Shamrock Synergy Solutions LLC
Sewickley, PA
Shamrock Synergy Solutions LLC of Sewickley, PA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $647 in reported broker commissions (plan year 2025).
Quick answer
Shamrock Synergy Solutions LLC (Sewickley, PA) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Shamrock Synergy Solutions LLC have?
- Shamrock Synergy Solutions LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Shamrock Synergy Solutions LLC's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Infinity Machine & Engineering Corp. (207 participants) and Servicemax Corporation.
- How much does Shamrock Synergy Solutions LLC earn in commissions?
- Insurers reported $647 in broker commissions paid to Shamrock Synergy Solutions LLC for plan year 2025, per Schedule A Part 1.
- Where is Shamrock Synergy Solutions LLC located?
- Shamrock Synergy Solutions LLC is based in Sewickley, PA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Shamrock Synergy Solutions LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Infinity Machine & Engineering Corp. | WI | 207 | 2025-12-31 |
| Servicemax Corporation | TN | 0 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.