2023 Form 5500 filing — Pension 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 20241010121358NAL0011446675001) for Pension Plan For Employees At Ornl, reported by Ut-Battelle, LLC under EIN 62-1788235 and plan number 001. It reports 11,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010121358NAL0011446675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ut-Battelle, LLC
- EIN
- 62-1788235
- Plan number
- 001
- Location
- Oak Ridge, TN
- Participants
- 11,739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,456,364,769
- Total liabilities (EOY)
- $860,411
- Net assets (EOY)
- $2,455,504,358
- Employer contributions
- $71,000,000
- Participant contributions
- $16,615,671
- Total income / additions
- $306,803,201
- Benefits paid
- $160,820,969
- Administrative expenses
- $15,931,470
- Total expenses
- $176,752,439
- Net increase / (decrease)
- $130,050,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harrison Street Advisors, LLC | NONE | $1,713,037 | not reported in the loaded dataset |
| Polaris Capital Management, LLC | NONE | $1,165,733 | $0 |
| Jp Morgan Investment Management Inc | NONE | $726,908 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $523,072 | not reported in the loaded dataset |
| Towers Watson Us LLC | NONE | $390,009 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $285,251 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $275,000 | $0 |
| Usi | NONE | $218,214 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $92,964 | not reported in the loaded dataset |
| Groom Law | NONE | $89,065 | not reported in the loaded dataset |
| Bricker Graydon | NONE | $87,549 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $70,154 | not reported in the loaded dataset |
| Curcio Webb | NONE | $61,133 | not reported in the loaded dataset |
| Insight North America LLC | NONE | $59,243 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $58,009 | not reported in the loaded dataset |
| Kpmg | NONE | $55,100 | not reported in the loaded dataset |
| Tcw Investment Management Co. | NONE | $47,402 | not reported in the loaded dataset |
| Blackrock Inst. Trust Co N.A. | NONE | $38,509 | not reported in the loaded dataset |
| Usi Consulting Group Inc | NONE | $37,000 | not reported in the loaded dataset |
| State Street Bank & Trust Co. | NONE | $32,877 | not reported in the loaded dataset |
| Mcconnell And Jones | NONE | $15,000 | not reported in the loaded dataset |