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Plan Name | EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | BATTELLE MEMORIAL INSTITUTE |
Employer identification number (EIN): | 314379427 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about BATTELLE MEMORIAL INSTITUTE
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1925-03-27 |
Company Identification Number: | 115782 |
Legal Registered Office Address: |
505 KING AVE - COLUMBUS United States of America (USA) 432012693 |
More information about BATTELLE MEMORIAL INSTITUTE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-07-01 | DAVE DAVENPORT | 2023-04-18 | ||
001 | 2020-07-01 | DAVE DAVENPORT | 2022-05-31 | ||
001 | 2020-07-01 | DAVE DAVENPORT | 2022-04-15 | ||
001 | 2019-07-01 | DAVE DAVENPORT | 2021-04-15 | ||
001 | 2018-07-01 | VIDA BOWEN | 2020-05-19 | ||
001 | 2017-07-01 | VIDA BOWEN | 2019-04-15 | ||
001 | 2016-07-01 | ||||
001 | 2015-07-01 | ||||
001 | 2014-07-01 | ||||
001 | 2013-07-01 | MALESA LITTERAL | MALESA LITTERAL | 2015-04-14 | |
001 | 2012-07-01 | MALESA LITTERAL | MALESA LITTERAL | 2014-04-14 | |
001 | 2011-07-01 | MALESA LITTERAL | MALESA LITTERAL | 2013-04-12 | |
001 | 2009-07-01 | MALESA LITTERAL |
Measure | Date | Value |
---|---|---|
2022: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2022 401k membership | ||
Market value of plan assets | 2022-06-30 | 645,819,812 |
Acturial value of plan assets | 2022-06-30 | 654,694,648 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 321,496,570 |
Number of terminated vested participants | 2022-06-30 | 1,409 |
Fundng target for terminated vested participants | 2022-06-30 | 110,744,580 |
Active participant vested funding target | 2022-06-30 | 119,471,613 |
Number of active participants | 2022-06-30 | 909 |
Total funding liabilities for active participants | 2022-06-30 | 119,527,134 |
Total participant count | 2022-06-30 | 3,133 |
Total funding target for all participants | 2022-06-30 | 551,768,284 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 147,438,498 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 7,642,945 |
Amount remaining of prefunding balance | 2022-06-30 | 139,795,553 |
Present value of excess contributions | 2022-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
Balance of prefunding at beginning of current year | 2022-06-30 | 139,110,555 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 4,521,125 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 38,184,191 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 8,591,951 |
Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 8,591,951 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
2021: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 3,097 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
Market value of plan assets | 2021-06-30 | 705,644,433 |
Acturial value of plan assets | 2021-06-30 | 666,260,570 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 323,148,455 |
Number of terminated vested participants | 2021-06-30 | 1,482 |
Fundng target for terminated vested participants | 2021-06-30 | 113,161,136 |
Active participant vested funding target | 2021-06-30 | 124,664,230 |
Number of active participants | 2021-06-30 | 1,006 |
Total funding liabilities for active participants | 2021-06-30 | 124,754,513 |
Total participant count | 2021-06-30 | 3,266 |
Total funding target for all participants | 2021-06-30 | 561,064,104 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 70,289,163 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 8,696,275 |
Amount remaining of prefunding balance | 2021-06-30 | 61,592,888 |
Present value of excess contributions | 2021-06-30 | 71,321,961 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 76,175,527 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 76,175,527 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 147,438,498 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 3,377,721 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 42,242,032 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 7,642,945 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 7,642,945 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
2020: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 3,235 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 909 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 732 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 1,391 |
Total of all active and inactive participants | 2020-07-01 | 3,032 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 65 |
Total participants | 2020-07-01 | 3,097 |
Market value of plan assets | 2020-06-30 | 592,256,238 |
Acturial value of plan assets | 2020-06-30 | 579,245,421 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 320,537,593 |
Number of terminated vested participants | 2020-06-30 | 1,643 |
Fundng target for terminated vested participants | 2020-06-30 | 124,874,590 |
Active participant vested funding target | 2020-06-30 | 136,384,658 |
Number of active participants | 2020-06-30 | 1,115 |
Total funding liabilities for active participants | 2020-06-30 | 136,495,080 |
Total participant count | 2020-06-30 | 3,484 |
Total funding target for all participants | 2020-06-30 | 581,907,263 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 42,643,645 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 3,543,926 |
Amount remaining of prefunding balance | 2020-06-30 | 39,099,719 |
Present value of excess contributions | 2020-06-30 | 26,232,298 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 27,842,508 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 27,842,508 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 70,289,163 |
Total employer contributions | 2020-06-30 | 81,800,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 74,932,157 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 5,561,591 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 72,951,005 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 21,011,181 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 17,400,985 |
Additional cash requirement | 2020-06-30 | 3,610,196 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 74,932,157 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
2019: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 3,453 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 1,006 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 704 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 1,472 |
Total of all active and inactive participants | 2019-07-01 | 3,182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 53 |
Total participants | 2019-07-01 | 3,235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 1 |
Market value of plan assets | 2019-06-30 | 548,069,202 |
Acturial value of plan assets | 2019-06-30 | 525,082,731 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 312,869,311 |
Number of terminated vested participants | 2019-06-30 | 1,673 |
Fundng target for terminated vested participants | 2019-06-30 | 119,325,117 |
Active participant vested funding target | 2019-06-30 | 131,117,329 |
Number of active participants | 2019-06-30 | 1,255 |
Total funding liabilities for active participants | 2019-06-30 | 131,366,130 |
Total participant count | 2019-06-30 | 3,608 |
Total funding target for all participants | 2019-06-30 | 563,560,558 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 46,733,985 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 7,736,596 |
Amount remaining of prefunding balance | 2019-06-30 | 38,997,389 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 42,643,645 |
Total employer contributions | 2019-06-30 | 49,250,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 47,489,229 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 9,840,799 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 81,121,472 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 24,800,857 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 3,543,926 |
Additional cash requirement | 2019-06-30 | 21,256,931 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 47,489,229 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
2018: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 3,579 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 1,115 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 661 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 1,629 |
Total of all active and inactive participants | 2018-07-01 | 3,405 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 48 |
Total participants | 2018-07-01 | 3,453 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 6 |
Market value of plan assets | 2018-06-30 | 527,805,534 |
Acturial value of plan assets | 2018-06-30 | 502,788,235 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 287,443,728 |
Number of terminated vested participants | 2018-06-30 | 1,577 |
Fundng target for terminated vested participants | 2018-06-30 | 103,428,316 |
Active participant vested funding target | 2018-06-30 | 153,465,215 |
Number of active participants | 2018-06-30 | 1,540 |
Total funding liabilities for active participants | 2018-06-30 | 153,596,088 |
Total participant count | 2018-06-30 | 3,735 |
Total funding target for all participants | 2018-06-30 | 544,468,132 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 56,549,077 |
Amount remaining of prefunding balance | 2018-06-30 | 56,549,077 |
Present value of excess contributions | 2018-06-30 | 1,733,739 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 1,839,324 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 1,839,324 |
Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
Balance of prefunding at beginning of current year | 2018-06-30 | 64,880,235 |
Total employer contributions | 2018-06-30 | 17,500,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 16,851,256 |
Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 10,069,258 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 88,413,882 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 24,587,852 |
Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 7,736,596 |
Additional cash requirement | 2018-06-30 | 16,851,256 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 16,851,256 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
2017: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 3,713 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 1,255 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 622 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 1,662 |
Total of all active and inactive participants | 2017-07-01 | 3,539 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 40 |
Total participants | 2017-07-01 | 3,579 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 8 |
Market value of plan assets | 2017-06-30 | 855,641,326 |
Acturial value of plan assets | 2017-06-30 | 868,731,854 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 553,820,893 |
Number of terminated vested participants | 2017-06-30 | 2,581 |
Fundng target for terminated vested participants | 2017-06-30 | 117,392,241 |
Active participant vested funding target | 2017-06-30 | 149,747,330 |
Number of active participants | 2017-06-30 | 2,652 |
Total funding liabilities for active participants | 2017-06-30 | 151,493,407 |
Total participant count | 2017-06-30 | 8,858 |
Total funding target for all participants | 2017-06-30 | 822,706,541 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 41,324,843 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 41,324,843 |
Present value of excess contributions | 2017-06-30 | 11,862,236 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 12,608,371 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 12,608,371 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 56,549,077 |
Total employer contributions | 2017-06-30 | 17,500,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 16,645,928 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 14,912,189 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 14,912,189 |
Additional cash requirement | 2017-06-30 | 14,912,189 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 16,645,928 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
2016: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 8,808 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 2,426 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 3,173 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 2,649 |
Total of all active and inactive participants | 2016-07-01 | 8,248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 425 |
Total participants | 2016-07-01 | 8,673 |
2015: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 9,604 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 2,652 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 3,179 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 2,559 |
Total of all active and inactive participants | 2015-07-01 | 8,390 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 418 |
Total participants | 2015-07-01 | 8,808 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 229 |
2014: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 12,021 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 3,659 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 3,037 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 2,507 |
Total of all active and inactive participants | 2014-07-01 | 9,203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 401 |
Total participants | 2014-07-01 | 9,604 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 228 |
2013: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 12,069 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 3,648 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 2,927 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 5,057 |
Total of all active and inactive participants | 2013-07-01 | 11,632 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 389 |
Total participants | 2013-07-01 | 12,021 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 261 |
2012: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 12,155 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 4,139 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 2,738 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 4,823 |
Total of all active and inactive participants | 2012-07-01 | 11,700 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 369 |
Total participants | 2012-07-01 | 12,069 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 293 |
2011: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 11,926 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 4,577 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 2,584 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 4,625 |
Total of all active and inactive participants | 2011-07-01 | 11,786 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 369 |
Total participants | 2011-07-01 | 12,155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 229 |
2009: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 11,393 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 5,128 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 2,260 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3,895 |
Total of all active and inactive participants | 2009-07-01 | 11,283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 362 |
Total participants | 2009-07-01 | 11,645 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 90 |
Measure | Date | Value |
---|---|---|
2022 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2022 401k financial data | ||
Total transfer of assets from this plan | 2022-06-30 | $531,219,592 |
Total income from all sources (including contributions) | 2022-06-30 | $-60,556,494 |
Total of all expenses incurred | 2022-06-30 | $54,043,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $48,823,547 |
Value of total assets at end of year | 2022-06-30 | $0 |
Value of total assets at beginning of year | 2022-06-30 | $645,819,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $5,220,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Administrative expenses professional fees incurred | 2022-06-30 | $2,965,428 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-114,600,220 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $645,819,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $2,254,751 |
Value of interest in master investment trust accounts at end of year | 2022-06-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-06-30 | $645,819,812 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $48,823,547 |
Did the plan have assets held for investment | 2022-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2022-06-30 | 341818258 |
2021 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-06-30 | $-3,064,979 |
Total of all expenses incurred | 2021-06-30 | $59,548,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $57,301,984 |
Value of total assets at end of year | 2021-06-30 | $645,819,812 |
Value of total assets at beginning of year | 2021-06-30 | $708,432,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $2,246,114 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Administrative expenses professional fees incurred | 2021-06-30 | $1,074,176 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $-62,613,077 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $645,819,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $708,432,889 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $1,171,938 |
Value of interest in master investment trust accounts at end of year | 2021-06-30 | $645,819,812 |
Value of interest in master investment trust accounts at beginning of year | 2021-06-30 | $630,607,889 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Employer contributions (assets) at end of year | 2021-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $77,825,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $57,301,984 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | CROWE LLP |
Accountancy firm EIN | 2021-06-30 | 350921680 |
2020 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-06-30 | $170,802,817 |
Total of all expenses incurred | 2020-06-30 | $54,626,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $49,890,406 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $81,800,000 |
Value of total assets at end of year | 2020-06-30 | $708,432,889 |
Value of total assets at beginning of year | 2020-06-30 | $592,256,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $4,735,759 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Administrative expenses professional fees incurred | 2020-06-30 | $2,346,845 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Administrative expenses (other) incurred | 2020-06-30 | $880,988 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $116,176,652 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $708,432,889 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $592,256,237 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $1,507,926 |
Value of interest in master investment trust accounts at end of year | 2020-06-30 | $630,607,889 |
Value of interest in master investment trust accounts at beginning of year | 2020-06-30 | $592,256,237 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $81,800,000 |
Employer contributions (assets) at end of year | 2020-06-30 | $77,825,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $49,890,406 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | CROWE LLP |
Accountancy firm EIN | 2020-06-30 | 350921680 |
2019 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-06-30 | $95,469,347 |
Total of all expenses incurred | 2019-06-30 | $51,100,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $46,119,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $49,250,000 |
Value of total assets at end of year | 2019-06-30 | $592,256,237 |
Value of total assets at beginning of year | 2019-06-30 | $547,886,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $4,980,991 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Administrative expenses professional fees incurred | 2019-06-30 | $2,980,144 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Administrative expenses (other) incurred | 2019-06-30 | $100,443 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $44,369,256 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $592,256,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $547,886,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $1,900,404 |
Value of interest in master investment trust accounts at end of year | 2019-06-30 | $592,256,237 |
Value of interest in master investment trust accounts at beginning of year | 2019-06-30 | $543,511,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $49,250,000 |
Employer contributions (assets) at end of year | 2019-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $4,375,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $46,119,100 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
Accountancy firm name | 2019-06-30 | CROWE LLP |
Accountancy firm EIN | 2019-06-30 | 350921680 |
2018 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2018 401k financial data | ||
Total transfer of assets to this plan | 2018-06-30 | $2,390,543 |
Total income from all sources (including contributions) | 2018-06-30 | $63,867,553 |
Total of all expenses incurred | 2018-06-30 | $47,672,780 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $42,646,956 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $17,500,000 |
Value of total assets at end of year | 2018-06-30 | $547,886,981 |
Value of total assets at beginning of year | 2018-06-30 | $529,301,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $5,025,824 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Administrative expenses professional fees incurred | 2018-06-30 | $3,302,471 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Administrative expenses (other) incurred | 2018-06-30 | $130,950 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $16,194,773 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $547,886,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $529,301,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $1,592,403 |
Value of interest in master investment trust accounts at end of year | 2018-06-30 | $543,511,981 |
Value of interest in master investment trust accounts at beginning of year | 2018-06-30 | $524,926,665 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $17,500,000 |
Employer contributions (assets) at end of year | 2018-06-30 | $4,375,000 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $4,375,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $42,646,956 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | CROWE LLP |
Accountancy firm EIN | 2018-06-30 | 350921680 |
2017 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2017 401k financial data | ||
Total transfer of assets to this plan | 2017-06-30 | $3,124,709 |
Total transfer of assets from this plan | 2017-06-30 | $371,190,193 |
Total income from all sources (including contributions) | 2017-06-30 | $111,845,054 |
Total of all expenses incurred | 2017-06-30 | $70,164,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $61,108,868 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $17,500,000 |
Value of total assets at end of year | 2017-06-30 | $529,301,665 |
Value of total assets at beginning of year | 2017-06-30 | $855,686,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $9,055,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Administrative expenses professional fees incurred | 2017-06-30 | $5,975,501 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Administrative expenses (other) incurred | 2017-06-30 | $312,561 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $41,680,714 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $529,301,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $855,686,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $2,767,410 |
Value of interest in master investment trust accounts at end of year | 2017-06-30 | $524,926,665 |
Value of interest in master investment trust accounts at beginning of year | 2017-06-30 | $852,561,435 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $17,500,000 |
Employer contributions (assets) at end of year | 2017-06-30 | $4,375,000 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $3,125,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $61,108,868 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | CROWE HORWATH LLP |
Accountancy firm EIN | 2017-06-30 | 350921680 |
2016 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-06-30 | $66,751,962 |
Total of all expenses incurred | 2016-06-30 | $166,369,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $160,226,973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $12,500,000 |
Value of total assets at end of year | 2016-06-30 | $855,686,435 |
Value of total assets at beginning of year | 2016-06-30 | $955,303,822 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $6,142,376 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Administrative expenses professional fees incurred | 2016-06-30 | $3,524,638 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Administrative expenses (other) incurred | 2016-06-30 | $392,557 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-99,617,387 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $855,686,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $955,303,822 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $2,225,181 |
Value of interest in master investment trust accounts at end of year | 2016-06-30 | $852,561,435 |
Value of interest in master investment trust accounts at beginning of year | 2016-06-30 | $949,053,822 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $12,500,000 |
Employer contributions (assets) at end of year | 2016-06-30 | $3,125,000 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $6,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $160,226,973 |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-06-30 | 350921680 |
2015 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-06-30 | $52,601,587 |
Total of all expenses incurred | 2015-06-30 | $137,557,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $133,028,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $12,500,000 |
Value of total assets at end of year | 2015-06-30 | $955,303,822 |
Value of total assets at beginning of year | 2015-06-30 | $1,040,260,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $4,528,836 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Administrative expenses professional fees incurred | 2015-06-30 | $1,022,521 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Administrative expenses (other) incurred | 2015-06-30 | $1,884,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-84,956,178 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $955,303,822 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,040,260,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $1,622,176 |
Value of interest in master investment trust accounts at end of year | 2015-06-30 | $949,053,822 |
Value of interest in master investment trust accounts at beginning of year | 2015-06-30 | $1,038,135,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $12,500,000 |
Employer contributions (assets) at end of year | 2015-06-30 | $6,250,000 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $2,125,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $133,028,929 |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-06-30 | 350921680 |
2014 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $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 | $188,957,000 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $51,240,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $46,063,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $17,500,000 |
Value of total assets at end of year | 2014-06-30 | $1,040,260,000 |
Value of total assets at beginning of year | 2014-06-30 | $902,543,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $5,177,000 |
Total interest from all sources | 2014-06-30 | $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 year | 2014-06-30 | No |
Administrative expenses professional fees incurred | 2014-06-30 | $1,050,000 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Administrative expenses (other) incurred | 2014-06-30 | $1,853,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $137,717,000 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $1,040,260,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $902,543,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $2,274,000 |
Value of interest in master investment trust accounts at end of year | 2014-06-30 | $1,038,135,000 |
Value of interest in master investment trust accounts at beginning of year | 2014-06-30 | $899,243,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $17,500,000 |
Employer contributions (assets) at end of year | 2014-06-30 | $2,125,000 |
Employer contributions (assets) at beginning of year | 2014-06-30 | $3,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $46,063,000 |
Did the plan have assets held for investment | 2014-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2014-06-30 | 133891517 |
2013 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $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 | $108,194,000 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $48,179,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $43,091,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $8,300,000 |
Value of total assets at end of year | 2013-06-30 | $902,543,000 |
Value of total assets at beginning of year | 2013-06-30 | $842,528,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $5,088,000 |
Total interest from all sources | 2013-06-30 | $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 year | 2013-06-30 | No |
Administrative expenses professional fees incurred | 2013-06-30 | $914,000 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Administrative expenses (other) incurred | 2013-06-30 | $2,269,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $60,015,000 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $902,543,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $842,528,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $1,905,000 |
Value of interest in master investment trust accounts at end of year | 2013-06-30 | $899,243,000 |
Value of interest in master investment trust accounts at beginning of year | 2013-06-30 | $815,188,000 |
Net investment gain/loss from pooled separate accounts | 2013-06-30 | $99,894,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $8,300,000 |
Employer contributions (assets) at end of year | 2013-06-30 | $3,300,000 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $27,340,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $43,091,000 |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | DELOITTE & TOUCHE |
Accountancy firm EIN | 2013-06-30 | 133891517 |
2012 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $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 | $60,778,000 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $45,310,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $40,779,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $27,340,000 |
Value of total assets at end of year | 2012-06-30 | $842,528,000 |
Value of total assets at beginning of year | 2012-06-30 | $827,060,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $4,531,000 |
Total interest from all sources | 2012-06-30 | $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 year | 2012-06-30 | No |
Administrative expenses professional fees incurred | 2012-06-30 | $996,000 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Administrative expenses (other) incurred | 2012-06-30 | $751,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $15,468,000 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $842,528,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $827,060,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $2,784,000 |
Value of interest in master investment trust accounts at end of year | 2012-06-30 | $815,188,000 |
Value of interest in master investment trust accounts at beginning of year | 2012-06-30 | $827,060,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $27,340,000 |
Employer contributions (assets) at end of year | 2012-06-30 | $27,340,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $40,779,000 |
Did the plan have assets held for investment | 2012-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | DELOITTE & TOUCHE |
Accountancy firm EIN | 2012-06-30 | 133891517 |
2011 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-06-30 | $4,502,000 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $169,064,000 |
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $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 | $161,871,000 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $41,436,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $36,709,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $0 |
Value of total assets at end of year | 2011-06-30 | $827,060,000 |
Value of total assets at beginning of year | 2011-06-30 | $706,625,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $4,727,000 |
Total interest from all sources | 2011-06-30 | $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 year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $7,771,000 |
Assets. Real estate other than employer real property at end of year | 2011-06-30 | $53,798,000 |
Assets. Real estate other than employer real property at beginning of year | 2011-06-30 | $942,000 |
Administrative expenses professional fees incurred | 2011-06-30 | $1,078,000 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $275,071,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $108,295,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $11,426,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $10,472,000 |
Administrative expenses (other) incurred | 2011-06-30 | $882,000 |
Liabilities. Value of operating payables at end of year | 2011-06-30 | $19,546,000 |
Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $12,186,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $120,435,000 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $827,060,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $706,625,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Assets. partnership/joint venture interests at beginning of year | 2011-06-30 | $87,957,000 |
Investment advisory and management fees | 2011-06-30 | $2,767,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $145,089,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $129,894,000 |
Interest earned on other investments | 2011-06-30 | $570,000 |
Value of interest in master investment trust accounts at end of year | 2011-06-30 | $827,060,000 |
Value of interest in master investment trust accounts at beginning of year | 2011-06-30 | $706,625,000 |
Value of interest in common/collective trusts at end of year | 2011-06-30 | $194,614,000 |
Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $192,937,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $25,902,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $9,753,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $9,753,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $27,000 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-06-30 | $14,139,000 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-06-30 | $8,647,000 |
Asset value of US Government securities at end of year | 2011-06-30 | $131,299,000 |
Asset value of US Government securities at beginning of year | 2011-06-30 | $111,123,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $2,364,000 |
Net investment gain or loss from common/collective trusts | 2011-06-30 | $41,390,000 |
Net gain/loss from 103.12 investment entities | 2011-06-30 | $1,622,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $52,611,000 |
Income. Dividends from common stock | 2011-06-30 | $27,905,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $36,709,000 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-06-30 | $61,441,000 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-06-30 | $77,371,000 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-06-30 | $44,767,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-06-30 | $59,279,000 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $820,195,000 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $663,571,000 |
Did the plan have assets held for investment | 2011-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Aggregate proceeds on sale of assets | 2011-06-30 | $3,237,809,000 |
Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $3,155,129,000 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | DELOITTE & TOUCHE |
Accountancy firm EIN | 2011-06-30 | 133891517 |
2010 : EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2021: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2021 form 5500 responses | ||
---|---|---|
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | This submission is the final filing | Yes |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | Yes |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: EMPLOYEES PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |