Hillenbrand, Inc. Pension Plan — Form 5500 plan (Hillenbrand, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hillenbrand, Inc. Pension Plan is a benefit plan reported by Hillenbrand, Inc. under EIN 26-1342272 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,659 participants and $188,317,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hillenbrand, Inc.
EIN
26-1342272
Plan number
001
Plan type
2
Location
Batesville, IN
Latest filing year
2023
Participants
2,659
End-of-year plan assets
$188,317,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,659H, C20240924092442NAL0007321139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$188,317,441
Total liabilities (EOY)
$192,852
Net assets (EOY)
$188,124,589
Net assets (BOY)
$228,234,393

Income & contributions

Total contributions
$0
Total income / additions
$16,134,101

Expenses & distributions

Benefits paid
$54,412,214
Administrative expenses
$1,831,691
Total expenses
$56,243,905
Net increase / (decrease)
-$40,109,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
FidelityADMINISTRATION$859,354not reported in the loaded dataset2023
Aon Consulting, Inc.ACTUARY/CONSULTING$641,938not reported in the loaded dataset2023
Katz, Sapper & MillerAUDITOR$27,500not reported in the loaded dataset2023
Jpmorgan ChaseTRUSTEE$25,000not reported in the loaded dataset2023

Related Form 5500 pages