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Sponsor portfolioWelfare / HealthEIN 59-3727946

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

17 MAIN STREET · PENSACOLA, FL 32502
8509167450
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
402
No prior year
Total participants
279
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$3.4M
AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. GROUP INSURANCE PLAN
Fully insured402 covered·4 carriers
Primary: HEALTH OPTIONS, INC.
Plan #501$593K
AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. EMPLOYEE BENEFIT PLAN
Self-funded161 covered·2 carriers
Primary: HM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.1M90.5%
Dental$131K3.9%
Long-term disability$59K1.7%
Life$43K1.3%
Other$41K1.2%
Vision$27K0.8%
Short-term disability$19K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 592403696
H
$1.6M47.4%11100
BLUE CROSS OF CALIFORNIA
EIN 592015694
H
$1.5M43.2%1185
STANDARD INSURANCE COMPANY
EIN 930242990
DVLSTDLTD
$279K8.3%15402
TELADOC
EIN 043705970
Oth
$41K1.2%11260

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GASTANDARD INSURANCE COMPANY, HEALTH OPTIONS, INC., BLUE CROSS BLUE SHIELD OF FLORIDA$156K$6K$163K86.6%1
CENTRO BENEFITS RESEARCH LLCBEACHWOOD, OHSTANDARD INSURANCE COMPANY$0$19K$19K10.2%1
ENROLLEASEATLANTA, GAHEALTHIESTYOU C/O TELADOC HEALTH INC$6K$0$6K3.2%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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