Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute — 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, Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute is a benefit plan reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 005. The latest loaded filing year is 2023. The filing reports 9,618 participants and $1,823,740,095 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
- 005
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 9,618
- End-of-year plan assets
- $1,823,740,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,618 | H, C | 20250415153243NAL0001523603002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,823,740,095
- Net assets (EOY)
- $1,823,740,095
- Net assets (BOY)
- $1,827,333,879
Income & contributions
- Employer contributions
- $36,000,000
- Total contributions
- $36,000,000
- Total income / additions
- $103,633,199
Expenses & distributions
- Benefits paid
- $96,208,330
- Administrative expenses
- $11,018,653
- Total expenses
- $107,226,983
- Net increase / (decrease)
- -$3,593,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Townsend Holdings LLC | NONE | $1,156,312 | $0 | 2023 |
| Telus Health (Us) Ltd. | NONE | $578,761 | not reported in the loaded dataset | 2023 |
| Mfs Investment Management | NONE | $479,541 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $473,409 | $0 | 2023 |
| Loomis Sayles | NONE | $350,502 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $326,934 | not reported in the loaded dataset | 2023 |
| Baillie Gifford Overseas, Ltd. | NONE | $307,392 | not reported in the loaded dataset | 2023 |
| Lindsell Train Limited | NONE | $302,559 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $275,972 | not reported in the loaded dataset | 2023 |
| Polaris Capital Management LLC | NONE | $248,828 | not reported in the loaded dataset | 2023 |
| Encap Investments Lp | NONE | $246,830 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $197,837 | not reported in the loaded dataset | 2023 |
| Brant Street Capitals | NONE | $194,065 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $142,944 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $138,117 | not reported in the loaded dataset | 2023 |
| Battelle Memorial Institute | PLAN SPONSOR | $132,348 | not reported in the loaded dataset | 2023 |
| Black Creek Investment Management | NONE | $111,560 | $0 | 2023 |
| State Street Global Advisors | NONE | $87,159 | not reported in the loaded dataset | 2023 |
| Meaden & Moore, Ltd. | NONE | $47,800 | not reported in the loaded dataset | 2023 |
| Herronpalmer | NONE | $34,739 | not reported in the loaded dataset | 2023 |
| Clarion Lion Properties Fund | NONE | $28,337 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co Of America | NONE | $25,343 | $0 | 2023 |
| Invesco Investment Services, Inc. | NONE | $23,113 | not reported in the loaded dataset | 2023 |
| Cambridge Associates LLC | NONE | $18,563 | not reported in the loaded dataset | 2023 |
| Fortress Japan Opportunity Fund | NONE | $15,210 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $11,505 | not reported in the loaded dataset | 2023 |
| Steve Young | EMPLOYEE OF PLAN SPONSOR | $11,031 | not reported in the loaded dataset | 2023 |
| Leonard Essex | EMPLOYEE OF PLAN SPONSOR | $10,023 | not reported in the loaded dataset | 2023 |
| Antonio Caxide | EMPLOYEE OF PLAN SPONSOR | $10,023 | not reported in the loaded dataset | 2023 |
| Martin Conger | EMPLOYEE OF PLAN SPONSOR | $10,023 | not reported in the loaded dataset | 2023 |
| Brookfield | NONE | $7,682 | not reported in the loaded dataset | 2023 |
| Kent Rinker | EMPLOYEE OF PLAN SPONSOR | $7,031 | 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
- Townsend Holdings LLC — Schedule C compensation
- Telus Health (Us) Ltd. — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Baillie Gifford Overseas, Ltd. — Schedule C compensation
- Lindsell Train Limited — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Polaris Capital Management LLC — Schedule C compensation
- Encap Investments Lp — Schedule C compensation
- Mercer — Schedule C compensation
- Brant Street Capitals — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Battelle Memorial Institute — Schedule C compensation
- Black Creek Investment Management — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Meaden & Moore, Ltd. — Schedule C compensation
- Herronpalmer — Schedule C compensation
- Clarion Lion Properties Fund — Schedule C compensation
- Prudential Insurance Co Of America — Schedule C compensation
- Invesco Investment Services, Inc. — Schedule C compensation
- Cambridge Associates LLC — Schedule C compensation
- Fortress Japan Opportunity Fund — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Steve Young — Schedule C compensation
- Leonard Essex — Schedule C compensation
- Antonio Caxide — Schedule C compensation
- Martin Conger — Schedule C compensation
- Brookfield — Schedule C compensation
- Kent Rinker — Schedule C compensation