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  2. Builtwell Bancorp, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Builtwell Bancorp, Inc.

EIN 62-1104098-banking-Latest filing 2025
Plans
6
Retirement
2
$54.7M assets
Health & Benefits
4
$635K premiums
Participants
2,057
728 BROAD STREET - CHATTANOOGA, TN 37402423-668-4528builtwell.bankLinkedIn201-500 employeesbanking
Plans on this EIN
6 filings
#001401(k)-$29.1M - 406 part#003ESOP-$25.6M - 489 part#501Fully insured-$408K - 386 lives#502Fully insured-$132K - 299 lives#503Fully insured-$60K - 299 lives#505Fully insured-$36K - 299 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $54.7M assets / 895 participants

Assets by plan

Share of aggregate retirement assets

  • BANCORP INC. 401(K) (#001)$29.1M
  • EMPLOYEE STOCK OWNERSHIP (#003)$25.6M
Total $54.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)489
  • BANCORP INC. 401(K) (#001)406
Total 895Select a row to open it

Benefits portfolio analytics

4 plans / $635K premiums / 1,283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$408K
  • Dental$408K
  • Life$132K
  • Other$132K
  • Long-term disability$60K
  • Vision$36K
Total $635K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BUILTWELL BANCORP INC. 401(K) PLAN

401(k)

Assets$29.1M
Participants406
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

BUILTWELL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.6M
Participants489
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GROUP PROTECTION FOR THE EMPLOYEES OF BUILTWELL BANCORP, INC

Fully insured - BLUERE OF TENNESSEE, INC.

Premiums$408K
Covered lives386
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

BUILTWELL BANCORP INC. GROUP LIFE INSURANCE PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$132K
Covered lives299
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

BUILTWELL BANCORP, INC. GROUP LONG TERM DISABILITY INSURANCE PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$60K
Covered lives299
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

BUILTWELL BANCORP, INC. GROUP VISION PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$36K
Covered lives299
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BUILTWELL BANCORP INC. 401(K) PLAN401(k)$29.1M4062025
#003BUILTWELL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$25.6M4892025
  • BUILTWELL BANCORP INC. 401(K) PLAN$29.1M
    #001 · 401(k) · 2025406
  • BUILTWELL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$25.6M
    #003 · ESOP · 2025489

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GROUP PROTECTION FOR THE EMPLOYEES OF BUILTWELL BANCORP, INCFully insuredBLUERE OF TENNESSEE, INC.$408K3862025
#502BUILTWELL BANCORP INC. GROUP LIFE INSURANCE PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$132K2992025
#503BUILTWELL BANCORP, INC. GROUP LONG TERM DISABILITY INSURANCE PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$60K2992025
#505BUILTWELL BANCORP, INC. GROUP VISION PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$36K2992025
  • GROUP PROTECTION FOR THE EMPLOYEES OF BUILTWELL BANCORP, INC$408K
    #501 · Fully insured · BLUERE OF TENNESSEE, INC. · 2025386
  • BUILTWELL BANCORP INC. GROUP LIFE INSURANCE PLAN$132K
    #502 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025299
  • BUILTWELL BANCORP, INC. GROUP LONG TERM DISABILITY INSURANCE PLAN$60K
    #503 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025299
  • BUILTWELL BANCORP, INC. GROUP VISION PLAN$36K
    #505 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025299
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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