Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

19 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 621598430 Clear all

Companies

companyUnum Group
$3.5Breported plan assets
EIN: 62-1598430Location: MEPlans: 5Participants: 47,287Latest: 2023
View company financial profile →

Plans

planUnum Group 401k Retirement PlanFinancial statementProvider compensation2023 filing
$2.2Breported assets (EOY)
Sponsor: Unum GroupEIN: 62-1598430Plan: 002Participants: 13,017Assets: $2,163,858,906Net assets: $2.2BAssets / participant: $166.2KLocation: Portland, MELatest: 2023
View financial statement →
planUnum Group Pension PlanFinancial statementProvider compensation2023 filing
$1.3Breported assets (EOY)
Sponsor: Unum GroupEIN: 62-1598430Plan: 001Participants: 11,469Assets: $1,299,774,166Net assets: $1.3BAssets / participant: $113.3KLocation: Portland, MELatest: 2023
View financial statement →
planUnum Group Employees Short Term Disability PlanFinancial statement2023 filing
$1.4Mreported assets (EOY)
Sponsor: Unum GroupEIN: 62-1598430Plan: 510Participants: 9,366Assets: $1,381,296Net assets: $193.2KAssets / participant: $147Location: Portland, MELatest: 2023
View financial statement →
planUnum Group Welfare Benefits Plan2023 filing
Sponsor: Unum GroupEIN: 62-1598430Plan: 505Participants: 9,640Assets: not reported in the loaded datasetLocation: Portland, MELatest: 2023
View plan profile →
planUnum Group Retiree Benefits Plan2023 filing
Sponsor: Unum GroupEIN: 62-1598430Plan: 514Participants: 3,795Assets: not reported in the loaded datasetLocation: Portland, MELatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →

Filings

filing2023 Form 5500 — Unum Group Pension Plan
Sponsor: Unum GroupEIN: 62-1598430Plan: 001Ack ID: 20241007140432NAL0015301953001
filing2023 Form 5500 — Unum Group 401k Retirement Plan
Sponsor: Unum GroupEIN: 62-1598430Plan: 002Ack ID: 20240919142719NAL0003628707001
filing2023 Form 5500 — Unum Group Welfare Benefits Plan
Sponsor: Unum GroupEIN: 62-1598430Plan: 505Ack ID: 20241014141035NAL0046306416001
filing2023 Form 5500 — Unum Group Employees Short Term Disability Plan
Sponsor: Unum GroupEIN: 62-1598430Plan: 510Ack ID: 20241014140550NAL0026362225001
filing2023 Form 5500 — Unum Group Retiree Benefits Plan
Sponsor: Unum GroupEIN: 62-1598430Plan: 514Ack ID: 20241014141406NAL0013430419001