2023 Form 5500 filing — Horace Mann 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725114505NAL0014391505001) for Horace Mann 401k Plan, reported by Horace Mann Service Corporation under EIN 37-0972590 and plan number 004. It reports 2,533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725114505NAL0014391505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horace Mann Service Corporation
- EIN
- 37-0972590
- Plan number
- 004
- Location
- Springfield, IL
- Participants
- 2,533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,813,996
- Total liabilities (EOY)
- $173,222
- Net assets (EOY)
- $245,640,774
- Employer contributions
- $9,740,195
- Participant contributions
- $11,099,469
- Total income / additions
- $57,781,417
- Benefits paid
- $18,199,425
- Administrative expenses
- $340,873
- Total expenses
- $18,811,936
- Net increase / (decrease)
- $38,969,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $260,754 | not reported in the loaded dataset |
| Northern Trust Company | ADVISOR | $111,066 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $94,347 | not reported in the loaded dataset |
| Kerber, Eck & Braekel, Llp | ACCOUNTING | $33,000 | not reported in the loaded dataset |