2023 Form 5500 filing — Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute
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 20250415153243NAL0001523603002) for Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute, reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 005. It reports 9,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415153243NAL0001523603002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 005
- Location
- Columbus, OH
- Participants
- 9,618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,823,740,095
- Net assets (EOY)
- $1,823,740,095
- Employer contributions
- $36,000,000
- Total income / additions
- $103,633,199
- Benefits paid
- $96,208,330
- Administrative expenses
- $11,018,653
- Total expenses
- $107,226,983
- Net increase / (decrease)
- -$3,593,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Townsend Holdings LLC | NONE | $1,156,312 | $0 |
| Telus Health (Us) Ltd. | NONE | $578,761 | not reported in the loaded dataset |
| Mfs Investment Management | NONE | $479,541 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $473,409 | $0 |
| Loomis Sayles | NONE | $350,502 | not reported in the loaded dataset |
| Fidelity Investments | NONE | $326,934 | not reported in the loaded dataset |
| Baillie Gifford Overseas, Ltd. | NONE | $307,392 | not reported in the loaded dataset |
| Lindsell Train Limited | NONE | $302,559 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $275,972 | not reported in the loaded dataset |
| Polaris Capital Management LLC | NONE | $248,828 | not reported in the loaded dataset |
| Encap Investments Lp | NONE | $246,830 | not reported in the loaded dataset |
| Mercer | NONE | $197,837 | not reported in the loaded dataset |
| Brant Street Capitals | NONE | $194,065 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $142,944 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $138,117 | not reported in the loaded dataset |
| Battelle Memorial Institute | PLAN SPONSOR | $132,348 | not reported in the loaded dataset |
| Black Creek Investment Management | NONE | $111,560 | $0 |
| State Street Global Advisors | NONE | $87,159 | not reported in the loaded dataset |
| Meaden & Moore, Ltd. | NONE | $47,800 | not reported in the loaded dataset |
| Herronpalmer | NONE | $34,739 | not reported in the loaded dataset |
| Clarion Lion Properties Fund | NONE | $28,337 | not reported in the loaded dataset |
| Prudential Insurance Co Of America | NONE | $25,343 | $0 |
| Invesco Investment Services, Inc. | NONE | $23,113 | not reported in the loaded dataset |
| Cambridge Associates LLC | NONE | $18,563 | not reported in the loaded dataset |
| Fortress Japan Opportunity Fund | NONE | $15,210 | not reported in the loaded dataset |
| Crowe Llp | NONE | $11,505 | not reported in the loaded dataset |
| Steve Young | EMPLOYEE OF PLAN SPONSOR | $11,031 | not reported in the loaded dataset |
| Leonard Essex | EMPLOYEE OF PLAN SPONSOR | $10,023 | not reported in the loaded dataset |
| Antonio Caxide | EMPLOYEE OF PLAN SPONSOR | $10,023 | not reported in the loaded dataset |
| Martin Conger | EMPLOYEE OF PLAN SPONSOR | $10,023 | not reported in the loaded dataset |
| Brookfield | NONE | $7,682 | not reported in the loaded dataset |
| Kent Rinker | EMPLOYEE OF PLAN SPONSOR | $7,031 | not reported in the loaded dataset |