2023 Form 5500 filing — Battelle Employees' Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250414073153NAL0000661635001) for Battelle Employees' Savings Plan, reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 003. It reports 13,282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414073153NAL0000661635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 003
- Location
- Columbus, OH
- Participants
- 13,282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,086,405,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,086,405,000
- Employer contributions
- $48,881,000
- Participant contributions
- $104,519,000
- Total income / additions
- $609,985,000
- Benefits paid
- $228,806,000
- Administrative expenses
- $1,781,000
- Total expenses
- $230,890,000
- Net increase / (decrease)
- $379,095,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $695,385 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $623,301 | $0 |
| Willis Towers Watson LLC | NONE | $126,213 | not reported in the loaded dataset |
| Bricker Graydon Llp | NONE | $109,452 | not reported in the loaded dataset |
| Battelle Memorial Institute | NONE | $87,073 | not reported in the loaded dataset |
| Willis Towers Watson LLC | NONE | $70,250 | not reported in the loaded dataset |
| Meaden & Moore | NONE | $49,900 | not reported in the loaded dataset |
| Groom Law Group | NONE | $30,940 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $5,600 | not reported in the loaded dataset |