2023 Form 5500 filing — The 2017 Employees' Pension Plan Of 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 20250415154248NAL0005921232002) for The 2017 Employees' Pension Plan Of Battelle Memorial Institute, reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 006. It reports 6,722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415154248NAL0005921232002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 006
- Location
- Columbus, OH
- Participants
- 6,722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,737,374
- Net assets (EOY)
- $6,737,374
- Employer contributions
- $101,815,121
- Total income / additions
- $49,742,418
- Benefits paid
- $804,674,180
- Administrative expenses
- $7,373,833
- Total expenses
- $812,048,013
- Net increase / (decrease)
- -$762,305,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $1,708,578 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $1,094,965 | not reported in the loaded dataset |
| Townsend Holdings LLC | NONE | $804,658 | not reported in the loaded dataset |
| Telus Health (Us) Ltd. | NONE | $680,675 | not reported in the loaded dataset |
| Groom Law Group, Chartered | NONE | $297,039 | not reported in the loaded dataset |
| Battelle Memorial Institute | PLAN SPONSOR | $132,348 | not reported in the loaded dataset |
| Bricker Graydon Llp | NONE | $68,698 | not reported in the loaded dataset |
| Crowe Llp | NONE | $63,990 | not reported in the loaded dataset |
| Meaden & Moore, Ltd. | NONE | $47,300 | not reported in the loaded dataset |
| Herronpalmer | not reported in the loaded dataset | $34,739 | not reported in the loaded dataset |
| Steve Young | EMPLOYEE OF PLAN SPONSOR | $18,969 | not reported in the loaded dataset |
| Leonard Essex | EMPLOYEE OF PLAN SPONSOR | $15,977 | not reported in the loaded dataset |
| Antonio Caxide | EMPLOYEE OF PLAN SPONSOR | $15,977 | not reported in the loaded dataset |
| Martin Conger | EMPLOYEE OF PLAN SPONSOR | $15,977 | not reported in the loaded dataset |
| Kent Rinker | EMPLOYEE OF PLAN SPONSOR | $14,969 | not reported in the loaded dataset |