Plan Ledger DOL Form 5500 · updated monthly

Burrell-Preferred Inc dba Brightlibenefits

Burrell-Preferred, Inc. dba Brightli Welfare Benefit Plan · SPRINGFIELD, MO · plan year 2025

Broker compensation reported · 2025
$509,675

Burrell-Preferred Inc dba Brightli's benefits plans covered 4,225 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $509,675 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $121 per covered person, below the median for employer plans that report broker pay. Broker pay rose 72% from $297,023 in 2024.

Insurance contracts · 20254
RELIASTAR LIFE INSURANCE COMPANY · life ltdpremiums n/a · 7,676 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 6,387 covered
Brokers & agents paid · 20253
LOCKTON COMPANIES, LLC$508,479 · incl $109,926 fees
CAROL CLINTON SMITH MARITAL TRUST$299
Individual agent · names withheld$897

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 872756443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.