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Original filing (PDF)20250415153243NAL0001523603002
BATTELLE MEMORIAL INSTITUTE
Form 5500
FILING_RECEIVED
PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed32 service providers
Active participants
5,310
Accounts w/ balance
—
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 559% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BATTELLE MEMORIAL INSTITUTE.
Plan sponsor
Name
BATTELLE MEMORIAL INSTITUTE
EIN
31-4379427
Address
505 KING AVENUE · COLUMBUS, OH · 43201
Phone
(614) 424-7104
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN AND MOORE, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
32 rowsOther
32| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWNSEND HOLDINGS LLC | 45-3073569 | — | NONE | $1.2M | — |
| TELUS HEALTH (US) LTD. | 52-1883918 | — | NONE | $579K | — |
| MFS INVESTMENT MANAGEMENT | — | BOSTON, MA | NONE | $480K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $473K | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $351K | — |
| FIDELITY INVESTMENTS | — | BOSTON, MA | NONE | $327K | — |
| BAILLIE GIFFORD OVERSEAS, LTD. | 22-3438530 | — | NONE | $307K | — |
| LINDSELL TRAIN LIMITED | 98-1104976 | — | NONE | $303K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $276K | — |
| POLARIS CAPITAL MANAGEMENT LLC | 74-3243565 | — | NONE | $249K | — |
| ENCAP INVESTMENTS LP | — | HOUSTON, TX | NONE | $247K | — |
| MERCER | 13-2834414 | — | NONE | $198K | — |
| BRANT STREET CAPITALS | — | — | NONE | $194K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | NONE | $143K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | NONE | $138K | — |
| BATTELLE MEMORIAL INSTITUTE | 31-4279427 | — | PLAN SPONSOR | $132K | — |
| BLACK CREEK INVESTMENT MANAGEMENT | — | — | NONE | $112K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $87K | — |
| MEADEN & MOORE, LTD. | 34-1818258 | — | NONE | $48K | — |
| HERRONPALMER | 46-5438594 | — | NONE | $35K | — |
| CLARION LION PROPERTIES FUND | 13-4087331 | — | NONE | $28K | — |
| PRUDENTIAL INSURANCE CO OF AMERICA | 22-1211670 | — | NONE | $25K | — |
| INVESCO INVESTMENT SERVICES, INC. | — | KANSAS CITY, MO | NONE | $23K | — |
| CAMBRIDGE ASSOCIATES LLC | 04-3515240 | — | NONE | $19K | — |
| FORTRESS JAPAN OPPORTUNITY FUND | 98-0662006 | — | NONE | $15K | — |
| CROWE LLP | 35-0921680 | — | NONE | $12K | — |
| STEVE YOUNG | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $11K | — |
| LEONARD ESSEX | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $10K | — |
| ANTONIO CAXIDE | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $10K | — |
| MARTIN CONGER | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $10K | — |
| BROOKFIELD | — | NEW YORK, NY | NONE | $8K | — |
| KENT RINKER | 31-4379427 | — | EMPLOYEE OF PLAN SPONSOR | $7K | — |
Investments
1 pooled fund· $1.8B(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BATTELLE PENSION TRUST BATTELLE MEMORIAL INSTITUTE · EIN 31-4379427 / PN 004 | Master Trust | $1.8B | 99.4% |