2023 Form 5500 filing — Hillenbrand, Inc. Pension 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 20240924092442NAL0007321139001) for Hillenbrand, Inc. Pension Plan, reported by Hillenbrand, Inc. under EIN 26-1342272 and plan number 001. It reports 2,659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924092442NAL0007321139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillenbrand, Inc.
- EIN
- 26-1342272
- Plan number
- 001
- Location
- Batesville, IN
- Participants
- 2,659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $188,317,441
- Total liabilities (EOY)
- $192,852
- Net assets (EOY)
- $188,124,589
- Total income / additions
- $16,134,101
- Benefits paid
- $54,412,214
- Administrative expenses
- $1,831,691
- Total expenses
- $56,243,905
- Net increase / (decrease)
- -$40,109,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity | ADMINISTRATION | $859,354 | not reported in the loaded dataset |
| Aon Consulting, Inc. | ACTUARY/CONSULTING | $641,938 | not reported in the loaded dataset |
| Katz, Sapper & Miller | AUDITOR | $27,500 | not reported in the loaded dataset |
| Jpmorgan Chase | TRUSTEE | $25,000 | not reported in the loaded dataset |