Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$71K
- Long-term disability$63K
- Short-term disability$57K
- Dental$14K
- Life$14K
Sponsor portfolio
GADDIE SHAMROCK, LLC
EIN 61-1002587constructionLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$91K premiums
Participants
213
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $91K premiums / 96 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA63%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
- PARAMOUNT DENTAL16%
Broker market share
Schedule A broker compensation
40%top
- HOUCHENS INSURANCE GROUP INC40%
- JODY DAN BRYANT16%
- JODY BRYANT13%
- FRANKIE GLEE WILLIAMS8%
- TED BENNETT7%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GADDIE SHAMROCK 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$5.2M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GADDIE SHAMROCK, LLC WELFARE BENEFIT PLAN
Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$91K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GADDIE SHAMROCK 401(K) RETIREMENT SAVINGS PLAN | 401k | $5.2M | 120 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GADDIE SHAMROCK, LLC WELFARE BENEFIT PLAN | Fully Insured | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $91K | 96 | 2025 |
Retirement plans
Welfare plans