2023 Form 5500 filing — Idaho National Laboratory Employee Investment 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 20250623153231NAL0009348640001) for Idaho National Laboratory Employee Investment Plan, reported by Battelle Energy Alliance, LLC And Idaho Environmental Coalition, LLC under EIN 68-0588324 and plan number 001. It reports 8,732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250623153231NAL0009348640001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Battelle Energy Alliance, LLC And Idaho Environmental Coalition, LLC
- EIN
- 68-0588324
- Plan number
- 001
- Location
- Idaho Falls, ID
- Participants
- 8,732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,322,477,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,322,477,073
- Employer contributions
- $62,737,816
- Participant contributions
- $82,877,320
- Total income / additions
- $598,216,201
- Benefits paid
- $214,598,189
- Administrative expenses
- $973,372
- Total expenses
- $215,580,047
- Net increase / (decrease)
- $382,636,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $453,040 | $0 |
| Battelle Energy Alliance, LLC | NONE | $263,983 | not reported in the loaded dataset |
| Vanguard Advisors, Inc. | NONE | $88,660 | not reported in the loaded dataset |
| Littler Mendelson, Pc | NONE | $76,059 | not reported in the loaded dataset |
| Aon Investments Usa, Inc. | NONE | $61,207 | not reported in the loaded dataset |
| Idaho Environmental Coalition | NONE | $18,128 | not reported in the loaded dataset |
| Wipfli Cpa'S And Consultants | NONE | $17,872 | not reported in the loaded dataset |
| Idaho Environmental Coalition | NONE | $17,244 | not reported in the loaded dataset |