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Sponsor portfolioTH

SHAMROCK FOODS COMPANY

EIN 86-0209968-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$531.2M assets
Welfare
1
$9.4M premiums
Participants
13,472
2425 E CAMELBACK RD, SUITE 300 - PHOENIX, AZ 85016602-233-6401shamrockfoods.comLinkedIn5001-10000 employeesfood & beverages
Plans on this EIN
2 filings
#005401k-$531.2M - 7,886 part#501Mixed-$9.4M - 9,746 lives

Benefits portfolio analytics

1 plan / $9.4M premiums / 9,746 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.0M
  • Dental$3.4M
  • Life$2.8M
  • Long-term disability$1.5M
  • Vision$502K
  • Short-term disability$437K
Total $9.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA56%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
Total $9.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • USI INSURANCE SERVICES LLC63%
  • NFP INSURANCE SERVICES INC25%
  • AGIS NETWORK INSURANCE SERVICE4%
  • STEVEN RAY GRIFFIN4%
  • PLANSOURCE BENEFITS ADMINISTRATION4%
  • +1 more
Total $405K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST

401k

Assets$531.2M
Participants7,886
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHAMROCK FOODS COMPANY GROUP INSURANCE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$9.4M
Covered lives9,746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST401k$531.2M7,8862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHAMROCK FOODS COMPANY GROUP INSURANCE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$9.4M9,7462025
Retirement plans
Welfare plans
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