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Sponsor portfolioTH

SHAMROCK FOODS COMPANY

EIN 86-0209968-food & beverages-Latest filing 2024
Plans
2
Retirement
1
$454.8M assets
Welfare
1
$4.8M premiums
Participants
12,224
3900 E CAMELBACK RD, SUITE 300 - PHOENIX, AZ 85018602-233-6401shamrockfoods.comLinkedIn5001-10000 employeesfood & beverages
Plans on this EIN
2 filings
#005401k-$454.8M - 7,955 part#501Mixed-$4.8M - 5,412 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 5,412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.4M
  • Life$2.2M
  • Short-term disability$1.4M
  • Long-term disability$1.1M
Total $4.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA97%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $4.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • USI INSURANCE SERVICES LLC58%
  • NFP INSURANCE SERVICES INC33%
  • STEVEN RAY GRIFFIN6%
  • STRATEGIC EMPLOYEE BENEFIT SERVICES3%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $345K5 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$454.8M
Participants7,955
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHAMROCK FOODS COMPANY GROUP INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$4.8M
Covered lives5,412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST401k$454.8M7,9552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHAMROCK FOODS COMPANY GROUP INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$4.8M5,4122024
Retirement plans
Welfare plans
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