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Sponsor portfolio

TOPCO ASSOCIATES, LLC

EIN 36-4469052-retail-Latest filing 2025
Plans
3
Retirement
2
$164.2M assets
Welfare
1
$307K premiums
Participants
1,486
TWO PIERCE PLACE - ITASCA, IL 60143847-676-3030topco.comLinkedIn201-500 employeesretail
Plans on this EIN
3 filings
#002401k-$104.0M - 730 part#001TraditionalDB-$60.2M - 189 part#505Fully Insured-$307K - 642 lives

Retirement portfolio analytics

2 plans aggregated / $164.2M assets / 919 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • ASSOCIATES LLC 401(K) (#002)63%
  • ASSOCIATES LLC PENSION (#001)37%
Total $164.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • BLACKROCK37%
Total $164.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES LLC 401(K) (#002)730
  • ASSOCIATES LLC PENSION (#001)189
Total 919Click row to drill in

Benefits portfolio analytics

1 plan / $307K premiums / 642 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$173K
  • Other$163K
  • Long-term disability$117K
  • Vision$66K
  • Dental$27K
  • Health$8K
Total $307K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY67%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY22%
  • DELTA DENTAL OF CALIFORNIA9%
  • COMPSYCH3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $307K5 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • BROWN & BROWN INSURANCE SERVICES53%
  • MARSH & MCLENNAN AGENCY LLC38%
  • AMERICAN BNFT & COMP SYSTEMS9%
Total $12K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TOPCO ASSOCIATES LLC 401(K) PLAN

401k

Assets$104.0M
Participants730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TOPCO ASSOCIATES LLC PENSION PLAN

TraditionalDB

Assets$60.2M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TOPCO EMPLOYEES GROUP BENEFITS PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$307K
Covered lives642
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TOPCO ASSOCIATES LLC 401(K) PLAN401k$104.0M7302024
001TOPCO ASSOCIATES LLC PENSION PLANTraditionalDB$60.2M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TOPCO EMPLOYEES GROUP BENEFITS PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$307K6422025
Retirement plans
Welfare plans
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