PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C.
Sponsor portfolio

AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C.

EIN 59-3727946-legal services-Latest filing 2025
Plans
3
Retirement
1
$20.7M assets
Welfare
2
$4.0M premiums
Participants
790
17 MAIN STREET, SUITE 200 - PENSACOLA, FL 32502850-916-7450awkolaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
3 filings
#001401k-$20.7M - 348 part#502Fully Insured-$3.4M - 402 lives#501Self Funded-$593K - 161 lives

Benefits portfolio analytics

2 plans / $4.0M premiums / 563 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$131K
  • Long-term disability$59K
  • Life$43K
  • Other$41K
  • Vision$27K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • UPMC HEALTH OPTIONS47%
  • BLUE CROSS OF CALIFORNIA43%
  • STANDARD INSURANCE COMPANY8%
  • TELADOC1%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • DIGITAL INSURANCE LLC87%
  • CENTRO BENEFITS RESEARCH LLC10%
  • ENROLLEASE3%
Total $188K3 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

AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN

401k

Assets$20.7M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. GROUP INSURANCE PLAN

Fully Insured - HEALTH OPTIONS, INC.

Premiums$3.4M
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. EMPLOYEE BENEFIT PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$593K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN401k$20.7M3482024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. GROUP INSURANCE PLANFully InsuredHEALTH OPTIONS, INC.$3.4M4022025
501AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. EMPLOYEE BENEFIT PLANSelf FundedHM LIFE INSURANCE COMPANY$593K1612024
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