The 2017 Employees' Pension Plan Of Battelle Memorial Institute — Form 5500 plan (Battelle Memorial Institute)
Plain-English plan 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, The 2017 Employees' Pension Plan Of Battelle Memorial Institute is a benefit plan reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 006. The latest loaded filing year is 2023. The filing reports 6,722 participants and $6,737,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 006
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 6,722
- End-of-year plan assets
- $6,737,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,722 | H, C | 20250415154248NAL0005921232002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,737,374
- Net assets (EOY)
- $6,737,374
- Net assets (BOY)
- $769,042,969
Income & contributions
- Employer contributions
- $101,815,121
- Total contributions
- $101,815,121
- Total income / additions
- $49,742,418
Expenses & distributions
- Benefits paid
- $804,674,180
- Administrative expenses
- $7,373,833
- Total expenses
- $812,048,013
- Net increase / (decrease)
- -$762,305,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $1,708,578 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $1,094,965 | not reported in the loaded dataset | 2023 |
| Townsend Holdings LLC | NONE | $804,658 | not reported in the loaded dataset | 2023 |
| Telus Health (Us) Ltd. | NONE | $680,675 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | NONE | $297,039 | not reported in the loaded dataset | 2023 |
| Battelle Memorial Institute | PLAN SPONSOR | $132,348 | not reported in the loaded dataset | 2023 |
| Bricker Graydon Llp | NONE | $68,698 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $63,990 | not reported in the loaded dataset | 2023 |
| Meaden & Moore, Ltd. | NONE | $47,300 | not reported in the loaded dataset | 2023 |
| Herronpalmer | not reported in the loaded dataset | $34,739 | not reported in the loaded dataset | 2023 |
| Steve Young | EMPLOYEE OF PLAN SPONSOR | $18,969 | not reported in the loaded dataset | 2023 |
| Leonard Essex | EMPLOYEE OF PLAN SPONSOR | $15,977 | not reported in the loaded dataset | 2023 |
| Antonio Caxide | EMPLOYEE OF PLAN SPONSOR | $15,977 | not reported in the loaded dataset | 2023 |
| Martin Conger | EMPLOYEE OF PLAN SPONSOR | $15,977 | not reported in the loaded dataset | 2023 |
| Kent Rinker | EMPLOYEE OF PLAN SPONSOR | $14,969 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Battelle Memorial Institute
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Mercer — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Townsend Holdings LLC — Schedule C compensation
- Telus Health (Us) Ltd. — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Battelle Memorial Institute — Schedule C compensation
- Bricker Graydon Llp — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Meaden & Moore, Ltd. — Schedule C compensation
- Herronpalmer — Schedule C compensation
- Steve Young — Schedule C compensation
- Leonard Essex — Schedule C compensation
- Antonio Caxide — Schedule C compensation
- Martin Conger — Schedule C compensation
- Kent Rinker — Schedule C compensation