Battelle Employees' Savings Plan — Form 5500 plan (Battelle Memorial Institute)
Plain-English plan 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, Battelle Employees' Savings Plan is a benefit plan reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 003. The latest loaded filing year is 2023. The filing reports 13,282 participants and $3,086,405,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 003
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 13,282
- End-of-year plan assets
- $3,086,405,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,282 | H, C | 20250414073153NAL0000661635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,086,405,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,086,405,000
- Net assets (BOY)
- $2,707,310,000
Income & contributions
- Employer contributions
- $48,881,000
- Participant contributions
- $104,519,000
- Total contributions
- $198,993,000
- Total income / additions
- $609,985,000
Expenses & distributions
- Benefits paid
- $228,806,000
- Administrative expenses
- $1,781,000
- Total expenses
- $230,890,000
- Net increase / (decrease)
- $379,095,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $695,385 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $623,301 | $0 | 2023 |
| Willis Towers Watson LLC | NONE | $126,213 | not reported in the loaded dataset | 2023 |
| Bricker Graydon Llp | NONE | $109,452 | not reported in the loaded dataset | 2023 |
| Battelle Memorial Institute | NONE | $87,073 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson LLC | NONE | $70,250 | not reported in the loaded dataset | 2023 |
| Meaden & Moore | NONE | $49,900 | not reported in the loaded dataset | 2023 |
| Groom Law Group | NONE | $30,940 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $5,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Battelle Memorial Institute
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Vanguard Advisers Inc. — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Willis Towers Watson LLC — Schedule C compensation
- Bricker Graydon Llp — Schedule C compensation
- Battelle Memorial Institute — Schedule C compensation
- Meaden & Moore — Schedule C compensation
- Groom Law Group — Schedule C compensation
- Qdro Consultants — Schedule C compensation