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SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 401k Plan overview

Plan NameSHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY
Plan identification number 501

SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

SHAMROCK MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:SHAMROCK MANAGEMENT, LLC
Employer identification number (EIN):721398061
NAIC Classification:211110
NAIC Description: Oil and Gas Extraction, Oil

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-07-01
5012016-07-01JESSICA STEGALL
5012015-07-01JESSICA STEGALL
5012014-07-01MELINDA BERGERON
5012013-07-01MELINDA BERGERON
5012012-07-01MELINDA BERGERON

Plan Statistics for SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY

401k plan membership statisitcs for SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY

Measure Date Value
2017: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2017 401k membership
Total participants, beginning-of-year2017-07-01732
Total number of active participants reported on line 7a of the Form 55002017-07-01691
Total of all active and inactive participants2017-07-01691
2016: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2016 401k membership
Total participants, beginning-of-year2016-07-01742
Total number of active participants reported on line 7a of the Form 55002016-07-01732
Total of all active and inactive participants2016-07-01732
2015: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2015 401k membership
Total participants, beginning-of-year2015-07-01757
Total number of active participants reported on line 7a of the Form 55002015-07-01742
Total of all active and inactive participants2015-07-01742
2014: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2014 401k membership
Total participants, beginning-of-year2014-07-01636
Total number of active participants reported on line 7a of the Form 55002014-07-01757
Total of all active and inactive participants2014-07-01757
2013: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2013 401k membership
Total participants, beginning-of-year2013-07-01604
Total number of active participants reported on line 7a of the Form 55002013-07-01636
Total of all active and inactive participants2013-07-01636
2012: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2012 401k membership
Total participants, beginning-of-year2012-07-01443
Total number of active participants reported on line 7a of the Form 55002012-07-01604
Total of all active and inactive participants2012-07-01604

Financial Data on SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY

Measure Date Value
2014 : SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$10,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$12,984
Total income from all sources (including contributions)2014-06-30$4,313,307
Total of all expenses incurred2014-06-30$4,269,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,810,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,313,307
Value of total assets at end of year2014-06-30$97,483
Value of total assets at beginning of year2014-06-30$55,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$458,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,785,047
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$387
Administrative expenses (other) incurred2014-06-30$156,394
Total non interest bearing cash at end of year2014-06-30$97,483
Total non interest bearing cash at beginning of year2014-06-30$55,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$43,786
Value of net assets at end of year (total assets less liabilities)2014-06-30$86,622
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$42,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$3,109,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,528,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$701,592
Contract administrator fees2014-06-30$302,167
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$10,861
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$12,984
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BROUSSARD & COMPANY CPA'S, LLC
Accountancy firm EIN2014-06-30721447940
2013 : SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$12,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,592,450
Total of all expenses incurred2013-06-30$3,549,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,130,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,592,450
Value of total assets at end of year2013-06-30$55,820
Value of total assets at beginning of year2013-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$419,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,326,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$387
Administrative expenses (other) incurred2013-06-30$154,524
Total non interest bearing cash at end of year2013-06-30$55,433
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$42,836
Value of net assets at end of year (total assets less liabilities)2013-06-30$42,836
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$2,672,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,265,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$458,073
Contract administrator fees2013-06-30$264,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$12,984
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BROUSSARD & COMPANY CPA'S, LLC
Accountancy firm EIN2013-06-30721447940

Form 5500 Responses for SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY

2017: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0691279
Policy instance 6
Insurance contract or identification numberR0691279
Number of Individuals Covered476
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $52,663
Total amount of fees paid to insurance companyUSD $7,965
Other welfare benefits providedGCIEE, GRPACCVO
Welfare Benefit Premiums Paid to CarrierUSD $93,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0011524301
Policy instance 5
Insurance contract or identification number0011524301
Number of Individuals Covered140
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $21,412
Total amount of fees paid to insurance companyUSD $2,329
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755395
Policy instance 4
Insurance contract or identification number755395
Number of Individuals Covered603
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $13,787
Total amount of fees paid to insurance companyUSD $1,769
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755395
Policy instance 3
Insurance contract or identification number755395
Number of Individuals Covered658
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $37,505
Total amount of fees paid to insurance companyUSD $6,237
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered691
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $106,767
Total amount of fees paid to insurance companyUSD $36,698
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $751,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract number78F63ERC
Policy instance 1
Insurance contract or identification number78F63ERC
Number of Individuals Covered691
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,880
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,504,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE10261
Policy instance 2
Insurance contract or identification numberGAE10261
Number of Individuals Covered742
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $103,800
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $900,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $96,621
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract number78F63ERC
Policy instance 1
Insurance contract or identification number78F63ERC
Number of Individuals Covered697
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $118,316
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,125,448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $104,425
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL GULF SOUTH LTD
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGAE10261
Policy instance 2
Insurance contract or identification numberGAE10261
Number of Individuals Covered756
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $126,379
Total amount of fees paid to insurance companyUSD $40,347
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $790,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $126,379
Amount paid for insurance broker fees803
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?3
Insurance broker nameALFORD, STAPLES, LAPEYRE & ROBICHAU
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract number78F63ERC
Policy instance 1
Insurance contract or identification number78F63ERC
Number of Individuals Covered757
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $157,918
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $157,918
Insurance broker organization code?3
Insurance broker nameALFORD, STAPLES, LAPEYRE & ROBICHAU
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract number78386ERC
Policy instance 1
Insurance contract or identification number78386ERC
Number of Individuals Covered636
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,109,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered604
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,672,386
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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