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DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 401k Plan overview

Plan NameDEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION
Plan identification number 009

DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HILLENBRAND, INC. has sponsored the creation of one or more 401k plans.

Company Name:HILLENBRAND, INC.
Employer identification number (EIN):261342272
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092015-01-01THEODORE S. HADDAD, JR.
0092014-01-01THEODORE S. HADDAD
0092013-01-01THEODORE HADDAD

Financial Data on DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION

Measure Date Value
2015 : DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$20,572,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,384,563
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,886,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,751,463
Expenses. Certain deemed distributions of participant loans2015-12-31$1,122
Value of total corrective distributions2015-12-31$103,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,364,821
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$22,074,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,307
Total interest from all sources2015-12-31$10,921
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$627,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$627,997
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$894,319
Participant contributions at beginning of year2015-12-31$253,538
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,377
Other income not declared elsewhere2015-12-31$21,073
Administrative expenses (other) incurred2015-12-31$30,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,502,249
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,074,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,821,329
Interest on participant loans2015-12-31$10,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-640,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$418,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,751,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KATZ, SAPPER MILLER LLP
Accountancy firm EIN2015-12-31351090346
2014 : DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,874,358
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,172,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,071,599
Expenses. Certain deemed distributions of participant loans2014-12-31$1,474
Value of total corrective distributions2014-12-31$75,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,344,567
Value of total assets at end of year2014-12-31$22,074,867
Value of total assets at beginning of year2014-12-31$21,373,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,260
Total interest from all sources2014-12-31$10,665
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,075,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,075,090
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$932,844
Participant contributions at end of year2014-12-31$253,538
Participant contributions at beginning of year2014-12-31$223,979
Other income not declared elsewhere2014-12-31$35,412
Administrative expenses (other) incurred2014-12-31$24,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$701,374
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,074,867
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,373,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,821,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,149,514
Interest on participant loans2014-12-31$10,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$408,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$411,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,071,599
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KATZ, SAPPER MILLER
Accountancy firm EIN2014-12-31351090346
2013 : DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,323,288
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,432,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,391,781
Expenses. Certain deemed distributions of participant loans2013-12-31$1,043
Value of total corrective distributions2013-12-31$35,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$929,459
Value of total assets at end of year2013-12-31$21,373,492
Value of total assets at beginning of year2013-12-31$18,482,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,050
Total interest from all sources2013-12-31$11,849
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$785,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$785,054
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$908,875
Participant contributions at end of year2013-12-31$223,977
Participant contributions at beginning of year2013-12-31$249,812
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,584
Other income not declared elsewhere2013-12-31$15,883
Administrative expenses (other) incurred2013-12-31$4,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,890,771
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,373,492
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,482,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,149,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,232,909
Interest on participant loans2013-12-31$11,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,581,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,391,781
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KATZ, SAPPER MILLER
Accountancy firm EIN2013-12-31351090346

Form 5500 Responses for DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION

2015: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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