Battelle Veba Master Trust — 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, Battelle Veba Master Trust is a benefit plan reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 014. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,913,368 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.8MPlan net assets, end of year$2,777,403
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 014
- Plan type
- 4
- Location
- Columbus, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20250715130713NAL0001324899001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.9M total assets
Net assets$2.8MLiabilities$1.1M
Full reported line items
Net assets
- Total assets (EOY)
- $3,913,368
- Total liabilities (EOY)
- $1,135,965
- Net assets (EOY)
- $2,777,403
- Net assets (BOY)
- $4,973,937
Income & contributions
- Total income / additions
- $218,976
Expenses & distributions
- Net increase / (decrease)
- $218,976
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.