PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Williams, Parker, Harrison, Dietz & Getzen, PLLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Williams, Parker, Harrison, Dietz & Getzen, PLLC

EIN 20-2953387-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$52.9M assets
Health & Benefits
1
$591K premiums
Participants
235
50 CENTRAL AVENUE EIGHTH FLOOR - SARASOTA, FL 34236941-366-4800
Plans on this EIN
2 filings
#001401(k)-$52.9M - 141 part#501Mixed-$591K - 138 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $591K premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$410K
  • Life$115K
  • Short-term disability$115K
  • Long-term disability$115K
  • Other$115K
  • Dental$57K
  • +1 more
Total $591K7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WILLIAMS PARKER EMPLOYEE SAVINGS PLAN

401(k)

Assets$52.9M
Participants141
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WILLIAMS PARKER HEALTH & WELFARE PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.

Premiums$591K
Covered lives138
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WILLIAMS PARKER EMPLOYEE SAVINGS PLAN401(k)$52.9M1412025
  • WILLIAMS PARKER EMPLOYEE SAVINGS PLAN$52.9M
    #001 · 401(k) · 2025141

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WILLIAMS PARKER HEALTH & WELFARE PLANMixedBERKLEY LIFE AND HEALTH INSURANCE CO.$591K1382024
  • WILLIAMS PARKER HEALTH & WELFARE PLAN$591K
    #501 · Mixed · BERKLEY LIFE AND HEALTH INSURANCE CO. · 2024138
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica