2023 Form 5500 filing — Idaho National Laboratory Employee Retirement Plan
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 20250715143615NAL0003149216001) for Idaho National Laboratory Employee Retirement Plan, reported by Battelle Energy Alliance, LLC under EIN 68-0588324 and plan number 002. It reports 7,649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715143615NAL0003149216001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Battelle Energy Alliance, LLC
- EIN
- 68-0588324
- Plan number
- 002
- Location
- Idaho Falls, ID
- Participants
- 7,649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,108,067,181
- Total liabilities (EOY)
- $173,531,050
- Net assets (EOY)
- $1,934,536,131
- Employer contributions
- $12,000,000
- Total income / additions
- $339,269,757
- Benefits paid
- $117,182,009
- Administrative expenses
- $12,675,537
- Total expenses
- $129,857,546
- Net increase / (decrease)
- $209,412,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Co | NONE | $1,174,682 | not reported in the loaded dataset |
| Jennison Associates, LLC | NONE | $1,003,639 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $705,515 | not reported in the loaded dataset |
| Fisher Investments, Inc. | NONE | $369,891 | not reported in the loaded dataset |
| Sands Capital Management, LLC | NONE | $293,751 | not reported in the loaded dataset |
| Mercer | NONE | $269,750 | not reported in the loaded dataset |
| Pier Capital, LLC | NONE | $253,386 | not reported in the loaded dataset |
| Barrow Hanley Mewhinney & Strauss | NONE | $236,766 | not reported in the loaded dataset |
| Earnest Partners | NONE | $210,146 | not reported in the loaded dataset |
| Mercer | NONE | $157,863 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $132,925 | not reported in the loaded dataset |
| Quantitative Management Associates | NONE | $128,923 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $123,012 | not reported in the loaded dataset |
| Jp Morgan Strategic | NONE | $106,428 | not reported in the loaded dataset |
| Capital Group | NONE | $104,848 | not reported in the loaded dataset |
| Littler Mendelson, Pc | NONE | $91,174 | not reported in the loaded dataset |
| Battelle Energy Alliance, LLC | NONE | $67,290 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $55,155 | not reported in the loaded dataset |
| Curcio Webb | NONE | $45,997 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $28,500 | not reported in the loaded dataset |