Battelle Memorial Institute

Columbus, OH Professional servicesNAICS 541990

Self-funded health planPlan year 2025Renews January
1,609Participants-3% vs. prior year
$3.8MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#12 of 44Professional services in OHBy participants

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
MedicalLife insuranceVisionShort-term disabilityLong-term disabilitySeveranceDeath benefitsOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Unum Life Insurance Company of AmericaLong-term disability, Accidental Injury, Critical Illness, Life8,836$6.6M$358
Vision Service PlanVision6,910$1.5M—
Reliastar Life Insurance CompanyAccident Voluntary Employee, Critical Illness Voluntary Employee3,480$1.0M$258K
Federal Insurance CompanyShort-term disability9,159$520K$78K
Legalplans, USALegal Insurance493$109K$16K
ComPsychEmployee Assistance Program3,784$68K—

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$3.8M/ year

Estimated prescription spend: 1,609 participants × $2,371 national average per member. Usually higher once dependents are counted.

$99K–$245K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$29K–$72K
Lower-cost therapeutic alternatives$42K–$89K
Generic pricing vs. actual cost$18K–$55K
PBM contract terms$10K–$29K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

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.

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