# BANKPLUS EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **BANKPLUS**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BANKPLUS |
| EIN | 640134513 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | RIDGELAND, MS |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $1.5M |
| Participants | 979 |
| Persons covered | 1,062 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | LTD, Life, Other |
| SIRIUSPOINT AMERICA INSURANCE COMPANY | Stop-loss |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| ROSS & YERGER INSURANCE INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KATIE MULLINS WALDROP | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| J MICHAEL NORRIS INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROBBINS RESEARCH AND PLANNING INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| FRANK WOODWARD CRAIG | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HOLLINGSWORTH BENEFITS SOLUTIONS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SARA MULLINS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SEHC BENEFITS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| VIRGINIA W LAVENDER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| 1ST CHOICE DIRECT INSURANCE GROUP L | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GASPARD EMPLOYEE BENEFITS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JAMES MICHAEL EMIDY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BSK BENEFITS PLUS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| E J MCMULLEN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SCARLETT PARKER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHARLES KENNETH QUINN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CONSTANCE R WALKER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LOIS DIANE BELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| A&A BENEFIT CONSULTANTS INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| THOMAS A TURNER IV INSURANCE LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DON FENNELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KEN D CUPIT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SAMUEL FERRELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LISA S LEE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| EMILY MEGUMI ERVIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GARLAND INSURANCE INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HW SLEDGE LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LISA KAY AKIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| COWLEY INSURANCE SERVICES INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JOHN RENE WALDRUP | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ANDREA DAVES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARK B SINGLETON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PATRICIA L LOVELACE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JOSEPH STERLING SHEPPARD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BEVERLY TAYLOR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROSS & YERGER INSURANCE INC | SIRIUSPOINT AMERICA INSURANCE COMPANY |
| ROSS & YERGER INSURANCE INC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| ROSS & YERGER INSURANCE INC | VISION SERVICE PLAN |
| ROSS & YERGER INSURANCE INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/640134513-503
- Cite as: PlanOptica, https://planoptica.com/welfare/640134513-503
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