Form 5500 · Employee benefit plan · CHATTANOOGA, TN
BUILTWELL BANCORP, INC.
The filing calls this plan BUILTWELL BANCORP, INC. GROUP LONG TERM DISABILITY INSURANCE PLAN.
Public Form 5500 records show how BUILTWELL BANCORP, INC. of CHATTANOOGA, TN, a finance and insurance employer, structures its employee benefits. Its broker of record is BALDWIN, KRYSTYN, SHERMAN PARTNERS. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1104098 · plan 503 · plan year 2025, filed May 4, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
91 other employer plans in Tennessee have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing discloses a single insured line, disability, through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, covering 299 people.
Reported premium across the insured contracts is $59,596, with $8,939 in disclosed broker commissions — about 15% of premium.
The most recent policy period ended in September, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Disability | 299 | Oct 1, 2024 | $59,596 | $8,939 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Tennessee. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
91 other employer plans in Tennessee are October 1 renewals (policy year ends September).
Their policy years end in September, like this plan’s, so most renew October 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Tennessee — largest plans, brokers, carriers and renewal months.