Batesville, IN Form 5500 retirement and benefit plan filings
City Form 5500 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, Batesville, IN has 22 loaded benefit plan(s) reported by 11 plan sponsor(s), with $1,066,817,805 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,066,817,805
- Total reported liabilities (EOY)
- $239,871
- Total reported net assets (EOY)
- $1,066,577,934
Contributions & income
- Employer contributions
- $19,591,788
- Participant contributions
- $29,550,516
- Total income / additions
- $202,405,469
Expenses & distributions
- Benefits paid / distributions
- $134,767,204
- Total expenses
- $140,313,318
- Net increase / (decrease)
- $62,092,151
Coverage
- Total reported participants
- 22,293
- Plans with financial statements
- 11
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Batesville, IN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Process Equipment Group 401(K) Savings Plan | Hillenbrand, Inc. | $511,724,971 | 2023 |
| Hill-Rom, Inc. Pension Plan | Hill-Rom Holdings, Inc. | $241,822,867 | 2023 |
| Hillenbrand, Inc. Pension Plan | Hillenbrand, Inc. | $188,317,441 | 2023 |
| Margaret Mary Health Savings Plan | Margaret Mary Community Hospital | $39,188,139 | 2023 |
| Batesville Tool & Die, Inc. Employees' Retirement Savings Plan | Batesville Tool & Die, Inc. | $30,976,348 | 2023 |
| Batesville Savings Plan | Batesville Services LLC | $24,739,948 | 2023 |
| Margaret Mary Health Retirement Plan | Margaret Mary Community Hospital | $16,181,887 | 2023 |
| Gillman, Inc. 401k Plan | Gillman, Inc. | $5,141,766 | 2023 |
| Crum Trucking Inc 401(K) Plan | Crum Trucking Inc | $4,903,751 | 2023 |
| Clearpoint Federal Bank & Trust Retirement Savings Plan | Clearpoint Federal Bank & Trust | $3,651,495 | 2023 |
| Faeaba, Inc. 401k Profit Sharing Plan | Faeaba, Inc. | $169,192 | 2023 |
| Gillman, Inc. Benefit Plans | Gillman, Inc. | not reported in the loaded dataset | 2023 |
| Batesville Tool & Die, Inc. Welfare Benefit Plan | Batesville Tool & Die, Inc. | not reported in the loaded dataset | 2023 |
| New Horizons Rehabilitation Employee Benefits Plan | New Horizons Rehabilitation | not reported in the loaded dataset | 2023 |
| Batesville Services, LLC Welfare Plan | Batesville Services, LLC | not reported in the loaded dataset | 2023 |
| George'S Family Pharmacy Employee Benefits Plan | Georges Family Pharmacy, Inc. | not reported in the loaded dataset | 2023 |
| Margaret Mary Community Hospital Employee Group Life And Disability Insurance Plan | Margaret Mary Community Hospital | not reported in the loaded dataset | 2023 |
| Margaret Mary Health Non-Grandfathered Employee Health Benefits Plan | Margaret Mary Community Hospital Inc. | not reported in the loaded dataset | 2023 |
| Margaret Mary Community Hospital Dental Plan | Margaret Mary Community Hospital Inc. | not reported in the loaded dataset | 2023 |
| Margaret Mary Community Hospital Vision Plan | Margaret Mary Community Hospital Inc. | not reported in the loaded dataset | 2023 |
| Margaret Mary Community Hospital Critical Illness, Accident And Indemnity Plan | Margaret Mary Community Hospital | not reported in the loaded dataset | 2023 |
| Hillenbrand, Inc. Welfare Plan | Hillenbrand, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Batesville → · Batesville plans by participants → · Batesville plans with financial data → · Batesville plans with provider compensation → · $1B+ plans in Batesville →
Related Form 5500 pages
- All IN Form 5500 filings
- Process Equipment Group 401(K) Savings Plan (plan 007)
- Hillenbrand, Inc. — all reported plans
- Hill-Rom, Inc. Pension Plan (plan 201)
- Hill-Rom Holdings, Inc. — all reported plans
- Hillenbrand, Inc. Pension Plan (plan 001)
- Margaret Mary Health Savings Plan (plan 004)
- Margaret Mary Community Hospital — all reported plans
- Batesville Tool & Die, Inc. Employees' Retirement Savings Plan (plan 001)
- Batesville Tool & Die, Inc. — all reported plans
- Batesville Savings Plan (plan 006)
- Batesville Services LLC — all reported plans
- Margaret Mary Health Retirement Plan (plan 003)
- Gillman, Inc. 401k Plan (plan 001)
- Gillman, Inc. — all reported plans
- Crum Trucking Inc 401(K) Plan (plan 001)
- Crum Trucking Inc — all reported plans
- Clearpoint Federal Bank & Trust Retirement Savings Plan (plan 001)
- Clearpoint Federal Bank & Trust — all reported plans
- Faeaba, Inc. 401k Profit Sharing Plan (plan 001)
- Faeaba, Inc. — all reported plans
- Gillman, Inc. Benefit Plans (plan 501)
- Batesville Tool & Die, Inc. Welfare Benefit Plan (plan 505)
- New Horizons Rehabilitation Employee Benefits Plan (plan 502)
- New Horizons Rehabilitation — all reported plans
- Batesville Services, LLC Welfare Plan (plan 501)
- Methodology
- Data sources