Jennifer Gagnon signed Burrell Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burrell Inc.'s EIN is 43-1081715.
Download the official 2023 Form 5500 (PDF) for Burrell Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Burrell Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | NONE | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $42.2M | 88.8% | |
| NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $4.5M | 9.6% | |
| NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $4.2M | 8.9% | |
| NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $4.1M | 8.7% | |
| NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $4.0M | 8.4% | |
| NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $3.9M | 8.2% | |
| NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $3.6M | 7.5% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | Stable Value | — | — | $2.6M | 5.4% | |
| VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1.9M | 4.1% | |
| NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1.8M | 3.7% | |
| VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1.5M | 3.2% | |
| NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| PRUDENTIAL PGIM TOTAL RETURN BOND R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $1.4M | 2.9% | |
| AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $1.4M | 2.9% | |
| COLUMBIA CAP ALLOC AGRSV INST3 MUTUAL FUND SHARES 0 | Other securities | — | — | $1.1M | 2.4% | |
| VANGUARD DEV MKTS IDX ADM MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| MFS MID CAP GROWTH R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $1.1M | 2.3% | |
| PARTICIPANTS LOANS 3% TO 3.25% 0 | Bonds / Notes | — | — | $941K | 2.0% | |
| VICTORY SYCAM ESTABLISH VAL R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $929K | 2.0% | |
| NUVEEN LARGE CAP VALUE IDX R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $863K | 1.8% | |
| NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $720K | 1.5% | |
| NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $678K | 1.4% | |
| VARIABLE ANNUITY LIFE INSURANCE CO CORE BOND FUND 0 540 VARIABLE ANNUITY LIFE INSURANCE CO DIVIDEND VALUE 0 311 VARIABLE ANNUITY LIFE INSURANCE CO EMERGING ECONOMIES 0 910 * VARIABLE ANNUITY LIFE INSURANCE CO FIXED ACCOUNT PLUS 0 | Common Stocks | — | — | $516K | 1.1% | |
| INVESCO DEVELOPING MKTS R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $404K | 0.9% | |
| PIMCO REAL RETURN INSTL MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $265K | 0.6% | |
| VARIABLE ANNUITY LIFE INSURANCE CO SMALL CAP INDEX FUND 0 127 VARIABLE ANNUITY LIFE INSURANCE CO SMALL CAP VALUE FUND 0 309 VARIABLE ANNUITY LIFE INSURANCE CO STOCK INDEX FUND 0 | Common Collective Trusts | — | — | $252K | 0.5% | |
| VARIABLE ANNUITY LIFE INSURANCE CO MID CAP INDEX FUND 0 | Common Collective Trusts | — | — | $223K | 0.5% | |
| DEUTSCHE DWS RREEF REAL ESTATE SEC R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $219K | 0.5% | |
| VARIABLE ANNUITY LIFE INSURANCE CO SHORT TERM FIXED ACCOUNT 0 | Common Stocks | — | — | $202K | 0.4% | |
| NUVEEN LIFECYCLE IDX INC R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $181K | 0.4% | |
| DFA US TARGETED VAL I MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $124K | 0.3% | |
| PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $119K | 0.2% | |
| NUVEEN LIFECYCLE IDX 2010 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $109K | 0.2% | |
| VANGUARD BALANCED INDEX ADM MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $109K | 0.2% | |
| JANUS HENDERSON JAN HEN DEV WORLD BOND N MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $77K | 0.2% | |
| VARIABLE ANNUITY LIFE INSURANCE CO SMALL CAP GROWTH FUND 0 | Common Stocks | — | — | $44K | <0.1% | |
| NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $40K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO INTERNATIONAL GROWTH FUND 0 | Common Stocks | — | — | $36K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO GS VIT GOV MONEY MKT FD INST 0 | Cash / Money Market | — | — | $35K | <0.1% | |
| DFA GLOBAL EQTY I MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $27K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO GLOBAL REAL ESTATE FUND 0 134 VARIABLE ANNUITY LIFE INSURANCE CO GOVERNMENT SECURITIES FUND 0 | Common Stocks | — | — | $25K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO SCIENCE & TECHNOLOGY FUND 0 | Common Stocks | — | — | $25K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO VANGUARD LIFESTRATEGY MODERA 0 | Mutual Funds | — | — | $24K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO INVESCO BAL RISK COMMOD STR R5 0 219 VARIABLE ANNUITY LIFE INSURANCE CO LARGE CAPITAL GROWTH 0 | Mutual Funds | — | — | $14K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO MID CAP VALUE FUND 0 676 VARIABLE ANNUITY LIFE INSURANCE CO NASDAQ-100R INDEX FUND 0 | Common Collective Trusts | — | — | $11K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO HIGH YIELD BOND FUND 0 253 VARIABLE ANNUITY LIFE INSURANCE CO INFLATION PROTECTED FUND 0 296 VARIABLE ANNUITY LIFE INSURANCE CO INTERNATIONAL GOVERNMENT BOND 0 | U.S. Treasuries | — | — | $10K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO SYSTEMATIC CORE FUND 0 | Common Stocks | — | — | $9K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO VANGUARD WELLINGTON FUND INC 0 | Mutual Funds | — | — | $9K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO VANGUARD LT INV-GRADE FUND 0 | Mutual Funds | — | — | $8K | <0.1% | |
| VARIABLE ANNUITY LIFE INSURANCE CO MID CAP STRATEGIC GWTH 0 | Common Stocks | — | — | $3K | <0.1% |
