401k Plan data: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION plan

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

Plan Name	DEFINED 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 Type

Defined 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: 339900

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 Signed Name of Company Sponsor Date Sponsor Signed
009 2015-01-01 THEODORE S. HADDAD, JR.
009 2014-01-01 THEODORE S. HADDAD
009 2013-01-01 THEODORE HADDAD

Plan id#	Filing Submission Date	Name of Administrator
009	2015-01-01	THEODORE S. HADDAD, JR.
009	2014-01-01	THEODORE S. HADDAD
009	2013-01-01	THEODORE HADDAD

Plan Statistics for DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION

401k plan membership statisitcs for 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 membership
Total participants, beginning-of-year 2015-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 44
2014: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2014 401k membership
Total participants, beginning-of-year 2014-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 197
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 53
Total of all active and inactive participants 2014-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 250
Number of participants with account balances 2014-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 187
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 222
Number of participants with account balances 2013-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2015 401k membership
Total participants, beginning-of-year	2015-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	44
2014: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2014 401k membership
Total participants, beginning-of-year	2014-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	197
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	53
Total of all active and inactive participants	2014-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	250
Number of participants with account balances	2014-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	187
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	222
Number of participants with account balances	2013-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

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 assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$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 assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,886,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,751,463
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,122
Value of total corrective distributions	2015-12-31	$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 year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$22,074,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$30,307
Total interest from all sources	2015-12-31	$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 year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$627,997
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$894,319
Participant contributions at beginning of year	2015-12-31	$253,538
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$52,377
Other income not declared elsewhere	2015-12-31	$21,073
Administrative expenses (other) incurred	2015-12-31	$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 appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-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)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$21,821,329
Interest on participant loans	2015-12-31	$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 assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$418,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$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 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KATZ, SAPPER MILLER LLP
Accountancy firm EIN	2015-12-31	351090346
2014 : DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$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 assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,172,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,071,599
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,474
Value of total corrective distributions	2014-12-31	$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 year	2014-12-31	$22,074,867
Value of total assets at beginning of year	2014-12-31	$21,373,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24,260
Total interest from all sources	2014-12-31	$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 year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,075,090
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$932,844
Participant contributions at end of year	2014-12-31	$253,538
Participant contributions at beginning of year	2014-12-31	$223,979
Other income not declared elsewhere	2014-12-31	$35,412
Administrative expenses (other) incurred	2014-12-31	$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 appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$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)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$21,821,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,149,514
Interest on participant loans	2014-12-31	$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 assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$411,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,071,599
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KATZ, SAPPER MILLER
Accountancy firm EIN	2014-12-31	351090346
2013 : DEFINED CONTRIBUTION 401(K) PLAN FOR THE EMPLOYEES OF COPERION CORPORATION 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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 assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,432,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,391,781
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,043
Value of total corrective distributions	2013-12-31	$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 year	2013-12-31	$21,373,492
Value of total assets at beginning of year	2013-12-31	$18,482,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,050
Total interest from all sources	2013-12-31	$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 year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$785,054
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$908,875
Participant contributions at end of year	2013-12-31	$223,977
Participant contributions at beginning of year	2013-12-31	$249,812
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$20,584
Other income not declared elsewhere	2013-12-31	$15,883
Administrative expenses (other) incurred	2013-12-31	$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 appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$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)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,149,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$18,232,909
Interest on participant loans	2013-12-31	$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 assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,391,781
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KATZ, SAPPER MILLER
Accountancy firm EIN	2013-12-31	351090346

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

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Company Name:	HILLENBRAND, INC.
Employer identification number (EIN):	261342272
NAIC Classification:	339900