Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BUILTWELL BANCORP, INC.
EIN 62-1104098bankingLatest filing 2025
Plans
6
Retirement
2
$43.7M assets
Welfare
4
$635K premiums
Participants
1,921
728 BROAD STREET - CHATTANOOGA, TN 374021801423-668-4500builtwell.bankLinkedIn201-500 employeesbanking
Retirement portfolio analytics
2 plans aggregated / $43.7M assets / 759 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $635K premiums / 1,283 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$408K
- Dental$408K
- Life$132K
- Other$132K
- Long-term disability$60K
- Vision$36K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- BLUE CROSS OF CALIFORNIA64%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
Broker market share
Schedule A broker compensation
57%top
- BRENT WICK57%
- BALDWIN KRYSTYN SHERMAN PARTNERS43%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BUILTWELL BANCORP INC. 401(K) PLAN
401k
Assets$22.0M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BUILTWELL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.7M
Participants417
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP PROTECTION FOR THE EMPLOYEES OF BUILTWELL BANCORP, INC
Fully Insured - BLUERE OF TENNESSEE, INC.
Premiums$408K
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BUILTWELL BANCORP INC. GROUP LIFE INSURANCE PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$132K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BUILTWELL BANCORP, INC. GROUP LONG TERM DISABILITY INSURANCE PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$60K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BUILTWELL BANCORP, INC. GROUP VISION PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$36K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BUILTWELL BANCORP INC. 401(K) PLAN | 401k | $22.0M | 342 | 2024 | |
| 003 | BUILTWELL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.7M | 417 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP PROTECTION FOR THE EMPLOYEES OF BUILTWELL BANCORP, INC | Fully Insured | BLUERE OF TENNESSEE, INC. | $408K | 386 | 2025 | |
| 502 | BUILTWELL BANCORP INC. GROUP LIFE INSURANCE PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $132K | 299 | 2025 | |
| 503 | BUILTWELL BANCORP, INC. GROUP LONG TERM DISABILITY INSURANCE PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $60K | 299 | 2025 | |
| 505 | BUILTWELL BANCORP, INC. GROUP VISION PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $36K | 299 | 2025 |
Retirement plans
Welfare plans