Plan Snapshot
- Plan Sponsor: Burrell-Preferred INC Dba Brightli
- Sponsor EIN: 872756443
- Sponsor Address: 2885 W. BATTLEFIELD ROAD, SPRINGFIELD, MO, 65807
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,225
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 4,225 | $0 | $0 | $0 |
| 2024 | 4,582 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| OPTUM RX INC. | Other Service Provider | $9,075,882 | $37,783 | $9,113,665 |
| UMR, INC. | Other Service Provider | $1,350,158 | $22,713 | $1,372,871 |
| VOYA | Recordkeeper | $181,797 | — | $181,797 |
| WEX | Recordkeeper | $40,361 | — | $40,361 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,708,694
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |