Assets by plan
Share of aggregate retirement assets
Filings through .
The Shamrock Companies, Inc.
EIN 34-1609149real estateLatest filing 2025
Plans
3
Retirement
2
$29.5M assets
Health & Benefits
1
$1.0M premiums
Participants
296
24090 DETROIT ROAD - WESTLAKE, OH 441451513440-250-2165shamrockcompanies.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $29.5M assets / 205 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 92 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$945K
- Dental$101K
- Vision$101K
- Life$101K
- Long-term disability$101K
- Other$101K
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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
THE SHAMROCK COMPANIES, INC. 401(K)RETIREMENT PLAN
401(k)
Assets$26.0M
Participants112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE SHAMROCK COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.5M
Participants93
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE SHAMROCK COMPANIES, INC. EMPLOYEE BENEFITS PLAN
Fully insured - MEDICAL MUTUAL OF OHIO
Premiums$1.0M
Covered lives92
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE SHAMROCK COMPANIES, INC. 401(K)RETIREMENT PLAN | 401(k) | $26.0M | 112 | 2025 |
| #004 | THE SHAMROCK COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.5M | 93 | 2025 |
- #001 · 401(k) · 2025112
- #004 · ESOP · 202593
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE SHAMROCK COMPANIES, INC. EMPLOYEE BENEFITS PLAN | Fully insured | MEDICAL MUTUAL OF OHIO | $1.0M | 92 | 2025 |
- #501 · Fully insured · MEDICAL MUTUAL OF OHIO · 202592
Retirement plans
Health & Benefits plans