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Sponsor portfolioWelfare / HealthEIN 61-1002587

GADDIE SHAMROCK, LLC

PO BOX 280 · COLUMBIA, KY 42728
2703842665
Plans filed
1
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$91K
No prior year
Persons covered
96
No prior year
Total participants
93
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$91K
GADDIE SHAMROCK, LLC WELFARE BENEFIT PLAN
Fully insured96 covered·3 carriers
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$71K32.5%
Long-term disability$63K28.5%
Short-term disability$57K26.1%
Dental$14K6.5%
Life$14K6.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
STDLTDOth
$57K63.1%1155
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$19K21.2%1296
PARAMOUNT DENTAL
EIN 351682400
D
$14K15.7%1146

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOUCHENS INSURANCE GROUP INCBOWLING GREEN, KYTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$451$4K39.5%1
JODY DAN BRYANTBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, PARAMOUNT DENTAL$3K$0$3K29.5%1
FRANKIE GLEE WILLIAMSBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$718$150$8688.1%1
TED BENNETTBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$672$84$7567.0%1
DEBORAH S GOLDENBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$666$87$7537.0%1
JEFFREY WANNELIZABETHTOWN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$302$14$3162.9%1
LEIGH L ARMSTRONGBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$254$19$2732.5%1
VIOLET P COOTSBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$115$0$1151.1%1
MARYANNE ANDERSONBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$60$1$610.6%1
DAVID SPARKS PURVISOLIVE BRANCH, MSCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$55$0$550.5%1
ANNE OWENSGEORGETOWN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$31$0$310.3%1
SUSAN MAE DANIELHOPKINSVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$25$0$250.2%1
BARRICK & MARTIN INCBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$24$0$240.2%1
LISA GRAVESFRANKFORT, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$24$0$240.2%1
KRISTIN BENNETTBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$24$0$240.2%1
COURTLANN M ATKINSONBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$7$0$70.1%1
MARK CHRISTOPHER HOLLANDGERMANTOWN, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2$0$20.0%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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