Battelle Memorial Institute
Overview
Battelle Memorial Institute sponsors a self-funded health plan that covered 1,609 participants in plan year 2025, down 3% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, vision, short-term disability, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,609 · prior year 1,656
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Employees' Flexible Reimbursement Acct of BMI, plan 513 (1,609 participants); Health Reimbursement Arrangement for Retired Staff of Battelle Memorial Institute, plan 550 (1,499 participants)
- Broker compensation
- $353K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Long-term disability, Accidental Injury, Critical Illness, Life | 8,836 | $6.6M | $358 |
| Vision Service Plan | Vision | 6,910 | $1.5M | — |
| Reliastar Life Insurance Company | Accident Voluntary Employee, Critical Illness Voluntary Employee | 3,480 | $1.0M | $258K |
| Federal Insurance Company | Short-term disability | 9,159 | $520K | $78K |
| Legalplans, USA | Legal Insurance | 493 | $109K | $16K |
| ComPsych | Employee Assistance Program | 3,784 | $68K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,609 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Battelle Memorial Institute
- Sponsor EIN
- 31-4379427
- Plan numbers
- 513, 550
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 31-4379427 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Battelle Memorial Institute's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Battelle Memorial Institute.


