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Form 5500 · Retirement plan · IDAHO FALLS, ID

BATTELLE ENERGY ALLIANCE, LLC

The filing calls this plan IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN.

BATTELLE ENERGY ALLIANCE, LLC of IDAHO FALLS, ID's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Septemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0588324 · plan 002 · plan year 2025, filed Jul 13, 2026

Participants at the start of the year
7,462
Contracts on file
1
Contract value
$22,598,791
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with METROPOLITAN LIFE INSURANCE COMPANY.

The contracts held $22,598,791 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
METROPOLITAN LIFE INSURANCE COMPANYAnnuity / GIC84September$22,598,791$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BATTELLE ENERGY ALLIANCE, LLC
EIN 68-0588324
PACIFIC INVESTMENT MANAGEMENT CO
Named on Schedule C · EIN 33-0629048
$2,062,317
paid directly by the plan
JENNISON ASSOCIATES, LLC
Named on Schedule C · EIN 52-2069785
$983,147
paid directly by the plan
NORTHERN TRUST COMPANY
Investment advisory · EIN 36-1561860
$858,082
paid directly by the plan
BATTELLE ENERGY ALLIANCE, LLC
Plan administrator · EIN 68-0588324
$516,816
paid directly by the plan
MERCER
Contract administrator · EIN 13-2834414
$429,057
paid directly by the plan
SANDS CAPITAL MANAGEMENT, LLC
Named on Schedule C · EIN 20-2830751
$344,487
paid directly by the plan
FISHER INVESTMENTS, INC.
Named on Schedule C · EIN 94-3029777
$274,359
paid directly by the plan
QUANTITATIVE MANAGEMENT ASSOCIATES
Named on Schedule C · EIN 33-1077887
$223,760
paid directly by the plan
JP MORGAN INVESTMENT MANAGEMENT
Named on Schedule C · EIN 13-3966500
$206,718
paid directly by the plan
AON INVESTMENTS USA INC.
Named on Schedule C · EIN 36-3109431
$153,898
paid directly by the plan
PIER CAPITAL, LLC
Named on Schedule C · EIN 86-1105603
$147,617
paid directly by the plan
CAPITAL GROUP
Named on Schedule C · EIN 95-4797716
$133,420
paid directly by the plan
EARNEST PARTNERS
Named on Schedule C · EIN 58-2386669
$121,264
paid directly by the plan
METROPOLITAN LIFE INSURANCE COMPANY
Named on Schedule C · EIN 13-5581829
$60,685
paid directly by the plan
LITTLER MENDELSON, PC
Named on Schedule C · EIN 94-2602731
$39,700
paid directly by the plan
WIPFLI LLP
Accounting and audit · EIN 41-2899048
$32,070
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$2,001,259,353
Paid out in benefits
$120,799,623
Participants at the start of the year
7,462

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 41-2899048
WIPFLI LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$32,070

From Schedule H of this filing.

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