Plan Snapshot
- Plan Sponsor: Unum Group
- Sponsor EIN: 621598430
- Sponsor Address: 2211 CONGRESS STREET, PORTLAND, ME, 04122
- Plan Type: DB
- Total Participants: 2,680
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,680 | $1.4B | $0 | $0 |
| 2023 | 2,887 | $1.3B | $0 | $0 |
| 2022 | 3,140 | $1.3B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,791,484 | $2,326,186 | $415,792 | — | — |
| 2023 | $11,587,418 | $2,641,658 | — | — | — |
| 2022 | $11,452,402 | $1,915,521 | — | — | $1,140,039 |