2023 Form 5500 filing — Battelle Memorial Institute Long-Term Disability 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 20250715123658NAL0004642258001) for Battelle Memorial Institute Long-Term Disability Plan, reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 501. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$60.5KReported net assets$60,500
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250715123658NAL0004642258001
Plan sponsor
Battelle Memorial Institute
EIN
31-4379427
Plan number
501
Location
Columbus, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$61.3K total assets
Net assets$60.5KLiabilities$799
Money in vs. money out
Total income / additions$3.3K
Total expenses$10.3K
Benefits paid / distributions$8.8K
Full reported line items
Total assets (EOY)
$61,299
Total liabilities (EOY)
$799
Net assets (EOY)
$60,500
Total income / additions
$3,349
Benefits paid
$8,776
Administrative expenses
$1,481
Total expenses
$10,257
Net increase / (decrease)
-$6,908

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715123658NAL0004642258001 cover?
It is the 2023 Form 5500 filing for Battelle Memorial Institute Long-Term Disability Plan, reported by Battelle Memorial Institute (EIN 31-4379427).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages