Process Equipment Group 401(K) Savings 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, Process Equipment Group 401(K) Savings Plan is a benefit plan reported by Hillenbrand, Inc. under EIN 26-1342272 and plan number 007. The latest loaded filing year is 2023. The filing reports 4,365 participants and $511,724,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillenbrand, Inc.
- EIN
- 26-1342272
- Plan number
- 007
- Plan type
- 2
- Location
- Batesville, IN
- Latest filing year
- 2023
- Participants
- 4,365
- End-of-year plan assets
- $511,724,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,365 | H, C | 20240924091517NAL0004587603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $511,724,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $511,724,971
- Net assets (BOY)
- $436,629,898
Income & contributions
- Employer contributions
- $16,218,694
- Participant contributions
- $23,013,539
- Total contributions
- $45,406,817
- Total income / additions
- $126,530,748
Expenses & distributions
- Benefits paid
- $56,678,145
- Administrative expenses
- $497,306
- Total expenses
- $57,184,746
- Net increase / (decrease)
- $69,346,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER/PLAN ADMINIS | $226,709 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $170,911 | not reported in the loaded dataset | 2023 |
| Aon | CONSULTANT | $61,066 | not reported in the loaded dataset | 2023 |
| Katz Sapper & Miller | ACCOUNTANT/AUDITOR | $37,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillenbrand, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Batesville, IN
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Aon — Schedule C compensation
- Katz Sapper & Miller — Schedule C compensation