Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UT-BATTELLE, LLC
EIN 62-1788235Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
5
Retirement
3
$4.16B assets
Welfare
2
$15.0M premiums
Participants
43,558
PO BOX 2008, BLDG 4007, MS-6434 - OAK RIDGE, TN 37831865-341-2107
Retirement portfolio analytics
3 plans aggregated / $4.16B assets / 22,174 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- (Not disclosed)58%
- CHARLES SCHWAB & CO., INC.42%
Participants by plan
Active + retired + deferred vested
- EMPLOYEES AT ORNL (#001)12,721
Benefits portfolio analytics
2 plans / $15.0M premiums / 14,161 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$13.6M
- Other$1.4M
Carrier market share
Premium dollars by Schedule A carrier
91%top
- METROPOLITAN LIFE INSURANCE COMPANY91%
- ARAG INSURANCE COMPANY4%
- ZURICH AMERICAN INSURANCE COMPANY3%
- MAGELLAN HEALTHCARE2%
Broker market share
Schedule A broker compensation
46%top
- BUCK GLOBAL LLC46%
- BUCK CONSULTANTS LLC38%
- REUBEN WARNER ASSOCIATES, INC.13%
- USI INSURANCE SERVICES LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENSION PLAN FOR EMPLOYEES AT ORNL
TraditionalDB
Assets$2.40B
Participants12,721
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAVINGS PLAN FOR EMPLOYEES AT ORNL
401k
Assets$1.75B
Participants9,356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAVINGS PLAN FOR IGUA EMPLOYEES AT ORNL
401k
Assets$6.5M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
OAK RIDGE NATIONAL LABORATORIES FRINGE BENEFIT WRAP PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$14.7M
Covered lives7,004
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
OAK RIDGE NATIONAL LABORATORIES WELFARE BENEFIT WRAP PLAN
Mixed - MAGELLAN HEALTHCARE
Premiums$300K
Covered lives7,157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSION PLAN FOR EMPLOYEES AT ORNL | TraditionalDB | $2.40B | 12,721 | 2024 | |
| 002 | SAVINGS PLAN FOR EMPLOYEES AT ORNL | 401k | $1.75B | 9,356 | 2024 | |
| 003 | SAVINGS PLAN FOR IGUA EMPLOYEES AT ORNL | 401k | $6.5M | 97 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | OAK RIDGE NATIONAL LABORATORIES FRINGE BENEFIT WRAP PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $14.7M | 7,004 | 2024 | |
| 510 | OAK RIDGE NATIONAL LABORATORIES WELFARE BENEFIT WRAP PLAN | Mixed | MAGELLAN HEALTHCARE | $300K | 7,157 | 2024 |
Retirement plans
Welfare plans