Theodore Haddad signed Hillenbrand, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hillenbrand, Inc.'s EIN is 26-1342272.
Download the official 2022 Form 5500 (PDF) for Hillenbrand, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Hillenbrand, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
| AON INVESTMENTS |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SYNTHETIC GUARANTEED INVESTMENT CONTRACT * Prudential Core Conservative Intermediate Bond Fund 164,118 | Stable Value | — | — | $4.4M | 21.6% | |
| PRU CORE CONSERV INT BD FD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 156 | Common Collective Trust | — | — | $4.4M | 21.6% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $2.7M | 13.3% | |
| FID CONTRAFUND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $2.0M | 9.8% | |
| Vanguard Target Retirement 2025 Fund 101,608 | Mutual Funds | — | — | $1.7M | 8.4% | |
| Vanguard Target Retirement 2035 Fund 81,577 | Mutual Funds | — | — | $1.6M | 7.8% | |
| Vanguard Target Retirement 2040 Fund 31,473 | Mutual Funds | — | — | $1.1M | 5.3% | |
| Vanguard Target Retirement 2030 Fund 28,268 | Mutual Funds | — | — | $887K | 4.4% | |
| Vanguard Target Retirement 2045 Fund 35,649 | Mutual Funds | — | — | $814K | 4.0% | |
| Vanguard Target Retirement 2020 Fund 28,598 | Mutual Funds | — | — | $725K | 3.6% | |
| Vanguard Target Retirement 2060 Fund 16,522 | Mutual Funds | — | — | $642K | 3.2% | |
| SS US BOND INDX XIV STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $599K | 3.0% | |
| Contract Interest Rate Wrapper Agreement | Stable Value | — | — | $566K | 2.8% | |
| Vanguard Target Retirement 2055 Fund 12,290 | Mutual Funds | — | — | $518K | 2.6% | |
| State Street Global All Cap Equity Ex-U.S. Index Fund II 36,595 | Common Collective Trusts | — | — | $420K | 2.1% | |
| SS GACEQ EXUS IDX II STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $420K | 2.1% | |
| Vanguard Target Retirement 2050 Fund 10,384 | Mutual Funds | — | — | $393K | 1.9% | |
| PIMCO Total Return Fund I 36,968 | Mutual Funds | — | — | $313K | 1.5% | |
| WT SMALL CAP OPPS WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $235K | 1.2% | |
| Vanguard Target Retirement 2065 Fund 6,570 | Mutual Funds | — | — | $167K | 0.8% | |
| Invesco Developing Markets Fund Y 4,660 | Mutual Funds | — | — | $163K | 0.8% | |
| Vanguard Target Retirement Income Fund 11,923 | Mutual Funds | — | — | $146K | 0.7% | |
| State Street Russell Small/Mid Cap Index Fund II 6,466 | Common Collective Trusts | — | — | $81K | 0.4% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $81K | 0.4% | |
| Loomis Sayles Strategy Income Fund Y 5,659 | Other securities | — | — | $66K | 0.3% | |
| REGISTERED INVESTMENT COMPANIES Harding Loevner International Equity Portfolio Fund I 1,839 | Other securities | — | — | $43K | 0.2% | |
| COLLECTIVE TRUST FUNDS BlackRock Strategic Completion Non-Lendable Fund M 1,848 | Common Collective Trusts | — | — | $23K | 0.1% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $23K | 0.1% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund 7,547 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3109431 |
| — |
| CONSULTANT |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER & MILLER | 35-1090346 | — | ACCOUNTANT | $25K | — |
