form5500lookup

Form 5500 · Employee benefit plan · COLUMBIA, KY

GADDIE SHAMROCK, LLC

Public Form 5500 records show how GADDIE SHAMROCK, LLC (COLUMBIA, KY) structures its employee benefits. Its broker of record is JODY DAN BRYANT. Coverage is written through COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1002587 · plan 501 · as of Jul 2026

Participants
97
Carriers on file
4
Disclosed commissions
$9,962
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
COLONIAL LIFE & ACCIDENT INSURANCE COMPANYDisability55March$6,390
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife96March$1,519
PARAMOUNT DENTALDental46March$1,424
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability7March$629

Questions

Who is GADDIE SHAMROCK, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, GADDIE SHAMROCK, LLC's broker of record is JODY DAN BRYANT.

What insurance carrier does GADDIE SHAMROCK, LLC use?

GADDIE SHAMROCK, LLC's benefit plan is written through COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, among 4 disclosed carriers.

When does GADDIE SHAMROCK, LLC's group plan renew?

The most recent Schedule A policy period for GADDIE SHAMROCK, LLC ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from GADDIE SHAMROCK, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.