Pension Plan Annual Funding Notice

As the Plan Sponsor for the Pension Plan for Employees at ORNL (the Plan), UT-Battelle is required to prepare an Annual Funding Notice (AFN). The AFN includes important funding information about the Plan. This notice also provides a summary of the Plan’s investment policy and rules governing the benefit payments guaranteed by the Pension Benefit Guaranty Corporation (PBGC), a federal agency. This notice is for the plan year beginning January 1, 2023, and ending December 31, 2023. Review the cover letter and the complete funding notice.

If you have questions about the notice or terms therein, see the Funding Notice Frequently Asked Questions​​ or the Glossary​​.​ You may also contact Carissa Dunaway, 865-341-2107, [email protected]

If you are interested in understanding more about the calculation of pension assets and liabilities, please see click here. 

2018 Benefits Annual Reports

• 2018 Summary Annual Report ORNL Savings Plan for Employees
• 2018 Summary Annual Report ORNL Welfare Benefit Wrap Plan 510
• 2018 Summary Annual Report ORNL Fringe Benefit Wrap Plan 511

posted 11/13/2019​

2017 Benefits Annual Reports

• 2017 Summary Annual Report ORNL Savings Plan for Employees
• 2017 Summary Annual Report ORNL Welfare Benefit Wrap Plan 510
• 2017 Summary Annual Report ORNL Fringe Benefit Wrap Plan 511

posted 11/30/2018​

• HIPAA Notice of Privacy Practices​

posted 11/28/2016

• Nondiscrimination Notice