Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNUM GROUP
EIN 62-1598430Finance and InsuranceLatest filing 2024
Plans
5
Retirement
2
$3.85B assets
Welfare
3
$14.8M premiums
Participants
45,116
2211 CONGRESS STREET - PORTLAND, ME 041221955207-575-2145
Retirement portfolio analytics
2 plans aggregated / $3.85B assets / 22,787 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $14.8M premiums / 11,105 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$13.0M
- Life$1.5M
- Vision$1.3M
- Short-term disability$984K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA90%
- STARMOUNT LIFE INSURANCE COMPANY9%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- ZURICH AMERICAN INSURANCE COMPANY0%
- THE PAUL REVERE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
45%top
- DAVID C REID LLC45%
- JAMES R MCCOMB12%
- KIMBERLY ANN SHARPE11%
- EMILY PORRECA7%
- ADVANCED BENEFIT SYSTEM INC6%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNUM GROUP 401K RETIREMENT PLAN
401k
Assets$2.48B
Participants12,797
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNUM GROUP PENSION PLAN
CashBalance
Assets$1.37B
Participants9,990
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
UNUM GROUP WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$14.3M
Covered lives9,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
UNUM GROUP RETIREE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$552K
Covered lives1,680
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNUM GROUP 401K RETIREMENT PLAN | 401k | $2.48B | 12,797 | 2024 | |
| 001 | UNUM GROUP PENSION PLAN | CashBalance | $1.37B | 9,990 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | UNUM GROUP WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $14.3M | 9,425 | 2024 | |
| 514 | UNUM GROUP RETIREE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $552K | 1,680 | 2024 | |
| 510 | UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans