Burrell Behavioral Health 403a Retirement Plan — Form 5500 plan (Burrell Inc.)
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 403a Retirement Plan is a benefit plan reported by Burrell Inc. under EIN 43-1081715 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,298 participants and $752 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$752Plan net assets, end of year
Participants2.3KCovered participants reported2,298
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$5.1K1 Schedule C provider row(s)$5,142
- Plan sponsor
- Burrell Inc.
- EIN
- 43-1081715
- Plan number
- 002
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,298 | H, C | 20241015120022NAL0028299745001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$752 total assets
Net assets$752Liabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $752
- Net assets (BOY)
- $21,819,154
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $1,399
- Total income / additions
- $1,687,615
Expenses & distributions
- Benefits paid
- $23,398,900
- Administrative expenses
- $7,141
- Total expenses
- $23,406,041
- Net increase / (decrease)
- -$21,718,426
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets3112505%Computed ratio
Benefits paid ÷ total income1387%Computed ratio
Provider comp. ÷ net assets684%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $5,142 | $0 | 2023 |