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

Filings through Oct 24, 2026.

Top hat

Banksouth

EIN 58-2267017-banking-Latest filing 2025
Plans
4
Retirement
1
$39.5M assets
Health & Benefits
3
$215K premiums
Participants
860
6340 LAKE OCONEE PARKWAY, SUITE 101 - GREENSBORO, GA 30642706-454-5313banksouth.comLinkedIn201-500 employeesbanking
Plans on this EIN
4 filings
#001401(k)-$39.5M - 392 part#502Fully insured-$193K - 153 lives#505Fully insured-$21K - 263 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 / $215K premiums / 416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$193K
  • Short-term disability$193K
  • Long-term disability$193K
  • Other$193K
  • Vision$21K
Total $215K5 rows
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.

Retirement#001

BANKSOUTH'S 401(K) PLAN

401(k)

Assets$39.5M
Participants392
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

BANKSOUTH LIFE AND DISABILITY WELFARE PLAN

Fully insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$193K
Covered lives153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

BANKSOUTH VISION PLAN

Fully insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA

Premiums$21K
Covered lives263
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

BANKSOUTH TELEDOC PLAN

Unknown

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

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BANKSOUTH'S 401(K) PLAN401(k)$39.5M3922025
  • BANKSOUTH'S 401(K) PLAN$39.5M
    #001 · 401(k) · 2025392

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502BANKSOUTH LIFE AND DISABILITY WELFARE PLANFully insuredAMERICAN UNITED LIFE INSURANCE COMPANY$193K1532025
#505BANKSOUTH VISION PLANFully insuredBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA$21K2632025
#503BANKSOUTH TELEDOC PLANUnknown-$002025
  • BANKSOUTH LIFE AND DISABILITY WELFARE PLAN$193K
    #502 · Fully insured · AMERICAN UNITED LIFE INSURANCE COMPANY · 2025153
  • BANKSOUTH VISION PLAN$21K
    #505 · Fully insured · BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA · 2025263
  • BANKSOUTH TELEDOC PLAN$0
    #503 · Unknown · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. 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