Idaho National Laboratory Employee Investment Plan — Form 5500 plan (Battelle Energy Alliance, LLC And Idaho Environmental Coalition, 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, Idaho National Laboratory Employee Investment Plan is a benefit plan reported by Battelle Energy Alliance, LLC And Idaho Environmental Coalition, LLC under EIN 68-0588324 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,732 participants and $2,322,477,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Battelle Energy Alliance, LLC And Idaho Environmental Coalition, LLC
- EIN
- 68-0588324
- Plan number
- 001
- Plan type
- 3
- Location
- Idaho Falls, ID
- Latest filing year
- 2023
- Participants
- 8,732
- End-of-year plan assets
- $2,322,477,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,732 | H, C | 20250623153231NAL0009348640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,322,477,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,322,477,073
- Net assets (BOY)
- $1,939,840,919
Income & contributions
- Employer contributions
- $62,737,816
- Participant contributions
- $82,877,320
- Total contributions
- $154,059,480
- Total income / additions
- $598,216,201
Expenses & distributions
- Benefits paid
- $214,598,189
- Administrative expenses
- $973,372
- Total expenses
- $215,580,047
- Net increase / (decrease)
- $382,636,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $453,040 | $0 | 2023 |
| Battelle Energy Alliance, LLC | NONE | $263,983 | not reported in the loaded dataset | 2023 |
| Vanguard Advisors, Inc. | NONE | $88,660 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, Pc | NONE | $76,059 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa, Inc. | NONE | $61,207 | not reported in the loaded dataset | 2023 |
| Idaho Environmental Coalition | NONE | $18,128 | not reported in the loaded dataset | 2023 |
| Wipfli Cpa'S And Consultants | NONE | $17,872 | not reported in the loaded dataset | 2023 |
| Idaho Environmental Coalition | NONE | $17,244 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Battelle Energy Alliance, LLC And Idaho Environmental Coalition, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Idaho Falls, ID
- The Vanguard Group, Inc. — Schedule C compensation
- Battelle Energy Alliance, LLC — Schedule C compensation
- Vanguard Advisors, Inc. — Schedule C compensation
- Littler Mendelson, Pc — Schedule C compensation
- Aon Investments Usa, Inc. — Schedule C compensation
- Idaho Environmental Coalition — Schedule C compensation
- Wipfli Cpa'S And Consultants — Schedule C compensation