PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BANKSOUTH MORTGAGE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 27-4370581

BANKSOUTH MORTGAGE

3290 NORTHSIDE PKWY NW SUITE 600 · ATLANTA, GA 30327
7707096776
Plans filed
4
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$16K
No prior year
Persons covered
178
No prior year
Total participants
227
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$129K
BANKSOUTH MORTGAGE ANCILLARY PLAN
Fully insured133 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$32K
BANKSOUTH MORTGAGE ACCIDENT INSURANCE PLAN
Fully insured97 covered·1 carrier
Primary: AMERICAN HERITAGE LIFE INSURANCE COMPANY
Plan #505$16K
BANKSOUTH MORTGAGE VISION PLAN
Fully insured178 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Plan #503$0
BANKSOUTH MORTGAGE TELEDOC PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$16K100.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 581638390
V
$16K100.0%11178

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
POINTENORTH INSURANCE GROUPATLANTA, GABLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$3K$0$3K92.4%1
PARTNERS BENEFIT GROUP LLCTIFTON, GABLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$244$0$2447.6%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica