PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Banksouth Mortgage
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Banksouth Mortgage

EIN 27-4370581-financial services-Latest filing 2025
Plans
3
Retirement
0
Health & Benefits
3
$144K premiums
Participants
360
3290 NORTHSIDE PKWY NW SUITE 600 - ATLANTA, GA 30327770-709-6776banksouthmortgage.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#502Fully insured-$129K - 133 lives#505Fully insured-$16K - 178 lives#503Unknown-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $144K premiums / 311 covered lives

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.

Health & Benefits#502

BANKSOUTH MORTGAGE ANCILLARY PLAN

Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$129K
Covered lives133
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

BANKSOUTH MORTGAGE VISION PLAN

Fully insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.

Premiums$16K
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

BANKSOUTH MORTGAGE TELEDOC PLAN

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502BANKSOUTH MORTGAGE ANCILLARY PLANFully insuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$129K1332024
#505BANKSOUTH MORTGAGE VISION PLANFully insuredBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$16K1782025
#503BANKSOUTH MORTGAGE TELEDOC PLANUnknown-$002025
  • BANKSOUTH MORTGAGE ANCILLARY PLAN$129K
    #502 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2024133
  • BANKSOUTH MORTGAGE VISION PLAN$16K
    #505 · Fully insured · BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. · 2025178
  • BANKSOUTH MORTGAGE TELEDOC PLAN$0
    #503 · Unknown · 20250
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. 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