# UNUM GROUP WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **UNUM GROUP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | UNUM GROUP |
| EIN | 621598430 |
| Plan number | 505 |
| Plan year | 2025 |
| Location | CHATTANOOGA, TN |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $14.2M |
| Participants | 9,392 |
| Persons covered | 9,176 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other, Life, STD, Indemnity |
| STARMOUNT LIFE INSURANCE COMPANY | Vision |
| UNITEDHEALTHCARE INSURANCE COMPANY | Other |
| ZURICH AMERICAN INSURANCE COMPANY | Other |
| UNUMPROVIDENT | Other |

## Brokers

| Broker | Placed with |
|---|---|
| DAVID C REID LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JAMES R MCCOMB | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KIMBERLY ANN SHARPE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| EMILY PORRECA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ADVANCED BENEFIT SYSTEM INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| THE CLARK GROUP OF SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KELLE DAGGETT PERRY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BENEFITS AT WORK LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| THE ADAMSON GROUP INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JOHN T ROBERTS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TRAN B HUYEN-KEODARA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MAYNARD BENEFITS GRP INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHAMBERS AGENCY LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BROOKE MCLAUGHLIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LAURA MCCLUNG PLYLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DENNIS E TRAYWICK | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| STACIE EMERSON BARTLETT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| WORTHAM INSURANCE & RISK MANAGEMENT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARYETHEL M BOWERS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SALLY ELIZABETH PARKER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BENEFIT COMMUNICATION SPECIALISTS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DONALD R GASKINS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GARY M HARDEMAN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CASSANDRA B BRABHAM | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GRACE V NEAD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KAY BARNES CRAPPS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CAROLINA BENEFITS SOURCE INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SANDRA SIMS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CAROLINA INS BENEFITS AND SERVICES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PETER MICHAEL FOLEY JR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BUD HOOKER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SUSAN P TRACY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SHEALY BENEFITS SERVICES INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BENEFIT COMMUNICATION SERVICES, INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DONNA D TOMASINI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JENNIFER ARRINGTON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHARLES T FERGUSON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CAROL SANDUSKY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| EMMALEE ANNE WESTFALL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SABRINA S RAMOS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SHERRON HOPPER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SANDRA J RUNION | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JACK ALLEN NORRIS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JUDITH A MILLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SANDUSKY INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CARROLL REYNOLDS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JENNIFER ROSE SMITH | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHALSEE BRANNAM | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BARBARA S DOTTERER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SEAMAN ENTERPRISES INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| WILSON EMPLOYEE BENEFITS EDUCATION | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GRAHAM TYRE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JULIA MICHELLE TAMER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JM TAMER & CO | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JEFFREY MCLAUGHLIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PATRICIA A HERLONG | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CRAIG WAYNE SOTTILE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARIA VERONICA JARQUE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TEAM BENEFITS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| WILLIAM RENNARD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| NORWOOD BENEFIT SERVICES INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DEBI L HOOKER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| FRED PARKER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KAREN TOBIAS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GINGER MULLINS & COMPANY INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GLENDA MCCUE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JONATHAN RODNEY MORRIS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PATRICIA LEHMANN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PAUL JOEL CLARK | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROBERT WOODFIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| J KING INSURANCE INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ED WILSON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ROBIN L HARRIS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHRISTOPHER MANZI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DHIXIE L TONGOL-DUNCAN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ANNALIESE CLARK | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| NATIONAL ENROLLMENT PARTNERS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KRISTIN L FLUEGEL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CLIENT BENEFIT INSURANCE SERVICES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SANDRA DRIVER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MINOR AND ASSOCIATES INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ASSUREDPARTNERS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JODELL PICKENS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| D'ARCIPRETE & ASSOCIATES INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ELIZABETH ANNE FELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KEVIN ARMSTRONG INSURANCE INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARTIN J URBANSKI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| VB SOLUTIONS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ELIOT F MORRISON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| STANLEY ZALESKI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PAUL STANLEY JR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| IAN A SCHUMPERT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DON FENNELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHANE SAMANTHA HINES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TIMOTHY J SLATER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LES MILLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GLORIA B WHITE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| RON BOWLING | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| INSYNC BENEFITS INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LARRY J ALLBRITTON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| EMILY PORRECA | THE PAUL REVERE LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/621598430-505
- Cite as: PlanOptica, https://planoptica.com/welfare/621598430-505
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers