The 2017 Employees' Pension Plan of Battelle Memorial Institute
Corporate pension, based in Columbus, Ohio, reporting $77,300 in assets, for 3,523 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, The 2017 Employees' Pension Plan of Battelle Memorial Institute total assets $7M -> $77,300 (-98.9%, 2024-06-30 to 2025-06-30).
4 more advisers and 15 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
28 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Master trust investment accounts 100.0%
Consultants and advisers
- Willis Towers Watson US LLC ActuaryPension consultantthrough Jun 30, 2025 Form 5500
- Cambridge Associates Investment adviser (plan)through Jun 30, 2023 Form 5500
- Battelle Memorial Institute Pension consultantthrough Jun 30, 2023 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- The Townsend Groupplan years 2024
- Wellington Trust Companyplan years 2023
- Lindsell Train Ltdplan years 2023
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Assets changedThe 2017 Employees' Pension Plan of Battelle Memorial Institute total assets $7M -> $77,300 (-98.9%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Consultant changedinferenceMartin Conger no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)with Battelle Memorial Instituteaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSteve Young no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)with Battelle Memorial Instituteaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceLeonard Essex no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)with Battelle Memorial Instituteaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAntonio Caxide no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as pension consultant (plan year 2024 vs 2023)with Battelle Memorial Instituteaskebsa.dol.gov
+15 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 3,523 | Not disclosed | Not disclosed | n/a | $77,300 | Not disclosed | $77,300 | Not disclosed |
| 2023 to Jun 30, 2024 | 6,722 | Not disclosed | Not disclosed | n/a | $6.7M | Not disclosed | $6.7M | Not disclosed |
| 2022 to Jun 30, 2023 | 6,948 | $867M | $784M | 94.7% | $769M | Not disclosed | $769M | Not disclosed |
- Mercer codes 11 17 $443,641 PY2024
- Telus Health (US) Ltd. codes 15 $205,661 PY2024
- Willis Towers Watson codes 11 27 $178,419 PY2024
+52 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2025-06-30source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+17 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+21 connections on the graph
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