2023 Form 5500 filing — Horace Mann School Retirement And Savings 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 20240919094101NAL0012288322001) for Horace Mann School Retirement And Savings Plan, reported by Horace Mann School under EIN 13-1740455 and plan number 001. It reports 861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919094101NAL0012288322001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horace Mann School
- EIN
- 13-1740455
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,013,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $229,013,731
- Employer contributions
- $4,413,869
- Participant contributions
- $3,858,963
- Total income / additions
- $36,404,896
- Benefits paid
- $10,622,037
- Administrative expenses
- $78,690
- Total expenses
- $10,720,676
- Net increase / (decrease)
- $25,684,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group, LLC | NONE | $41,250 | not reported in the loaded dataset |
| Tiaa | NONE | $20,988 | $0 |
| Forvis Mazars, Llp | NONE | $13,820 | not reported in the loaded dataset |