Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HILLENBRAND, INC.
EIN 26-1342272industrial automationLatest filing 2024
Plans
3
Retirement
2
$574.7M assets
Welfare
1
$1.9M premiums
Participants
6,408
ONE BATESVILLE BLVD. - BATESVILLE, IN 47006812-934-7500hillenbrand.comLinkedIn5001-10000 employeesindustrial automation
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $574.7M assets / 4,432 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 1,976 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Life$1.5M
- Long-term disability$1.5M
- Vision$30K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
- RELIASTAR LIFE INSURANCE COMPANY17%
- AETNA LIFE INSURANCE COMPANY2%
- EYEMED VISION CARE2%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
73%top
- LOCKTON COMPANIES, LLC73%
- MERCER HEALTH AND BENEFITS, LLC13%
- BENE RE LLC13%
- REUBEN WARNER ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
PROCESS EQUIPMENT GROUP 401(K) SAVINGS PLAN
401k
Assets$545.1M
Participants4,432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HILLENBRAND, INC. PENSION PLAN
TraditionalDB
Assets$29.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HILLENBRAND, INC. WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives1,976
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | PROCESS EQUIPMENT GROUP 401(K) SAVINGS PLAN | 401k | $545.1M | 4,432 | 2024 | |
| 001 | HILLENBRAND, INC. PENSION PLAN | TraditionalDB | $29.6M | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HILLENBRAND, INC. WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.9M | 1,976 | 2024 |
Retirement plans
Welfare plans