Assets by plan
Share of aggregate retirement assets
Filings through .
Top Notch Distributors, Inc.
EIN 93-0940340wholesaleLatest filing 2025
Plans
4
Retirement
2
$55.1M assets
Health & Benefits
2
$793K premiums
Participants
1,227
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $55.1M assets / 694 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TOP NOTCH DISTRIBUTORS, INC. 401(K) SAVINGS PLAN
401(k)
Assets$32.8M
Participants367
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
TOP NOTCH EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$22.3M
Participants327
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TOP NOTCH DISTRIBUTORS, INC. GROUP MEDICAL PLAN
Self-funded - HM LIFE INSURANCE COMPANY
Premiums$627K
Covered lives222
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
TOP NOTCH DISTRIBUTORS, INC. GROUP INSURANCE PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$166K
Covered lives379
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TOP NOTCH DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | 401(k) | $32.8M | 367 | 2025 |
| #003 | TOP NOTCH EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.3M | 327 | 2025 |
- #002 · 401(k) · 2025367
- #003 · ESOP · 2025327
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TOP NOTCH DISTRIBUTORS, INC. GROUP MEDICAL PLAN | Self-funded | HM LIFE INSURANCE COMPANY | $627K | 222 | 2025 |
| #502 | TOP NOTCH DISTRIBUTORS, INC. GROUP INSURANCE PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $166K | 379 | 2025 |
- #501 · Self-funded · HM LIFE INSURANCE COMPANY · 2025222
- #502 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025379
Retirement plans
Health & Benefits plans