Original filing (PDF)20250715123658NAL0004642258001

BATTELLE MEMORIAL INSTITUTE

Name: BATTELLE MEMORIAL INSTITUTE — BATTELLE MEMORIAL INSTITUTE LONG-TERM DISABILITY PLAN, Form 5500 (2023)
Creator: BATTELLE MEMORIAL INSTITUTE

Form 5500

FILING_RECEIVED

BATTELLE MEMORIAL INSTITUTE LONG-TERM DISABILITY PLAN

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

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)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATTELLE MEMORIAL INSTITUTE.

Plan sponsor

Name

BATTELLE MEMORIAL INSTITUTE

EIN

31-4379427

Address

505 KING AVENUE, ROOM 11-6-125 · COLUMBUS, OH · 43201

Phone

(614) 424-6350

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Welfare benefit codes

4H · Long-Term Disability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $61K

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.

			% of plan
BATTELLE VEBA MASTER TRUST BATTELLE MEMORIAL INSTITUTE · EIN 31-4379427 / PN 014	Master Trust	$61K	100.0%

1–1 of 1

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