Plan Snapshot
- Plan Sponsor: Hill-Rom Holdings, INC.
- Sponsor EIN: 351160484
- Sponsor Address: 1069 STATE ROUTE 46 E, BATESVILLE, IN, 47006
- Plan Type: DB
- Total Participants: 712
- Total Assets: $229.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 712 | $229.8M | $0 | $0 |
| 2023 | 780 | $241.8M | $0 | $0 |
| 2022 | 833 | $228.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEWITT ASSOCIATES, LLC | ACTUARY, CONSULTING | $368,797 | — | $368,797 |
| FIDELITY EMPLOYER SERVICES CO. LLC | ADMINISTRATION | $239,584 | — | $239,584 |
| WILLIS TOWERS WATSON US LLC | ACTUARY | $205,102 | — | $205,102 |
| KATZ, SAPPER, & MILLER, LLP | AUDITOR | $28,566 | — | $28,566 |
| JPMORGAN CHASE BANK NA | TRUSTEE | $25,000 | — | $25,000 |
| WINSTON & STRAWN LLP | PRIVATE EQUITY MANAGER | $17,986 | — | $17,986 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEWITT ASSOCIATES, LLC — ACTUARY, CONSULTING
- KATZ, SAPPER, & MILLER, LLP — AUDITOR
- JPMORGAN CHASE BANK NA — TRUSTEE
- WINSTON & STRAWN LLP — PRIVATE EQUITY MANAGER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $885,035
- Estimated Expense Ratio: 0.385% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,057,942 | — | $239,584 | $28,566 | — |
| 2023 | $2,873,243 | $67,576 | $288,465 | $27,972 | — |
| 2022 | $2,079,843 | — | $269,750 | — | $648,278 |