Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHAMROCK COMPANIES, INC.
EIN 34-1609149real estateLatest filing 2025
Plans
3
Retirement
2
$29.5M assets
Welfare
1
$1.0M premiums
Participants
296
24090 DETROIT ROAD - WESTLAKE, OH 441451513440-250-2165shamrockcompanies.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $29.5M assets / 205 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 92 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$945K
- Dental$101K
- Vision$101K
- Life$101K
- Long-term disability$101K
- Other$101K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- MEDICAL MUTUAL90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
96%top
- GALLAGHER BENEFIT SERVICES, INC.96%
- CENTRO BENEFITS RESEARCH LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SHAMROCK COMPANIES, INC. 401(K)RETIREMENT PLAN
401k
Assets$26.0M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE SHAMROCK COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.5M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SHAMROCK COMPANIES, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - MEDICAL MUTUAL OF OHIO
Premiums$1.0M
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SHAMROCK COMPANIES, INC. 401(K)RETIREMENT PLAN | 401k | $26.0M | 112 | 2025 | |
| 004 | THE SHAMROCK COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.5M | 93 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans