Pension Plan For Employees At Ornl — Form 5500 plan (Ut-Battelle, LLC)
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 For Employees At Ornl is a benefit plan reported by Ut-Battelle, LLC under EIN 62-1788235 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,739 participants and $2,456,364,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ut-Battelle, LLC
- EIN
- 62-1788235
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Ridge, TN
- Latest filing year
- 2023
- Participants
- 11,739
- End-of-year plan assets
- $2,456,364,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,739 | H, C | 20241010121358NAL0011446675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,456,364,769
- Total liabilities (EOY)
- $860,411
- Net assets (EOY)
- $2,455,504,358
- Net assets (BOY)
- $2,325,453,596
Income & contributions
- Employer contributions
- $71,000,000
- Participant contributions
- $16,615,671
- Total contributions
- $87,615,671
- Total income / additions
- $306,803,201
Expenses & distributions
- Benefits paid
- $160,820,969
- Administrative expenses
- $15,931,470
- Total expenses
- $176,752,439
- Net increase / (decrease)
- $130,050,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harrison Street Advisors, LLC | NONE | $1,713,037 | not reported in the loaded dataset | 2023 |
| Polaris Capital Management, LLC | NONE | $1,165,733 | $0 | 2023 |
| Jp Morgan Investment Management Inc | NONE | $726,908 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $523,072 | not reported in the loaded dataset | 2023 |
| Towers Watson Us LLC | NONE | $390,009 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $285,251 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $275,000 | $0 | 2023 |
| Usi | NONE | $218,214 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $92,964 | not reported in the loaded dataset | 2023 |
| Groom Law | NONE | $89,065 | not reported in the loaded dataset | 2023 |
| Bricker Graydon | NONE | $87,549 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $70,154 | not reported in the loaded dataset | 2023 |
| Curcio Webb | NONE | $61,133 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE | $59,243 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $58,009 | not reported in the loaded dataset | 2023 |
| Kpmg | NONE | $55,100 | not reported in the loaded dataset | 2023 |
| Tcw Investment Management Co. | NONE | $47,402 | not reported in the loaded dataset | 2023 |
| Blackrock Inst. Trust Co N.A. | NONE | $38,509 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group Inc | NONE | $37,000 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co. | NONE | $32,877 | not reported in the loaded dataset | 2023 |
| Mcconnell And Jones | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ut-Battelle, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Oak Ridge, TN
- Harrison Street Advisors, LLC — Schedule C compensation
- Polaris Capital Management, LLC — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Towers Watson Us LLC — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Usi — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Groom Law — Schedule C compensation
- Bricker Graydon — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Kpmg — Schedule C compensation
- Tcw Investment Management Co. — Schedule C compensation
- Blackrock Inst. Trust Co N.A. — Schedule C compensation
- Usi Consulting Group Inc — Schedule C compensation
- State Street Bank & Trust Co. — Schedule C compensation
- Mcconnell And Jones — Schedule C compensation