2023 Form 5500 filing — Hmea Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250813133939NAL0008853953001) for Hmea Retirement Plan, reported by Horace Mann Educational Associates, Inc. Dba Hmea under EIN 04-2300014 and plan number 001. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813133939NAL0008853953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horace Mann Educational Associates, Inc. Dba Hmea
- EIN
- 04-2300014
- Plan number
- 001
- Location
- Franklin, MA
- Participants
- 578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,564,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,564,700
- Employer contributions
- $194,758
- Participant contributions
- $632,977
- Total income / additions
- $2,759,786
- Benefits paid
- $4,751,314
- Administrative expenses
- $63,122
- Total expenses
- $4,832,972
- Net increase / (decrease)
- -$2,073,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $41,837 | $0 |
| Boston Private Wealth LLC | CONSULTING | $11,864 | not reported in the loaded dataset |
| Cibc Private Wealth Advisors, Inc. | CONSULTING | $9,309 | not reported in the loaded dataset |