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PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 401k Plan overview

Plan NamePENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC
Plan identification number 001

PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BATTELLE NATIONAL BIODEFENSE INST, LLC NAT'L BIODEFENSE ANALYSIS & COU has sponsored the creation of one or more 401k plans.

Company Name:BATTELLE NATIONAL BIODEFENSE INST, LLC NAT'L BIODEFENSE ANALYSIS & COU
Employer identification number (EIN):043851808
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01MALESA LITTERAL MALESA LITTERAL2015-04-14
0012012-07-01MALESA LITTERAL MALESA LITTERAL2014-04-14
0012011-07-01MALESA LITTERAL MALESA LITTERAL2013-04-12
0012009-07-01MALESA LITTERAL
0012009-07-01MALESA LITTERAL

Plan Statistics for PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC

401k plan membership statisitcs for PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC

Measure Date Value
2017: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2017 401k membership
Market value of plan assets2017-06-303,085,061
Acturial value of plan assets2017-06-302,938,286
Funding target for retired participants and beneficiaries receiving payment2017-06-30421,243
Number of terminated vested participants2017-06-3088
Fundng target for terminated vested participants2017-06-30908,630
Active participant vested funding target2017-06-301,366,682
Number of active participants2017-06-3096
Total funding liabilities for active participants2017-06-301,366,682
Total participant count2017-06-30196
Total funding target for all participants2017-06-302,696,555
Prefunding balance at beginning of prior year after applicable adjustments2017-06-3096,808
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of prefunding balance2017-06-3096,808
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30112,559
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30190,000
Total funding amount beforereflecting carryover/prefunding balances2017-06-3060,828
Prefunding balance elected to use to offset funding requirement2017-06-3060,828
Unpaid minimum required contributions for current year2017-06-300
2016: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2016 401k membership
Total participants, beginning-of-year2016-07-01196
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2015 401k membership
Total participants, beginning-of-year2015-07-01195
Total number of active participants reported on line 7a of the Form 55002015-07-0196
Number of retired or separated participants receiving benefits2015-07-0112
Number of other retired or separated participants entitled to future benefits2015-07-0187
Total of all active and inactive participants2015-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01196
2014: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2014 401k membership
Total participants, beginning-of-year2014-07-01195
Total number of active participants reported on line 7a of the Form 55002014-07-01110
Number of retired or separated participants receiving benefits2014-07-0112
Number of other retired or separated participants entitled to future benefits2014-07-0173
Total of all active and inactive participants2014-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2013 401k membership
Total participants, beginning-of-year2013-07-01193
Total number of active participants reported on line 7a of the Form 55002013-07-01118
Number of retired or separated participants receiving benefits2013-07-0110
Number of other retired or separated participants entitled to future benefits2013-07-0166
Total of all active and inactive participants2013-07-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2012 401k membership
Total participants, beginning-of-year2012-07-01197
Total number of active participants reported on line 7a of the Form 55002012-07-01126
Number of retired or separated participants receiving benefits2012-07-019
Number of other retired or separated participants entitled to future benefits2012-07-0157
Total of all active and inactive participants2012-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2011 401k membership
Total participants, beginning-of-year2011-07-01200
Total number of active participants reported on line 7a of the Form 55002011-07-01143
Number of retired or separated participants receiving benefits2011-07-017
Number of other retired or separated participants entitled to future benefits2011-07-0147
Total of all active and inactive participants2011-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2009 401k membership
Total participants, beginning-of-year2009-07-01121
Total number of active participants reported on line 7a of the Form 55002009-07-01171
Number of other retired or separated participants entitled to future benefits2009-07-017
Total of all active and inactive participants2009-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC

Measure Date Value
2017 : PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2017 401k financial data
Total transfer of assets from this plan2017-06-30$3,124,709
Total income from all sources (including contributions)2017-06-30$347,805
Total of all expenses incurred2017-06-30$308,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$40,943
Value of total assets at beginning of year2017-06-30$3,085,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$267,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$256,478
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$1,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$39,648
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,085,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$9,721
Value of interest in master investment trust accounts at beginning of year2017-06-30$3,085,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$40,943
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CROWE HORWATH LLP
Accountancy firm EIN2017-06-30350921680
2016 : PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$461,249
Total of all expenses incurred2016-06-30$208,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$39,033
Value of total assets at end of year2016-06-30$3,085,061
Value of total assets at beginning of year2016-06-30$2,832,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$169,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$159,455
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$1,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$252,743
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,085,061
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,832,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$8,213
Value of interest in master investment trust accounts at end of year2016-06-30$3,085,061
Value of interest in master investment trust accounts at beginning of year2016-06-30$2,832,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$39,033
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30CROWE HORWATH LLP
Accountancy firm EIN2016-06-30350921680
2015 : PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$102,489
Total of all expenses incurred2015-06-30$104,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$34,876
Value of total assets at end of year2015-06-30$2,832,318
Value of total assets at beginning of year2015-06-30$2,834,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$69,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$55,712
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$8,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,682
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,832,318
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,834,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$4,827
Value of interest in master investment trust accounts at end of year2015-06-30$2,832,318
Value of interest in master investment trust accounts at beginning of year2015-06-30$2,811,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$23,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$34,876
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30CROWE HORWATH LLP
Accountancy firm EIN2015-06-30350921680
2014 : PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$551,000
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$110,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$35,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$91,000
Value of total assets at end of year2014-06-30$2,834,000
Value of total assets at beginning of year2014-06-30$2,393,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$75,000
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$56,900
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$91,000
Administrative expenses (other) incurred2014-06-30$12,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$441,000
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,834,000
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,393,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$6,100
Value of interest in master investment trust accounts at end of year2014-06-30$2,811,000
Value of interest in master investment trust accounts at beginning of year2014-06-30$2,346,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at end of year2014-06-30$23,000
Employer contributions (assets) at beginning of year2014-06-30$47,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$35,000
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-06-30133891517
2013 : PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$432,000
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$124,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$28,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$176,000
Value of total assets at end of year2013-06-30$2,393,000
Value of total assets at beginning of year2013-06-30$2,085,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$96,000
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$74,000
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Administrative expenses (other) incurred2013-06-30$15,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$308,000
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,393,000
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,085,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$7,000
Value of interest in master investment trust accounts at end of year2013-06-30$2,346,000
Value of interest in master investment trust accounts at beginning of year2013-06-30$2,043,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$176,000
Employer contributions (assets) at end of year2013-06-30$47,000
Employer contributions (assets) at beginning of year2013-06-30$42,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$28,000
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30DELOITTE & TOUCHE
Accountancy firm EIN2013-06-30133891517
2012 : PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$230,000
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$120,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$21,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$148,000
Value of total assets at end of year2012-06-30$2,085,000
Value of total assets at beginning of year2012-06-30$1,975,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$99,000
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$88,000
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Administrative expenses (other) incurred2012-06-30$8,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$110,000
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,085,000
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,975,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$2,500
Value of interest in master investment trust accounts at end of year2012-06-30$2,043,000
Value of interest in master investment trust accounts at beginning of year2012-06-30$1,975,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$148,000
Employer contributions (assets) at end of year2012-06-30$42,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$21,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30DELOITTE & TOUCHE
Accountancy firm EIN2012-06-30133891517
2011 : PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$992,000
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$94,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$671,000
Value of total assets at end of year2011-06-30$1,975,000
Value of total assets at beginning of year2011-06-30$1,077,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$90,000
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$79,000
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$898,000
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,975,000
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,077,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$5,000
Value of interest in master investment trust accounts at end of year2011-06-30$1,975,000
Value of interest in master investment trust accounts at beginning of year2011-06-30$1,077,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$671,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,000
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30DELOITTE & TOUCHE
Accountancy firm EIN2011-06-30133891517
2010 : PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC

2016: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF BATTELLE NATIONAL BIODEFENSE INSTITUTE, LLC 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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