SHAMROCK MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY
Measure | Date | Value |
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2017: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 732 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 691 |
Total of all active and inactive participants | 2017-07-01 | 691 |
2016: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 742 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 732 |
Total of all active and inactive participants | 2016-07-01 | 732 |
2015: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 757 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 742 |
Total of all active and inactive participants | 2015-07-01 | 742 |
2014: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 636 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 757 |
Total of all active and inactive participants | 2014-07-01 | 757 |
2013: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 604 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 636 |
Total of all active and inactive participants | 2013-07-01 | 636 |
2012: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 443 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 604 |
Total of all active and inactive participants | 2012-07-01 | 604 |
Measure | Date | Value |
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2014 : SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2014 401k financial data |
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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 incurred | 2014-06-30 | $4,269,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $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 year | 2014-06-30 | $97,483 |
Value of total assets at beginning of year | 2014-06-30 | $55,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $458,561 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $1,785,047 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $387 |
Administrative expenses (other) incurred | 2014-06-30 | $156,394 |
Total non interest bearing cash at end of year | 2014-06-30 | $97,483 |
Total non interest bearing cash at beginning of year | 2014-06-30 | $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 appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $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) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $3,109,368 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $2,528,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $701,592 |
Contract administrator fees | 2014-06-30 | $302,167 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $10,861 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $12,984 |
Did the plan have assets held for investment | 2014-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | BROUSSARD & COMPANY CPA'S, LLC |
Accountancy firm EIN | 2014-06-30 | 721447940 |
2013 : SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2013 401k financial data |
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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 incurred | 2013-06-30 | $3,549,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $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 year | 2013-06-30 | $55,820 |
Value of total assets at beginning of year | 2013-06-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $419,155 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $1,326,854 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $387 |
Administrative expenses (other) incurred | 2013-06-30 | $154,524 |
Total non interest bearing cash at end of year | 2013-06-30 | $55,433 |
Total non interest bearing cash at beginning of year | 2013-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $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) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $2,672,386 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $2,265,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $458,073 |
Contract administrator fees | 2013-06-30 | $264,631 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $12,984 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $0 |
Did the plan have assets held for investment | 2013-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | BROUSSARD & COMPANY CPA'S, LLC |
Accountancy firm EIN | 2013-06-30 | 721447940 |
2017: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: SHAMROCK MANAGEMENT, LLC DBA SHAMROCK ENERGY 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | First time form 5500 has been submitted | Yes |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0691279 |
Policy instance | 6 |
Insurance contract or identification number | R0691279 | Number of Individuals Covered | 476 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $52,663 | Total amount of fees paid to insurance company | USD $7,965 | Other welfare benefits provided | GCIEE, GRPACCVO | Welfare Benefit Premiums Paid to Carrier | USD $93,211 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 0011524301 |
Policy instance | 5 |
Insurance contract or identification number | 0011524301 | Number of Individuals Covered | 140 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $21,412 | Total amount of fees paid to insurance company | USD $2,329 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $28,325 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 755395 |
Policy instance | 4 |
Insurance contract or identification number | 755395 | Number of Individuals Covered | 603 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $13,787 | Total amount of fees paid to insurance company | USD $1,769 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 755395 |
Policy instance | 3 |
Insurance contract or identification number | 755395 | Number of Individuals Covered | 658 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $37,505 | Total amount of fees paid to insurance company | USD $6,237 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 2 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 691 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $106,767 | Total amount of fees paid to insurance company | USD $36,698 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $751,364 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
Policy contract number | 78F63ERC |
Policy instance | 1 |
Insurance contract or identification number | 78F63ERC | Number of Individuals Covered | 691 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $4,880 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,504,039 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GAE10261 |
Policy instance | 2 |
Insurance contract or identification number | GAE10261 | Number of Individuals Covered | 742 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $103,800 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $900,191 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $96,621 | Insurance broker organization code? | 3 | Insurance broker name | HUB INTERNATIONAL MIDWEST LIMITED |
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BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
Policy contract number | 78F63ERC |
Policy instance | 1 |
Insurance contract or identification number | 78F63ERC | Number of Individuals Covered | 697 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $118,316 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $104,425 | Insurance broker organization code? | 3 | Insurance broker name | HUB INTERNATIONAL GULF SOUTH LTD |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GAE10261 |
Policy instance | 2 |
Insurance contract or identification number | GAE10261 | Number of Individuals Covered | 756 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $126,379 | Total amount of fees paid to insurance company | USD $40,347 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $790,885 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $126,379 | Amount paid for insurance broker fees | 803 | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | Insurance broker organization code? | 3 | Insurance broker name | ALFORD, STAPLES, LAPEYRE & ROBICHAU |
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BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
Policy contract number | 78F63ERC |
Policy instance | 1 |
Insurance contract or identification number | 78F63ERC | Number of Individuals Covered | 757 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $157,918 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $157,918 | Insurance broker organization code? | 3 | Insurance broker name | ALFORD, STAPLES, LAPEYRE & ROBICHAU |
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BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
Policy contract number | 78386ERC |
Policy instance | 1 |
Insurance contract or identification number | 78386ERC | Number of Individuals Covered | 636 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,109,368 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 1 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 604 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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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