Plan5500

Savings Plan For Employees At Ornl — Form 5500 plan (Ut-Battelle, LLC)

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, Savings Plan For Employees At Ornl is a benefit plan reported by Ut-Battelle, LLC under EIN 62-1788235 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,210 participants and $1,572,579,993 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ut-Battelle, LLC
EIN
62-1788235
Plan number
002
Plan type
2
Location
Oak Ridge, TN
Latest filing year
2023
Participants
8,210
End-of-year plan assets
$1,572,579,993

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,210H, C20241001110102NAL0013737746001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,572,579,993
Net assets (EOY)
$1,572,579,993
Net assets (BOY)
$1,377,009,742

Income & contributions

Employer contributions
$20,208,878
Participant contributions
$72,670,572
Total contributions
$102,407,023
Total income / additions
$295,523,997

Expenses & distributions

Benefits paid
$99,729,772
Administrative expenses
$424,942
Total expenses
$100,202,625
Net increase / (decrease)
$195,321,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$286,819not reported in the loaded dataset2023
Usi Insurance Services, LLCNONE$138,086not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$3,537$02023

Related Form 5500 pages