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Original filing (PDF)20241010164505NAL0036467568001
BURRELL, INC.
Form 5500
FILING_RECEIVED
BURRELL, INC. WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed6 service providers
Active participants
1,934
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURRELL, INC..
Plan sponsor
Name
BURRELL, INC.
DBA
BURRELL BEHAVIORAL HEALTH
EIN
43-1081715
Address
2885 W. BATTLEFIELD ROAD · SPRINGFIELD, MO · 65807
Phone
(417) 824-5660
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELTA DENTAL OF MISSOURI | 43-0908349 | — | CONTRACT ADMINISTRATOR | $94K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX INC. | 33-0441200 | — | RX BENEFIT MANAGEMENT | $7.6M | — |
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $971K | — |
| VOYA | — | MINNEAPOLIS, MN | ADMINISTRATOR | $51K | — |
| ASSET HEALTH, INC. | — | TROY, MI | ADMINISTRATOR | $51K | — |
| WEX HEALTH INC. | 06-1593514 | — | ADMINISTRATOR | $21K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.