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SAVINGS PLAN FOR EMPLOYEES AT ORNL 401k Plan overview

Plan NameSAVINGS PLAN FOR EMPLOYEES AT ORNL
Plan identification number 002

SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UT-BATTELLE, LLC has sponsored the creation of one or more 401k plans.

Company Name:UT-BATTELLE, LLC
Employer identification number (EIN):621788235
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR EMPLOYEES AT ORNL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01CARISSA DUNAWAY
0022023-01-01
0022023-01-01CARISSA DUNAWAY
0022022-01-01
0022022-01-01CARISSA DUNAWAY
0022021-01-01
0022021-01-01CARISSA DUNAWAY
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARK B. KECK
0022016-01-01MARK B. KECK
0022015-01-01MARK B. KECK
0022014-01-01MARK B. KECK
0022013-01-01MARK B. KECK
0022012-01-01MARK B. KECK
0022011-01-01MARK B. KECK
0022010-09-01MARK B. KECK

Plan Statistics for SAVINGS PLAN FOR EMPLOYEES AT ORNL

401k plan membership statisitcs for SAVINGS PLAN FOR EMPLOYEES AT ORNL

Measure Date Value
2023: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2023 401k membership
Total participants, beginning-of-year2023-01-018,210
Total number of active participants reported on line 7a of the Form 55002023-01-016,586
Number of other retired or separated participants entitled to future benefits2023-01-012,166
Total of all active and inactive participants2023-01-018,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01121
Total participants2023-01-018,873
Number of participants with account balances2023-01-018,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0199
2022: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2022 401k membership
Total participants, beginning-of-year2022-01-017,728
Total number of active participants reported on line 7a of the Form 55002022-01-015,984
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,108
Total of all active and inactive participants2022-01-018,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01118
Total participants2022-01-018,210
Number of participants with account balances2022-01-017,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01153
2021: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2021 401k membership
Total participants, beginning-of-year2021-01-017,392
Total number of active participants reported on line 7a of the Form 55002021-01-015,693
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,926
Total of all active and inactive participants2021-01-017,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01109
Total participants2021-01-017,728
Number of participants with account balances2021-01-017,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01127
2020: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2020 401k membership
Total participants, beginning-of-year2020-01-016,333
Total number of active participants reported on line 7a of the Form 55002020-01-015,469
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,816
Total of all active and inactive participants2020-01-017,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01107
Total participants2020-01-017,392
Number of participants with account balances2020-01-016,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0137
2019: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2019 401k membership
Total participants, beginning-of-year2019-01-016,256
Total number of active participants reported on line 7a of the Form 55002019-01-014,433
Number of retired or separated participants receiving benefits2019-01-011,808
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0192
Total participants2019-01-016,333
Number of participants with account balances2019-01-015,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2018 401k membership
Total participants, beginning-of-year2018-01-016,269
Total number of active participants reported on line 7a of the Form 55002018-01-014,487
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,706
Total of all active and inactive participants2018-01-016,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0163
Total participants2018-01-016,256
Number of participants with account balances2018-01-015,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2017 401k membership
Total participants, beginning-of-year2017-01-016,235
Total number of active participants reported on line 7a of the Form 55002017-01-014,522
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,685
Total of all active and inactive participants2017-01-016,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0162
Total participants2017-01-016,269
Number of participants with account balances2017-01-015,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2016 401k membership
Total participants, beginning-of-year2016-01-015,997
Total number of active participants reported on line 7a of the Form 55002016-01-014,752
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,424
Total of all active and inactive participants2016-01-016,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0159
Total participants2016-01-016,235
Number of participants with account balances2016-01-015,742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2015 401k membership
Total participants, beginning-of-year2015-01-015,844
Total number of active participants reported on line 7a of the Form 55002015-01-014,580
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,359
Total of all active and inactive participants2015-01-015,939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0158
Total participants2015-01-015,997
Number of participants with account balances2015-01-015,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2014 401k membership
Total participants, beginning-of-year2014-01-015,859
Total number of active participants reported on line 7a of the Form 55002014-01-014,437
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,407
Total of all active and inactive participants2014-01-015,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,844
Number of participants with account balances2014-01-015,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2013 401k membership
Total participants, beginning-of-year2013-01-015,859
Total number of active participants reported on line 7a of the Form 55002013-01-014,507
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,352
Total of all active and inactive participants2013-01-015,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015,859
Number of participants with account balances2013-01-015,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2012 401k membership
Total participants, beginning-of-year2012-01-015,735
Total number of active participants reported on line 7a of the Form 55002012-01-014,450
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,409
Total of all active and inactive participants2012-01-015,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,859
Number of participants with account balances2012-01-015,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2011 401k membership
Total participants, beginning-of-year2011-01-016,123
Total number of active participants reported on line 7a of the Form 55002011-01-014,654
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,334
Total of all active and inactive participants2011-01-015,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,988
Number of participants with account balances2011-01-015,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2010 401k membership
Total participants, beginning-of-year2010-09-014,803
Total number of active participants reported on line 7a of the Form 55002010-09-014,850
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-011,273
Total of all active and inactive participants2010-09-016,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-016,123
Number of participants with account balances2010-09-015,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-0119

Financial Data on SAVINGS PLAN FOR EMPLOYEES AT ORNL

Measure Date Value
2024 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2024 401k financial data
Total transfer of assets to this plan2024-01-01$24,280
Total income from all sources (including contributions)2024-01-01$300,120,095
Total of all expenses incurred2024-01-01$119,619,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$119,074,698
Value of total corrective distributions2024-01-01$74,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$120,404,683
Value of total assets at end of year2024-01-01$1,753,105,022
Value of total assets at beginning of year2024-01-01$1,572,579,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$470,170
Total interest from all sources2024-01-01$673,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$1,000,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$83,408,471
Participant contributions at end of year2024-01-01$8,700,339
Participant contributions at beginning of year2024-01-01$7,191,061
Assets. Other investments not covered elsewhere at end of year2024-01-01$110,611,247
Assets. Other investments not covered elsewhere at beginning of year2024-01-01$89,820,560
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$14,005,861
Other income not declared elsewhere2024-01-01$12,998,178
Administrative expenses (other) incurred2024-01-01$148,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$180,500,749
Value of net assets at end of year (total assets less liabilities)2024-01-01$1,753,105,022
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$1,572,579,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Investment advisory and management fees2024-01-01$12,914
Interest on participant loans2024-01-01$673,657
Value of interest in common/collective trusts at end of year2024-01-01$1,633,793,436
Value of interest in common/collective trusts at beginning of year2024-01-01$1,475,568,372
Net investment gain or loss from common/collective trusts2024-01-01$166,043,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$22,990,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$119,074,698
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01MCCONNELL & JONES LLP
Accountancy firm EIN2024-01-01760488832
2023 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2023 401k financial data
Total transfer of assets to this plan2023-12-31$248,879
Total income from all sources (including contributions)2023-12-31$295,523,997
Total of all expenses incurred2023-12-31$100,202,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$99,729,772
Expenses. Certain deemed distributions of participant loans2023-12-31$11,748
Value of total corrective distributions2023-12-31$36,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$102,407,023
Value of total assets at end of year2023-12-31$1,572,579,993
Value of total assets at beginning of year2023-12-31$1,377,009,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$424,942
Total interest from all sources2023-12-31$434,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$72,670,572
Participant contributions at end of year2023-12-31$7,191,061
Participant contributions at beginning of year2023-12-31$6,362,949
Assets. Other investments not covered elsewhere at end of year2023-12-31$89,820,560
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$76,875,177
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,527,573
Other income not declared elsewhere2023-12-31$12,344,889
Administrative expenses (other) incurred2023-12-31$138,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$195,321,372
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,572,579,993
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,377,009,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Interest on participant loans2023-12-31$434,257
Value of interest in common/collective trusts at end of year2023-12-31$1,475,568,372
Value of interest in common/collective trusts at beginning of year2023-12-31$1,293,771,616
Net investment gain or loss from common/collective trusts2023-12-31$180,337,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$20,208,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$99,729,772
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2023-12-31760488832
Total transfer of assets to this plan2023-01-01$248,879
Total income from all sources (including contributions)2023-01-01$295,523,997
Total of all expenses incurred2023-01-01$100,202,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$99,729,772
Expenses. Certain deemed distributions of participant loans2023-01-01$11,748
Value of total corrective distributions2023-01-01$36,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$102,407,023
Value of total assets at end of year2023-01-01$1,572,579,993
Value of total assets at beginning of year2023-01-01$1,377,009,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$424,942
Total interest from all sources2023-01-01$434,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$72,670,572
Participant contributions at end of year2023-01-01$7,191,061
Participant contributions at beginning of year2023-01-01$6,362,949
Assets. Other investments not covered elsewhere at end of year2023-01-01$89,820,560
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$76,875,177
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$9,527,573
Other income not declared elsewhere2023-01-01$12,344,889
Administrative expenses (other) incurred2023-01-01$138,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$195,321,372
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,572,579,993
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,377,009,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Interest on participant loans2023-01-01$434,257
Value of interest in common/collective trusts at end of year2023-01-01$1,475,568,372
Value of interest in common/collective trusts at beginning of year2023-01-01$1,293,771,616
Net investment gain or loss from common/collective trusts2023-01-01$180,337,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$20,208,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$99,729,772
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MCCONNELL & JONES LLP
Accountancy firm EIN2023-01-01760488832
2022 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$224,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-108,110,633
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$85,069,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$84,525,357
Value of total corrective distributions2022-12-31$49,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$92,326,569
Value of total assets at end of year2022-12-31$1,377,009,742
Value of total assets at beginning of year2022-12-31$1,569,965,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$494,586
Total interest from all sources2022-12-31$350,585
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$143,178
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$64,545,143
Participant contributions at end of year2022-12-31$6,362,949
Participant contributions at beginning of year2022-12-31$6,489,487
Assets. Other investments not covered elsewhere at end of year2022-12-31$76,875,177
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$89,797,137
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,912,748
Other income not declared elsewhere2022-12-31$-15,009,641
Administrative expenses (other) incurred2022-12-31$351,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-193,179,908
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,377,009,742
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,569,965,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$350,585
Value of interest in common/collective trusts at end of year2022-12-31$1,293,771,616
Value of interest in common/collective trusts at beginning of year2022-12-31$1,473,678,428
Net investment gain or loss from common/collective trusts2022-12-31$-185,778,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,868,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$84,525,357
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2022-12-31760488832
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$224,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-108,110,633
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$85,069,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$84,525,357
Value of total corrective distributions2022-01-01$49,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$92,326,569
Value of total assets at end of year2022-01-01$1,377,009,742
Value of total assets at beginning of year2022-01-01$1,569,965,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$494,586
Total interest from all sources2022-01-01$350,585
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$143,178
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$64,545,143
Participant contributions at end of year2022-01-01$6,362,949
Participant contributions at beginning of year2022-01-01$6,489,487
Assets. Other investments not covered elsewhere at end of year2022-01-01$76,875,177
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$89,797,137
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$9,912,748
Other income not declared elsewhere2022-01-01$-15,009,641
Administrative expenses (other) incurred2022-01-01$351,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-193,179,908
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,377,009,742
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,569,965,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Interest on participant loans2022-01-01$350,585
Value of interest in common/collective trusts at end of year2022-01-01$1,293,771,616
Value of interest in common/collective trusts at beginning of year2022-01-01$1,473,678,428
Net investment gain or loss from common/collective trusts2022-01-01$-185,778,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$17,868,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$84,525,357
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MCCONNELL & JONES LLP
Accountancy firm EIN2022-01-01760488832
2021 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$26,352
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$247,551,820
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$99,261,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$98,750,893
Expenses. Certain deemed distributions of participant loans2021-12-31$10,604
Value of total corrective distributions2021-12-31$29,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$85,783,281
Value of total assets at end of year2021-12-31$1,569,965,052
Value of total assets at beginning of year2021-12-31$1,421,648,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$470,022
Total interest from all sources2021-12-31$383,556
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$139,474
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$59,753,940
Participant contributions at end of year2021-12-31$6,489,487
Participant contributions at beginning of year2021-12-31$6,852,578
Assets. Other investments not covered elsewhere at end of year2021-12-31$89,797,137
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$71,384,045
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,344,910
Other income not declared elsewhere2021-12-31$10,221,901
Administrative expenses (other) incurred2021-12-31$330,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$148,290,409
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,569,965,052
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,421,648,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$383,556
Value of interest in common/collective trusts at end of year2021-12-31$1,473,678,428
Value of interest in common/collective trusts at beginning of year2021-12-31$1,343,411,668
Net investment gain or loss from common/collective trusts2021-12-31$151,163,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,684,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$98,750,893
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2021-12-31760488832
2020 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$13,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,750
Total income from all sources (including contributions)2020-12-31$215,387,796
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$68,376,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$67,937,627
Value of total corrective distributions2020-12-31$23,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$76,106,055
Value of total assets at end of year2020-12-31$1,421,648,291
Value of total assets at beginning of year2020-12-31$1,274,632,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$414,743
Total interest from all sources2020-12-31$454,352
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$109,631
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$53,471,958
Participant contributions at end of year2020-12-31$6,852,578
Participant contributions at beginning of year2020-12-31$7,405,341
Assets. Other investments not covered elsewhere at end of year2020-12-31$71,384,045
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$53,923,426
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,639,419
Other income not declared elsewhere2020-12-31$7,912,431
Administrative expenses (other) incurred2020-12-31$304,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$147,011,791
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,421,648,291
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,274,623,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$151
Interest on participant loans2020-12-31$454,352
Value of interest in common/collective trusts at end of year2020-12-31$1,343,411,668
Value of interest in common/collective trusts at beginning of year2020-12-31$1,213,303,337
Net investment gain or loss from common/collective trusts2020-12-31$130,914,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,994,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$67,937,627
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$8,750
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2020-12-31760488832
2019 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$33,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$247,639,891
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$77,081,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$76,709,168
Expenses. Certain deemed distributions of participant loans2019-12-31$1,416
Value of total corrective distributions2019-12-31$24,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$66,506,672
Value of total assets at end of year2019-12-31$1,274,632,104
Value of total assets at beginning of year2019-12-31$1,104,031,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$347,115
Total interest from all sources2019-12-31$473,102
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$44,940
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$46,866,002
Participant contributions at end of year2019-12-31$7,405,341
Participant contributions at beginning of year2019-12-31$7,607,147
Assets. Other investments not covered elsewhere at end of year2019-12-31$53,923,426
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$45,526,708
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,422,858
Other income not declared elsewhere2019-12-31$8,817,487
Administrative expenses (other) incurred2019-12-31$302,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$170,558,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,274,623,354
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,104,031,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$473,102
Value of interest in common/collective trusts at end of year2019-12-31$1,213,303,337
Value of interest in common/collective trusts at beginning of year2019-12-31$1,050,897,488
Net investment gain or loss from common/collective trusts2019-12-31$171,842,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,217,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$76,709,168
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,750
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2019-12-31760488832
2018 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$11,526,041
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$99,874,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$99,481,189
Expenses. Certain deemed distributions of participant loans2018-12-31$6,854
Value of total corrective distributions2018-12-31$8,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$56,676,769
Value of total assets at end of year2018-12-31$1,104,031,343
Value of total assets at beginning of year2018-12-31$1,192,379,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$377,871
Total interest from all sources2018-12-31$430,733
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$85,804
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$42,798,788
Participant contributions at end of year2018-12-31$7,607,147
Participant contributions at beginning of year2018-12-31$7,483,031
Assets. Other investments not covered elsewhere at end of year2018-12-31$45,526,708
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$376,679,532
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,626,671
Other income not declared elsewhere2018-12-31$-3,168,450
Administrative expenses (other) incurred2018-12-31$292,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-88,347,996
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,104,031,343
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,192,379,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$430,733
Value of interest in common/collective trusts at end of year2018-12-31$1,050,897,488
Value of interest in common/collective trusts at beginning of year2018-12-31$808,216,776
Net investment gain or loss from common/collective trusts2018-12-31$-42,413,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,251,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$99,481,189
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2018-12-31760488832
2017 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$186,653,887
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$64,070,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$63,697,747
Value of total corrective distributions2017-12-31$8,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$60,609,420
Value of total assets at end of year2017-12-31$1,192,379,339
Value of total assets at beginning of year2017-12-31$1,069,796,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$364,612
Total interest from all sources2017-12-31$371,150
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$43,704,367
Participant contributions at end of year2017-12-31$7,483,031
Participant contributions at beginning of year2017-12-31$7,468,927
Assets. Other investments not covered elsewhere at end of year2017-12-31$376,679,532
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$370,139,457
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,539,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$24,025
Other income not declared elsewhere2017-12-31$8,981,564
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$52,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$122,582,953
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,192,379,339
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,069,796,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$371,150
Value of interest in common/collective trusts at end of year2017-12-31$808,216,776
Value of interest in common/collective trusts at beginning of year2017-12-31$692,111,637
Net investment gain or loss from common/collective trusts2017-12-31$116,691,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,365,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$63,697,747
Contract administrator fees2017-12-31$364,612
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2017-12-31760488832
2016 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$114,990,309
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$54,028,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$53,690,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$56,257,925
Value of total assets at end of year2016-12-31$1,069,796,386
Value of total assets at beginning of year2016-12-31$1,008,835,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$338,427
Total interest from all sources2016-12-31$397,499
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$41,058,081
Participant contributions at end of year2016-12-31$7,468,927
Participant contributions at beginning of year2016-12-31$8,034,929
Assets. Other investments not covered elsewhere at end of year2016-12-31$370,139,457
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$355,751,995
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,536,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$24,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$27,886
Other income not declared elsewhere2016-12-31$2,422,682
Total non interest bearing cash at end of year2016-12-31$52,340
Total non interest bearing cash at beginning of year2016-12-31$10,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$60,961,382
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,069,796,386
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,008,835,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$397,499
Value of interest in common/collective trusts at end of year2016-12-31$692,111,637
Value of interest in common/collective trusts at beginning of year2016-12-31$645,009,350
Net investment gain or loss from common/collective trusts2016-12-31$55,912,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,662,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$53,690,500
Contract administrator fees2016-12-31$338,427
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2016-12-31760488832
2015 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,401,205
Total income from all sources (including contributions)2015-12-31$44,400,870
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$58,526,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$58,227,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,942,712
Value of total assets at end of year2015-12-31$1,008,835,004
Value of total assets at beginning of year2015-12-31$1,024,362,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$299,714
Total interest from all sources2015-12-31$414,509
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$42,661
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$38,863,645
Participant contributions at end of year2015-12-31$8,034,929
Participant contributions at beginning of year2015-12-31$8,269,339
Assets. Other investments not covered elsewhere at end of year2015-12-31$355,751,995
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$367,085,772
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,140,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$27,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,801,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,401,205
Other income not declared elsewhere2015-12-31$-334,206
Administrative expenses (other) incurred2015-12-31$2,730
Total non interest bearing cash at end of year2015-12-31$10,844
Total non interest bearing cash at beginning of year2015-12-31$973,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-14,126,052
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,008,835,004
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,022,961,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,563
Interest on participant loans2015-12-31$414,509
Value of interest in common/collective trusts at end of year2015-12-31$645,009,350
Value of interest in common/collective trusts at beginning of year2015-12-31$646,232,243
Net investment gain or loss from common/collective trusts2015-12-31$-6,622,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,938,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$58,227,208
Contract administrator fees2015-12-31$251,760
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2015-12-31760488832
2014 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,401,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$419,777
Total income from all sources (including contributions)2014-12-31$98,242,789
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$86,382,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$85,937,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$49,296,758
Value of total assets at end of year2014-12-31$1,024,362,261
Value of total assets at beginning of year2014-12-31$1,011,520,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$444,986
Total interest from all sources2014-12-31$1,736,632
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$108,259
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$36,533,888
Participant contributions at end of year2014-12-31$8,269,339
Participant contributions at beginning of year2014-12-31$8,138,305
Assets. Other investments not covered elsewhere at end of year2014-12-31$367,085,772
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$402,766,241
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,439,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,801,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$630,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,401,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$419,777
Other income not declared elsewhere2014-12-31$63,488
Total non interest bearing cash at end of year2014-12-31$973,278
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,860,523
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,022,961,056
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,011,100,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,313
Interest on participant loans2014-12-31$407,159
Interest earned on other investments2014-12-31$1,329,473
Value of interest in common/collective trusts at end of year2014-12-31$646,232,243
Value of interest in common/collective trusts at beginning of year2014-12-31$599,985,341
Net investment gain or loss from common/collective trusts2014-12-31$47,145,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,323,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$85,937,280
Contract administrator fees2014-12-31$333,414
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2014-12-31760488832
2013 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$419,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,609,356
Total income from all sources (including contributions)2013-12-31$120,106,573
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$60,637,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$60,308,423
Value of total corrective distributions2013-12-31$6,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$48,007,683
Value of total assets at end of year2013-12-31$1,011,520,310
Value of total assets at beginning of year2013-12-31$953,240,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$322,875
Total interest from all sources2013-12-31$370,717
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$35,938,342
Participant contributions at end of year2013-12-31$8,138,305
Participant contributions at beginning of year2013-12-31$7,388,664
Assets. Other investments not covered elsewhere at end of year2013-12-31$402,766,241
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$41,525,314
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,956,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$630,423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,563,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$419,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,609,356
Other income not declared elsewhere2013-12-31$5,666,930
Administrative expenses (other) incurred2013-12-31$370
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$495,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$59,468,901
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,011,100,533
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$951,631,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$99,586,238
Interest on participant loans2013-12-31$370,717
Value of interest in common/collective trusts at end of year2013-12-31$599,985,341
Value of interest in common/collective trusts at beginning of year2013-12-31$802,681,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,262
Net investment gain or loss from common/collective trusts2013-12-31$66,059,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,112,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$60,308,423
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$322,505
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2013-12-31760488832
2012 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,609,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$578,278
Total income from all sources (including contributions)2012-12-31$126,280,868
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$95,661,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$95,190,722
Value of total corrective distributions2012-12-31$758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$35,352,572
Value of total assets at end of year2012-12-31$953,240,988
Value of total assets at beginning of year2012-12-31$921,590,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$469,915
Total interest from all sources2012-12-31$942,779
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,539,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,539,719
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$34,207,943
Participant contributions at end of year2012-12-31$7,388,664
Participant contributions at beginning of year2012-12-31$8,098,500
Assets. Other investments not covered elsewhere at end of year2012-12-31$41,525,314
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$9,209,114
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$895,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,563,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$993,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,609,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$578,278
Total non interest bearing cash at end of year2012-12-31$495,632
Total non interest bearing cash at beginning of year2012-12-31$3,040,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$30,619,473
Value of net assets at end of year (total assets less liabilities)2012-12-31$951,631,632
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$921,012,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$48,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$489,558,736
Value of interest in pooled separate accounts at end of year2012-12-31$99,586,238
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$402,410
Interest earned on other investments2012-12-31$540,369
Value of interest in common/collective trusts at end of year2012-12-31$802,681,453
Value of interest in common/collective trusts at beginning of year2012-12-31$297,170,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,737,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,737,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$60,161,931
Net investment gain or loss from common/collective trusts2012-12-31$25,283,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$249,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$95,190,722
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$83,362,445
Contract administrator fees2012-12-31$421,416
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$419,935
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2012-12-31760488832
2011 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$578,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$349,438
Total income from all sources (including contributions)2011-12-31$64,585,589
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$60,674,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$60,199,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$52,875,856
Value of total assets at end of year2011-12-31$921,590,437
Value of total assets at beginning of year2011-12-31$917,450,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$475,232
Total interest from all sources2011-12-31$467,865
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,886,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$14,886,672
Administrative expenses professional fees incurred2011-12-31$28,334
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$38,164,272
Participant contributions at end of year2011-12-31$8,098,500
Participant contributions at beginning of year2011-12-31$8,250,258
Assets. Other investments not covered elsewhere at end of year2011-12-31$9,209,114
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,233,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$993,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$305,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$578,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$349,438
Other income not declared elsewhere2011-12-31$716,979
Total non interest bearing cash at end of year2011-12-31$3,040,931
Total non interest bearing cash at beginning of year2011-12-31$230,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,911,294
Value of net assets at end of year (total assets less liabilities)2011-12-31$921,012,159
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$917,100,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$489,558,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$517,980,636
Interest on participant loans2011-12-31$467,865
Value of interest in common/collective trusts at end of year2011-12-31$297,170,043
Value of interest in common/collective trusts at beginning of year2011-12-31$285,882,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$29,737,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,729,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,729,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$90,071,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,029,549
Net investment gain or loss from common/collective trusts2011-12-31$17,667,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,478,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$60,199,063
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$83,362,445
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$446,898
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$419,935
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2011-12-31760488832
2010 : SAVINGS PLAN FOR EMPLOYEES AT ORNL 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$842,964,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$349,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$90,577,046
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,440,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,303,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,431,346
Value of total assets at end of year2010-12-31$917,450,303
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$136,548
Total interest from all sources2010-12-31$189,137
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,146,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$9,146,010
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$13,045,333
Participant contributions at end of year2010-12-31$8,250,258
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$403,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$305,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$349,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$103,853
Administrative expenses (other) incurred2010-12-31$10,319
Total non interest bearing cash at end of year2010-12-31$230,775
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$74,136,660
Value of net assets at end of year (total assets less liabilities)2010-12-31$917,100,865
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$517,980,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$189,137
Value of interest in common/collective trusts at end of year2010-12-31$285,882,602
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$14,729,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$90,071,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$46,344,559
Net investment gain or loss from common/collective trusts2010-12-31$16,362,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,982,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,303,838
Contract administrator fees2010-12-31$126,229
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2010-12-31760488832

Form 5500 Responses for SAVINGS PLAN FOR EMPLOYEES AT ORNL

2023: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAVINGS PLAN FOR EMPLOYEES AT ORNL 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAVINGS PLAN FOR EMPLOYEES AT ORNL 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01First time form 5500 has been submittedYes
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number032513
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number032513
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number032513
Policy instance 1
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01073TR
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062315
Policy instance 2

Potentially related plans

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