Horace Mann School Retirement And Savings Plan — Form 5500 plan (Horace Mann School)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Horace Mann School Retirement And Savings Plan is a benefit plan reported by Horace Mann School under EIN 13-1740455 and plan number 001. The latest loaded filing year is 2023. The filing reports 861 participants and $229,013,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horace Mann School
- EIN
- 13-1740455
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 861
- End-of-year plan assets
- $229,013,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 861 | H, C | 20240919094101NAL0012288322001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $229,013,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $229,013,731
- Net assets (BOY)
- $203,329,511
Income & contributions
- Employer contributions
- $4,413,869
- Participant contributions
- $3,858,963
- Total contributions
- $9,129,872
- Total income / additions
- $36,404,896
Expenses & distributions
- Benefits paid
- $10,622,037
- Administrative expenses
- $78,690
- Total expenses
- $10,720,676
- Net increase / (decrease)
- $25,684,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group, LLC | NONE | $41,250 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $20,988 | $0 | 2023 |
| Forvis Mazars, Llp | NONE | $13,820 | not reported in the loaded dataset | 2023 |