BATTELLE MEMORIAL INSTITUTE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF
| Measure | Date | Value |
|---|
| 2023 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-09-30 | $104,583,187 |
| Total of all expenses incurred | 2023-09-30 | $106,781,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-09-30 | $99,449,208 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-09-30 | $99,417,594 |
| Value of total assets at end of year | 2023-09-30 | $1,779,620 |
| Value of total assets at beginning of year | 2023-09-30 | $3,978,295 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-09-30 | $7,332,654 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-09-30 | No |
| Administrative expenses professional fees incurred | 2023-09-30 | $201,744 |
| Was this plan covered by a fidelity bond | 2023-09-30 | Yes |
| Value of fidelity bond cover | 2023-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-09-30 | No |
| Contributions received from participants | 2023-09-30 | $26,255,538 |
| Other income not declared elsewhere | 2023-09-30 | $5,071,279 |
| Administrative expenses (other) incurred | 2023-09-30 | $14,852 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
| Value of net income/loss | 2023-09-30 | $-2,198,675 |
| Value of net assets at end of year (total assets less liabilities) | 2023-09-30 | $1,779,620 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-09-30 | $3,978,295 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2023-09-30 | $1,779,620 |
| Value of interest in master investment trust accounts at beginning of year | 2023-09-30 | $3,978,295 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-09-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-09-30 | $347,003 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-09-30 | No |
| Contributions received in cash from employer | 2023-09-30 | $73,162,056 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-09-30 | $99,102,205 |
| Contract administrator fees | 2023-09-30 | $7,116,058 |
| Did the plan have assets held for investment | 2023-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-09-30 | Unqualified |
| Accountancy firm name | 2023-09-30 | MEADEN & MOORE, LTD. |
| Accountancy firm EIN | 2023-09-30 | 341818258 |
| 2022 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-10-01 | $104,583,187 |
| Total of all expenses incurred | 2022-10-01 | $106,781,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-01 | $99,449,208 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-01 | $99,417,594 |
| Value of total assets at end of year | 2022-10-01 | $1,779,620 |
| Value of total assets at beginning of year | 2022-10-01 | $3,978,295 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-01 | $7,332,654 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-01 | No |
| Administrative expenses professional fees incurred | 2022-10-01 | $201,744 |
| Was this plan covered by a fidelity bond | 2022-10-01 | Yes |
| Value of fidelity bond cover | 2022-10-01 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-10-01 | No |
| Contributions received from participants | 2022-10-01 | $26,255,538 |
| Other income not declared elsewhere | 2022-10-01 | $5,071,279 |
| Administrative expenses (other) incurred | 2022-10-01 | $14,852 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-01 | No |
| Value of net income/loss | 2022-10-01 | $-2,198,675 |
| Value of net assets at end of year (total assets less liabilities) | 2022-10-01 | $1,779,620 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-10-01 | $3,978,295 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-10-01 | No |
| Value of interest in master investment trust accounts at end of year | 2022-10-01 | $1,779,620 |
| Value of interest in master investment trust accounts at beginning of year | 2022-10-01 | $3,978,295 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-10-01 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-10-01 | $347,003 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-10-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-10-01 | No |
| Contributions received in cash from employer | 2022-10-01 | $73,162,056 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-01 | $99,102,205 |
| Contract administrator fees | 2022-10-01 | $7,116,058 |
| Did the plan have assets held for investment | 2022-10-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-10-01 | 1 |
| Accountancy firm name | 2022-10-01 | MEADEN & MOORE, LTD. |
| Accountancy firm EIN | 2022-10-01 | 341818258 |
| Total income from all sources (including contributions) | 2022-09-30 | $83,306,324 |
| Total of all expenses incurred | 2022-09-30 | $87,494,649 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $81,281,298 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $79,203,552 |
| Value of total assets at end of year | 2022-09-30 | $3,978,295 |
| Value of total assets at beginning of year | 2022-09-30 | $8,166,620 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $6,213,351 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
| Administrative expenses professional fees incurred | 2022-09-30 | $49,771 |
| Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
| Value of fidelity bond cover | 2022-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
| Contributions received from participants | 2022-09-30 | $23,146,520 |
| Other income not declared elsewhere | 2022-09-30 | $4,089,838 |
| Administrative expenses (other) incurred | 2022-09-30 | $24,122 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Value of net income/loss | 2022-09-30 | $-4,188,325 |
| Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $3,978,295 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $8,166,620 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2022-09-30 | $3,978,295 |
| Value of interest in master investment trust accounts at beginning of year | 2022-09-30 | $8,166,620 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
| Contributions received in cash from employer | 2022-09-30 | $56,057,032 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $81,281,298 |
| Contract administrator fees | 2022-09-30 | $6,139,458 |
| Did the plan have assets held for investment | 2022-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
| Accountancy firm name | 2022-09-30 | MEADEN & MOORE LTD. |
| Accountancy firm EIN | 2022-09-30 | 341818258 |
| 2021 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
| Total income from all sources (including contributions) | 2021-09-30 | $80,375,818 |
| Total loss/gain on sale of assets | 2021-09-30 | $0 |
| Total of all expenses incurred | 2021-09-30 | $82,275,084 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $77,277,445 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $78,885,915 |
| Value of total assets at end of year | 2021-09-30 | $8,166,620 |
| Value of total assets at beginning of year | 2021-09-30 | $10,065,886 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $4,997,639 |
| Total interest from all sources | 2021-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
| Administrative expenses professional fees incurred | 2021-09-30 | $27,962 |
| Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
| Value of fidelity bond cover | 2021-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
| Contributions received from participants | 2021-09-30 | $23,062,783 |
| Other income not declared elsewhere | 2021-09-30 | $1,489,070 |
| Administrative expenses (other) incurred | 2021-09-30 | $149,974 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
| Value of net income/loss | 2021-09-30 | $-1,899,266 |
| Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $8,166,620 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $10,065,886 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2021-09-30 | $8,166,620 |
| Value of interest in master investment trust accounts at beginning of year | 2021-09-30 | $10,065,886 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
| Contributions received in cash from employer | 2021-09-30 | $55,823,132 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $77,277,445 |
| Contract administrator fees | 2021-09-30 | $4,819,703 |
| Did the plan have assets held for investment | 2021-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
| Accountancy firm name | 2021-09-30 | CROWE LLP |
| Accountancy firm EIN | 2021-09-30 | 350921680 |
| 2020 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $0 |
| Total income from all sources (including contributions) | 2020-09-30 | $74,528,518 |
| Total loss/gain on sale of assets | 2020-09-30 | $0 |
| Total of all expenses incurred | 2020-09-30 | $75,653,797 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $71,213,696 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $72,705,966 |
| Value of total assets at end of year | 2020-09-30 | $10,065,886 |
| Value of total assets at beginning of year | 2020-09-30 | $11,191,165 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $4,440,101 |
| Total interest from all sources | 2020-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
| Administrative expenses professional fees incurred | 2020-09-30 | $23,318 |
| Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
| Value of fidelity bond cover | 2020-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
| Contributions received from participants | 2020-09-30 | $22,654,311 |
| Other income not declared elsewhere | 2020-09-30 | $1,727,722 |
| Administrative expenses (other) incurred | 2020-09-30 | $191,247 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
| Value of net income/loss | 2020-09-30 | $-1,125,279 |
| Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $10,065,886 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $11,191,165 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2020-09-30 | $10,065,886 |
| Value of interest in master investment trust accounts at beginning of year | 2020-09-30 | $11,191,165 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
| Contributions received in cash from employer | 2020-09-30 | $50,051,655 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $71,213,696 |
| Contract administrator fees | 2020-09-30 | $4,225,536 |
| Did the plan have assets held for investment | 2020-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Unqualified |
| Accountancy firm name | 2020-09-30 | CROWE LLP |
| Accountancy firm EIN | 2020-09-30 | 350921680 |
| 2019 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
| Total income from all sources (including contributions) | 2019-09-30 | $72,403,169 |
| Total loss/gain on sale of assets | 2019-09-30 | $0 |
| Total of all expenses incurred | 2019-09-30 | $71,036,122 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $66,745,833 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $70,704,450 |
| Value of total assets at end of year | 2019-09-30 | $11,191,165 |
| Value of total assets at beginning of year | 2019-09-30 | $9,824,118 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $4,290,289 |
| Total interest from all sources | 2019-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
| Administrative expenses professional fees incurred | 2019-09-30 | $23,631 |
| Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
| Value of fidelity bond cover | 2019-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
| Contributions received from participants | 2019-09-30 | $22,496,345 |
| Other income not declared elsewhere | 2019-09-30 | $1,479,238 |
| Administrative expenses (other) incurred | 2019-09-30 | $277,220 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
| Value of net income/loss | 2019-09-30 | $1,367,047 |
| Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $11,191,165 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $9,824,118 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2019-09-30 | $11,191,165 |
| Value of interest in master investment trust accounts at beginning of year | 2019-09-30 | $9,824,118 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
| Contributions received in cash from employer | 2019-09-30 | $48,208,105 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $66,745,833 |
| Contract administrator fees | 2019-09-30 | $3,989,438 |
| Did the plan have assets held for investment | 2019-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Unqualified |
| Accountancy firm name | 2019-09-30 | CROWE LLP |
| Accountancy firm EIN | 2019-09-30 | 350921680 |
| 2018 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $0 |
| Total income from all sources (including contributions) | 2018-09-30 | $75,906,597 |
| Total loss/gain on sale of assets | 2018-09-30 | $0 |
| Total of all expenses incurred | 2018-09-30 | $72,988,578 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $68,597,106 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $74,244,907 |
| Value of total assets at end of year | 2018-09-30 | $9,824,118 |
| Value of total assets at beginning of year | 2018-09-30 | $6,906,099 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $4,391,472 |
| Total interest from all sources | 2018-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
| Administrative expenses professional fees incurred | 2018-09-30 | $102,028 |
| Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
| Value of fidelity bond cover | 2018-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
| Contributions received from participants | 2018-09-30 | $22,486,768 |
| Other income not declared elsewhere | 2018-09-30 | $1,565,780 |
| Administrative expenses (other) incurred | 2018-09-30 | $222,738 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
| Value of net income/loss | 2018-09-30 | $2,918,019 |
| Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $9,824,118 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $6,906,099 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2018-09-30 | $9,824,118 |
| Value of interest in master investment trust accounts at beginning of year | 2018-09-30 | $6,906,099 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
| Contributions received in cash from employer | 2018-09-30 | $51,758,139 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $68,597,106 |
| Contract administrator fees | 2018-09-30 | $4,066,706 |
| Did the plan have assets held for investment | 2018-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Unqualified |
| Accountancy firm name | 2018-09-30 | CROWE LLP |
| Accountancy firm EIN | 2018-09-30 | 350921680 |
| 2017 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $0 |
| Total income from all sources (including contributions) | 2017-09-30 | $71,632,041 |
| Total loss/gain on sale of assets | 2017-09-30 | $0 |
| Total of all expenses incurred | 2017-09-30 | $69,170,142 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $64,653,716 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $70,257,566 |
| Value of total assets at end of year | 2017-09-30 | $6,906,099 |
| Value of total assets at beginning of year | 2017-09-30 | $4,444,200 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $4,516,426 |
| Total interest from all sources | 2017-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
| Administrative expenses professional fees incurred | 2017-09-30 | $22,898 |
| Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
| Value of fidelity bond cover | 2017-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
| Contributions received from participants | 2017-09-30 | $22,514,305 |
| Other income not declared elsewhere | 2017-09-30 | $1,349,725 |
| Administrative expenses (other) incurred | 2017-09-30 | $482,566 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Value of net income/loss | 2017-09-30 | $2,461,899 |
| Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $6,906,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $4,444,200 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
| Value of interest in master investment trust accounts at end of year | 2017-09-30 | $6,906,099 |
| Value of interest in master investment trust accounts at beginning of year | 2017-09-30 | $4,444,200 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
| Contributions received in cash from employer | 2017-09-30 | $47,743,261 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $64,653,716 |
| Contract administrator fees | 2017-09-30 | $4,010,962 |
| Did the plan have assets held for investment | 2017-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Unqualified |
| Accountancy firm name | 2017-09-30 | CROWE LLP |
| Accountancy firm EIN | 2017-09-30 | 350921680 |
| 2016 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
| Total income from all sources (including contributions) | 2016-09-30 | $69,759,853 |
| Total loss/gain on sale of assets | 2016-09-30 | $0 |
| Total of all expenses incurred | 2016-09-30 | $70,400,777 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $66,218,136 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $68,728,023 |
| Value of total assets at end of year | 2016-09-30 | $4,444,200 |
| Value of total assets at beginning of year | 2016-09-30 | $5,085,124 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $4,182,641 |
| Total interest from all sources | 2016-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
| Administrative expenses professional fees incurred | 2016-09-30 | $18,331 |
| Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
| Value of fidelity bond cover | 2016-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
| Contributions received from participants | 2016-09-30 | $20,360,328 |
| Other income not declared elsewhere | 2016-09-30 | $1,024,904 |
| Administrative expenses (other) incurred | 2016-09-30 | $350,152 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Value of net income/loss | 2016-09-30 | $-640,924 |
| Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $4,444,200 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $5,085,124 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
| Investment advisory and management fees | 2016-09-30 | $3,242 |
| Value of interest in master investment trust accounts at end of year | 2016-09-30 | $4,444,200 |
| Value of interest in master investment trust accounts at beginning of year | 2016-09-30 | $5,085,124 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
| Contributions received in cash from employer | 2016-09-30 | $48,367,695 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $66,218,136 |
| Contract administrator fees | 2016-09-30 | $3,810,916 |
| Did the plan have assets held for investment | 2016-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
| Accountancy firm name | 2016-09-30 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2016-09-30 | 350921680 |
| 2015 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
| Total income from all sources (including contributions) | 2015-09-30 | $73,870,523 |
| Total loss/gain on sale of assets | 2015-09-30 | $0 |
| Total of all expenses incurred | 2015-09-30 | $72,456,095 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $67,929,892 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $72,771,819 |
| Value of total assets at end of year | 2015-09-30 | $5,085,124 |
| Value of total assets at beginning of year | 2015-09-30 | $3,670,696 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $4,526,203 |
| Total interest from all sources | 2015-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
| Administrative expenses professional fees incurred | 2015-09-30 | $11,721 |
| Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
| Value of fidelity bond cover | 2015-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
| Contributions received from participants | 2015-09-30 | $20,855,365 |
| Other income not declared elsewhere | 2015-09-30 | $1,098,300 |
| Administrative expenses (other) incurred | 2015-09-30 | $730,159 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
| Value of net income/loss | 2015-09-30 | $1,414,428 |
| Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $5,085,124 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $3,670,696 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
| Investment advisory and management fees | 2015-09-30 | $3,037 |
| Value of interest in master investment trust accounts at end of year | 2015-09-30 | $5,085,124 |
| Value of interest in master investment trust accounts at beginning of year | 2015-09-30 | $3,670,696 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
| Contributions received in cash from employer | 2015-09-30 | $51,916,454 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $67,929,892 |
| Contract administrator fees | 2015-09-30 | $3,781,286 |
| Did the plan have assets held for investment | 2015-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
| Accountancy firm name | 2015-09-30 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2015-09-30 | 350921680 |
| 2014 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
| Total income from all sources (including contributions) | 2014-09-30 | $75,984,282 |
| Total loss/gain on sale of assets | 2014-09-30 | $0 |
| Total of all expenses incurred | 2014-09-30 | $77,279,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $73,476,142 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $74,972,891 |
| Value of total assets at end of year | 2014-09-30 | $3,670,696 |
| Value of total assets at beginning of year | 2014-09-30 | $4,965,484 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $3,802,928 |
| Total interest from all sources | 2014-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
| Administrative expenses professional fees incurred | 2014-09-30 | $6,130 |
| Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
| Value of fidelity bond cover | 2014-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
| Contributions received from participants | 2014-09-30 | $19,661,197 |
| Other income not declared elsewhere | 2014-09-30 | $1,011,074 |
| Administrative expenses (other) incurred | 2014-09-30 | $235,335 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
| Value of net income/loss | 2014-09-30 | $-1,294,788 |
| Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $3,670,696 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $4,965,484 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
| Investment advisory and management fees | 2014-09-30 | $1,235 |
| Value of interest in master investment trust accounts at end of year | 2014-09-30 | $3,670,696 |
| Value of interest in master investment trust accounts at beginning of year | 2014-09-30 | $4,965,484 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
| Contributions received in cash from employer | 2014-09-30 | $55,311,694 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $73,476,142 |
| Contract administrator fees | 2014-09-30 | $3,560,228 |
| Did the plan have assets held for investment | 2014-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
| Accountancy firm name | 2014-09-30 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2014-09-30 | 350921680 |
| 2013 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total income from all sources (including contributions) | 2013-09-30 | $76,177,554 |
| Total loss/gain on sale of assets | 2013-09-30 | $0 |
| Total of all expenses incurred | 2013-09-30 | $79,272,048 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $75,637,041 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $75,475,610 |
| Value of total assets at end of year | 2013-09-30 | $4,965,484 |
| Value of total assets at beginning of year | 2013-09-30 | $8,059,978 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $3,635,007 |
| Total interest from all sources | 2013-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
| Administrative expenses professional fees incurred | 2013-09-30 | $10,311 |
| Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
| Value of fidelity bond cover | 2013-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
| Contributions received from participants | 2013-09-30 | $21,138,481 |
| Other income not declared elsewhere | 2013-09-30 | $701,252 |
| Administrative expenses (other) incurred | 2013-09-30 | $41,959 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Value of net income/loss | 2013-09-30 | $-3,094,494 |
| Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $4,965,484 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $8,059,978 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
| Investment advisory and management fees | 2013-09-30 | $1,632 |
| Value of interest in master investment trust accounts at end of year | 2013-09-30 | $4,965,484 |
| Value of interest in master investment trust accounts at beginning of year | 2013-09-30 | $8,059,978 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
| Contributions received in cash from employer | 2013-09-30 | $54,337,129 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $75,637,041 |
| Contract administrator fees | 2013-09-30 | $3,581,105 |
| Did the plan have assets held for investment | 2013-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
| Accountancy firm name | 2013-09-30 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2013-09-30 | 133891517 |
| 2012 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
| Total income from all sources (including contributions) | 2012-09-30 | $76,325,186 |
| Total loss/gain on sale of assets | 2012-09-30 | $0 |
| Total of all expenses incurred | 2012-09-30 | $76,412,028 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $72,742,630 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $75,540,726 |
| Value of total assets at end of year | 2012-09-30 | $8,059,978 |
| Value of total assets at beginning of year | 2012-09-30 | $8,146,820 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $3,669,398 |
| Total interest from all sources | 2012-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
| Administrative expenses professional fees incurred | 2012-09-30 | $8,907 |
| Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
| Value of fidelity bond cover | 2012-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
| Contributions received from participants | 2012-09-30 | $21,388,656 |
| Other income not declared elsewhere | 2012-09-30 | $783,445 |
| Administrative expenses (other) incurred | 2012-09-30 | $55,838 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Value of net income/loss | 2012-09-30 | $-86,842 |
| Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $8,059,978 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $8,146,820 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
| Investment advisory and management fees | 2012-09-30 | $2,018 |
| Value of interest in master investment trust accounts at end of year | 2012-09-30 | $8,059,978 |
| Value of interest in master investment trust accounts at beginning of year | 2012-09-30 | $8,146,820 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
| Contributions received in cash from employer | 2012-09-30 | $54,152,070 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $72,742,630 |
| Contract administrator fees | 2012-09-30 | $3,602,635 |
| Did the plan have assets held for investment | 2012-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
| Accountancy firm name | 2012-09-30 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2012-09-30 | 133891517 |
| 2011 : BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
| Total income from all sources (including contributions) | 2011-09-30 | $82,381,048 |
| Total loss/gain on sale of assets | 2011-09-30 | $0 |
| Total of all expenses incurred | 2011-09-30 | $81,557,293 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $77,920,821 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $81,719,401 |
| Value of total assets at end of year | 2011-09-30 | $8,146,820 |
| Value of total assets at beginning of year | 2011-09-30 | $7,323,065 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $3,636,472 |
| Total interest from all sources | 2011-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Administrative expenses professional fees incurred | 2011-09-30 | $8,117 |
| Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
| Value of fidelity bond cover | 2011-09-30 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Contributions received from participants | 2011-09-30 | $20,445,250 |
| Other income not declared elsewhere | 2011-09-30 | $659,879 |
| Total non interest bearing cash at end of year | 2011-09-30 | $0 |
| Total non interest bearing cash at beginning of year | 2011-09-30 | $353,818 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Value of net income/loss | 2011-09-30 | $823,755 |
| Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $8,146,820 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $7,323,065 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Investment advisory and management fees | 2011-09-30 | $1,214 |
| Value of interest in master investment trust accounts at end of year | 2011-09-30 | $8,146,820 |
| Value of interest in master investment trust accounts at beginning of year | 2011-09-30 | $6,969,247 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Contributions received in cash from employer | 2011-09-30 | $61,274,151 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $77,920,821 |
| Contract administrator fees | 2011-09-30 | $3,627,141 |
| Did the plan have assets held for investment | 2011-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
| Accountancy firm name | 2011-09-30 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2011-09-30 | 133891517 |
