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Sponsor portfolio

BANKSOUTH MORTGAGE

EIN 27-4370581-financial services-Latest filing 2024
Plans
3
Retirement
0
Welfare
3
$149K premiums
Participants
382
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-$20K - 217 lives#503Unknown-0 lives

Benefits portfolio analytics

3 plans / $149K premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$78K
  • Long-term disability$26K
  • Short-term disability$25K
  • Vision$20K
  • Other$12K
Total $149K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
  • BLUE CROSS OF CALIFORNIA14%
Total $149K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • POINTENORTH INSURANCE GROUP100%
Total $23K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#502

BANKSOUTH MORTGAGE ANCILLARY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$129K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BANKSOUTH MORTGAGE VISION PLAN

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

Premiums$20K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BANKSOUTH MORTGAGE TELEDOC PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest 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.$20K2172024
503BANKSOUTH MORTGAGE TELEDOC PLANUnknown-$002024
Welfare plans
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