Horace Mann 401k Plan — Form 5500 plan (Horace Mann Service Corporation)
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, Horace Mann 401k Plan is a benefit plan reported by Horace Mann Service Corporation under EIN 37-0972590 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,533 participants and $245,813,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horace Mann Service Corporation
- EIN
- 37-0972590
- Plan number
- 004
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 2,533
- End-of-year plan assets
- $245,813,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,533 | H, C | 20240725114505NAL0014391505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $245,813,996
- Total liabilities (EOY)
- $173,222
- Net assets (EOY)
- $245,640,774
- Net assets (BOY)
- $206,671,293
Income & contributions
- Employer contributions
- $9,740,195
- Participant contributions
- $11,099,469
- Total contributions
- $23,071,763
- Total income / additions
- $57,781,417
Expenses & distributions
- Benefits paid
- $18,199,425
- Administrative expenses
- $340,873
- Total expenses
- $18,811,936
- Net increase / (decrease)
- $38,969,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $260,754 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | ADVISOR | $111,066 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $94,347 | not reported in the loaded dataset | 2023 |
| Kerber, Eck & Braekel, Llp | ACCOUNTING | $33,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horace Mann Service Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Mercer — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Kerber, Eck & Braekel, Llp — Schedule C compensation