Plan Snapshot
- Plan Sponsor: Hillenbrand, INC.
- Sponsor EIN: 261342272
- Sponsor Address: ONE BATESVILLE BLVD., BATESVILLE, IN, 47006
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $29.6M | $0 | $0 |
| 2023 | 9 | $188.3M | $0 | $0 |
| 2022 | 518 | $228.4M | $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 |
|---|---|---|---|---|
| FIDELITY | Recordkeeper | $495,910 | — | $495,910 |
| AON CONSULTING, INC. | Actuary | $212,227 | — | $212,227 |
| KATZ, SAPPER & MILLER | Auditor | $27,500 | — | $27,500 |
| JPMORGAN CHASE | Custodian / Trustee | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — Actuary
- KATZ, SAPPER & MILLER — Auditor
- JPMORGAN CHASE — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $760,637
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $885,310 | — | $495,910 | $27,500 | — |
| 2023 | $1,831,691 | — | $859,355 | $27,500 | — |
| 2022 | $784,240 | — | $280,962 | — | $469,225 |