Laura Miller signed Horace Mann Educational Associates, Inc. DBA HMEA's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horace Mann Educational Associates, Inc. DBA HMEA's EIN is 04-2300014.
Download the official 2023 Form 5500 (PDF) for Horace Mann Educational Associates, Inc. DBA HMEA from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Horace Mann Educational Associates, Inc. DBA HMEA's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH ADVISORS, INC. | 20-0822261 | — | CONSULTING | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.8M | 92.0% | |
| [Assets held in participant loans] | Other | — | — | $295K | 3.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON PRIVATE WEALTH LLC | 47-1618476 | — | CONSULTING | $12K | — |
