Form 5500 · Employee benefit plan · ATLANTA, GA
BANKSOUTH MORTGAGE
BANKSOUTH MORTGAGE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is POINTENORTH INSURANCE GROUP, LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-4370581 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 85 | December | $9,862 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 133 | December | $3,928 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 133 | December | $3,689 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 43 | December | $1,283 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 133 | December | $559 |
Questions
Who is BANKSOUTH MORTGAGE's benefits broker?
Per its most recent Form 5500 Schedule A, BANKSOUTH MORTGAGE's broker of record is POINTENORTH INSURANCE GROUP, LLC.
What insurance carrier does BANKSOUTH MORTGAGE use?
BANKSOUTH MORTGAGE's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does BANKSOUTH MORTGAGE's group plan renew?
The most recent Schedule A policy period for BANKSOUTH MORTGAGE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BANKSOUTH MORTGAGE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.