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PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 401k Plan overview

Plan NamePENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE
Plan identification number 005

PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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).
  • 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 MEMORIAL INSTITUTE has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-07-01DAVE DAVENPORT2023-04-18
0052020-07-01DAVE DAVENPORT2022-05-31
0052020-07-01DAVE DAVENPORT2022-04-15
0052019-07-01DAVE DAVENPORT2021-04-15
0052018-07-01VIDA BOWEN2020-05-19
0052018-07-01DAVE DAVENPORT2021-04-15
0052017-07-01VIDA BOWEN2019-04-15
0052016-07-01
0052015-07-01
0052014-07-01
0052013-07-01MALESA LITTERAL MALESA LITTERAL2015-04-14
0052012-07-01MALESA LITTERAL MALESA LITTERAL2014-04-14
0052011-07-01MALESA LITTERAL MALESA LITTERAL2013-04-12
0052010-07-01MALESA LITTERAL
0052009-07-01MALESA LITTERAL

Plan Statistics for PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE

401k plan membership statisitcs for PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE

Measure Date Value
2022: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2022 401k membership
Market value of plan assets2022-06-302,141,393,925
Acturial value of plan assets2022-06-301,977,844,603
Funding target for retired participants and beneficiaries receiving payment2022-06-30890,285,084
Number of terminated vested participants2022-06-301,334
Fundng target for terminated vested participants2022-06-30144,829,617
Active participant vested funding target2022-06-30515,038,995
Number of active participants2022-06-304,375
Total funding liabilities for active participants2022-06-30524,509,143
Total participant count2022-06-308,798
Total funding target for all participants2022-06-301,559,623,844
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30254,176,077
Amount remaining of prefunding balance2022-06-30254,176,077
Present value of excess contributions2022-06-3042,762,973
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3045,230,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-3045,230,397
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-30337,405,798
Total employer contributions2022-06-3045,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3042,726,169
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3043,065,429
Contributions allocatedtoward minimum required contributions for current year2022-06-3042,726,169
Unpaid minimum required contributions for current year2022-06-300
2021: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2021 401k membership
Total participants, beginning-of-year2021-07-018,714
Total number of active participants reported on line 7a of the Form 55002021-07-014,661
Number of retired or separated participants receiving benefits2021-07-012,807
Number of other retired or separated participants entitled to future benefits2021-07-011,369
Total of all active and inactive participants2021-07-018,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01314
Total participants2021-07-019,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01113
Market value of plan assets2021-06-301,906,581,707
Acturial value of plan assets2021-06-301,809,102,493
Funding target for retired participants and beneficiaries receiving payment2021-06-30822,560,746
Number of terminated vested participants2021-06-301,377
Fundng target for terminated vested participants2021-06-30149,017,381
Active participant vested funding target2021-06-30511,790,829
Number of active participants2021-06-304,168
Total funding liabilities for active participants2021-06-30520,894,253
Total participant count2021-06-308,539
Total funding target for all participants2021-06-301,492,472,380
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30250,586,157
Prefunding balanced used to offset prior years funding requirement2021-06-3028,520,739
Amount remaining of prefunding balance2021-06-30222,065,418
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30254,176,077
Total employer contributions2021-06-3045,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3042,762,973
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3040,636,932
Contributions allocatedtoward minimum required contributions for current year2021-06-3042,762,973
Unpaid minimum required contributions for current year2021-06-300
2020: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2020 401k membership
Total participants, beginning-of-year2020-07-018,459
Total number of active participants reported on line 7a of the Form 55002020-07-014,375
Number of retired or separated participants receiving benefits2020-07-012,716
Number of other retired or separated participants entitled to future benefits2020-07-011,314
Total of all active and inactive participants2020-07-018,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01309
Total participants2020-07-018,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0148
Market value of plan assets2020-06-301,736,603,532
Acturial value of plan assets2020-06-301,705,052,912
Funding target for retired participants and beneficiaries receiving payment2020-06-30806,088,298
Number of terminated vested participants2020-06-301,328
Fundng target for terminated vested participants2020-06-30131,964,007
Active participant vested funding target2020-06-30517,009,428
Number of active participants2020-06-303,842
Total funding liabilities for active participants2020-06-30528,050,446
Total participant count2020-06-308,094
Total funding target for all participants2020-06-301,466,102,751
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30203,505,417
Prefunding balanced used to offset prior years funding requirement2020-06-3030,057,752
Amount remaining of prefunding balance2020-06-30173,447,665
Present value of excess contributions2020-06-3060,491,931
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3064,442,123
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-3064,442,123
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30250,586,157
Total employer contributions2020-06-3013,125,000
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3012,681,285
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3040,126,187
Net shortfall amortization installment of oustanding balance2020-06-3011,635,996
Total funding amount beforereflecting carryover/prefunding balances2020-06-3043,257,276
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-3030,575,991
Additional cash requirement2020-06-3012,681,285
Contributions allocatedtoward minimum required contributions for current year2020-06-3012,681,285
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2019 401k membership
Total participants, beginning-of-year2019-07-018,029
Total number of active participants reported on line 7a of the Form 55002019-07-014,168
Number of retired or separated participants receiving benefits2019-07-012,627
Number of other retired or separated participants entitled to future benefits2019-07-011,358
Total of all active and inactive participants2019-07-018,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01306
Total participants2019-07-018,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0137
Market value of plan assets2019-06-301,623,208,906
Acturial value of plan assets2019-06-301,558,278,246
Funding target for retired participants and beneficiaries receiving payment2019-06-30746,379,480
Number of terminated vested participants2019-06-301,328
Fundng target for terminated vested participants2019-06-30125,753,228
Active participant vested funding target2019-06-30510,996,005
Number of active participants2019-06-303,745
Total funding liabilities for active participants2019-06-30519,330,333
Total participant count2019-06-307,873
Total funding target for all participants2019-06-301,391,463,041
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30204,066,723
Prefunding balanced used to offset prior years funding requirement2019-06-3020,231,658
Amount remaining of prefunding balance2019-06-30183,835,065
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30203,505,417
Total employer contributions2019-06-3079,618,900
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3073,228,567
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3036,355,940
Net shortfall amortization installment of oustanding balance2019-06-3036,690,212
Total funding amount beforereflecting carryover/prefunding balances2019-06-3042,794,388
Prefunding balance elected to use to offset funding requirement2019-06-3030,057,752
Additional cash requirement2019-06-3012,736,636
Contributions allocatedtoward minimum required contributions for current year2019-06-3073,228,567
Unpaid minimum required contributions for current year2019-06-300
2018: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2018 401k membership
Total participants, beginning-of-year2018-07-017,816
Total number of active participants reported on line 7a of the Form 55002018-07-013,842
Number of retired or separated participants receiving benefits2018-07-012,579
Number of other retired or separated participants entitled to future benefits2018-07-011,313
Total of all active and inactive participants2018-07-017,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01295
Total participants2018-07-018,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0198
Market value of plan assets2018-06-301,517,903,584
Acturial value of plan assets2018-06-301,465,799,216
Funding target for retired participants and beneficiaries receiving payment2018-06-30662,615,745
Number of terminated vested participants2018-06-301,288
Fundng target for terminated vested participants2018-06-30113,311,476
Active participant vested funding target2018-06-30500,817,219
Number of active participants2018-06-303,838
Total funding liabilities for active participants2018-06-30508,914,350
Total participant count2018-06-307,818
Total funding target for all participants2018-06-301,284,841,571
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30178,699,957
Amount remaining of prefunding balance2018-06-30178,699,957
Present value of excess contributions2018-06-304,049,789
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-304,298,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-304,298,041
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-30204,066,723
Total employer contributions2018-06-3023,292,347
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3021,826,092
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3038,262,969
Net shortfall amortization installment of oustanding balance2018-06-3023,109,078
Total funding amount beforereflecting carryover/prefunding balances2018-06-3042,057,750
Prefunding balance elected to use to offset funding requirement2018-06-3020,231,658
Additional cash requirement2018-06-3021,826,092
Contributions allocatedtoward minimum required contributions for current year2018-06-3021,826,092
Unpaid minimum required contributions for current year2018-06-300
2017: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2017 401k membership
Total participants, beginning-of-year2017-07-017,765
Total number of active participants reported on line 7a of the Form 55002017-07-013,745
Number of retired or separated participants receiving benefits2017-07-012,490
Number of other retired or separated participants entitled to future benefits2017-07-011,314
Total of all active and inactive participants2017-07-017,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01267
Total participants2017-07-017,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0177
Market value of plan assets2017-06-301,400,895,143
Acturial value of plan assets2017-06-301,402,266,332
Funding target for retired participants and beneficiaries receiving payment2017-06-30615,794,228
Number of terminated vested participants2017-06-301,243
Fundng target for terminated vested participants2017-06-30104,376,544
Active participant vested funding target2017-06-30481,630,179
Number of active participants2017-06-303,833
Total funding liabilities for active participants2017-06-30490,154,786
Total participant count2017-06-307,682
Total funding target for all participants2017-06-301,210,325,558
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30132,356,283
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of prefunding balance2017-06-30132,356,283
Present value of excess contributions2017-06-3033,617,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3035,741,936
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-3035,741,936
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30178,699,957
Total employer contributions2017-06-3027,150,397
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3025,709,446
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3034,900,474
Total funding amount beforereflecting carryover/prefunding balances2017-06-3021,659,657
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3021,659,657
Contributions allocatedtoward minimum required contributions for current year2017-06-3025,709,446
Unpaid minimum required contributions for current year2017-06-300
2016: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2016 401k membership
Total participants, beginning-of-year2016-07-017,634
Total number of active participants reported on line 7a of the Form 55002016-07-013,838
Number of retired or separated participants receiving benefits2016-07-012,396
Number of other retired or separated participants entitled to future benefits2016-07-011,272
Total of all active and inactive participants2016-07-017,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01259
Total participants2016-07-017,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0166
2015: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2015 401k membership
Total participants, beginning-of-year2015-07-017,249
Total number of active participants reported on line 7a of the Form 55002015-07-013,636
Number of retired or separated participants receiving benefits2015-07-012,333
Number of other retired or separated participants entitled to future benefits2015-07-011,226
Total of all active and inactive participants2015-07-017,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01242
Total participants2015-07-017,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0140
2014: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2014 401k membership
Total participants, beginning-of-year2014-07-017,592
Total number of active participants reported on line 7a of the Form 55002014-07-013,560
Number of retired or separated participants receiving benefits2014-07-012,266
Number of other retired or separated participants entitled to future benefits2014-07-011,193
Total of all active and inactive participants2014-07-017,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01230
Total participants2014-07-017,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0150
2013: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2013 401k membership
Total participants, beginning-of-year2013-07-017,510
Total number of active participants reported on line 7a of the Form 55002013-07-013,543
Number of retired or separated participants receiving benefits2013-07-012,193
Number of other retired or separated participants entitled to future benefits2013-07-011,619
Total of all active and inactive participants2013-07-017,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01237
Total participants2013-07-017,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0155
2012: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2012 401k membership
Total participants, beginning-of-year2012-07-017,542
Total number of active participants reported on line 7a of the Form 55002012-07-013,695
Number of retired or separated participants receiving benefits2012-07-012,035
Number of other retired or separated participants entitled to future benefits2012-07-011,551
Total of all active and inactive participants2012-07-017,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01229
Total participants2012-07-017,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0196
2011: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2011 401k membership
Total participants, beginning-of-year2011-07-017,510
Total number of active participants reported on line 7a of the Form 55002011-07-013,882
Number of retired or separated participants receiving benefits2011-07-011,913
Number of other retired or separated participants entitled to future benefits2011-07-011,512
Total of all active and inactive participants2011-07-017,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01235
Total participants2011-07-017,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01125
2010: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2010 401k membership
Total participants, beginning-of-year2010-07-017,292
Total number of active participants reported on line 7a of the Form 55002010-07-014,193
Number of retired or separated participants receiving benefits2010-07-011,758
Number of other retired or separated participants entitled to future benefits2010-07-011,327
Total of all active and inactive participants2010-07-017,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-01232
Total participants2010-07-017,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0165
2009: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2009 401k membership
Total participants, beginning-of-year2009-07-016,987
Total number of active participants reported on line 7a of the Form 55002009-07-014,161
Number of retired or separated participants receiving benefits2009-07-011,673
Number of other retired or separated participants entitled to future benefits2009-07-011,238
Total of all active and inactive participants2009-07-017,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-01220
Total participants2009-07-017,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0155

Financial Data on PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE

Measure Date Value
2022 : PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-140,238,176
Total of all expenses incurred2022-06-30$100,106,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$90,030,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$45,000,000
Value of total assets at end of year2022-06-30$1,901,233,809
Value of total assets at beginning of year2022-06-30$2,141,578,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$10,075,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$2,092,517
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-240,344,225
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,901,233,809
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,141,578,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$7,983,199
Value of interest in master investment trust accounts at end of year2022-06-30$1,880,613,809
Value of interest in master investment trust accounts at beginning of year2022-06-30$2,124,553,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$45,000,000
Employer contributions (assets) at end of year2022-06-30$20,620,000
Employer contributions (assets) at beginning of year2022-06-30$17,025,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$90,030,333
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MEADEN & MOORE, LTD.
Accountancy firm EIN2022-06-30341818258
2021 : PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$323,761,449
Total of all expenses incurred2021-06-30$88,899,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$82,809,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$45,000,000
Value of total assets at end of year2021-06-30$2,141,578,034
Value of total assets at beginning of year2021-06-30$1,906,716,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,089,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$2,234,347
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$234,861,894
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,141,578,034
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,906,716,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$3,855,272
Value of interest in master investment trust accounts at end of year2021-06-30$2,124,553,034
Value of interest in master investment trust accounts at beginning of year2021-06-30$1,890,222,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$45,000,000
Employer contributions (assets) at end of year2021-06-30$17,025,000
Employer contributions (assets) at beginning of year2021-06-30$16,493,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$82,809,936
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CROWE LLP
Accountancy firm EIN2021-06-30350921680
2020 : PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$292,432,917
Total of all expenses incurred2020-06-30$85,049,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$76,409,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$52,743,900
Value of total assets at end of year2020-06-30$1,906,716,140
Value of total assets at beginning of year2020-06-30$1,699,332,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$8,639,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$2,531,726
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$1,589,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$207,383,706
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,906,716,140
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,699,332,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$4,518,819
Value of interest in master investment trust accounts at end of year2020-06-30$1,890,222,240
Value of interest in master investment trust accounts at beginning of year2020-06-30$1,671,332,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$52,743,900
Employer contributions (assets) at end of year2020-06-30$16,493,900
Employer contributions (assets) at beginning of year2020-06-30$28,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$76,409,215
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30CROWE LLP
Accountancy firm EIN2020-06-30350921680
2019 : PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$156,262,940
Total of all expenses incurred2019-06-30$79,757,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$71,216,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$40,000,000
Value of total assets at end of year2019-06-30$1,699,332,434
Value of total assets at beginning of year2019-06-30$1,622,826,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,540,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$2,894,652
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$283,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$76,505,920
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,699,332,434
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,622,826,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$5,362,893
Value of interest in master investment trust accounts at end of year2019-06-30$1,671,332,434
Value of interest in master investment trust accounts at beginning of year2019-06-30$1,609,534,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$40,000,000
Employer contributions (assets) at end of year2019-06-30$28,000,000
Employer contributions (assets) at beginning of year2019-06-30$13,292,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$71,216,026
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30CROWE LLP
Accountancy firm EIN2019-06-30350921680
2018 : PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$181,123,537
Total of all expenses incurred2018-06-30$76,429,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$65,798,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$23,292,347
Value of total assets at end of year2018-06-30$1,622,826,514
Value of total assets at beginning of year2018-06-30$1,518,132,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$10,631,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$5,533,934
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$381,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$104,693,930
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,622,826,514
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,518,132,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$4,715,677
Value of interest in master investment trust accounts at end of year2018-06-30$1,609,534,167
Value of interest in master investment trust accounts at beginning of year2018-06-30$1,502,232,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$23,292,347
Employer contributions (assets) at end of year2018-06-30$13,292,347
Employer contributions (assets) at beginning of year2018-06-30$15,900,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$65,798,098
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CROWE LLP
Accountancy firm EIN2018-06-30350921680
2017 : PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$188,511,389
Total of all expenses incurred2017-06-30$71,408,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$61,258,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$27,150,397
Value of total assets at end of year2017-06-30$1,518,132,584
Value of total assets at beginning of year2017-06-30$1,401,029,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$10,150,084
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$4,920,116
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$574,442
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$117,103,067
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,518,132,584
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,401,029,517
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$4,655,526
Value of interest in master investment trust accounts at end of year2017-06-30$1,502,232,187
Value of interest in master investment trust accounts at beginning of year2017-06-30$1,392,069,645
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
Contributions received in cash from employer2017-06-30$27,150,397
Employer contributions (assets) at end of year2017-06-30$15,900,397
Employer contributions (assets) at beginning of year2017-06-30$8,959,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$61,258,238
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$140,207,388
Total of all expenses incurred2016-06-30$65,896,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$58,398,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$35,209,872
Value of total assets at end of year2016-06-30$1,401,029,517
Value of total assets at beginning of year2016-06-30$1,326,718,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,498,682
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$3,356,260
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$509,269
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$74,310,689
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,401,029,517
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,326,718,828
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$3,633,153
Value of interest in master investment trust accounts at end of year2016-06-30$1,392,069,645
Value of interest in master investment trust accounts at beginning of year2016-06-30$1,320,901,048
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
Contributions received in cash from employer2016-06-30$35,209,872
Employer contributions (assets) at end of year2016-06-30$8,959,872
Employer contributions (assets) at beginning of year2016-06-30$5,817,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$58,398,017
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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$100,392,831
Total of all expenses incurred2015-06-30$75,662,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$69,823,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$46,442,780
Value of total assets at end of year2015-06-30$1,326,718,828
Value of total assets at beginning of year2015-06-30$1,301,988,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$5,838,235
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$978,906
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-interest2015-06-30Yes
Amount of non-exempt transactions with any party-in-interest2015-06-30$131
Administrative expenses (other) incurred2015-06-30$2,608,663
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$24,730,828
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,326,718,828
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,301,988,000
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$2,250,666
Value of interest in master investment trust accounts at end of year2015-06-30$1,320,901,048
Value of interest in master investment trust accounts at beginning of year2015-06-30$1,297,538,000
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
Contributions received in cash from employer2015-06-30$46,442,780
Employer contributions (assets) at end of year2015-06-30$5,817,780
Employer contributions (assets) at beginning of year2015-06-30$4,450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$69,823,768
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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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$247,287,000
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$54,358,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$48,544,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$35,000,000
Value of total assets at end of year2014-06-30$1,301,988,000
Value of total assets at beginning of year2014-06-30$1,109,059,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,814,000
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$1,180,000
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$1,818,000
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$192,929,000
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,301,988,000
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,109,059,000
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$2,816,000
Value of interest in master investment trust accounts at end of year2014-06-30$1,297,538,000
Value of interest in master investment trust accounts at beginning of year2014-06-30$1,100,059,000
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
Contributions received in cash from employer2014-06-30$35,000,000
Employer contributions (assets) at end of year2014-06-30$4,450,000
Employer contributions (assets) at beginning of year2014-06-30$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$48,544,000
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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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$165,170,000
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$50,100,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$44,040,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$44,000,000
Value of total assets at end of year2013-06-30$1,109,059,000
Value of total assets at beginning of year2013-06-30$993,989,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,060,000
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$1,114,000
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$10,000,000
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$2,637,000
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$115,070,000
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,109,059,000
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$993,989,000
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$2,309,000
Value of interest in master investment trust accounts at end of year2013-06-30$1,100,059,000
Value of interest in master investment trust accounts at beginning of year2013-06-30$978,989,000
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$44,000,000
Employer contributions (assets) at end of year2013-06-30$9,000,000
Employer contributions (assets) at beginning of year2013-06-30$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$44,040,000
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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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$108,050,000
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$43,221,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$37,787,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$69,238,000
Value of total assets at end of year2012-06-30$993,989,000
Value of total assets at beginning of year2012-06-30$929,160,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,434,000
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$1,295,000
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$10,000,000
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$880,000
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$64,829,000
Value of net assets at end of year (total assets less liabilities)2012-06-30$993,989,000
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$929,160,000
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$3,259,000
Value of interest in master investment trust accounts at end of year2012-06-30$978,989,000
Value of interest in master investment trust accounts at beginning of year2012-06-30$929,160,000
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$69,238,000
Employer contributions (assets) at end of year2012-06-30$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$37,787,000
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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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$227,643,000
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$38,843,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$33,377,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$51,940,000
Value of total assets at end of year2011-06-30$929,160,000
Value of total assets at beginning of year2011-06-30$740,360,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,466,000
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$1,078,000
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$10,000,000
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$1,384,000
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$188,800,000
Value of net assets at end of year (total assets less liabilities)2011-06-30$929,160,000
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$740,360,000
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$3,004,000
Value of interest in master investment trust accounts at end of year2011-06-30$929,160,000
Value of interest in master investment trust accounts at beginning of year2011-06-30$740,360,000
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$51,940,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$33,377,000
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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE

2021: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2018-07-01Submission has been amendedYes
2017: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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 THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 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
2010: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
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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