Horace Mann Pension Plan
Corporate pension, based in Springfield, Illinois, reporting $13.0M in assets, for 455 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Horace Mann Pension Plan funded ratio 88.5% -> 92.0% (2023-01-01 to 2024-01-01).
14 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective All Country World Ex3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- NT Collective US Credit Bond Index3 commitments
- Northern Trust Investments, Inc.17 commitments
Relationship network
18 connected entities17 observed commitments7 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.9%
- Common/collective trusts 97.0%
Consultants and advisers
- Mercer Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.17 rows, latest Dec 31, 2024
What changed
- Jan 1, 2024Funded status changedHorace Mann Pension Plan funded ratio 88.5% -> 92.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedHorace Mann Pension Plan first reports an interest in NT Collective Short Term Investment (Northern Trust Collective Eafe Inde): $618,829 at 2023-12-31with Northern Trust Investments, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedHorace Mann Pension Plan funded ratio 107.3% -> 88.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHorace Mann Pension Plan plan assets $20M -> $14M (-31.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective All Country World Excollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective US Credit Bond Indexcollective trust | Northern Trust Investments, Inc. | Private credit | $3.0M held | Disclosed holding | askebsa.dol.gov |
+14 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 455 | $13.9M | $15.9M | 92.0% | $13.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 482 | $13.6M | $16.9M | 88.5% | $13.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 520 | $19.9M | $18.1M | 107.3% | $13.6M | Not disclosed | Not disclosed | Not disclosed |
- Mercer codes 11 15 17 27 50 $434,607 PY2024
- Keb codes 10 50 $13,250 PY2024
- NT Collective S & P 500 Index Fund Sched. D C $2.5M PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+3 connections on the graph
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