401k Plan data: HMEA RETIREMENT PLAN plan

HMEA RETIREMENT PLAN 401k Plan overview

Plan Name	HMEA RETIREMENT PLAN
Plan identification number	001

HMEA RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HORACE MANN EDUCATIONAL ASSOCIATES, INC. DBA HMEA has sponsored the creation of one or more 401k plans.

Company Name: HORACE MANN EDUCATIONAL ASSOCIATES, INC. DBA HMEA

Employer identification number (EIN): 042300014

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HMEA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 NANCY MCDONALD
001 2016-07-01 NANCY MCDONALD
001 2015-07-01 NANCY MCDONALD
001 2014-07-01 NANCY MCDONALD
001 2013-07-01 NANCY MCDONALD
001 2012-07-01 NANCY MCDONALD
001 2011-07-01 NANCY MCDONALD
001 2009-07-01 DAVID AYOTTE
001 2009-07-01 JOHN M.MORAN

Plan Statistics for HMEA RETIREMENT PLAN

401k plan membership statisitcs for HMEA RETIREMENT PLAN

Measure Date Value
2021: HMEA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 497
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 523
Number of retired or separated participants receiving benefits 2021-07-01 2
Number of other retired or separated participants entitled to future benefits 2021-07-01 76
Total of all active and inactive participants 2021-07-01 601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 604
Number of participants with account balances 2021-07-01 341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 27
2020: HMEA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 699
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 492
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 3
Total participants 2020-07-01 497
Number of participants with account balances 2020-07-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 9
2019: HMEA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 691
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 640
Number of retired or separated participants receiving benefits 2019-07-01 2
Number of other retired or separated participants entitled to future benefits 2019-07-01 54
Total of all active and inactive participants 2019-07-01 696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 3
Total participants 2019-07-01 699
Number of participants with account balances 2019-07-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 20
2018: HMEA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 668
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 632
Number of retired or separated participants receiving benefits 2018-07-01 2
Number of other retired or separated participants entitled to future benefits 2018-07-01 51
Total of all active and inactive participants 2018-07-01 685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 3
Total participants 2018-07-01 688
Number of participants with account balances 2018-07-01 359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 28
2017: HMEA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 681
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 610
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 54
Total of all active and inactive participants 2017-07-01 665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 3
Total participants 2017-07-01 668
Number of participants with account balances 2017-07-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 7
2016: HMEA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 839
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 605
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 73
Total of all active and inactive participants 2016-07-01 678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 3
Total participants 2016-07-01 681
Number of participants with account balances 2016-07-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 22
2015: HMEA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 961
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 684
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 150
Total of all active and inactive participants 2015-07-01 835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 3
Total participants 2015-07-01 838
Number of participants with account balances 2015-07-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 9
2014: HMEA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 898
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 902
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 58
Total of all active and inactive participants 2014-07-01 960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 960
Number of participants with account balances 2014-07-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: HMEA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 677
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 794
Number of retired or separated participants receiving benefits 2013-07-01 2
Number of other retired or separated participants entitled to future benefits 2013-07-01 101
Total of all active and inactive participants 2013-07-01 897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 898
Number of participants with account balances 2013-07-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 9
2012: HMEA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 572
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 570
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 107
Total of all active and inactive participants 2012-07-01 677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 677
Number of participants with account balances 2012-07-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 7
2011: HMEA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 866
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 507
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 65
Total of all active and inactive participants 2011-07-01 572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 572
Number of participants with account balances 2011-07-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 8
2009: HMEA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 485
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 378
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 100
Total of all active and inactive participants 2009-07-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 478
Number of participants with account balances 2009-07-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2021: HMEA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	497
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	523
Number of retired or separated participants receiving benefits	2021-07-01	2
Number of other retired or separated participants entitled to future benefits	2021-07-01	76
Total of all active and inactive participants	2021-07-01	601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	604
Number of participants with account balances	2021-07-01	341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	27
2020: HMEA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	699
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	492
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	3
Total participants	2020-07-01	497
Number of participants with account balances	2020-07-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	9
2019: HMEA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	691
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	640
Number of retired or separated participants receiving benefits	2019-07-01	2
Number of other retired or separated participants entitled to future benefits	2019-07-01	54
Total of all active and inactive participants	2019-07-01	696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	3
Total participants	2019-07-01	699
Number of participants with account balances	2019-07-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	20
2018: HMEA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	668
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	632
Number of retired or separated participants receiving benefits	2018-07-01	2
Number of other retired or separated participants entitled to future benefits	2018-07-01	51
Total of all active and inactive participants	2018-07-01	685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	3
Total participants	2018-07-01	688
Number of participants with account balances	2018-07-01	359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	28
2017: HMEA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	681
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	610
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	54
Total of all active and inactive participants	2017-07-01	665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	3
Total participants	2017-07-01	668
Number of participants with account balances	2017-07-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	7
2016: HMEA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	839
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	605
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	73
Total of all active and inactive participants	2016-07-01	678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	3
Total participants	2016-07-01	681
Number of participants with account balances	2016-07-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	22
2015: HMEA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	961
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	684
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	150
Total of all active and inactive participants	2015-07-01	835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	3
Total participants	2015-07-01	838
Number of participants with account balances	2015-07-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	9
2014: HMEA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	898
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	902
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	58
Total of all active and inactive participants	2014-07-01	960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	960
Number of participants with account balances	2014-07-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: HMEA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	677
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	794
Number of retired or separated participants receiving benefits	2013-07-01	2
Number of other retired or separated participants entitled to future benefits	2013-07-01	101
Total of all active and inactive participants	2013-07-01	897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	898
Number of participants with account balances	2013-07-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	9
2012: HMEA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	572
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	570
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	107
Total of all active and inactive participants	2012-07-01	677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	677
Number of participants with account balances	2012-07-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	7
2011: HMEA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	866
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	507
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	65
Total of all active and inactive participants	2011-07-01	572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	572
Number of participants with account balances	2011-07-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	8
2009: HMEA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	485
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	378
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	100
Total of all active and inactive participants	2009-07-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	478
Number of participants with account balances	2009-07-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on HMEA RETIREMENT PLAN

Measure	Date	Value
2022 : HMEA RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-699,523
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,916,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,806,086
Expenses. Certain deemed distributions of participant loans	2022-06-30	$14,232
Value of total corrective distributions	2022-06-30	$201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,079,675
Value of total assets at end of year	2022-06-30	$10,721,602
Value of total assets at beginning of year	2022-06-30	$13,338,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$96,454
Total interest from all sources	2022-06-30	$26,753
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$883,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$883,725
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$850,626
Participant contributions at end of year	2022-06-30	$240,650
Participant contributions at beginning of year	2022-06-30	$273,712
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$43,912
Other income not declared elsewhere	2022-06-30	$30,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,616,496
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,721,602
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$13,338,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$30,125
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,793,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$11,963,564
Interest on participant loans	2022-06-30	$10,616
Interest earned on other investments	2022-06-30	$16,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$643,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$895,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,719,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$185,137
Employer contributions (assets) at end of year	2022-06-30	$44,163
Employer contributions (assets) at beginning of year	2022-06-30	$205,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,806,086
Contract administrator fees	2022-06-30	$66,329
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2022-06-30	431947695
2021 : HMEA RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$4,203,477
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$952,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$863,698
Expenses. Certain deemed distributions of participant loans	2021-06-30	$548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$935,762
Value of total assets at end of year	2021-06-30	$13,338,098
Value of total assets at beginning of year	2021-06-30	$10,086,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$88,117
Total interest from all sources	2021-06-30	$35,740
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$560,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$560,417
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$726,507
Participant contributions at end of year	2021-06-30	$273,712
Participant contributions at beginning of year	2021-06-30	$271,163
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$4,120
Other income not declared elsewhere	2021-06-30	$27,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,251,114
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$13,338,098
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$10,086,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$32,076
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$11,963,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$8,871,151
Interest on participant loans	2021-06-30	$12,467
Interest earned on other investments	2021-06-30	$23,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$895,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$944,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,643,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$205,135
Employer contributions (assets) at end of year	2021-06-30	$205,135
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$863,698
Contract administrator fees	2021-06-30	$56,041
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2021-06-30	431947695
2020 : HMEA RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,293,206
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$871,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$683,741
Expenses. Certain deemed distributions of participant loans	2020-06-30	$112,156
Value of total corrective distributions	2020-06-30	$35
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$902,713
Value of total assets at end of year	2020-06-30	$10,086,984
Value of total assets at beginning of year	2020-06-30	$9,665,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$75,968
Total interest from all sources	2020-06-30	$164,703
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$435,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$435,907
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$778,466
Participant contributions at end of year	2020-06-30	$271,163
Participant contributions at beginning of year	2020-06-30	$202,186
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$24,636
Other income not declared elsewhere	2020-06-30	$14,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$421,306
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$10,086,984
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$9,665,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$63,958
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,871,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$8,532,466
Interest on participant loans	2020-06-30	$29,293
Interest earned on other investments	2020-06-30	$135,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$944,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$931,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-224,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$99,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$683,741
Contract administrator fees	2020-06-30	$12,010
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2020-06-30	431947695
2019 : HMEA RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,666,392
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$659,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$579,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$919,334
Value of total assets at end of year	2019-06-30	$9,665,678
Value of total assets at beginning of year	2019-06-30	$8,658,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$80,286
Total interest from all sources	2019-06-30	$6,904
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$558,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$558,136
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$728,051
Participant contributions at end of year	2019-06-30	$202,186
Participant contributions at beginning of year	2019-06-30	$154,056
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$4,177
Other income not declared elsewhere	2019-06-30	$25,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,006,752
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$9,665,678
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$8,658,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$8,532,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,612,241
Interest on participant loans	2019-06-30	$6,904
Interest earned on other investments	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$931,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$845,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$156,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$187,106
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$47,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$579,354
Contract administrator fees	2019-06-30	$80,286
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2019-06-30	431947695
2018 : HMEA RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,658,480
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$982,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$928,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$883,091
Value of total assets at end of year	2018-06-30	$8,658,926
Value of total assets at beginning of year	2018-06-30	$7,982,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$53,658
Total interest from all sources	2018-06-30	$5,169
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$347,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$347,202
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$700,850
Participant contributions at end of year	2018-06-30	$154,056
Participant contributions at beginning of year	2018-06-30	$133,504
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$4,959
Other income not declared elsewhere	2018-06-30	$20,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$676,227
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$8,658,926
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,982,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$7,612,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$6,973,930
Interest on participant loans	2018-06-30	$5,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$845,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$875,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$402,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$177,282
Employer contributions (assets) at end of year	2018-06-30	$47,467
Employer contributions (assets) at beginning of year	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$928,595
Contract administrator fees	2018-06-30	$53,658
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2018-06-30	431947695
2017 : HMEA RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,895,268
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$557,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$488,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$922,412
Value of total assets at end of year	2017-06-30	$7,982,699
Value of total assets at beginning of year	2017-06-30	$6,644,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$69,124
Total interest from all sources	2017-06-30	$5,595
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$227,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$227,881
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$684,923
Participant contributions at end of year	2017-06-30	$133,504
Participant contributions at beginning of year	2017-06-30	$132,475
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$43,929
Other income not declared elsewhere	2017-06-30	$29,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,337,901
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,982,699
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,644,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,672,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$6,282,534
Interest on participant loans	2017-06-30	$5,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$176,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$229,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$709,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$193,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$488,243
Contract administrator fees	2017-06-30	$69,124
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2017-06-30	431947695
2016 : HMEA RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$887,157
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$225,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$201,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$813,004
Value of total assets at end of year	2016-06-30	$6,644,798
Value of total assets at beginning of year	2016-06-30	$5,982,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$23,732
Total interest from all sources	2016-06-30	$5,174
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$322,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$322,397
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$545,186
Participant contributions at end of year	2016-06-30	$132,475
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$125,292
Other income not declared elsewhere	2016-06-30	$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	2016-06-30	No
Value of net income/loss	2016-06-30	$661,859
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,644,798
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,982,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$6,282,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,067,612
Interest on participant loans	2016-06-30	$5,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$229,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$915,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-253,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$142,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$201,566
Contract administrator fees	2016-06-30	$23,732
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2016-06-30	431947695
2015 : HMEA RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$887,611
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$896,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$820,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$587,536
Value of total assets at end of year	2015-06-30	$5,982,939
Value of total assets at beginning of year	2015-06-30	$5,991,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$75,694
Total interest from all sources	2015-06-30	$11,663
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$235,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$235,093
Administrative expenses professional fees incurred	2015-06-30	$28,950
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$484,884
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$5,550
Other income not declared elsewhere	2015-06-30	$14,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-8,516
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,982,939
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,991,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$14,487
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$5,067,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,904,691
Interest earned on other investments	2015-06-30	$11,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$915,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,086,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$38,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$97,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$820,433
Contract administrator fees	2015-06-30	$32,257
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2015-06-30	431947695
2014 : HMEA RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,426,300
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$633,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$593,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$523,166
Value of total assets at end of year	2014-06-30	$5,991,455
Value of total assets at beginning of year	2014-06-30	$5,198,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$40,144
Total interest from all sources	2014-06-30	$14,663
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$206,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$206,201
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$387,592
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$24,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$792,970
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,991,455
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$5,198,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$6,853
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$4,904,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,315,926
Interest earned on other investments	2014-06-30	$14,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,086,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$882,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$682,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$110,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$593,186
Contract administrator fees	2014-06-30	$33,291
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	2014-06-30	Yes
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2014-06-30	431947695
2013 : HMEA RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$933,638
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$326,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$326,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$404,848
Value of total assets at end of year	2013-06-30	$5,198,485
Value of total assets at beginning of year	2013-06-30	$4,591,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$16,106
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$309,273
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$48,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$606,859
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,198,485
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,591,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,315,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,712,806
Interest earned on other investments	2013-06-30	$16,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$882,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$878,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$512,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$47,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$326,779
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2013-06-30	431947695
2012 : HMEA RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$464,158
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$194,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$194,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$425,899
Value of total assets at end of year	2012-06-30	$4,591,626
Value of total assets at beginning of year	2012-06-30	$4,322,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$309
Total interest from all sources	2012-06-30	$20,879
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$308,227
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$20,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$269,432
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,591,626
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$4,322,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,712,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,551,917
Interest on participant loans	2012-06-30	$6,732
Interest earned on other investments	2012-06-30	$14,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$878,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$770,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$17,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$97,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$194,417
Contract administrator fees	2012-06-30	$309
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2012-06-30	431947695
2011 : HMEA RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,221,819
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$461,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$456,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$472,262
Value of total assets at end of year	2011-06-30	$4,322,194
Value of total assets at beginning of year	2011-06-30	$3,562,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$5,097
Total interest from all sources	2011-06-30	$22,200
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$314,892
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$49,787
Administrative expenses (other) incurred	2011-06-30	$3,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$759,941
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,322,194
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,562,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,551,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,850,358
Interest earned on other investments	2011-06-30	$22,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$770,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$711,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$727,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$107,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$456,781
Contract administrator fees	2011-06-30	$1,197
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2011-06-30	431947695
2010 : HMEA RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for HMEA RETIREMENT PLAN

2021: HMEA RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: HMEA RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: HMEA RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: HMEA RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: HMEA RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: HMEA RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: HMEA RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: HMEA RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HMEA RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HMEA RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: HMEA RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: HMEA RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893686+007

Policy instance

Insurance contract or identification number	893686+007
Number of Individuals Covered	112
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	20
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $120
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $120
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893686+007

Policy instance

Insurance contract or identification number	893686+007
Number of Individuals Covered	131
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	28
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $169
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $169
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893686+007

Policy instance

Insurance contract or identification number	893686+007
Number of Individuals Covered	145
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	30
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $195
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $195
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893686+007

Policy instance

Insurance contract or identification number	893686+007
Number of Individuals Covered	353
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	30
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $180
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $180
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893686+007

Policy instance

Insurance contract or identification number	893686+007
Number of Individuals Covered	161
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	31
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $199
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893686+007

Policy instance

Insurance contract or identification number	893686+007
Number of Individuals Covered	300
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	35
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $193
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $193
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893686+007

Policy instance

Insurance contract or identification number	893686+007
Number of Individuals Covered	62
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	36
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $481
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $481
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893686+007

Policy instance

Insurance contract or identification number	893686+007
Number of Individuals Covered	107
Insurance policy start date	2013-10-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	37
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $8,344
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,344
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	241
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $15,242
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,129
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	241
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $14,182
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

892138001

Policy instance

Insurance contract or identification number	892138001
Number of Individuals Covered	228
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $5,816
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HORACE MANN EDUCATIONAL ASSOCIATES, INC. DBA HMEA
Employer identification number (EIN):	042300014
NAIC Classification:	611000