Hmea Retirement Plan — Form 5500 plan (Horace Mann Educational Associates, Inc. Dba Hmea)
Plain-English plan 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, Hmea Retirement Plan is a benefit plan reported by Horace Mann Educational Associates, Inc. Dba Hmea under EIN 04-2300014 and plan number 001. The latest loaded filing year is 2023. The filing reports 578 participants and $9,564,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horace Mann Educational Associates, Inc. Dba Hmea
- EIN
- 04-2300014
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, MA
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $9,564,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20250813133939NAL0008853953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,564,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,564,700
- Net assets (BOY)
- $11,637,886
Income & contributions
- Employer contributions
- $194,758
- Participant contributions
- $632,977
- Total contributions
- $851,510
- Total income / additions
- $2,759,786
Expenses & distributions
- Benefits paid
- $4,751,314
- Administrative expenses
- $63,122
- Total expenses
- $4,832,972
- Net increase / (decrease)
- -$2,073,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $41,837 | $0 | 2023 |
| Boston Private Wealth LLC | CONSULTING | $11,864 | not reported in the loaded dataset | 2023 |
| Cibc Private Wealth Advisors, Inc. | CONSULTING | $9,309 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horace Mann Educational Associates, Inc. Dba Hmea
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Franklin, MA
- Lincoln National Corporation — Schedule C compensation
- Boston Private Wealth LLC — Schedule C compensation
- Cibc Private Wealth Advisors, Inc. — Schedule C compensation