAND PARK, KS 66212913-492-7006shamrocktradingcorp.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401(k)-$156.6M - 3,210 part#002ESOP-$110.5M - 1,954 part#501Mixed-$859K - 2,530 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $267.2M assets / 5,164 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$156.6M
  • ESOP RETIREMENT PLAN (#002)$110.5M
Total $267.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3,210
  • ESOP RETIREMENT PLAN (#002)1,954
Total 5,164Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN

401(k)

Assets$156.6M
Participants3,210
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SHAMROCK TRADING CORPORATION ESOP RETIREMENT PLAN

ESOP

Assets$110.5M
Participants1,954
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SHAMROCK TRADING CORPORATION GROUP BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$859K
Covered lives2,530
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN401(k)$156.6M3,2102025
#002SHAMROCK TRADING CORPORATION ESOP RETIREMENT PLANESOP$110.5M1,9542025
  • SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN$156.6M
    #001 · 401(k) · 20253,210
  • SHAMROCK TRADING CORPORATION ESOP RETIREMENT PLAN$110.5M
    #002 · ESOP · 20251,954

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SHAMROCK TRADING CORPORATION GROUP BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$859K2,5302025
  • SHAMROCK TRADING CORPORATION GROUP BENEFIT PLAN$859K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 20252,530
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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