PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FORT WALTON MACHINING, INC.
Sponsor portfolio

FORT WALTON MACHINING, INC.

EIN 59-2823872-aviation & aerospace-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$741K premiums
Participants
292
43 JET DRIVE NW - FORT WALTON BEACH, FL 325484807850-244-9095fwmachining.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
2 filings
#001401k-$5.4M - 153 part#502Fully Insured-$741K - 139 lives

Benefits portfolio analytics

1 plan / $741K premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$626K
  • Health$124K
  • Dental$122K
  • Vision$61K
  • Life$61K
  • Short-term disability$61K
  • +2 more
Total $741K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • UPMC HEALTH OPTIONS15%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • COMBINED INSURANCE COMPANY OF AMERICA8%
Total $741K4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • M.E. WILSON COMPANY, LLC78%
  • DIGITAL INSURANCE LLC22%
Total $46K2 slices

Plan deep-dives

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

THE FORT WALTON MACHINING 401(K) PLAN

401k

Assets$5.4M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FORT WALTON MACHINING EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$741K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FORT WALTON MACHINING 401(K) PLAN401k$5.4M1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FORT WALTON MACHINING EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$741K1392025
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