Back to filter
Original filing (PDF)20250715123658NAL0004642258002
BATTELLE MEMORIAL INSTITUTE
Form 5500
FILING_RECEIVED
BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI RETIREES
Health & welfare plan
Signals · 2
~1484 bps in Sched C fees8 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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)
85
/ 100
Grade A
Top-tier plan health
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
100
Participation health
90
Knocking points off
- 1484 bps in Schedule C fees — 2754% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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, 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
539
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Welfare benefit codes
4A · Health (other than dental or vision)
4Q · Other
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMUNITY INSURANCE DBA ANTHEM | 31-1440175 | — | NONE | $112K | — |
| EXTEND HEALTH INC | 26-0775680 | — | NONE | $67K | — |
| AMERIBEN | 82-0497661 | — | NONE | $54K | — |
| MEADEN & MOORE | 34-1818258 | — | NONE | $41K | — |
| QUANTUM HEALTH INC | 20-8423895 | — | NONE | $36K | — |
| BATTELLE MEMORIAL INSTITUTE | 31-4379427 | — | PLAN SPONSOR | $10K | — |
| MERCER | 13-2834414 | — | NONE | $8K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $900 | — |
Investments
1 pooled fund· $2.1M(97% 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 VEBA MASTER TRUST BATTELLE MEMORIAL INSTITUTE · EIN 31-4379427 / PN 014 | Master Trust | $2.1M | 97.3% |