Plan Snapshot
- Plan Sponsor: Shamrock Trading Corporation
- Sponsor EIN: 203564413
- Sponsor Address: 9300 METCALF AVENUE, OVERLAND PARK, KS, 66212
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,530
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,530 | $0 | $0 | $0 |
| 2023 | 2,266 | $0 | $0 | $0 |
| 2022 | 2,140 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $1,370,840 | $56,434 | $1,427,274 |
| CAPITAL RX | Recordkeeper | $207,408 | — | $207,408 |
| DELTA DENTAL OF KANSAS, INC | Recordkeeper | $121,378 | — | $121,378 |
| SURENCY LIFE & HEALTH INSURANCE | Recordkeeper | $45,206 | — | $45,206 |
| COMPSYCH | Recordkeeper | $44,943 | — | $44,943 |
| FMLA SOURCE INC | Recordkeeper | — | $37,498 | $37,498 |
| UNITED OF OMAHA LIFE INSURANCE CO | Recordkeeper | — | $13,149 | $13,149 |
| WEX HEALTH INC. | Recordkeeper | $12,541 | — | $12,541 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEX HEALTH INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,909,397
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |