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EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 401k Plan overview

Plan NameEMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE
Plan identification number 510

EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

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 EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102022-01-01DAVE DAVENPORT2023-10-16
5102021-01-01DAVE DAVENPORT2022-10-05
5102020-01-01DAVE DAVENPORT2021-10-07
5102019-01-01VIDA M. BOWEN2020-07-23
5102018-01-01VIDA M. BOWEN2019-07-31
5102017-01-01
5102016-01-01
5102015-01-01
5102014-01-01MALESA A. LITTERAL
5102013-01-01MALESA LITTERAL MALESA LITTERAL2014-07-25
5102012-01-01MALESA LITTERAL MALESA LITTERAL2013-07-26
5102011-01-01MALESA LITTERAL
5102009-01-01MALESA LITTERAL

Plan Statistics for EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE

401k plan membership statisitcs for EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE

Measure Date Value
2022: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2022 401k membership
Total participants, beginning-of-year2022-01-018,067
Total number of active participants reported on line 7a of the Form 55002022-01-017,627
Number of retired or separated participants receiving benefits2022-01-0120
Total of all active and inactive participants2022-01-017,647
2021: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2021 401k membership
Total participants, beginning-of-year2021-01-018,321
Total number of active participants reported on line 7a of the Form 55002021-01-018,054
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-018,067
2020: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2020 401k membership
Total participants, beginning-of-year2020-01-017,929
Total number of active participants reported on line 7a of the Form 55002020-01-018,291
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-018,316
2019: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2019 401k membership
Total participants, beginning-of-year2019-01-017,501
Total number of active participants reported on line 7a of the Form 55002019-01-017,820
Number of retired or separated participants receiving benefits2019-01-01109
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-017,929
2018: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2018 401k membership
Total participants, beginning-of-year2018-01-017,835
Total number of active participants reported on line 7a of the Form 55002018-01-017,411
Number of retired or separated participants receiving benefits2018-01-0190
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017,501
2017: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2017 401k membership
Total participants, beginning-of-year2017-01-017,405
Total number of active participants reported on line 7a of the Form 55002017-01-017,777
Number of retired or separated participants receiving benefits2017-01-0158
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-017,835
2016: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2016 401k membership
Total participants, beginning-of-year2016-01-017,174
Total number of active participants reported on line 7a of the Form 55002016-01-017,405
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017,405
2015: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2015 401k membership
Total participants, beginning-of-year2015-01-017,551
Total number of active participants reported on line 7a of the Form 55002015-01-017,174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017,174
2014: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2014 401k membership
Total participants, beginning-of-year2014-01-017,818
Total number of active participants reported on line 7a of the Form 55002014-01-017,477
Number of retired or separated participants receiving benefits2014-01-0174
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017,551
2013: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2013 401k membership
Total participants, beginning-of-year2013-01-018,586
Total number of active participants reported on line 7a of the Form 55002013-01-017,692
Number of retired or separated participants receiving benefits2013-01-01126
Total of all active and inactive participants2013-01-017,818
2012: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2012 401k membership
Total participants, beginning-of-year2012-01-019,556
Total number of active participants reported on line 7a of the Form 55002012-01-018,514
Number of retired or separated participants receiving benefits2012-01-0172
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018,586
2011: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2011 401k membership
Total participants, beginning-of-year2011-01-019,928
Total number of active participants reported on line 7a of the Form 55002011-01-019,521
Number of retired or separated participants receiving benefits2011-01-0135
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019,556
2009: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2009 401k membership
Total participants, beginning-of-year2009-01-019,367
Total number of active participants reported on line 7a of the Form 55002009-01-019,821
Number of retired or separated participants receiving benefits2009-01-0136
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019,857

Form 5500 Responses for EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE

2022: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberBMI PNNL
Policy instance 1
Insurance contract or identification numberBMI PNNL
Number of Individuals Covered3976
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $67,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberBMI PNNL
Policy instance 1
Insurance contract or identification numberBMI PNNL
Number of Individuals Covered3531
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberBMI PNNL
Policy instance 1
Insurance contract or identification numberBMI PNNL
Number of Individuals Covered3632
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberBMI PNNL
Policy instance 1
Insurance contract or identification numberBMI PNNL
Number of Individuals Covered3437
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $59,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberBMI PNNL
Policy instance 1
Insurance contract or identification numberBMI PNNL
Number of Individuals Covered7835
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $136,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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