2023 Form 5500 filing — Unum Group Employees Short Term Disability 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 20241014140550NAL0026362225001) for Unum Group Employees Short Term Disability Plan, reported by Unum Group under EIN 62-1598430 and plan number 510. It reports 9,366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$193.2KReported net assets$193,204
Participants9.4K9,366
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014140550NAL0026362225001
Plan sponsor
Unum Group
EIN
62-1598430
Plan number
510
Location
Portland, ME
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4M total assets
Net assets$193.2KLiabilities$1.2M
Money in vs. money out
Total income / additions$8.9M
Total expenses$8.8M
Benefits paid / distributions$8.8M
Contributions
Employer$8.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,381,296
Total liabilities (EOY)
$1,188,092
Net assets (EOY)
$193,204
Employer contributions
$8,796,301
Total income / additions
$8,852,186
Benefits paid
$8,795,398
Administrative expenses
$22,555
Total expenses
$8,817,953
Net increase / (decrease)
$34,233

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014140550NAL0026362225001 cover?
It is the 2023 Form 5500 filing for Unum Group Employees Short Term Disability Plan, reported by Unum Group (EIN 62-1598430).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages