David Roberts signed Horace Mann School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horace Mann School's EIN is 13-1740455.
Download the official 2024 Form 5500 (PDF) for Horace Mann School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horace Mann School'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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | NONE | $71K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Account, Non-Benefit-Responsive * TIAA Traditional Non-Benefit-Responsive | Mutual Funds | — | — | $50.2M | 19.9% | |
| Variable Annuities * CREF Stock R2 | Mutual Funds | — | — | $32.1M | 12.7% | |
| CREF Growth R2 | Mutual Funds | — | — | $15.3M | 6.1% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $11.7M | 4.6% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $11.1M | 4.4% | |
| Nuveen LfCycle Ix 2040 R6 | Mutual Funds | — | — | $10.4M | 4.1% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $9.6M | 3.8% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $9.3M | 3.7% | |
| TIAA Traditional Annuity Account, Fully Benefit-Responsive * TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $8.6M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.9M | 3.1% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $7.6M | 3.0% | |
| Victory Syc Establish Value A | Other securities | — | — | $6.7M | 2.7% | |
| Nuveen LfCycle Ix 2050 R6 | Mutual Funds | — | — | $6.5M | 2.6% | |
| Nuveen LfCycle Ix 2045 R6 | Mutual Funds | — | — | $6.3M | 2.5% | |
| Nuveen LfCycle Ix 2030 R6 | Mutual Funds | — | — | $5.1M | 2.0% | |
| Vanguard Dividend Growth Inv | Mutual Funds | — | — | $5.0M | 2.0% | |
| Nuveen LfCycle Ix 2035 R6 | Mutual Funds | — | — | $5.0M | 2.0% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $4.7M | 1.9% | |
| CREF Money Market R2 | Mutual Funds | — | — | $3.5M | 1.4% | |
| Nuveen LfCycle Ix 2055 R6 | Mutual Funds | — | — | $3.5M | 1.4% | |
| Delaware Small CapCore Fd Inst | Other securities | — | — | $3.4M | 1.3% | |
| Dodge & Cox Intl Stock Fund | Mutual Funds | — | — | $3.2M | 1.3% | |
| Vanguard Smal-Cap Idx Adm | Common Collective Trusts | — | — | $3.0M | 1.2% | |
| JPMorgan Mid Cap Gro Fd Cl R6 | Other securities | — | — | $2.8M | 1.1% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $2.7M | 1.1% | |
| Dodge & Cox Income Fund - Cl X | Mutual Funds | — | — | $2.7M | 1.1% | |
| Nuveen LfCycle Ix 2025 R6 | Mutual Funds | — | — | $2.3M | 0.9% | |
| Nuveen LfCycle Ix 2060 R6 | Mutual Funds | — | — | $2.0M | 0.8% | |
| Nuveen LfCycle Ix 2020 R6 | Mutual Funds | — | — | $1.8M | 0.7% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $1.3M | 0.5% | |
| PGIM High Yield R6 | Other securities | — | — | $1.0M | 0.4% | |
| Nuveen LfCycle Ix 2015 R6 | Mutual Funds | — | — | $1000K | 0.4% | |
| Vanguard Ttl Stk Mkt Idx Adm | Common Collective Trusts | — | — | $788K | 0.3% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $694K | 0.3% | |
| JPMorgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $688K | 0.3% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $645K | 0.3% | |
| American Funds American Funds World R6 | Mutual Funds | — | — | $640K | 0.3% | |
| Nuveen LfCyc Ix Ret Inc R6 | Mutual Funds | — | — | $440K | 0.2% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $215K | <0.1% | |
| Nuveen LfCycle Ix 2010 R6 | Mutual Funds | — | — | $186K | <0.1% | |
| Principal Div Real Asset Inst | Other securities | — | — | $98K | <0.1% | |
| Nuveen LfCycle Ix 2065 R6 | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTE ROTH & ZABEL LLP | 13-2633996 | — | NONE | $24K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $15K | — |
