2023 Form 5500 filing — Battelle Memorial Institute Medical Plan For Bmi Retirees
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 20250715123658NAL0004642258002) for Battelle Memorial Institute Medical Plan For Bmi Retirees, reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 539. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715123658NAL0004642258002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 539
- Location
- Columbus, OH
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,208,232
- Net assets (EOY)
- $2,208,232
- Employer contributions
- $4,986,533
- Participant contributions
- $2,362,717
- Total income / additions
- $7,869,264
- Benefits paid
- $7,554,355
- Administrative expenses
- $324,525
- Total expenses
- $7,878,880
- Net increase / (decrease)
- -$9,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Community Insurance Dba Anthem | NONE | $112,160 | $0 |
| Extend Health Inc | NONE | $66,549 | not reported in the loaded dataset |
| Ameriben | NONE | $53,518 | not reported in the loaded dataset |
| Meaden & Moore | NONE | $40,673 | not reported in the loaded dataset |
| Quantum Health Inc | NONE | $35,689 | not reported in the loaded dataset |
| Battelle Memorial Institute | PLAN SPONSOR | $10,441 | not reported in the loaded dataset |
| Mercer | NONE | $7,787 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $900 | $0 |