Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Stop-loss$184K
- Dental$131K
- Long-term disability$59K
- Life$43K
- Other$41K
- +2 more
Filings through .
Aylstock, Witkin, Kreis & Overholtz, P.L.C.
EIN 59-3727946legal servicesLatest filing 2025
Plans
3
Retirement
1
$25.4M assets
Health & Benefits
2
$3.6M premiums
Participants
639
17 MAIN STREET, SUITE 200 - PENSACOLA, FL 32502850-916-7450awkolaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $3.6M premiums / 402 covered lives
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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#001
AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, P.L.C. 401(K) PROFIT SHARING PLAN
401(k)
Assets$25.4M
Participants360
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. GROUP INSURANCE PLAN
Fully insured - HEALTH OPTIONS, INC.
Premiums$3.4M
Covered lives402
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. EMPLOYEE BENEFIT PLAN
Self-funded - HM LIFE INSURANCE COMPANY
Premiums$184K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, P.L.C. 401(K) PROFIT SHARING PLAN | 401(k) | $25.4M | 360 | 2025 |
- #001 · 401(k) · 2025360
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. GROUP INSURANCE PLAN | Fully insured | HEALTH OPTIONS, INC. | $3.4M | 402 | 2025 |
| #501 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. EMPLOYEE BENEFIT PLAN | Self-funded | HM LIFE INSURANCE COMPANY | $184K | 0 | 2025 |
- #502 · Fully insured · HEALTH OPTIONS, INC. · 2025402
- #501 · Self-funded · HM LIFE INSURANCE COMPANY · 20250
Retirement plans
Health & Benefits plans