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FERMI RESEARCH ALLIANCE, LLC

Company Details

Entity Name: FERMI RESEARCH ALLIANCE, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 18 Apr 2006
Company Number: LLC_01829998
File Number: 01829998
Type of Management: Member Managed
Date Status Change: 08 Feb 2024
Address 5801 S ELLIS AVE, SUITE 619, CHICAGO, 60637, IL
Place of Formation: ILLINOIS

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
E1EUJL3KLKX5 2025-01-10 5801 S ELLIS AVE STE 619, CHICAGO, IL, 60637, 5418, USA FERMI RESEARCH ALLIANCE, LLC, PINE ST. AND KIRK RD, MS-213, BATAVIA, IL, 60510, 5011, USA

Business Information

URL http://www.fra-hq.org
Congressional District 01
State/Country of Incorporation IL, USA
Activation Date 2024-01-12
Initial Registration Date 2006-07-24
Entity Start Date 2006-04-18
Fiscal Year End Close Date Sep 30

Service Classifications

NAICS Codes 541715
Product and Service Codes M1HA

Points of Contacts

Electronic Business
Title PRIMARY POC
Name BETH FANCSALI
Role INTERIM GENERAL COUNSEL
Address FERMI RESEARCH ALLIANCE, LLC, PINE ST AND KIRK RD., MS-213, BATAVIA, IL, 60510, 5011, USA
Title ALTERNATE POC
Name ELIZABETH MENDYK
Address FERMI RESEARCH ALLIANCE, LLC, BATAVIA, IL, 60510, USA
Government Business
Title PRIMARY POC
Name BETH FANCSALI
Role INTERIM GENERAL COUNSEL
Address FERMI RESEARCH ALLIANCE, LLC, PINE ST AND KIRK RD., MS-213, BATAVIA, IL, 60510, 5011, USA
Title ALTERNATE POC
Name ELIZABETH MENDYK
Address FERMI RESEARCH ALLIANCE, LLC, BATAVIA, IL, 60510, USA
Past Performance
Title PRIMARY POC
Name MARC CLAY
Role INTERIM CHIEF OPERATING OFFICER
Address FERMI RESEARCH ALLIANCE, LLC, PINE ST AND KIRK RD., MS-105, BATAVIA, IL, 60510, USA
Title ALTERNATE POC
Name BETH FANCSALI
Role INTERIM GENERAL COUNSEL
Address FERMI RESEARCH ALLIANCE, LLC, PINE ST AND KIRK RD., MS-213, BATAVIA, IL, 60510, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC 2023 571239010 2024-10-11 FERMI RESEARCH ALLIANCE, LLC 4124
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1989-03-01
Business code 541700
Sponsor’s telephone number 6308404361
Plan sponsor’s DBA name FERMI NATIONAL ACCELERATOR LABORATORY
Plan sponsor’s mailing address P.O. BOX 500, MS 126, BATAVIA, IL, 60510
Plan sponsor’s address KIRK ROAD AND PINESTREET, BATAVIA, IL, 60510

Number of participants as of the end of the plan year

Active participants 1782
Retired or separated participants receiving benefits 34
Other retired or separated participants entitled to future benefits 2239
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 25
Number of participants with account balances as of the end of the plan year 4067
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing MARIA LIFKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing VELMA GORDON
Valid signature Filed with authorized/valid electronic signature
FERMI NATIONAL ACCELERATOR LABORATORY TAX SHELTERED ANNUITY PLAN 2023 571239010 2024-10-11 FERMI RESEARCH ALLIANCE, LLC 3400
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-07-01
Business code 541700
Sponsor’s telephone number 6308404361
Plan sponsor’s DBA name FERMI NATIONAL ACCELERATOR LABORATORY
Plan sponsor’s mailing address PO BOX 500, MS 126, BATAVIA, IL, 60510
Plan sponsor’s address KIRK RD AND PINE ST, BATAVIA, IL, 60510

Number of participants as of the end of the plan year

Active participants 2241
Retired or separated participants receiving benefits 42
Other retired or separated participants entitled to future benefits 1366
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 31
Number of participants with account balances as of the end of the plan year 2887
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing MARIA LIFKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing VELMA GORDON
Valid signature Filed with authorized/valid electronic signature
FERMI NATIONAL ACCELERATOR LABORATORY HEALTH AND WELFARE BENEFITS PLAN 2023 571239010 2024-10-01 FERMI RESEARCH ALLIANCE, LLC 3309
File View Page
Three-digit plan number (PN) 514
Effective date of plan 1993-01-01
Business code 541700
Sponsor’s telephone number 6308403000
Plan sponsor’s DBA name FERMI RESEARCH ALLIANCE, LLC
Plan sponsor’s mailing address MS 126, PO BOX 500, BATAVIA, IL, 605105011
Plan sponsor’s address KIRK RD AND PINE STREET, BATAVIA, IL, 60510

Plan administrator’s name and address

Administrator’s EIN 571239010
Plan administrator’s name MARIA LIFKA
Plan administrator’s address MS 126, PO BOX 500, BATAVIA, IL, 605105011
Administrator’s telephone number 6308408569

Number of participants as of the end of the plan year

Active participants 2200
Retired or separated participants receiving benefits 1216

Signature of

Role Plan administrator
Date 2024-10-01
Name of individual signing MARIA LIFKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-01
Name of individual signing VELMA GORDON
Valid signature Filed with authorized/valid electronic signature
GROUP MEDICAL PLAN FOR RETIREES OF THE SUPERCONDUCTING SUPERCOLLIDER LABORATORY 2023 571239010 2024-10-01 FERMI RESEARCH ALLIANCE LLC 42
File View Page
Three-digit plan number (PN) 520
Effective date of plan 1992-01-01
Business code 541700
Sponsor’s telephone number 6308403000
Plan sponsor’s DBA name FERMILAB
Plan sponsor’s mailing address PO BOX 500 MS 126, BATAVIA, IL, 605105011
Plan sponsor’s address KIRK RD AND PINE STREET, BATAVIA, IL, 60510

Plan administrator’s name and address

Administrator’s EIN 571239010
Plan administrator’s name JENNIFER GONDORCHIN
Plan administrator’s address PO BOX 500 MS 126, BATAVIA, IL, 605105011
Administrator’s telephone number 6308404361

Number of participants as of the end of the plan year

Retired or separated participants receiving benefits 42

Signature of

Role Plan administrator
Date 2024-10-01
Name of individual signing MARIA LIFKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-01
Name of individual signing VELMA GORDON
Valid signature Filed with authorized/valid electronic signature
FERMI NATIONAL ACCELERATOR LABORATORY TAX SHELTERED ANNUITY PLAN 2022 571239010 2023-10-12 FERMI RESEARCH ALLIANCE, LLC 2267
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-07-01
Business code 541700
Sponsor’s telephone number 6308404361
Plan sponsor’s DBA name FERMINATIONAL ACCELERATOR LABORATORY
Plan sponsor’s mailing address PO BOX 500, MS 126, BATAVIA, IL, 60510
Plan sponsor’s address KIRK RD AND PINE ST, BATAVIA, IL, 60510

Number of participants as of the end of the plan year

Active participants 1842
Retired or separated participants receiving benefits 43
Other retired or separated participants entitled to future benefits 1393
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 122
Number of participants with account balances as of the end of the plan year 2765
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2023-10-12
Name of individual signing MARIA LIFKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing JENNIFER GONDORCHIN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC 2022 571239010 2023-10-12 FERMI RESEARCH ALLIANCE, LLC 2007
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1989-03-01
Business code 541700
Sponsor’s telephone number 6308404361
Plan sponsor’s DBA name FERMI NATIONAL ACCELERATOR LABORATORY
Plan sponsor’s mailing address P.O. BOX 500, MS 126, BATAVIA, IL, 60510
Plan sponsor’s address KIRK ROAD AND PINESTREET, BATAVIA, IL, 60510

Number of participants as of the end of the plan year

Active participants 1685
Retired or separated participants receiving benefits 30
Other retired or separated participants entitled to future benefits 2293
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 116
Number of participants with account balances as of the end of the plan year 4105
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2023-10-12
Name of individual signing MARIA LIFKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing JENNIFER GONDORCHIN
Valid signature Filed with authorized/valid electronic signature
GROUP MEDICAL PLAN FOR RETIREES OF THE SUPERCONDUCTING SUPERCOLLIDER LABORATORY 2022 571239010 2023-10-04 FERMI RESEARCH ALLIANCE, LLC 42
File View Page
Three-digit plan number (PN) 520
Effective date of plan 1992-01-01
Business code 541700
Sponsor’s telephone number 6308406000
Plan sponsor’s DBA name FERMILAB
Plan sponsor’s mailing address PO BOX 500 MS 126, BATAVIA, IL, 605105011
Plan sponsor’s address KIRK RD AND PINE STREET, BATAVIA, IL, 60510

Plan administrator’s name and address

Administrator’s EIN 571239010
Plan administrator’s name JENNIFER GONDORCHIN
Plan administrator’s address PO BOX 500 MS 126, BATAVIA, IL, 605105011
Administrator’s telephone number 6308404361

Number of participants as of the end of the plan year

Retired or separated participants receiving benefits 42

Signature of

Role Plan administrator
Date 2023-10-04
Name of individual signing MARIA LIFKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-04
Name of individual signing JENNIFER GONDORCHIN
Valid signature Filed with authorized/valid electronic signature
GROUP MEDICAL PLAN FOR RETIREES OF THE SUPERCONDUCTING SUPERCOLLIDER LABORATORY 2021 571239010 2022-10-12 FERMI RESEARCH ALLIANCE, LLC 43
File View Page
Three-digit plan number (PN) 520
Effective date of plan 1992-01-01
Business code 541700
Sponsor’s telephone number 6308406000
Plan sponsor’s DBA name FERMILAB
Plan sponsor’s mailing address PO BOX 500 MS 126, BATAVIA, IL, 60510
Plan sponsor’s address KIRK RD AND PINE ST, BATAVIA, IL, 60510

Plan administrator’s name and address

Administrator’s EIN 571239010
Plan administrator’s name ANJU JAIN FERMI RESEARCH ALLIANCE, LLC
Plan administrator’s address P.O. BOX 500, MS 107, BATAVIA, IL, 60510
Administrator’s telephone number 6308404361

Number of participants as of the end of the plan year

Retired or separated participants receiving benefits 42

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing ANJU JAIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing ANJU JAIN
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC 2021 571239010 2022-10-12 FERMI RESEARCH ALLIANCE, LLC 4106
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1989-03-01
Business code 541700
Sponsor’s telephone number 6308404361
Plan sponsor’s DBA name FERMI NATIONAL ACCELERATOR LABORATORY
Plan sponsor’s mailing address P.O. BOX 500, MS 126, BATAVIA, IL, 60510
Plan sponsor’s address KIRK ROAD AND PINESTREET, BATAVIA, IL, 60510

Plan administrator’s name and address

Administrator’s EIN 571239010
Plan administrator’s name KAY VAN VREEDE FERMI RESEARCH ALLIANCE, LLC
Plan administrator’s address P.O. BOX 500, MS 107, BATAVIA, IL, 60510
Administrator’s telephone number 6308404361

Number of participants as of the end of the plan year

Active participants 1625
Retired or separated participants receiving benefits 29
Other retired or separated participants entitled to future benefits 347
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 6
Number of participants with account balances as of the end of the plan year 1999

Signature of

Role Plan administrator
Date 2022-10-10
Name of individual signing JENNIFER GONDORCHIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing ANJU JAIN
Valid signature Filed with authorized/valid electronic signature
FERMI NATIONAL ACCELERATOR LABORATORY HEALTH AND WELFARE BENEFITS PLAN 2021 571239010 2022-10-10 FERMI RESEARCH ALLIANCE, LLC 3025
File View Page
Three-digit plan number (PN) 514
Effective date of plan 1993-01-01
Business code 541700
Sponsor’s telephone number 6308406000
Plan sponsor’s mailing address P.O. BOX 500 MS 126, BATAVIA, IL, 60510
Plan sponsor’s address KIRK RD AND PINE ST, BATAVIA, IL, 60510

Plan administrator’s name and address

Administrator’s EIN 571239010
Plan administrator’s name ANJU JAIN FERMI RESEARCH ALLIANCE, LLC
Plan administrator’s address P.O. BOX 500 MS 126, BATAVIA, IL, 60510
Administrator’s telephone number 6308404361

Number of participants as of the end of the plan year

Active participants 1946
Retired or separated participants receiving benefits 1191

Signature of

Role Plan administrator
Date 2022-10-10
Name of individual signing ANJU JAIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-10
Name of individual signing ANJU JAIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BETH L. FANCSALI, PINE ST. AND KIRK RD. M.S. 213, BATAVIA, 60510, KANE Agent 2021-12-06

Manager

Name and Address Role Appointment Date
THE UNIVERSITY OF CHICAGO (N0522-358-0), 5801 S ELLIS AVE, ADM 502, CHICAGO, IL, 60657 Manager 2024-02-08
UNIVERSITIES RESEARCH ASSOCIATION, INC. (N2013-858-1), 1111 19TH ST NW, STE 400, WASHINGTON, DC, 20036 Manager 2024-02-08

Awards

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
DEFINITIVE CONTRACT AWARD DEAC0207CH11359 2007-01-01 2024-12-31 2024-12-31
Unique Award Key CONT_AWD_DEAC0207CH11359_8900_-NONE-_-NONE-
Awarding Agency Department of Energy
Link View Page

Award Amounts

Obligated Amount 9218579138.04
Current Award Amount 9302802576.34
Potential Award Amount 9354629615.16

Description

Title THE PURPOSE OF THIS MODIFICATION IS TO EXECUTE AUGUST 2024'S APPROPRIATED FINANCIAL MODIFICATION.
NAICS Code 541710: RESEARCH AND DEVELOPMENT IN THE PHYSICAL, ENGINEERING, AND LIFE SCIENCES
Product and Service Codes M181: OPER OF GOVT R&D GOCO FACILITIES

Recipient Details

Recipient FERMI RESEARCH ALLIANCE, LLC
UEI E1EUJL3KLKX5
Recipient Address UNITED STATES, 355 FIRST ST 2ND FLOOR, BATAVIA, KANE, ILLINOIS, 605102483

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State