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CCC will be closed on Thursday, November 27th and Friday, November 28th for the Thanksgiving Holiday.

Jefferson School District

Horace Mann
(aka: Horace Mann)

This Vendor Page has not been approved by Horace Mann,
but the information provided should be useful to you.

Horace Mann (aka: Horace Mann) - General Status

Horace Mann has signed the CCC Umbrella ISA.

Horace Mann (aka: Horace Mann) Web Homepage

Horace Mann Homepage may be accessed here .

Product Information

Click the link(s) below for information on Horace Mann investment products:

Fee Information

Click the link(s) below for information on the fees associated with Horace Mann accounts:

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403(b) Investment Options

Horace Mann offers the following type(s) of 403(b) investment option:

  • Fixed Annuities
  • Variable Annuities with a Fixed Account
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Roth 403(b) Contribution Policy

Horace Mann accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of Horace Mann are marketed using the following approaches:

  • End of List Declared by Horace Mann

Helpful Employee Resources

Horace Mann provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Horace Mann, please visit our General Horace Mann Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

 

Horace Mann (aka: Horace Mann) - Jefferson Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Horace Mann Plan Number

When contacting Horace Mann or its local contacts, have ready your Jefferson - Horace Mann GROUP NUMBER: To Be Determined

Jefferson EIN

When contacting Horace Mann or its local contacts, you may require the Jefferson EIN: 936000758

Jefferson Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Horace Mann on Jefferson list of authorized vendors.

Request Additional Information from Horace Mann

Contact Horace Mann directly if you have additional questions about Horace Mann products or services.

Information Sharing Agreement, If Applicable

Horace Mann has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Jefferson does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Horace Mann requires a minimum monthly contribution of $25.00 .

Vendor Forms and Online Submissions Links

Horace Mann has supplied the following forms which may be PDFs or online submittals:

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Please contact Horace Mann to request any other type of forms you might need.

Jefferson Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.