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Original filing (PDF)20250825175407NAL0015831298001
KEMPER CORPORATION
Form 5500
FILING_RECEIVED
KEMPER CORPORATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,115
Accounts w/ balance
11,413
Plan assets (EOY)
$887.5M
Net assets (EOY)
$887.5M
How this plan invests
This plan
18 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEMPER CORPORATION.
Plan sponsor
Name
KEMPER CORPORATION
EIN
95-4255452
Address
200 E. RANDOLPH STREET · SUITE 3300 · CHICAGO, IL · 606016509
Phone
(312) 661-4600
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $490K | — |
Investments
16 direct securities · 18 pooled funds· $962.0M(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
$714.8M
18 holdings
Uncategorized
$247.3M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $118.5M | 13.4% | |
| VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $113.0M | 12.7% | |
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $103.7M | 11.7% | |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $83.7M | 9.4% | |
| Prin/MFS Value CIT N | — | — | — | $68.7M | 7.7% | |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $63.4M | 7.1% | |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $59.9M | 6.8% | |
| Vanguard Tar Ret 2070 Tr I | — | — | — | $49.8M | 5.6% | |
| PRUDENTIAL CORE PL BD FD CL 5 | — | — | — | $36.9M | 4.2% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $36.9M | 4.2% | |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $33.4M | 3.8% | |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $29.4M | 3.3% | |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $21.1M | 2.4% | |
| VICTOR INTEG S/M CAP COLL CL C | — | — | — | $14.9M | 1.7% | |
| WESTFIELD SM CP GR EQ CIT CL D COMERICA BANK & TRUST, NAT ASSN · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $14.5M | 1.6% | |
| Vanguard Trgt Rtmt 2050 Tr I | — | — | — | $14.5M | 1.6% | |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $13.2M | 1.5% | |
| KEMPER ESOP FUND | — | — | — | $10.8M | 1.2% | |
| Participant Loans | — | — | — | $8.8M | 1.0% | |
| VICTOR INTEG S/M CAP COLL CL C GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $8.8M | 1.0% | |
| Fidelity 500 Index Fund | — | — | — | $8.5M | 1.0% | |
| GOLDMAN SACHS STBL VAL COL TR | — | — | — | $7.8M | 0.9% | |
| FIDELITY GLB EX US INDEX FD | — | — | — | $5.9M | 0.7% | |
| JP Morgan Large Cap Gr R6 Fd | — | — | — | $5.2M | 0.6% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $5.2M | 0.6% | |
| Fidelity US Bond Index Fund | — | — | — | $5.1M | 0.6% | |
| PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $5.0M | 0.6% | |
| KEMPER ESOP CASH ACCOUNT | — | — | — | $5.0M | 0.6% | |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.5% | |
| WESTFIELD SM CP GR EQ CIT CL D | — | — | — | $4.4M | 0.5% | |
| VANGUARD TAR RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $613K | <0.1% | |
| Fidelity Extended Mkt Idx Fd | — | — | — | $613K | <0.1% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | — | $283K | <0.1% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |