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Sponsor portfolioWelfare / HealthEIN 20-3564413

SHAMROCK TRADING CORPORATION

9300 METCALF AVENUE · OVERLAND PARK, KS 66212
9134927006
Plans filed
3
Years active
2016–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$859K
No prior year
Persons covered
2,530
No prior year
Total participants
2,541
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$859K
SHAMROCK TRADING CORPORATION GROUP BENEFIT PLAN
Mixed2,530 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #505$82K
GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF SHAMROCK TRADING CORP
Fully insured483 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$57K
GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR EMPLOYEES OF SHAMROCK TRADING CORP
Fully insured483 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$312K26.7%
Other$312K26.7%
Long-term disability$296K25.2%
Vision$251K21.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$608K70.8%132,530
SURENCY LIFE AND HEALTH
EIN 261969006
V
$251K29.2%112,373

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FMLA SOURCE INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$58K$58K75.6%1
LOCKTON COMPANIES, LLCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$19K$19K24.4%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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