Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $42.5M assets / 349 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $693K premiums / 195 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
Mixed - EVEREST INSURANCE COMPANY
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HILLTOP NATIONAL BANK 401(K) SAVINGS PLAN | 401(k) | $34.3M | 178 | 2025 |
| #001 | HILLTOP NATIONAL BANK PROFIT SHARING PLAN | Profit-sharing | $8.2M | 171 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HILLTOP NATIONAL BANK HEALTH MEDICAL BENEFIT PLAN | Mixed | EVEREST INSURANCE COMPANY | $693K | 195 | 2025 |
| #504 | HILLTOP NATIONAL BANK HEALTH REIMBURSEMENT PLAN | Self-funded | - | $0 | 0 | 2025 |