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Original filing (PDF)20250911155444NAL0000318979001
HORACE MANN SERVICE CORPORATION
Form 5500
FILING_RECEIVED
HORACE MANN 401K PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,785
Accounts w/ balance
2,456
Plan assets (EOY)
$265.9M
Net assets (EOY)
$265.8M
How this plan invests
This plan
20 pooled trusts
Schedule D
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORACE MANN SERVICE CORPORATION.
Plan sponsor
Name
HORACE MANN SERVICE CORPORATION
EIN
37-0972590
Address
1 HORACE MANN PLAZA · SPRINGFIELD, IL · 627011324
Phone
(217) 789-2500
Industry
Finance & Insurancesee all
Plan administrator
Name
HORACE MANN SERVICE CORPORATION
EIN
64-1459092
City
SPRINGFIELD, IL
Phone
(217) 789-2500
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KERBER ECK & BRAECKEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $158K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL SERVICES, LLC | 47-5324976 | — | ADVISOR | $52K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | ADVISOR | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KERBER, ECK & BRAEKEL, LLP | 61-1870262 | — | ACCOUNTING | $35K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SRN DENTONS | 36-1796730 | — | LEGAL | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $98K | — |
Investments
43 direct securities · 20 pooled funds· $381.4M(100% of reported assets)
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.
Common Collective Trust
$259.6M
20 holdings
Uncategorized
$121.8M
43 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S & P 500 INDEX CLASS STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $39.5M | 14.9% | |
| LIQUIDITY FUND | — | — | — | $26.6M | 10.0% | |
| JPMCB U.S. ACTIVE CORE EQUITY CF JP MORGAN · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $26.6M | 10.0% | |
| GOLDMAN SACHS STABLE VALUE COLL TR GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $27.7M | $25.2M | 9.5% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $22.5M | 8.5% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $20.9M | 7.9% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $16.9M | 6.4% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $14.7M | 5.5% | |
| STATE STREET RUSSELL SMALL / MID CA STATE STREET · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $13.0M | 4.9% | |
| WTC CIF II SMID CAP RESEARCH EQUITY WELLINGTON · EIN 04-6913417 / PN 151 | Common Collective Trust | — | — | $12.3M | 4.6% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $10.9M | 4.1% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $10.7M | 4.0% | |
| STATE STREET GLOBAL ALL CAP STATE STREET · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $9.9M | 3.7% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $9.6M | 3.6% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $7.0M | 2.6% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $6.6M | 2.5% | |
| STATE STREET U.S. BOND INDEX CLASS STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $6.2M | 2.3% | |
| WORLD DEVELOPED EX US INDEX SL SF C | — | — | — | $6.0M | 2.3% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $5.7M | 2.1% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $5.6M | 2.1% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL3588427 · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $5.3M | 2.0% | |
| GLOBAL ALL CAP EQUITY EXUS INDX SL | — | — | — | $4.9M | 1.9% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $4.9M | 1.8% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $4.8M | 1.8% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $4.1M | 1.5% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $4.0M | 1.5% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $3.8M | 1.4% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $3.6M | 1.3% | |
| STATE STREET TARGET RETIREMENT INC STATE STREET · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $3.0M | 1.1% | |
| WTC II INTL OPP S4 PORTFOLIO WELLINGTON · EIN 04-6913417 / PN 199 | Common Collective Trust | — | — | $3.0M | 1.1% | |
| DAILY MSCI EMG MKTS INDX SL FUND Z | — | — | — | $2.5M | 0.9% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $2.4M | 0.9% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $2.3M | 0.9% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $2.3M | 0.8% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $2.1M | 0.8% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $2.1M | 0.8% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $2.0M | 0.8% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $2.0M | 0.7% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $2.0M | 0.7% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $1.9M | 0.7% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $1.7M | 0.6% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $1.6M | 0.6% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $1.6M | 0.6% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $1.5M | 0.6% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $1.5M | 0.6% | |
| GLOBAL SMALL CAP EQUITY EX-US SL SF | — | — | — | $1.4M | 0.5% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $1.4M | 0.5% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET · EIN 90-0337987 / PN 049 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $1.3M | 0.5% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $1.1M | 0.4% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $1.1M | 0.4% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $1.1M | 0.4% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $884K | 0.3% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $769K | 0.3% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | — | — | — | $758K | 0.3% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $563K | 0.2% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $549K | 0.2% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $528K | 0.2% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $455K | 0.2% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $387K | 0.1% | |
| US HIGH YIELD BOND INDX SL SF CLI | — | — | — | $265K | <0.1% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $217K | <0.1% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $0 | <0.1% |