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Sponsor portfolio

BANKPLUS

EIN 64-0134513-Latest filing 2025
Plans
2
Retirement
0
Welfare
2
$1.5M premiums
Participants
1,195
1068 HIGHLAND COLONY PKWY - RIDGELAND, MS 39157601-898-4850
Plans on this EIN
2 filings
#503Mixed-$1.5M - 1,062 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 1,062 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$553K
  • Stop-loss$429K
  • Long-term disability$290K
  • Life$135K
  • Vision$125K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA29%
  • SIRIUS AMERICA INSURANCE COMPANY28%
  • VISION SERVICE PLAN8%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ROSS & YERGER INSURANCE INC83%
  • KATIE MULLINS WALDROP6%
  • J MICHAEL NORRIS INC5%
  • ROBBINS RESEARCH AND PLANNING INC3%
  • FRANK WOODWARD CRAIG2%
  • +3 more
Total $220K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#503

BANKPLUS EMPLOYEE BENEFIT PLAN

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$1.5M
Covered lives1,062
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BANKPLUS CAFETERIA PLAN

Self Funded

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

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BANKPLUS EMPLOYEE BENEFIT PLANMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1.5M1,0622025
501BANKPLUS CAFETERIA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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