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Sponsor portfolioTH

HILLTOP NATIONAL BANK

EIN 83-0202762-Finance and Insurance-Latest filing 2025
Plans
4
Retirement
2
$42.5M assets
Welfare
2
$693K premiums
Participants
578
300 COUNTRY CLUB ROAD - CASPER, WY 82609307-265-2740
Plans on this EIN
4 filings
#002401k-$34.3M - 178 part#001ProfitSharing-$8.2M - 171 part#501Mixed-$693K - 195 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $42.5M assets / 349 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • BANK 401(K) Savings (#002)81%
  • PROFIT SHARING PLAN (#001)19%
Total $42.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • EPIC RETIREMENT PLAN SERVICES81%
  • (Not disclosed)19%
Total $42.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANK 401(K) Savings (#002)178
  • PROFIT SHARING PLAN (#001)171
Total 349Click row to drill in

Benefits portfolio analytics

2 plans / $693K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$512K
  • Other$119K
  • Life$45K
  • Long-term disability$22K
  • Vision$15K
Total $693K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • EVEREST REINSURANCE COMPANY74%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $693K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $25K1 slice

Plan deep-dives

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

HILLTOP NATIONAL BANK 401(K) SAVINGS PLAN

401k

Assets$34.3M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HILLTOP NATIONAL BANK PROFIT SHARING PLAN

ProfitSharing

Assets$8.2M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HILLTOP NATIONAL BANK HEALTH MEDICAL BENEFIT PLAN

Mixed - EVEREST INSURANCE COMPANY

Premiums$693K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HILLTOP NATIONAL BANK HEALTH REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HILLTOP NATIONAL BANK 401(K) SAVINGS PLAN401k$34.3M1782025
001HILLTOP NATIONAL BANK PROFIT SHARING PLANProfitSharing$8.2M1712025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HILLTOP NATIONAL BANK HEALTH MEDICAL BENEFIT PLANMixedEVEREST INSURANCE COMPANY$693K1952025
504HILLTOP NATIONAL BANK HEALTH REIMBURSEMENT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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