2023 Form 5500 filing — Unum Group Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007140432NAL0015301953001) for Unum Group Pension Plan, reported by Unum Group under EIN 62-1598430 and plan number 001. It reports 11,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140432NAL0015301953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unum Group
- EIN
- 62-1598430
- Plan number
- 001
- Location
- Portland, ME
- Participants
- 11,469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,299,774,166
- Total liabilities (EOY)
- $4,323,561
- Net assets (EOY)
- $1,295,450,605
- Total income / additions
- $146,857,765
- Benefits paid
- $147,668,030
- Administrative expenses
- $11,587,418
- Total expenses
- $159,255,448
- Net increase / (decrease)
- -$12,397,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,656,503 | not reported in the loaded dataset |
| Nisa Investment Advisors | NONE | $327,041 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $306,742 | $0 |
| Sustainable Growth Advisers | NONE | $215,584 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $197,937 | $0 |
| Jp Morgan Chase Bank | NONE | $154,859 | $0 |
| Wellington Trust | NONE | $59,611 | not reported in the loaded dataset |
| Unumprovident Corp Ii | NONE | $18,339 | not reported in the loaded dataset |
| Verrill & Dana Llp | NONE | $17,451 | not reported in the loaded dataset |
| Independent Insurance Analysts LLC | NONE | $7,500 | not reported in the loaded dataset |