2026-08-17T14:37:46-05:00 2025-09-30 423047000 MEADEN & MOORE ADVISORS LLC 1375 EAST NINTH STREET SUITE 1800 CLEVELAND OH 441141790 990 2024-10-01 237451397 BATTELLE VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION BATT 6144247530 505 KING AVENUE COLUMBUS OH 43201 DAVE DAVENPORT PRESIDENT 6144247530 2026-08-17 1 1 CHANA HELLMAN P01221755 2162413272 2026-08-17 2024 2025-03-06 01:10:19Z DAVE DAVENPORT 505 KING AVENUE COLUMBUS OH 43201 157702007 0 X N/A X 1975 OH PROVIDING FOR PAYMENT OF EMPLOYEE BENEFITS 4 4 0 0 0 0 0 0 137426311 150699133 218975 174952 5965678 6827922 143610964 157702007 0 0 134880528 147376367 0 0 0 0 0 9375659 11335817 144256187 158712184 -645223 -1010177 4328714 3318537 0 0 4328714 3318537 X PROVIDING FOR PAYMENT OF EMPLOYEE BENEFITS THROUGH PLANS INCLUDING BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI ACTIVE STAFF, BATTELLE MEMORIAL INSTITUTE DENTAL PLAN FOR BMI ACTIVE STAFF, BATTELLE MEMORIAL INSTITUTE MEDICAL PLAN FOR BMI RETIREES, BATTELLE MEMORIAL INSTITUTE DENTAL PLAN FOR BMI RETIREES, AND BATTELLE MEMORIAL INSTITUTE LONG-TERM DISABILITY PLAN. 0 0 138100900 141214540 PROVIDED FOR PAYMENT OF MEDICAL BENEFITS FOR MEMBERS (7,648 ACTIVE, RETIRED, OR SEPARATED PARTICIPANTS) 5023 5136 PROVIDED FOR PAYMENT OF LONG-TERM DISABILITY BENEFITS FOR MEMBERS (2 RETIRED OR SEPARATED PARTICIPANTS) 9270444 9479457 PROVIDED FOR PAYMENT OF DENTAL BENEFITS FOR MEMBERS (9,456 ACTIVE, RETIRED, OR SEPARATED PARTICIPANTS) 147376367 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X DAVE DAVENPORT 6144247530 505 KING AVENUE COLUMBUS OH 43201 BRIAN SMITH TREASURER 1.00 39.00 X X 0 437497 50064 KIM GOBLE SECRETARY 1.00 39.00 X X 0 115183 27414 DAVE DAVENPORT PRESIDENT 1.00 39.00 X X 0 211792 29815 KIM BAUGESS TRUSTEE 1.00 39.00 X 0 249325 17306 0 1013797 124599 4 0 1 0 0 EMPLOYER & PARTICIPANT 525100 150699133 150699133 150699133 174952 174952 CAREMARK REBATES 525100 6509956 6509956 POLICY REIMBURSEMENT 525100 317362 317362 MISCELLANEOUS INCOME 525100 604 604 6827922 157702007 150699133 0 7002874 147376367 147376367 MANAGEMENT EXPENSES 11335817 11335817 158712184 147376367 11335817 0 1551312 0 2777402 3318537 4328714 3318537 0 0 X 0 0 0 0 4328714 3318537 4328714 3318537 4328714 3318537 -1010177 0 X X 0 0 0 0 0 0 BRIAN SMITH TREASURER 0 276896 0 155798 0 4803 0 22416 0 27648 0 487561 0 2841 KIM BAUGESS TRUSTEE 0 216922 0 31381 0 1022 0 17031 0 275 0 266631 0 0 DAVE DAVENPORT PRESIDENT 0 177889 0 33500 0 403 0 14557 0 15258 0 241607 0 0 SCHEDULE J THE TRUSTEES AND OFFICERS OF BATTELLE VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) RECEIVE NO COMPENSATION FROM THE VEBA. THE VEBA TRUSTEES AND OFFICERS RECEIVED COMPENSATION FROM BATTELLE MEMORIAL INSTITUTE UNRELATED TO THEIR ROLES AS TRUSTEES AND OFFICERS OF THE VEBA. FORM 990, PART VI, SECTION A, LINE 6 THE VEBA CONSISTS OF 5 INDIVIDUAL PLANS, EACH CONSISTING OF A MIX OF ACTIVE, RETIRED AND SEPARATED PARTICIPANTS CONSIDERED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT AND CEO OF BATTELLE MEMORIAL INSTITUTE ELECTS TRUSTEES OF THE BATTELLE VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B BATTELLE VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCATION HAS NOT ESTABLISHED ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO ITS SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OF BATTELLE'S VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUSTEES ARE EMPLOYEES OF BATTELLE MEMORIAL INSTITUTE AND ARE SUBJECT TO THE EMPLOYER'S CONFLICT OF INTEREST POLICY AND THE ANNUAL ETHICS TRAINING. FORM 990, PART VI, SECTION B, LINE 15 THE TRUSTEES AND OFFICERS OF BATTELLE VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION LISTED ON FORM 990 PART VII, RECEIVE NO COMPENSATION FROM THE VEBA. THE VEBA TRUSTEES AND OFFICERS RECEIVE COMPENSATION FROM BATTELLE MEMORIAL INSTITUTE UNRELATED TO THEIR ROLES AS TRUSTEES AND OFFICERS OF THE VEBA. FORM 990, PART VI, SECTION C, LINE 19 THE CURRENT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE BATTELLE VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION ARE AVAILABLE TO ANY ELIGIBLE PERSON UPON REQUEST. FORM 990, PART XII, LINE 1: UNDER THE MODIFIED CASH BASIS OF ACCOUNTING, THE INVESTMENTS ARE CARRIED AT THEIR APPROXIMATE FAIR MARKET VALUE WHILE CONTRIBUTIONS, BENEFITS, AND OTHER PAYMENTS ARE RECORDED WHEN THEY ARE PAID OR RECEIVED. FORM 990, PART XII, LINE 2: TO CLARIFY, THE VEBA IS COMPRISED OF FIVE INDIVIDUAL PLANS. THE VEBA AS A WHOLE DOES NOT HAVE AUDITED FINANCIALS STATEMENTS, HOWEVER, SEVERAL OF THE INDIVIDUAL PLANS DO HAVE SEPARATE AUDITED FINANCIALS STATEMENTS PREPARED BY AN INDEPENDENT ACCOUNTANT. FORM 990 HAS BEEN MARKED ACCORDINGLY TO REFLECT THIS. FORM 990, PART XII, LINE 2C: THE TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THERE IS NO SUBCOMMITTEE THAT SERVES THIS FUNCTION. BATTELLE MEMORIAL INSTITUTE 505 KING AVENUE COLUMBUS OH 43201 314379427 SCIENTIFIC RESEARCH AND DEVELOPMENT OH 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 BATTELLE MEMORIAL INSTITUTE S 113589004 CASH VALUE