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HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameHORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN
Plan identification number 001

HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

HORACE MANN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:HORACE MANN SCHOOL
Employer identification number (EIN):131740455
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS M. KELLY THOMAS M. KELLY2018-10-15
0012016-01-01THOMAS M. KELLY THOMAS M. KELLY2017-10-11
0012015-01-01THOMAS M. KELLY THOMAS M. KELLY2016-10-17
0012014-01-01THOMAS M. KELLY THOMAS M. KELLY2015-10-08
0012013-01-01THOMAS M. KELLY THOMAS M. KELLY2014-10-06
0012012-01-01THOMAS M. KELLY
0012011-01-01GEORGE A. BLEIMANN GEORGE A. BLEIMANN2012-10-11
0012009-01-01GEORGE A. BLEIMANN
0012009-01-01GEORGE A. BLEIMANN GEORGE A. BLEIMANN2010-10-15

Plan Statistics for HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01814
Total number of active participants reported on line 7a of the Form 55002022-01-01397
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01443
Total of all active and inactive participants2022-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0121
Total participants2022-01-01861
Number of participants with account balances2022-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01803
Total number of active participants reported on line 7a of the Form 55002021-01-01392
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01422
Total of all active and inactive participants2021-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-01834
Number of participants with account balances2021-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01808
Total number of active participants reported on line 7a of the Form 55002020-01-01420
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01410
Total of all active and inactive participants2020-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01834
Number of participants with account balances2020-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01776
Total number of active participants reported on line 7a of the Form 55002019-01-01409
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01394
Total of all active and inactive participants2019-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01808
Number of participants with account balances2019-01-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01762
Total number of active participants reported on line 7a of the Form 55002018-01-01385
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01388
Total of all active and inactive participants2018-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01776
Number of participants with account balances2018-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01737
Total number of active participants reported on line 7a of the Form 55002017-01-01365
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01388
Total of all active and inactive participants2017-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01756
Number of participants with account balances2017-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01709
Total number of active participants reported on line 7a of the Form 55002016-01-01342
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01380
Total of all active and inactive participants2016-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01724
Number of participants with account balances2016-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01693
Total number of active participants reported on line 7a of the Form 55002015-01-01336
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01371
Total of all active and inactive participants2015-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01710
Number of participants with account balances2015-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01675
Total number of active participants reported on line 7a of the Form 55002014-01-01689
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01368
Total of all active and inactive participants2014-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,059
Number of participants with account balances2014-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01663
Total number of active participants reported on line 7a of the Form 55002013-01-01315
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01356
Total of all active and inactive participants2013-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01675
Number of participants with account balances2013-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01670
Total number of active participants reported on line 7a of the Form 55002012-01-01335
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01351
Total of all active and inactive participants2012-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01688
Number of participants with account balances2012-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01635
Total number of active participants reported on line 7a of the Form 55002011-01-01292
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01351
Total of all active and inactive participants2011-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01645
Number of participants with account balances2011-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01817
Total number of active participants reported on line 7a of the Form 55002009-01-01752
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0173
Total of all active and inactive participants2009-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01831
Number of participants with account balances2009-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,895,494
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,718,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,579,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,378,933
Value of total assets at end of year2022-12-31$203,329,511
Value of total assets at beginning of year2022-12-31$227,943,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$139,154
Total interest from all sources2022-12-31$2,340,610
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,354,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,354,433
Administrative expenses professional fees incurred2022-12-31$139,154
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,766,266
Participant contributions at end of year2022-12-31$321,073
Participant contributions at beginning of year2022-12-31$93,208
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$456,013
Other income not declared elsewhere2022-12-31$235,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,613,891
Value of net assets at end of year (total assets less liabilities)2022-12-31$203,329,511
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$227,943,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$134,870,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$160,684,940
Value of interest in pooled separate accounts at end of year2022-12-31$8,862,031
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,186,604
Interest on participant loans2022-12-31$10,607
Interest earned on other investments2022-12-31$2,330,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$59,275,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$58,978,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,890,141
Net investment gain/loss from pooled separate accounts2022-12-31$685,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,156,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,579,243
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$33,860,463
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,686,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,610,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,862,713
Value of total assets at end of year2021-12-31$227,943,402
Value of total assets at beginning of year2021-12-31$202,769,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,112
Total interest from all sources2021-12-31$2,005,679
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,618,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,618,089
Administrative expenses professional fees incurred2021-12-31$75,989
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,834,570
Participant contributions at end of year2021-12-31$93,208
Participant contributions at beginning of year2021-12-31$23,777
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$930,613
Other income not declared elsewhere2021-12-31$191,525
Administrative expenses (other) incurred2021-12-31$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,174,011
Value of net assets at end of year (total assets less liabilities)2021-12-31$227,943,402
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$202,769,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$160,684,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$136,879,038
Value of interest in pooled separate accounts at end of year2021-12-31$8,186,604
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,054,665
Interest on participant loans2021-12-31$1,597
Interest earned on other investments2021-12-31$2,004,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$58,978,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$58,811,911
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$620,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,960,588
Net investment gain/loss from pooled separate accounts2021-12-31$1,221,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,097,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,989,586
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,978,105
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,985,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,903,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,533,766
Value of total assets at end of year2020-12-31$202,769,391
Value of total assets at beginning of year2020-12-31$178,776,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,998
Total interest from all sources2020-12-31$2,194,335
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,589,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,589,483
Administrative expenses professional fees incurred2020-12-31$81,998
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,359,302
Participant contributions at end of year2020-12-31$23,777
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,312,859
Other income not declared elsewhere2020-12-31$113,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,992,491
Value of net assets at end of year (total assets less liabilities)2020-12-31$202,769,391
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$178,776,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$136,879,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$115,618,168
Value of interest in pooled separate accounts at end of year2020-12-31$7,054,665
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,268,873
Interest on participant loans2020-12-31$155
Interest earned on other investments2020-12-31$2,194,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$58,811,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$55,889,859
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$449,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,608,478
Net investment gain/loss from pooled separate accounts2020-12-31$-61,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,861,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,454,188
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$33,049,520
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,318,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,258,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,301,272
Value of total assets at end of year2019-12-31$178,776,900
Value of total assets at beginning of year2019-12-31$162,045,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,059
Total interest from all sources2019-12-31$2,186,271
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,962,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,962,482
Administrative expenses professional fees incurred2019-12-31$60,059
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,426,505
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$237,801
Other income not declared elsewhere2019-12-31$113,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,731,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$178,776,900
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$162,045,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$115,618,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$98,396,197
Value of interest in pooled separate accounts at end of year2019-12-31$7,268,873
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,982,514
Interest earned on other investments2019-12-31$2,186,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$55,889,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$56,667,005
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,386,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,096,940
Net investment gain/loss from pooled separate accounts2019-12-31$389,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,636,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,872,016
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
2018 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,933,999
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,620,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,544,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,432,523
Value of total assets at end of year2018-12-31$162,045,716
Value of total assets at beginning of year2018-12-31$162,731,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,447
Total interest from all sources2018-12-31$2,144,590
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,213,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,213,213
Administrative expenses professional fees incurred2018-12-31$57,947
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,005,680
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,953,732
Other income not declared elsewhere2018-12-31$108,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-686,074
Value of net assets at end of year (total assets less liabilities)2018-12-31$162,045,716
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$162,731,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$98,396,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$104,126,759
Value of interest in pooled separate accounts at end of year2018-12-31$6,982,514
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,340,178
Interest earned on other investments2018-12-31$2,144,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$56,667,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$52,264,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,276,488
Net investment gain/loss from pooled separate accounts2018-12-31$312,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,473,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,544,626
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$25,708,117
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,084,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,042,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,536,662
Value of total assets at end of year2017-12-31$162,731,790
Value of total assets at beginning of year2017-12-31$146,108,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,675
Total interest from all sources2017-12-31$2,030,747
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,572,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,572,339
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,912,525
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$292,790
Other income not declared elsewhere2017-12-31$41,605
Administrative expenses (other) incurred2017-12-31$41,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,623,464
Value of net assets at end of year (total assets less liabilities)2017-12-31$162,731,790
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$146,108,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$104,126,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$88,992,569
Value of interest in pooled separate accounts at end of year2017-12-31$6,340,178
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,108,767
Interest earned on other investments2017-12-31$2,030,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$52,264,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$51,006,990
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,201,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,259,780
Net investment gain/loss from pooled separate accounts2017-12-31$266,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,331,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,841,034
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LOEB & TROPER LLP
Accountancy firm EIN2017-12-31131517563
2016 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$105,461
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$16,615,427
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,660,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,625,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,659,814
Value of total assets at end of year2016-12-31$146,108,326
Value of total assets at beginning of year2016-12-31$136,047,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,678
Total interest from all sources2016-12-31$2,088,815
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,063,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,063,744
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,916,711
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,465,476
Other income not declared elsewhere2016-12-31$34,674
Administrative expenses (other) incurred2016-12-31$34,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,955,237
Value of net assets at end of year (total assets less liabilities)2016-12-31$146,108,326
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$136,047,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$88,992,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$82,337,339
Value of interest in pooled separate accounts at end of year2016-12-31$6,108,767
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,756,766
Interest earned on other investments2016-12-31$2,088,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$51,006,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$47,953,523
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,796,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,468,488
Net investment gain/loss from pooled separate accounts2016-12-31$299,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,277,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,829,444
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LOEB & TROPER LLP
Accountancy firm EIN2016-12-31131517563
2015 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$8,566,957
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,322,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,269,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,533,031
Value of total assets at end of year2015-12-31$136,047,628
Value of total assets at beginning of year2015-12-31$132,802,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,598
Total interest from all sources2015-12-31$1,891,574
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,434,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,434,242
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,746,952
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$581,832
Other income not declared elsewhere2015-12-31$52,598
Administrative expenses (other) incurred2015-12-31$52,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,244,849
Value of net assets at end of year (total assets less liabilities)2015-12-31$136,047,628
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$132,802,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$82,337,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$81,829,913
Value of interest in pooled separate accounts at end of year2015-12-31$5,756,766
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,412,623
Interest earned on other investments2015-12-31$1,891,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$47,953,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$46,560,243
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,035,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,734,339
Net investment gain/loss from pooled separate accounts2015-12-31$389,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,204,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,233,770
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LOEB & TROPER LLP
Accountancy firm EIN2015-12-31131517563
2014 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$13,501,836
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,382,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,328,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,277,856
Value of total assets at end of year2014-12-31$132,802,779
Value of total assets at beginning of year2014-12-31$122,683,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,720
Total interest from all sources2014-12-31$1,880,566
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,326,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,326,321
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,716,203
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$445,392
Other income not declared elsewhere2014-12-31$53,719
Administrative expenses (other) incurred2014-12-31$53,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,119,152
Value of net assets at end of year (total assets less liabilities)2014-12-31$132,802,779
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$122,683,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$81,829,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,857,419
Value of interest in pooled separate accounts at end of year2014-12-31$4,412,623
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,798,050
Interest earned on other investments2014-12-31$1,880,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$46,560,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,028,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,489,800
Net investment gain/loss from pooled separate accounts2014-12-31$473,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,116,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,328,964
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LOEB AND TROPER LLP
Accountancy firm EIN2014-12-31131517563
2013 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$21,495,673
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,899,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,873,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,146,652
Value of total assets at end of year2013-12-31$122,683,627
Value of total assets at beginning of year2013-12-31$104,087,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,961
Total interest from all sources2013-12-31$1,735,772
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$708,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$708,453
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,577,132
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$579,173
Other income not declared elsewhere2013-12-31$25,745
Administrative expenses (other) incurred2013-12-31$25,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$18,595,921
Value of net assets at end of year (total assets less liabilities)2013-12-31$122,683,627
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$104,087,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$74,857,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$58,992,211
Value of interest in pooled separate accounts at end of year2013-12-31$3,798,050
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,070,474
Interest earned on other investments2013-12-31$1,735,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,028,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$42,025,021
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$411,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,564,674
Net investment gain/loss from pooled separate accounts2013-12-31$314,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,990,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,461,864
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOEB AND TROPER LLP
Accountancy firm EIN2013-12-31131517563
2012 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,638,441
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,433,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,433,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,491,787
Value of total assets at end of year2012-12-31$104,087,706
Value of total assets at beginning of year2012-12-31$91,882,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,618,004
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$324,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$324,752
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,370,228
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$383,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,205,177
Value of net assets at end of year (total assets less liabilities)2012-12-31$104,087,706
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$91,882,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$58,992,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$49,185,714
Value of interest in pooled separate accounts at end of year2012-12-31$3,070,474
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,472,853
Interest earned on other investments2012-12-31$1,618,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$42,025,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$40,223,962
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$121,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,936,118
Net investment gain/loss from pooled separate accounts2012-12-31$267,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,737,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,312,151
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LOEB AND TROPER LLP
Accountancy firm EIN2012-12-31131517563
2011 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,711,712
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,992,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,992,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,987,228
Value of total assets at end of year2011-12-31$91,882,529
Value of total assets at beginning of year2011-12-31$90,163,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,552,400
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$183,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$183,954
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,280,499
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$102,414
Other income not declared elsewhere2011-12-31$82,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,719,348
Value of net assets at end of year (total assets less liabilities)2011-12-31$91,882,529
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$90,163,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,185,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,482,543
Value of interest in pooled separate accounts at end of year2011-12-31$2,472,853
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,817,318
Interest earned on other investments2011-12-31$1,552,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$40,223,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$38,863,320
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$24,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,362,418
Net investment gain/loss from pooled separate accounts2011-12-31$268,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,604,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,968,278
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOEB AND TROPER LLP
Accountancy firm EIN2011-12-31131517563
2010 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$12,611,374
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,950,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,950,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,215,958
Value of total assets at end of year2010-12-31$90,163,181
Value of total assets at beginning of year2010-12-31$82,502,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,451,663
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$83,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$83,306
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,174,300
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$578,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,661,118
Value of net assets at end of year (total assets less liabilities)2010-12-31$90,163,181
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$82,502,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$49,482,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,622,881
Value of interest in pooled separate accounts at end of year2010-12-31$1,817,318
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,504,599
Interest earned on other investments2010-12-31$1,451,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$38,863,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,374,583
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,138,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,653,157
Net investment gain/loss from pooled separate accounts2010-12-31$207,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,462,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,811,731
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOEB AND TROPER LLP
Accountancy firm EIN2010-12-31131517563
2009 : HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN

2022: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered564
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered548
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered552
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered549
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered555
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered560
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered557
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered565
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered561
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered662
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered642
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103993
Policy instance 1
Insurance contract or identification number103993
Number of Individuals Covered635
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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