?>
Logo

BATTELLE EMPLOYEES' SAVINGS PLAN 401k Plan overview

Plan NameBATTELLE EMPLOYEES' SAVINGS PLAN
Plan identification number 003

BATTELLE EMPLOYEES' SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 BATTELLE EMPLOYEES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01VIDA BOWEN
0032015-07-01VIDA M. BOWEN
0032014-07-01VIDA M. BOWEN
0032013-07-01MALESA A. LITTERAL
0032012-07-01MALESA A. LITTERAL
0032011-07-01MALESA A. LITTERAL MALESA A. LITTERAL2013-04-12
0032010-07-01MALESA A. LITTERAL
0032009-07-01MALESA A. LITTERAL MALESA A. LITTERAL2011-04-13

Plan Statistics for BATTELLE EMPLOYEES' SAVINGS PLAN

401k plan membership statisitcs for BATTELLE EMPLOYEES' SAVINGS PLAN

Measure Date Value
2021: BATTELLE EMPLOYEES' SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0112,148
Total number of active participants reported on line 7a of the Form 55002021-07-017,979
Number of retired or separated participants receiving benefits2021-07-01645
Number of other retired or separated participants entitled to future benefits2021-07-014,061
Total of all active and inactive participants2021-07-0112,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01134
Total participants2021-07-0112,819
Number of participants with account balances2021-07-0112,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01346
2020: BATTELLE EMPLOYEES' SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0111,830
Total number of active participants reported on line 7a of the Form 55002020-07-017,636
Number of retired or separated participants receiving benefits2020-07-01628
Number of other retired or separated participants entitled to future benefits2020-07-013,769
Total of all active and inactive participants2020-07-0112,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01115
Total participants2020-07-0112,148
Number of participants with account balances2020-07-0112,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01224
2019: BATTELLE EMPLOYEES' SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0111,242
Total number of active participants reported on line 7a of the Form 55002019-07-017,443
Number of retired or separated participants receiving benefits2019-07-01640
Number of other retired or separated participants entitled to future benefits2019-07-013,638
Total of all active and inactive participants2019-07-0111,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01109
Total participants2019-07-0111,830
Number of participants with account balances2019-07-0111,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-01169
2018: BATTELLE EMPLOYEES' SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0111,015
Total number of active participants reported on line 7a of the Form 55002018-07-016,957
Number of retired or separated participants receiving benefits2018-07-01639
Number of other retired or separated participants entitled to future benefits2018-07-013,550
Total of all active and inactive participants2018-07-0111,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0196
Total participants2018-07-0111,242
Number of participants with account balances2018-07-0111,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-01266
2017: BATTELLE EMPLOYEES' SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0110,882
Total number of active participants reported on line 7a of the Form 55002017-07-016,793
Number of retired or separated participants receiving benefits2017-07-01617
Number of other retired or separated participants entitled to future benefits2017-07-013,521
Total of all active and inactive participants2017-07-0110,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0184
Total participants2017-07-0111,015
Number of participants with account balances2017-07-0110,847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01279
2016: BATTELLE EMPLOYEES' SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0110,212
Total number of active participants reported on line 7a of the Form 55002016-07-017,167
Number of retired or separated participants receiving benefits2016-07-01596
Number of other retired or separated participants entitled to future benefits2016-07-013,039
Total of all active and inactive participants2016-07-0110,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0180
Total participants2016-07-0110,882
Number of participants with account balances2016-07-0110,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01188
2015: BATTELLE EMPLOYEES' SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0112,010
Total number of active participants reported on line 7a of the Form 55002015-07-016,543
Number of retired or separated participants receiving benefits2015-07-01564
Number of other retired or separated participants entitled to future benefits2015-07-013,031
Total of all active and inactive participants2015-07-0110,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0174
Total participants2015-07-0110,212
Number of participants with account balances2015-07-0110,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01161
2014: BATTELLE EMPLOYEES' SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0112,049
Total number of active participants reported on line 7a of the Form 55002014-07-018,679
Number of retired or separated participants receiving benefits2014-07-01519
Number of other retired or separated participants entitled to future benefits2014-07-012,745
Total of all active and inactive participants2014-07-0111,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0167
Total participants2014-07-0112,010
Number of participants with account balances2014-07-019,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0188
2013: BATTELLE EMPLOYEES' SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0112,119
Total number of active participants reported on line 7a of the Form 55002013-07-018,740
Number of retired or separated participants receiving benefits2013-07-01484
Number of other retired or separated participants entitled to future benefits2013-07-012,756
Total of all active and inactive participants2013-07-0111,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0169
Total participants2013-07-0112,049
Number of participants with account balances2013-07-019,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0170
2012: BATTELLE EMPLOYEES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0111,418
Total number of active participants reported on line 7a of the Form 55002012-07-018,900
Number of retired or separated participants receiving benefits2012-07-01469
Number of other retired or separated participants entitled to future benefits2012-07-012,683
Total of all active and inactive participants2012-07-0112,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0167
Total participants2012-07-0112,119
Number of participants with account balances2012-07-019,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01102
2011: BATTELLE EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0111,657
Total number of active participants reported on line 7a of the Form 55002011-07-018,405
Number of retired or separated participants receiving benefits2011-07-01440
Number of other retired or separated participants entitled to future benefits2011-07-012,518
Total of all active and inactive participants2011-07-0111,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0155
Total participants2011-07-0111,418
Number of participants with account balances2011-07-0110,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01134
2010: BATTELLE EMPLOYEES' SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0110,159
Total number of active participants reported on line 7a of the Form 55002010-07-018,887
Number of retired or separated participants receiving benefits2010-07-01412
Number of other retired or separated participants entitled to future benefits2010-07-012,308
Total of all active and inactive participants2010-07-0111,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0150
Total participants2010-07-0111,657
Number of participants with account balances2010-07-0110,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-01152
2009: BATTELLE EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-019,791
Total number of active participants reported on line 7a of the Form 55002009-07-017,497
Number of retired or separated participants receiving benefits2009-07-01374
Number of other retired or separated participants entitled to future benefits2009-07-012,236
Total of all active and inactive participants2009-07-0110,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0152
Total participants2009-07-0110,159
Number of participants with account balances2009-07-0110,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01104

Financial Data on BATTELLE EMPLOYEES' SAVINGS PLAN

Measure Date Value
2022 : BATTELLE EMPLOYEES' SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$9,471,000
Total unrealized appreciation/depreciation of assets2022-06-30$9,471,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-276,240,000
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$178,857,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$177,411,000
Value of total corrective distributions2022-06-30$165,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$139,615,000
Value of total assets at end of year2022-06-30$2,432,871,000
Value of total assets at beginning of year2022-06-30$2,887,968,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,281,000
Total interest from all sources2022-06-30$545,000
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$77,225,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$77,225,000
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$88,646,000
Participant contributions at end of year2022-06-30$11,302,000
Participant contributions at beginning of year2022-06-30$11,743,000
Assets. Other investments not covered elsewhere at end of year2022-06-30$11,175,000
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$278,037,000
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$10,224,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$101,000
Other income not declared elsewhere2022-06-30$-1,895,000
Administrative expenses (other) incurred2022-06-30$1,281,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-455,097,000
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,432,871,000
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,887,968,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,343,223,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,767,336,000
Interest on participant loans2022-06-30$534,000
Interest earned on other investments2022-06-30$11,000
Value of interest in common/collective trusts at end of year2022-06-30$602,166,000
Value of interest in common/collective trusts at beginning of year2022-06-30$825,560,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$465,005,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$5,292,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-406,985,000
Net investment gain or loss from common/collective trusts2022-06-30$-94,216,000
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$40,745,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$177,310,000
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 : BATTELLE EMPLOYEES' SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$11,417,000
Total unrealized appreciation/depreciation of assets2021-06-30$11,417,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$785,471,000
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$168,742,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$167,391,000
Value of total corrective distributions2021-06-30$143,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$133,650,000
Value of total assets at end of year2021-06-30$2,887,968,000
Value of total assets at beginning of year2021-06-30$2,271,239,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,208,000
Total interest from all sources2021-06-30$631,000
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$48,463,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$48,463,000
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$83,756,000
Participant contributions at end of year2021-06-30$11,743,000
Participant contributions at beginning of year2021-06-30$11,836,000
Assets. Other investments not covered elsewhere at end of year2021-06-30$278,037,000
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$281,390,000
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$10,384,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$4,000
Other income not declared elsewhere2021-06-30$2,358,000
Administrative expenses (other) incurred2021-06-30$1,208,000
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$616,729,000
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,887,968,000
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,271,239,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,767,336,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,329,566,000
Interest on participant loans2021-06-30$631,000
Value of interest in common/collective trusts at end of year2021-06-30$825,560,000
Value of interest in common/collective trusts at beginning of year2021-06-30$638,765,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$5,292,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$9,682,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$457,862,000
Net investment gain or loss from common/collective trusts2021-06-30$131,090,000
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$39,510,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$167,387,000
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 : BATTELLE EMPLOYEES' SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$13,105,000
Total unrealized appreciation/depreciation of assets2020-06-30$13,105,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$238,756,000
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$144,935,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$143,704,000
Value of total corrective distributions2020-06-30$12,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$121,395,000
Value of total assets at end of year2020-06-30$2,271,239,000
Value of total assets at beginning of year2020-06-30$2,177,418,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,219,000
Total interest from all sources2020-06-30$673,000
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$39,818,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$39,818,000
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$76,991,000
Participant contributions at end of year2020-06-30$11,836,000
Participant contributions at beginning of year2020-06-30$11,991,000
Assets. Other investments not covered elsewhere at end of year2020-06-30$281,390,000
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$267,236,000
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$7,387,000
Other income not declared elsewhere2020-06-30$197,000
Administrative expenses (other) incurred2020-06-30$1,219,000
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$93,821,000
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,271,239,000
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,177,418,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,329,566,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,268,142,000
Interest on participant loans2020-06-30$673,000
Value of interest in common/collective trusts at end of year2020-06-30$638,765,000
Value of interest in common/collective trusts at beginning of year2020-06-30$603,964,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$9,682,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$26,085,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$46,072,000
Net investment gain or loss from common/collective trusts2020-06-30$17,496,000
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$37,017,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$143,704,000
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 : BATTELLE EMPLOYEES' SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$13,073,000
Total unrealized appreciation/depreciation of assets2019-06-30$13,073,000
Total transfer of assets to this plan2019-06-30$8,670,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$225,092,000
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$139,088,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$138,153,000
Value of total corrective distributions2019-06-30$43,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$107,140,000
Value of total assets at end of year2019-06-30$2,177,418,000
Value of total assets at beginning of year2019-06-30$2,082,744,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$892,000
Total interest from all sources2019-06-30$619,000
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$58,913,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$58,913,000
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$71,068,000
Participant contributions at end of year2019-06-30$11,991,000
Participant contributions at beginning of year2019-06-30$11,989,000
Assets. Other investments not covered elsewhere at end of year2019-06-30$267,236,000
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$259,454,000
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$5,735,000
Other income not declared elsewhere2019-06-30$63,000
Administrative expenses (other) incurred2019-06-30$892,000
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$86,004,000
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,177,418,000
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,082,744,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,268,142,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,238,528,000
Interest on participant loans2019-06-30$619,000
Value of interest in common/collective trusts at end of year2019-06-30$603,964,000
Value of interest in common/collective trusts at beginning of year2019-06-30$540,580,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$26,085,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$32,193,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$19,882,000
Net investment gain or loss from common/collective trusts2019-06-30$25,402,000
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 contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$30,337,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$138,153,000
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 : BATTELLE EMPLOYEES' SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$11,993,000
Total unrealized appreciation/depreciation of assets2018-06-30$11,993,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$291,104,000
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$123,675,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$122,576,000
Value of total corrective distributions2018-06-30$164,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$114,328,000
Value of total assets at end of year2018-06-30$2,082,744,000
Value of total assets at beginning of year2018-06-30$1,915,315,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$935,000
Total interest from all sources2018-06-30$595,000
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$37,417,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$37,417,000
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$74,720,000
Participant contributions at end of year2018-06-30$11,989,000
Participant contributions at beginning of year2018-06-30$11,933,000
Assets. Other investments not covered elsewhere at end of year2018-06-30$259,454,000
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$252,038,000
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$6,248,000
Other income not declared elsewhere2018-06-30$20,000
Administrative expenses (other) incurred2018-06-30$935,000
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$167,429,000
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,082,744,000
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,915,315,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,238,528,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,118,876,000
Interest on participant loans2018-06-30$595,000
Value of interest in common/collective trusts at end of year2018-06-30$540,580,000
Value of interest in common/collective trusts at beginning of year2018-06-30$491,010,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$32,193,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$41,458,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$99,808,000
Net investment gain or loss from common/collective trusts2018-06-30$26,943,000
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 contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$33,360,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$122,576,000
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 : BATTELLE EMPLOYEES' SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$12,009,000
Total unrealized appreciation/depreciation of assets2017-06-30$12,009,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$286,222,000
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$116,530,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$115,556,000
Value of total corrective distributions2017-06-30$69,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$94,438,000
Value of total assets at end of year2017-06-30$1,915,315,000
Value of total assets at beginning of year2017-06-30$1,745,623,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$905,000
Total interest from all sources2017-06-30$472,000
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$30,092,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$30,092,000
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$60,806,000
Participant contributions at end of year2017-06-30$11,933,000
Participant contributions at beginning of year2017-06-30$11,050,000
Assets. Other investments not covered elsewhere at end of year2017-06-30$252,038,000
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$267,469,000
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$6,050,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$168,000
Other income not declared elsewhere2017-06-30$610,000
Administrative expenses (other) incurred2017-06-30$905,000
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$169,692,000
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,915,315,000
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,745,623,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,118,876,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$985,042,000
Interest on participant loans2017-06-30$472,000
Value of interest in common/collective trusts at end of year2017-06-30$491,010,000
Value of interest in common/collective trusts at beginning of year2017-06-30$439,370,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$41,458,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$42,692,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$131,062,000
Net investment gain or loss from common/collective trusts2017-06-30$17,539,000
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$27,582,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$115,388,000
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 : BATTELLE EMPLOYEES' SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$11,734,000
Total unrealized appreciation/depreciation of assets2016-06-30$11,734,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$98,696,000
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$131,452,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$130,541,000
Expenses. Certain deemed distributions of participant loans2016-06-30$22,000
Value of total corrective distributions2016-06-30$9,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$93,286,000
Value of total assets at end of year2016-06-30$1,745,623,000
Value of total assets at beginning of year2016-06-30$1,778,379,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$880,000
Total interest from all sources2016-06-30$590,000
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$30,631,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$30,631,000
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$62,336,000
Participant contributions at end of year2016-06-30$11,050,000
Participant contributions at beginning of year2016-06-30$12,362,000
Assets. Other investments not covered elsewhere at end of year2016-06-30$267,469,000
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$261,827,000
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$3,479,000
Other income not declared elsewhere2016-06-30$18,000
Administrative expenses (other) incurred2016-06-30$880,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-32,756,000
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,745,623,000
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,778,379,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$985,042,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,015,122,000
Interest on participant loans2016-06-30$590,000
Value of interest in common/collective trusts at end of year2016-06-30$439,370,000
Value of interest in common/collective trusts at beginning of year2016-06-30$447,665,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$42,692,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$41,403,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-39,756,000
Net investment gain or loss from common/collective trusts2016-06-30$2,193,000
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$27,471,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$130,541,000
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 : BATTELLE EMPLOYEES' SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$12,396,000
Total unrealized appreciation/depreciation of assets2015-06-30$12,396,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$156,287,000
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$129,316,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$128,472,000
Expenses. Certain deemed distributions of participant loans2015-06-30$32,000
Value of total corrective distributions2015-06-30$18,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$90,881,000
Value of total assets at end of year2015-06-30$1,778,379,000
Value of total assets at beginning of year2015-06-30$1,751,408,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$794,000
Total interest from all sources2015-06-30$574,000
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$33,557,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$33,557,000
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$66,327,000
Participant contributions at end of year2015-06-30$12,362,000
Participant contributions at beginning of year2015-06-30$12,506,000
Assets. Other investments not covered elsewhere at end of year2015-06-30$261,827,000
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$280,703,000
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$4,373,000
Other income not declared elsewhere2015-06-30$4,000
Administrative expenses (other) incurred2015-06-30$794,000
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$26,971,000
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,778,379,000
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,751,408,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,015,122,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$994,422,000
Interest on participant loans2015-06-30$574,000
Value of interest in common/collective trusts at end of year2015-06-30$447,665,000
Value of interest in common/collective trusts at beginning of year2015-06-30$425,128,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$41,403,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$38,649,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$15,110,000
Net investment gain or loss from common/collective trusts2015-06-30$3,765,000
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$20,181,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$128,472,000
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 : BATTELLE EMPLOYEES' SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$13,025,000
Total unrealized appreciation/depreciation of assets2014-06-30$13,025,000
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$321,680,000
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$121,874,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$121,020,000
Expenses. Certain deemed distributions of participant loans2014-06-30$44,000
Value of total corrective distributions2014-06-30$6,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$78,214,000
Value of total assets at end of year2014-06-30$1,751,408,000
Value of total assets at beginning of year2014-06-30$1,551,602,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$804,000
Total interest from all sources2014-06-30$498,000
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$24,995,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$24,995,000
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$57,048,000
Participant contributions at end of year2014-06-30$12,506,000
Participant contributions at beginning of year2014-06-30$12,810,000
Assets. Other investments not covered elsewhere at end of year2014-06-30$280,703,000
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$301,417,000
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$3,828,000
Other income not declared elsewhere2014-06-30$7,000
Administrative expenses (other) incurred2014-06-30$804,000
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$199,806,000
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,751,408,000
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,551,602,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$994,422,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$900,997,000
Interest on participant loans2014-06-30$498,000
Value of interest in common/collective trusts at end of year2014-06-30$425,128,000
Value of interest in common/collective trusts at beginning of year2014-06-30$297,511,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$38,649,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$38,867,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$167,138,000
Net investment gain or loss from common/collective trusts2014-06-30$37,803,000
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$17,338,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$121,020,000
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-06-30CROWE HORWATH LLP
Accountancy firm EIN2014-06-30350921680
2013 : BATTELLE EMPLOYEES' SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$14,794,000
Total unrealized appreciation/depreciation of assets2013-06-30$14,794,000
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$248,036,000
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$118,934,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$118,114,000
Expenses. Certain deemed distributions of participant loans2013-06-30$127,000
Value of total corrective distributions2013-06-30$9,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$86,700,000
Value of total assets at end of year2013-06-30$1,551,602,000
Value of total assets at beginning of year2013-06-30$1,422,500,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$684,000
Total interest from all sources2013-06-30$569,000
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$24,893,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$24,893,000
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$10,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$63,941,000
Participant contributions at end of year2013-06-30$12,810,000
Participant contributions at beginning of year2013-06-30$13,125,000
Assets. Other investments not covered elsewhere at end of year2013-06-30$301,417,000
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$274,211,000
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$3,282,000
Other income not declared elsewhere2013-06-30$1,382,000
Administrative expenses (other) incurred2013-06-30$684,000
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$129,102,000
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,551,602,000
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,422,500,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$900,997,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$906,240,000
Interest on participant loans2013-06-30$569,000
Value of interest in common/collective trusts at end of year2013-06-30$297,511,000
Value of interest in common/collective trusts at beginning of year2013-06-30$191,757,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$38,867,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$37,167,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$128,884,000
Net investment gain or loss from common/collective trusts2013-06-30$-9,186,000
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$19,477,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$118,114,000
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 AND TOUCHE LLP
Accountancy firm EIN2013-06-30133891517
2012 : BATTELLE EMPLOYEES' SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$15,632,000
Total unrealized appreciation/depreciation of assets2012-06-30$15,632,000
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$120,560,000
Total loss/gain on sale of assets2012-06-30$1,304,000
Total of all expenses incurred2012-06-30$96,166,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$95,637,000
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$90,038,000
Value of total assets at end of year2012-06-30$1,422,500,000
Value of total assets at beginning of year2012-06-30$1,398,106,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$529,000
Total interest from all sources2012-06-30$574,000
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$18,686,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$18,688,000
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$10,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
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
Contributions received from participants2012-06-30$66,392,000
Participant contributions at end of year2012-06-30$13,125,000
Participant contributions at beginning of year2012-06-30$12,746,000
Assets. Other investments not covered elsewhere at end of year2012-06-30$274,211,000
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$250,799,000
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,271,000
Other income not declared elsewhere2012-06-30$15,000
Administrative expenses (other) incurred2012-06-30$529,000
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$24,394,000
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,422,500,000
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,398,106,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$906,240,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$912,546,000
Interest on participant loans2012-06-30$572,000
Interest earned on other investments2012-06-30$2,000
Value of interest in common/collective trusts at end of year2012-06-30$191,757,000
Value of interest in common/collective trusts at beginning of year2012-06-30$185,078,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$37,167,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$36,937,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-20,157,000
Net investment gain or loss from common/collective trusts2012-06-30$14,468,000
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$21,375,000
Income. Dividends from common stock2012-06-30$-2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$95,637,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate carrying amount (costs) on sale of assets2012-06-30$-1,304,000
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 AND TOUCHE LLP
Accountancy firm EIN2012-06-30133891517
2011 : BATTELLE EMPLOYEES' SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$17,635,000
Total unrealized appreciation/depreciation of assets2011-06-30$17,635,000
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$299,327,941
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$79,880,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$79,365,000
Expenses. Certain deemed distributions of participant loans2011-06-30$24,000
Value of total corrective distributions2011-06-30$9,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$92,832,000
Value of total assets at end of year2011-06-30$1,398,106,000
Value of total assets at beginning of year2011-06-30$1,178,658,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$482,000
Total interest from all sources2011-06-30$-843,000
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$13,970,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$13,970,000
Administrative expenses professional fees incurred2011-06-30$80,000
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$10,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$67,340,000
Participant contributions at end of year2011-06-30$12,746,000
Participant contributions at beginning of year2011-06-30$12,110,735
Assets. Other investments not covered elsewhere at end of year2011-06-30$250,799,000
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$211,944,998
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$3,451,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$53,000
Administrative expenses (other) incurred2011-06-30$340,000
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$219,447,941
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,398,106,000
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,178,658,059
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$62,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$912,546,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$701,631,390
Interest on participant loans2011-06-30$586,000
Interest earned on other investments2011-06-30$-1,429,000
Value of interest in common/collective trusts at end of year2011-06-30$185,078,000
Value of interest in common/collective trusts at beginning of year2011-06-30$182,143,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$36,937,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$70,827,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$180,577,941
Net investment gain or loss from common/collective trusts2011-06-30$-4,844,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
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$22,041,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$79,312,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
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 AND TOUCHE LLP
Accountancy firm EIN2011-06-30133891517

Form 5500 Responses for BATTELLE EMPLOYEES' SAVINGS PLAN

2021: BATTELLE EMPLOYEES' SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BATTELLE EMPLOYEES' SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BATTELLE EMPLOYEES' SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BATTELLE EMPLOYEES' SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BATTELLE EMPLOYEES' SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BATTELLE EMPLOYEES' SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BATTELLE EMPLOYEES' SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BATTELLE EMPLOYEES' SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BATTELLE EMPLOYEES' SAVINGS PLAN 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 – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BATTELLE EMPLOYEES' SAVINGS PLAN 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 – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BATTELLE EMPLOYEES' SAVINGS PLAN 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 – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: BATTELLE EMPLOYEES' SAVINGS PLAN 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 – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: BATTELLE EMPLOYEES' SAVINGS PLAN 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 – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberKNOH01
Policy instance 1
Insurance contract or identification numberKNOH01
Number of Individuals Covered4464
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED SEPARATE ACCOUNT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberKNOH01
Policy instance 2
Insurance contract or identification numberKNOH01
Number of Individuals Covered4680
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED SEPARATE ACCOUNT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered4680
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberKNOH01
Policy instance 2
Insurance contract or identification numberKNOH01
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED SEPARATE ACCOUNT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberKNOH01
Policy instance 2
Insurance contract or identification numberKNOH01
Number of Individuals Covered5510
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED SEPARATE ACCOUNT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered5510
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberKNOH01
Policy instance 2
Insurance contract or identification numberKNOH01
Number of Individuals Covered5833
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED SEPARATE ACCOUNT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered5833
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberKNOH01
Policy instance 2
Insurance contract or identification numberKNOH01
Number of Individuals Covered6424
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED SEPARATE ACCOUNT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered6424
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered6755
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberKNOH01
Policy instance 2
Insurance contract or identification numberKNOH01
Number of Individuals Covered6755
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED SEPARATE ACCOUNT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberKNOH01
Policy instance 2
Insurance contract or identification numberKNOH01
Number of Individuals Covered7272
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGUARANTEED SEPARATE ACCOUNT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered7272
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered8057
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered8878
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number710621
Policy instance 1
Insurance contract or identification number710621
Number of Individuals Covered9104
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3