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Sponsor portfolio

HILLTOP HOLDINGS INC.

EIN 84-1477939-financial services-Latest filing 2024
Plans
2
Retirement
1
$809.7M assets
Welfare
1
$5.6M premiums
Participants
8,418
6565 HILLCREST AVE - DALLAS, TX 75205214-252-4100hilltop-holdings.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$809.7M - 5,403 part#507Mixed-$5.6M - 6,350 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 6,350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.8M
  • Other$2.4M
  • Life$1.8M
  • Long-term disability$665K
  • Vision$528K
  • Health$60K
  • +1 more
Total $5.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
  • VISION SERVICE PLAN8%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $5.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $199K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HILLTOP HOLDINGS INC. 401(K) PLAN

401k

Assets$809.7M
Participants5,403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

HILLTOP HOLDINGS INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$5.6M
Covered lives6,350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HILLTOP HOLDINGS INC. 401(K) PLAN401k$809.7M5,4032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507HILLTOP HOLDINGS INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL INSURANCE COMPANY$5.6M6,3502024
Retirement plans
Welfare plans
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