PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TOP NOTCH DISTRIBUTORS, INC.
Sponsor portfolio

TOP NOTCH DISTRIBUTORS, INC.

EIN 93-0940340-wholesale-Latest filing 2025
Plans
4
Retirement
2
$50.7M assets
Welfare
2
$793K premiums
Participants
1,199
417 ERIE STREET, PO BOX 189 - HONESDALE, PA 18431570-253-7620topnotchinc.comLinkedIn201-500 employeeswholesale
Plans on this EIN
4 filings
#002401k-$28.4M - 347 part#003ESOP-$22.3M - 319 part#501Self Funded-$627K - 222 lives#502Fully Insured-$166K - 379 lives

Retirement portfolio analytics

2 plans aggregated / $50.7M assets / 666 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • INC. 401(K) Savings (#002)56%
  • EMPLOYEE STOCK OWNERSHIP (#003)44%
Total $50.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)347
  • EMPLOYEE STOCK OWNERSHIP (#003)319
Total 666Click row to drill in

Benefits portfolio analytics

2 plans / $793K premiums / 601 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$627K
  • Dental$142K
  • Life$142K
  • Short-term disability$142K
  • Long-term disability$142K
  • Other$142K
  • +1 more
Total $793K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HM LIFE INSURANCE COMPANY79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
  • BLUE CROSS OF CALIFORNIA3%
Total $793K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CUMMINGS FRASER & ASSOCIATES, LLC100%
Total $5K1 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

TOP NOTCH DISTRIBUTORS, INC. 401(K) SAVINGS PLAN

401k

Assets$28.4M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TOP NOTCH EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.3M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOP NOTCH DISTRIBUTORS, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$627K
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TOP NOTCH DISTRIBUTORS, INC. GROUP INSURANCE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$166K
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TOP NOTCH DISTRIBUTORS, INC. 401(K) SAVINGS PLAN401k$28.4M3472024
003TOP NOTCH EMPLOYEE STOCK OWNERSHIP PLANESOP$22.3M3192024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOP NOTCH DISTRIBUTORS, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$627K2222025
502TOP NOTCH DISTRIBUTORS, INC. GROUP INSURANCE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$166K3792025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica