2023 Form 5500 filing — Savings Plan For Employees At Ornl
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 20241001110102NAL0013737746001) for Savings Plan For Employees At Ornl, reported by Ut-Battelle, LLC under EIN 62-1788235 and plan number 002. It reports 8,210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001110102NAL0013737746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ut-Battelle, LLC
- EIN
- 62-1788235
- Plan number
- 002
- Location
- Oak Ridge, TN
- Participants
- 8,210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,572,579,993
- Net assets (EOY)
- $1,572,579,993
- Employer contributions
- $20,208,878
- Participant contributions
- $72,670,572
- Total income / additions
- $295,523,997
- Benefits paid
- $99,729,772
- Administrative expenses
- $424,942
- Total expenses
- $100,202,625
- Net increase / (decrease)
- $195,321,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $286,819 | not reported in the loaded dataset |
| Usi Insurance Services, LLC | NONE | $138,086 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,537 | $0 |