Burrell-Preferred retirement plans

Burrell-Preferred, Inc. (Brightli), Springfield, MO. EIN 87-2756443. Annual reports 2009–2024. Also filed as Burrell Inc; Burrell, Inc.; Burrell Behavioral Health; Burrell Inc.

Burrell-Preferred, Inc. (Brightli) has one active retirement plan on file, the Brightli Retirement Savings Plan, with 7,325 participants and $94.8 million in assets in 2024. OneAmerica has been its recordkeeper since 2013. No traditional pension plan appears in Burrell-Preferred's filings since 2009.

Active plans: 1
Participants: 7,325
Plan assets: $94.8 million
401(k) recordkeeper: OneAmerica
Plans on file: 1
Industry: Health care

The plan

Brightli Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 87-2756443
Participants (2024): 7,325
Net assets (2024): $94.8 million
Recordkeeper: OneAmericaEarlier: Standard (StanCorp) (2010–2011)
Plan administrator: Burrell-Preferred, Inc. (Brightli)
2885 West Battlefield Road
Springfield, MO 65807
(417) 761-5200As filed for 2024
In effect since: January 1, 1977

Earlier sponsors: Burrell Inc (2009–2023); Burrell Behavioral Health (2013).

Earlier plan names: Burrell Behavioral Health Tax Deferred Annuity Pla; Burrell Behavioral Health Tax Deferred Annuity Plan; BBH Tax Deffered Annuity Plan; Burrell Behavioral Health Tax Deffered Annuity Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,325	$94.8 million	OneAmerica
2023	2,591	$47.5 million	OneAmerica
2022	2,343	$25.1 million	OneAmerica
2021	2,282	$23.3 million	OneAmerica
2020	1,816	$17.7 million	OneAmerica
2019	1,816	$14.1 million	OneAmerica
2018	1,567	$11.0 million	OneAmerica
2017	1,437	$10.7 million	OneAmerica
2016	1,249	$9.6 million	OneAmerica
2015	1,060	$9.1 million	OneAmerica
2013	1,003	$8.2 million	OneAmerica
2011	913	$5.9 million	Standard (StanCorp)
2010	825	$5.9 million	Standard (StanCorp)
2009	673	$5.1 million	not listed

If you had money in one of these plans

Call OneAmerica (oneamerica.com), which runs the Brightli Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((417) 761-5200). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Brightli Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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