Plan5500

Unum Group 401k Retirement 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 401k Retirement Plan is a benefit plan reported by Unum Group under EIN 62-1598430 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,017 participants and $2,163,858,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unum Group
EIN
62-1598430
Plan number
002
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
13,017
End-of-year plan assets
$2,163,858,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,017H, C20240919142719NAL0003628707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,163,858,906
Total liabilities (EOY)
$0
Net assets (EOY)
$2,163,858,906
Net assets (BOY)
$1,823,433,108

Income & contributions

Employer contributions
$74,062,406
Participant contributions
$68,442,641
Total contributions
$149,108,166
Total income / additions
$511,962,071

Expenses & distributions

Benefits paid
$169,989,752
Administrative expenses
$1,546,521
Total expenses
$171,536,273
Net increase / (decrease)
$340,425,798

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, IncADVISOR$1,012,200not reported in the loaded dataset2023
Fidelity Inv. Inst. Ops. CoRECORDKEEPER$460,404$02023
Verrill & DanaATTORNEY$73,917not reported in the loaded dataset2023

Related Form 5500 pages