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Plan Name | HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HORACE MANN SERVICE CORPORATION |
Employer identification number (EIN): | 370972590 |
NAIC Classification: | 525100 |
NAIC Description: | Insurance and Employee Benefit Funds |
Additional information about HORACE MANN SERVICE CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1973-09-10 |
Company Identification Number: | 0003481906 |
Legal Registered Office Address: |
1 HORACE MANN PLZ ATTN:CORP TAX SPRINGFIELD United States of America (USA) 62715 |
More information about HORACE MANN SERVICE CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | BRET A. CONKLIN ON BEHALF OF HMSC | |||
001 | 2015-01-01 | KATHI KARR | BRET CONKLIN | 2016-10-17 | |
001 | 2013-01-01 | KATHRYN KARR ON BEHALF OF HMSC | BRET A. CONKLIN ON BEHALF OF HMSC | 2014-10-08 | |
001 | 2012-01-01 | KATHRYN KARR ON BEHALF OF HMSC | BRET A. CONKLIN ON BEHALF OF HMSC | 2013-10-11 | |
001 | 2011-01-01 | KATHRYN KARR ON BEHALF OF HMSC | BRET A. CONKLIN ON BEHALF OF HMSC | 2012-10-02 | |
001 | 2009-01-01 | KATHRYN KARR ON BEHALF OF HMSC | BRET A. CONKLIN ON BEHALF OF HMSC | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2016: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,641 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 299 |
Total of all active and inactive participants | 2015-01-01 | 311 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 313 |
Number of participants with account balances | 2015-01-01 | 313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2013: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,861 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,522 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,290 |
Total of all active and inactive participants | 2013-01-01 | 2,859 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 10 |
Total participants | 2013-01-01 | 2,869 |
Number of participants with account balances | 2013-01-01 | 2,664 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,936 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,521 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,432 |
Total of all active and inactive participants | 2012-01-01 | 2,987 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 9 |
Total participants | 2012-01-01 | 2,996 |
Number of participants with account balances | 2012-01-01 | 2,861 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 25 |
2011: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,536 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,709 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,646 |
Total of all active and inactive participants | 2011-01-01 | 3,355 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 20 |
Total participants | 2011-01-01 | 3,375 |
Number of participants with account balances | 2011-01-01 | 2,936 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 53 |
2009: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,253 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,998 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,482 |
Total of all active and inactive participants | 2009-01-01 | 3,480 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 18 |
Total participants | 2009-01-01 | 3,498 |
Number of participants with account balances | 2009-01-01 | 2,899 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 99 |
Measure | Date | Value |
---|---|---|
2016 : HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-09-30 | $2,473 |
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $2,473 |
Total transfer of assets to this plan | 2016-09-30 | $0 |
Total transfer of assets from this plan | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $18,030 |
Total income from all sources (including contributions) | 2016-09-30 | $36,124 |
Total loss/gain on sale of assets | 2016-09-30 | $-806 |
Total of all expenses incurred | 2016-09-30 | $9,103,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $9,057,771 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $0 |
Value of total assets at end of year | 2016-09-30 | $0 |
Value of total assets at beginning of year | 2016-09-30 | $9,085,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $46,208 |
Total interest from all sources | 2016-09-30 | $34,457 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-09-30 | $0 |
Administrative expenses professional fees incurred | 2016-09-30 | $6,661 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Funding deficiency by the employer to the plan for this plan year | 2016-09-30 | $0 |
Minimum employer required contribution for this plan year | 2016-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $1,470 |
Administrative expenses (other) incurred | 2016-09-30 | $25,571 |
Liabilities. Value of operating payables at beginning of year | 2016-09-30 | $18,030 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $-9,067,855 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $9,067,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Investment advisory and management fees | 2016-09-30 | $7,687 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $9,084,415 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $9,084,415 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-09-30 | $34,457 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $9,057,771 |
Contract administrator fees | 2016-09-30 | $6,289 |
Did the plan have assets held for investment | 2016-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | Yes |
Aggregate proceeds on sale of assets | 2016-09-30 | $1,667 |
Aggregate carrying amount (costs) on sale of assets | 2016-09-30 | $2,473 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
Accountancy firm name | 2016-09-30 | KPMG, LLP |
Accountancy firm EIN | 2016-09-30 | 135565207 |
2015 : HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $4,451,489 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $4,451,489 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $18,030 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $297,058 |
Total income from all sources (including contributions) | 2015-12-31 | $5,950,327 |
Total loss/gain on sale of assets | 2015-12-31 | $1,315,255 |
Total of all expenses incurred | 2015-12-31 | $114,305,359 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $113,986,621 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $9,085,885 |
Value of total assets at beginning of year | 2015-12-31 | $117,719,945 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $318,738 |
Total interest from all sources | 2015-12-31 | $183,583 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
Administrative expenses professional fees incurred | 2015-12-31 | $113,542 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $117,531,827 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,470 |
Administrative expenses (other) incurred | 2015-12-31 | $39,553 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $18,030 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $297,058 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-108,355,032 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,067,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $117,422,887 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $37,478 |
Income. Interest from US Government securities | 2015-12-31 | $69,092 |
Income. Interest from corporate debt instruments | 2015-12-31 | $60,787 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $9,084,415 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $53,704 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Employer contributions (assets) at beginning of year | 2015-12-31 | $188,118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $113,986,621 |
Contract administrator fees | 2015-12-31 | $128,165 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $146,940,161 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $145,624,906 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG, LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2013 : HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $195,511 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $266,913 |
Total income from all sources (including contributions) | 2013-12-31 | $9,924,609 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $16,042,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $15,253,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,689,979 |
Value of total assets at end of year | 2013-12-31 | $135,096,501 |
Value of total assets at beginning of year | 2013-12-31 | $141,286,084 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $789,532 |
Total interest from all sources | 2013-12-31 | $5,234,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $54,907 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $4,689,979 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $4,689,979 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $134,902,472 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $141,086,302 |
Administrative expenses (other) incurred | 2013-12-31 | $288,108 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $195,511 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $266,913 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-6,118,181 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $134,900,990 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $141,019,171 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $289,098 |
Interest earned on other investments | 2013-12-31 | $5,234,630 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,689,979 |
Employer contributions (assets) at end of year | 2013-12-31 | $194,029 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $199,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $15,253,258 |
Contract administrator fees | 2013-12-31 | $157,419 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG, LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $266,913 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $296,318 |
Total income from all sources (including contributions) | 2012-12-31 | $10,455,128 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $18,815,090 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $17,943,941 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,147,701 |
Value of total assets at end of year | 2012-12-31 | $141,286,084 |
Value of total assets at beginning of year | 2012-12-31 | $149,675,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $871,149 |
Total interest from all sources | 2012-12-31 | $6,307,427 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $73,171 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $4,147,701 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $4,147,701 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $141,086,302 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $149,628,747 |
Administrative expenses (other) incurred | 2012-12-31 | $298,718 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $266,913 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $296,318 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-8,359,962 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $141,019,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $149,379,133 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $313,019 |
Interest earned on other investments | 2012-12-31 | $6,307,427 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $46,704 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $46,704 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,147,701 |
Employer contributions (assets) at end of year | 2012-12-31 | $199,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $17,943,941 |
Contract administrator fees | 2012-12-31 | $186,241 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG, LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $296,318 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $167,375 |
Total income from all sources (including contributions) | 2011-12-31 | $12,045,722 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $11,395,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $10,637,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,864,130 |
Value of total assets at end of year | 2011-12-31 | $149,675,451 |
Value of total assets at beginning of year | 2011-12-31 | $148,896,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $757,916 |
Total interest from all sources | 2011-12-31 | $7,181,592 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $109,038 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $4,864,130 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $4,864,130 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $149,628,747 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $148,679,559 |
Administrative expenses (other) incurred | 2011-12-31 | $320,028 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $296,318 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $167,375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $649,955 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $149,379,133 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $148,729,178 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $320,353 |
Interest earned on other investments | 2011-12-31 | $7,181,592 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $46,704 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $68,673 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $68,673 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $4,864,130 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $148,321 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $10,637,851 |
Contract administrator fees | 2011-12-31 | $8,497 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG,LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $167,375 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $256,681 |
Total income from all sources (including contributions) | 2010-12-31 | $12,840,326 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $12,686,125 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,053,238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,251,558 |
Value of total assets at end of year | 2010-12-31 | $148,896,553 |
Value of total assets at beginning of year | 2010-12-31 | $148,831,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $632,887 |
Total interest from all sources | 2010-12-31 | $7,588,768 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $33,630 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $5,251,558 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $5,251,558 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $148,679,559 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $148,589,631 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $167,375 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $256,681 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $154,201 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $148,729,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $148,574,977 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $579,832 |
Interest earned on other investments | 2010-12-31 | $7,588,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $68,673 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $77,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $77,316 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,251,558 |
Employer contributions (assets) at end of year | 2010-12-31 | $148,321 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $164,711 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $12,053,238 |
Contract administrator fees | 2010-12-31 | $19,425 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG, LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $5,516,266 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $5,516,266 |
2016: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HORACE MANN SERVICE CORPORATION MONEY PURCHASE PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |