2023 Form 5500 filing — Process Equipment Group 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924091517NAL0004587603001) for Process Equipment Group 401(K) Savings Plan, reported by Hillenbrand, Inc. under EIN 26-1342272 and plan number 007. It reports 4,365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924091517NAL0004587603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillenbrand, Inc.
- EIN
- 26-1342272
- Plan number
- 007
- Location
- Batesville, IN
- Participants
- 4,365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $511,724,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $511,724,971
- Employer contributions
- $16,218,694
- Participant contributions
- $23,013,539
- Total income / additions
- $126,530,748
- Benefits paid
- $56,678,145
- Administrative expenses
- $497,306
- Total expenses
- $57,184,746
- Net increase / (decrease)
- $69,346,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER/PLAN ADMINIS | $226,709 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $170,911 | not reported in the loaded dataset |
| Aon | CONSULTANT | $61,066 | not reported in the loaded dataset |
| Katz Sapper & Miller | ACCOUNTANT/AUDITOR | $37,500 | not reported in the loaded dataset |