2023 Form 5500 filing — Burrell Behavioral Health Tax Deferred Annuity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015120235NAL0047745328001) for Burrell Behavioral Health Tax Deferred Annuity Plan, reported by Burrell Inc. under EIN 43-1081715 and plan number 001. It reports 2,353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120235NAL0047745328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burrell Inc.
- EIN
- 43-1081715
- Plan number
- 001
- Location
- Springfield, MO
- Participants
- 2,353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,486,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,486,429
- Employer contributions
- $3,754,701
- Participant contributions
- $6,239,581
- Total income / additions
- $28,975,572
- Benefits paid
- $6,649,936
- Administrative expenses
- $57,598
- Total expenses
- $6,704,968
- Net increase / (decrease)
- $22,270,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $25,976 | $157,735 |
| Cbiz Investment Advisory | NONE | $38,025 | not reported in the loaded dataset |