Plain-English plan 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, Burrell Behavioral Health Tax Deferred Annuity Plan is a benefit plan reported by Burrell Inc. under EIN 43-1081715 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,353 participants and $47,486,429 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,486,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,486,429
- Net assets (BOY)
- $25,115,849
Income & contributions
- Employer contributions
- $3,754,701
- Participant contributions
- $6,239,581
- Total contributions
- $23,348,736
- Total income / additions
- $28,975,572
Expenses & distributions
- Benefits paid
- $6,649,936
- Administrative expenses
- $57,598
- Total expenses
- $6,704,968
- Net increase / (decrease)
- $22,270,604