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Sponsor portfolioTH

BATTELLE MEMORIAL INSTITUTE

EIN 31-4379427-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
25
Retirement
3
$5.28B assets
Welfare
22
$12.6M premiums
Participants
111,380
505 KING AVENUE - COLUMBUS, OH 43201614-424-6350
Plans on this EIN
25 filings
#003401k-$3.40B - 13,617 part#005TraditionalDB-$1.88B - 10,106 part#006TraditionalDB-$77K - 0 part#503Fully Insured-$4.3M - 9,575 lives#543Fully Insured-$1.9M - 5,234 lives#552Fully Insured-$1.5M - 7,476 lives#502Fully Insured-$1.5M - 5,320 lives#546Fully Insured-$718K - 2,560 lives#555Fully Insured-$604K - 2,707 lives#540Fully Insured-$498K - 1,363 lives#542Self Funded-$465K - 34,329 lives#506Fully Insured-$393K - 4,122 lives#554Fully Insured-$364K - 3,533 lives#507Fully Insured-$203K - 9,084 lives#556Fully Insured-$95K - 532 lives#510Fully Insured-$70K - 4,004 lives#501Self Funded-0 lives#508Self Funded-0 lives#513Self Funded-0 lives#517Self Funded-0 lives#518Self Funded-0 lives#519Self Funded-0 lives#539Self Funded-0 lives#549Self Funded-0 lives#550Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $5.28B assets / 23,723 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • BATTELLE EMPLOYEES' Savings (#003)64%
  • BATTELLE MEMORIAL INSTITUTE (#005)36%
  • BATTELLE MEMORIAL INSTITUTE (#006)0%
Total $5.28BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
64%top
  • THE VANGUARD GROUP, INC.64%
  • MORNEAU SHEPELL36%
Total $5.28BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BATTELLE EMPLOYEES' Savings (#003)13,617
  • BATTELLE MEMORIAL INSTITUTE (#005)10,106
Total 23,723Click row to drill in

Benefits portfolio analytics

22 plans / $12.6M premiums / 89,839 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.3M
  • Dental$2.4M
  • Long-term disability$2.2M
  • Other$1.7M
  • Vision$1.5M
  • Short-term disability$596K
  • +1 more
Total $12.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA52%
  • DELTA DENTAL OF CALIFORNIA19%
  • VISION SERVICE PLAN12%
  • RELIASTAR LIFE INSURANCE COMPANY8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • +3 more
Total $12.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MERCER HEALTH AND BENEFITS, LLC69%
  • AON CONSULTING INC22%
  • BSC AGENCY LLC9%
  • BENEFITSTORE INC0%
Total $409K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BATTELLE EMPLOYEES' SAVINGS PLAN

401k

Assets$3.40B
Participants13,617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTE

TraditionalDB

Assets$1.88B
Participants10,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

THE 2017 EMPLOYEES' PENSION PLAN OF BATTELLE MEMORIAL INSTITUTE

TraditionalDB

Assets$77K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GROUP LIFE INSURANCE PLAN FOR REGULAR SALARIED STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$4.3M
Covered lives9,575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#543

BATTELLE MEMORIAL INSTITUTE DENTAL PLAN FOR BMI ACTIVE STAFF

Fully Insured - DELTA DENTAL OF OHIO

Premiums$1.9M
Covered lives5,234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#552

BATTELLE MEMORIAL INSTITUTE VISION PLAN FOR BMI ACTIVE STAFF

Fully Insured - VISION SERVICE PLAN

Premiums$1.5M
Covered lives7,476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BATTELLE PACIFIC NORTHWEST LABORATORIES EMPLOYEES' LONG-TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives5,320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#546

BMI INSURED LONG-TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$718K
Covered lives2,560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#555

BATTELLE MEMORIAL INSTITUTE CRITICAL ILLNESS INSURANCE PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$604K
Covered lives2,707
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540

BATTELLE MEMORIAL INSTITUTE DENTAL PLAN FOR BMI RETIREES

Fully Insured - DELTA DENTAL OF OHIO

Premiums$498K
Covered lives1,363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#542

BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF

Self Funded - WELLPOINT STOP LOSS

Premiums$465K
Covered lives34,329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

GROUP ACCIDENT INSURANCE FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$393K
Covered lives4,122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#554

BATTELLE MEMORIAL INSTITUTE ACCIDENTAL INJURY INSURANCE PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$364K
Covered lives3,533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

BUSINESS TRAVEL ACCIDENT INSURANCE FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$203K
Covered lives9,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#556

BATTELLE MEMORIAL INSTITUTE LEGAL INSURANCE PLAN FOR BMI ACTIVE EMPLOYEES

Fully Insured - LEGALPLANS, USA

Premiums$95K
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE

Fully Insured - COMPSYCH

Premiums$70K
Covered lives4,004
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BATTELLE MEMORIAL INSTITUTE LONG-TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

BATTELLE PACIFIC NORTHWEST LABORATORIES EMPLOYEES' SHORT-TERM DISABILITY INCOME PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

EMPLOYEES' FLEXIBLE REIMBURSEMENT ACCT OF BMI

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

SEVERANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE EXCEPT PNNL

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

SEVERANCE PROGRAM FOR STAFF MEMBERS OF PNNL

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

SEVERANCE PROGRAM FOR MANAGERS OF BATTELLE MEMORIAL INSTITUTE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#539

BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI RETIREES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#549

BATTELLE MEMORIAL INSTITUTE SHORT-TERM DISABILITY INCOME PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED STAFF OF BATTELLE MEMORIAL INSTITUTE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003BATTELLE EMPLOYEES' SAVINGS PLAN401k$3.40B13,6172025
005PENSION PLAN OF THE PACIFIC NORTHWEST LABORATORIES BATTELLE MEMORIAL INSTITUTETraditionalDB$1.88B10,1062025
006THE 2017 EMPLOYEES' PENSION PLAN OF BATTELLE MEMORIAL INSTITUTETraditionalDB$77K02025

Welfare plans22

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GROUP LIFE INSURANCE PLAN FOR REGULAR SALARIED STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$4.3M9,5752024
543BATTELLE MEMORIAL INSTITUTE DENTAL PLAN FOR BMI ACTIVE STAFFFully InsuredDELTA DENTAL OF OHIO$1.9M5,2342024
552BATTELLE MEMORIAL INSTITUTE VISION PLAN FOR BMI ACTIVE STAFFFully InsuredVISION SERVICE PLAN$1.5M7,4762024
502BATTELLE PACIFIC NORTHWEST LABORATORIES EMPLOYEES' LONG-TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.5M5,3202024
546BMI INSURED LONG-TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$718K2,5602024
555BATTELLE MEMORIAL INSTITUTE CRITICAL ILLNESS INSURANCE PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$604K2,7072024
540BATTELLE MEMORIAL INSTITUTE DENTAL PLAN FOR BMI RETIREESFully InsuredDELTA DENTAL OF OHIO$498K1,3632024
542BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFFSelf FundedWELLPOINT STOP LOSS$465K34,3292024
506GROUP ACCIDENT INSURANCE FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTEFully InsuredFEDERAL INSURANCE COMPANY$393K4,1222024
554BATTELLE MEMORIAL INSTITUTE ACCIDENTAL INJURY INSURANCE PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$364K3,5332024
507BUSINESS TRAVEL ACCIDENT INSURANCE FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTEFully InsuredFEDERAL INSURANCE COMPANY$203K9,0842024
556BATTELLE MEMORIAL INSTITUTE LEGAL INSURANCE PLAN FOR BMI ACTIVE EMPLOYEESFully InsuredLEGALPLANS, USA$95K5322024
510EMPLOYEE ASSISTANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTEFully InsuredCOMPSYCH$70K4,0042024
501BATTELLE MEMORIAL INSTITUTE LONG-TERM DISABILITY PLANSelf Funded-$002024
508BATTELLE PACIFIC NORTHWEST LABORATORIES EMPLOYEES' SHORT-TERM DISABILITY INCOME PLANSelf Funded-$002024
513EMPLOYEES' FLEXIBLE REIMBURSEMENT ACCT OF BMISelf Funded-$002024
517SEVERANCE PROGRAM FOR STAFF MEMBERS OF BATTELLE MEMORIAL INSTITUTE EXCEPT PNNLSelf Funded-$002024
518SEVERANCE PROGRAM FOR STAFF MEMBERS OF PNNLSelf Funded-$002024
519SEVERANCE PROGRAM FOR MANAGERS OF BATTELLE MEMORIAL INSTITUTESelf Funded-$002024
539BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI RETIREESSelf Funded-$002024
549BATTELLE MEMORIAL INSTITUTE SHORT-TERM DISABILITY INCOME PLANSelf Funded-$002024
550HEALTH REIMBURSEMENT ARRANGEMENT FOR RETIRED STAFF OF BATTELLE MEMORIAL INSTITUTESelf Funded-$002024
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