Unum Group Pension Plan — Form 5500 plan (Unum Group)
Plain-English plan 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, Unum Group Pension Plan is a benefit plan reported by Unum Group under EIN 62-1598430 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,469 participants and $1,299,774,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unum Group
- EIN
- 62-1598430
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 11,469
- End-of-year plan assets
- $1,299,774,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,469 | H, C | 20241007140432NAL0015301953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,299,774,166
- Total liabilities (EOY)
- $4,323,561
- Net assets (EOY)
- $1,295,450,605
- Net assets (BOY)
- $1,307,848,288
Income & contributions
- Total income / additions
- $146,857,765
Expenses & distributions
- Benefits paid
- $147,668,030
- Administrative expenses
- $11,587,418
- Total expenses
- $159,255,448
- Net increase / (decrease)
- -$12,397,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,656,503 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | NONE | $327,041 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $306,742 | $0 | 2023 |
| Sustainable Growth Advisers | NONE | $215,584 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $197,937 | $0 | 2023 |
| Jp Morgan Chase Bank | NONE | $154,859 | $0 | 2023 |
| Wellington Trust | NONE | $59,611 | not reported in the loaded dataset | 2023 |
| Unumprovident Corp Ii | NONE | $18,339 | not reported in the loaded dataset | 2023 |
| Verrill & Dana Llp | NONE | $17,451 | not reported in the loaded dataset | 2023 |
| Independent Insurance Analysts LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unum Group
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Portland, ME
- Willis Towers Watson Us LLC — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Sustainable Growth Advisers — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Unumprovident Corp Ii — Schedule C compensation
- Verrill & Dana Llp — Schedule C compensation
- Independent Insurance Analysts LLC — Schedule C compensation