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UNUM GROUP PENSION PLAN 401k Plan overview

Plan NameUNUM GROUP PENSION PLAN
Plan identification number 001
Legal Entity Identifier LEI 549300U1REZJRJGPXD26

UNUM GROUP PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNUM GROUP has sponsored the creation of one or more 401k plans.

Company Name:UNUM GROUP
Employer identification number (EIN):621598430
NAIC Classification:524140

Additional information about UNUM GROUP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2491659

More information about UNUM GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNUM GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BEN ROBERGE
0012023-01-01
0012023-01-01BEN ROBERGE
0012022-01-01
0012022-01-01CARL GAGNON
0012021-01-01
0012021-01-01CARL GAGNON
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01CARL GAGNON
0012017-01-01
0012017-01-01
0012016-01-01CARL GAGNON
0012016-01-01CARL GAGNON
0012016-01-01
0012016-01-01
0012015-01-01ROB HECKER
0012015-01-01CARL GAGNON
0012015-01-01
0012014-01-01LINDA LEVESQUE
0012014-01-01CARL GAGNON
0012014-01-01
0012013-01-01CARL GAGNON
0012013-01-01
0012012-01-01CARL GAGNON
0012012-01-01
0012011-01-01CARL GAGNON
0012010-01-01LINDA LEVESQUE
0012009-01-01LINDA LEVESQUE

Financial Data on UNUM GROUP PENSION PLAN

Measure Date Value
2023 : UNUM GROUP PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$45,186,842
Total unrealized appreciation/depreciation of assets2023-12-31$45,186,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,323,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$23,530,739
Total income from all sources (including contributions)2023-12-31$146,857,765
Total loss/gain on sale of assets2023-12-31$-31,758,660
Total of all expenses incurred2023-12-31$159,255,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$147,668,030
Value of total assets at end of year2023-12-31$1,299,774,166
Value of total assets at beginning of year2023-12-31$1,331,379,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$11,587,418
Total interest from all sources2023-12-31$5,124,716
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$449,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$-22,197,221
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$4,786,086
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$72,091,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,334,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$28,771,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$3,902,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$22,884,095
Other income not declared elsewhere2023-12-31$287,879
Administrative expenses (other) incurred2023-12-31$8,562,923
Liabilities. Value of operating payables at end of year2023-12-31$374,000
Liabilities. Value of operating payables at beginning of year2023-12-31$619,109
Total non interest bearing cash at end of year2023-12-31$4,418,673
Total non interest bearing cash at beginning of year2023-12-31$1,093,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-12,397,683
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,295,450,605
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,307,848,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$109,199,243
Assets. partnership/joint venture interests at beginning of year2023-12-31$122,064,629
Investment advisory and management fees2023-12-31$2,641,658
Interest earned on other investments2023-12-31$-12,597
Income. Interest from US Government securities2023-12-31$5,353,012
Value of interest in common/collective trusts at end of year2023-12-31$596,895,486
Value of interest in common/collective trusts at beginning of year2023-12-31$635,576,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$-215,699
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$316,853,028
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$309,959,119
Asset value of US Government securities at end of year2023-12-31$238,296,769
Asset value of US Government securities at beginning of year2023-12-31$171,757,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$22
Net investment gain or loss from common/collective trusts2023-12-31$63,173,341
Net gain/loss from 103.12 investment entities2023-12-31$64,393,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Income. Dividends from common stock2023-12-31$449,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$75,577,016
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$54,973,272
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$57,369,939
Liabilities. Value of benefit claims payable at end of year2023-12-31$46,686
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$27,535
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$99,090,574
Aggregate carrying amount (costs) on sale of assets2023-12-31$130,849,234
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG LLP
Accountancy firm EIN2023-12-31346565596
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$45,186,842
Total unrealized appreciation/depreciation of assets2023-01-01$45,186,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$4,323,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$23,530,739
Total income from all sources (including contributions)2023-01-01$146,857,765
Total loss/gain on sale of assets2023-01-01$-31,758,660
Total of all expenses incurred2023-01-01$159,255,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$147,668,030
Value of total assets at end of year2023-01-01$1,299,774,166
Value of total assets at beginning of year2023-01-01$1,331,379,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$11,587,418
Total interest from all sources2023-01-01$5,124,716
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$449,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$25,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Assets. Other investments not covered elsewhere at end of year2023-01-01$-22,197,221
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$4,786,086
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$72,091,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$1,334,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$28,771,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$3,902,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$22,884,095
Other income not declared elsewhere2023-01-01$287,879
Administrative expenses (other) incurred2023-01-01$8,562,923
Liabilities. Value of operating payables at end of year2023-01-01$374,000
Liabilities. Value of operating payables at beginning of year2023-01-01$619,109
Total non interest bearing cash at end of year2023-01-01$4,418,673
Total non interest bearing cash at beginning of year2023-01-01$1,093,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-12,397,683
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,295,450,605
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,307,848,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$109,199,243
Assets. partnership/joint venture interests at beginning of year2023-01-01$122,064,629
Investment advisory and management fees2023-01-01$2,641,658
Interest earned on other investments2023-01-01$-12,597
Income. Interest from US Government securities2023-01-01$5,353,012
Value of interest in common/collective trusts at end of year2023-01-01$596,895,486
Value of interest in common/collective trusts at beginning of year2023-01-01$635,576,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$-215,699
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$316,853,028
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$309,959,119
Asset value of US Government securities at end of year2023-01-01$238,296,769
Asset value of US Government securities at beginning of year2023-01-01$171,757,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$22
Net investment gain or loss from common/collective trusts2023-01-01$63,173,341
Net gain/loss from 103.12 investment entities2023-01-01$64,393,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Income. Dividends from common stock2023-01-01$449,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$75,577,016
Contract administrator fees2023-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$54,973,272
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$57,369,939
Liabilities. Value of benefit claims payable at end of year2023-01-01$46,686
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$27,535
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$99,090,574
Aggregate carrying amount (costs) on sale of assets2023-01-01$130,849,234
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01ERNST & YOUNG LLP
Accountancy firm EIN2023-01-01346565596
2022 : UNUM GROUP PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-27,803,169
Total unrealized appreciation/depreciation of assets2022-12-31$-27,803,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,530,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,525,468
Total income from all sources (including contributions)2022-12-31$-407,667,089
Total loss/gain on sale of assets2022-12-31$-242,711,746
Total of all expenses incurred2022-12-31$85,041,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$73,588,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,331,379,027
Value of total assets at beginning of year2022-12-31$1,807,082,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,452,402
Total interest from all sources2022-12-31$4,913,418
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$391,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,140,039
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,786,086
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,754,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$28,771,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,840,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$22,884,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,340,942
Other income not declared elsewhere2022-12-31$154,222
Administrative expenses (other) incurred2022-12-31$8,396,842
Liabilities. Value of operating payables at end of year2022-12-31$619,109
Liabilities. Value of operating payables at beginning of year2022-12-31$1,105,593
Total non interest bearing cash at end of year2022-12-31$1,093,686
Total non interest bearing cash at beginning of year2022-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-492,708,413
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,307,848,288
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,800,556,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$122,064,629
Assets. partnership/joint venture interests at beginning of year2022-12-31$130,469,188
Investment advisory and management fees2022-12-31$1,915,521
Income. Interest from US Government securities2022-12-31$4,958,413
Value of interest in common/collective trusts at end of year2022-12-31$635,576,202
Value of interest in common/collective trusts at beginning of year2022-12-31$1,222,198,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-44,995
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$309,959,119
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$171,757,999
Asset value of US Government securities at beginning of year2022-12-31$410,566,312
Net investment gain or loss from common/collective trusts2022-12-31$-135,270,899
Net gain/loss from 103.12 investment entities2022-12-31$-7,340,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$391,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$73,588,922
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$57,369,939
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$33,253,082
Liabilities. Value of benefit claims payable at end of year2022-12-31$27,535
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$78,933
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$53,679,365
Aggregate carrying amount (costs) on sale of assets2022-12-31$296,391,111
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-27,803,169
Total unrealized appreciation/depreciation of assets2022-01-01$-27,803,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$23,530,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$6,525,468
Total income from all sources (including contributions)2022-01-01$-407,667,089
Total loss/gain on sale of assets2022-01-01$-242,711,746
Total of all expenses incurred2022-01-01$85,041,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$73,588,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$1,331,379,027
Value of total assets at beginning of year2022-01-01$1,807,082,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$11,452,402
Total interest from all sources2022-01-01$4,913,418
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$391,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$1,140,039
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Assets. Other investments not covered elsewhere at end of year2022-01-01$4,786,086
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$8,754,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$28,771,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,840,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$22,884,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$5,340,942
Other income not declared elsewhere2022-01-01$154,222
Administrative expenses (other) incurred2022-01-01$8,396,842
Liabilities. Value of operating payables at end of year2022-01-01$619,109
Liabilities. Value of operating payables at beginning of year2022-01-01$1,105,593
Total non interest bearing cash at end of year2022-01-01$1,093,686
Total non interest bearing cash at beginning of year2022-01-01$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-492,708,413
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,307,848,288
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,800,556,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$122,064,629
Assets. partnership/joint venture interests at beginning of year2022-01-01$130,469,188
Investment advisory and management fees2022-01-01$1,915,521
Income. Interest from US Government securities2022-01-01$4,958,413
Value of interest in common/collective trusts at end of year2022-01-01$635,576,202
Value of interest in common/collective trusts at beginning of year2022-01-01$1,222,198,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$-44,995
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$309,959,119
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$171,757,999
Asset value of US Government securities at beginning of year2022-01-01$410,566,312
Net investment gain or loss from common/collective trusts2022-01-01$-135,270,899
Net gain/loss from 103.12 investment entities2022-01-01$-7,340,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Income. Dividends from common stock2022-01-01$391,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$73,588,922
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$57,369,939
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$33,253,082
Liabilities. Value of benefit claims payable at end of year2022-01-01$27,535
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$78,933
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$53,679,365
Aggregate carrying amount (costs) on sale of assets2022-01-01$296,391,111
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ERNST & YOUNG LLP
Accountancy firm EIN2022-01-01346565596
2021 : UNUM GROUP PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$39,061,410
Total unrealized appreciation/depreciation of assets2021-12-31$39,061,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,525,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,429,257
Total income from all sources (including contributions)2021-12-31$171,214,408
Total loss/gain on sale of assets2021-12-31$-23,983,191
Total of all expenses incurred2021-12-31$80,070,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$68,982,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,807,082,169
Value of total assets at beginning of year2021-12-31$1,712,842,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,088,704
Total interest from all sources2021-12-31$17,446,394
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$513,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,080,584
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$191,345
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,754,855
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,385,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,840,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,428,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,340,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,991,120
Other income not declared elsewhere2021-12-31$646,213
Administrative expenses (other) incurred2021-12-31$6,578,311
Liabilities. Value of operating payables at end of year2021-12-31$1,105,593
Liabilities. Value of operating payables at beginning of year2021-12-31$1,397,295
Total non interest bearing cash at end of year2021-12-31$9
Total non interest bearing cash at beginning of year2021-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$91,143,569
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,800,556,701
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,709,413,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$130,469,188
Assets. partnership/joint venture interests at beginning of year2021-12-31$100,621,591
Investment advisory and management fees2021-12-31$3,429,809
Interest earned on other investments2021-12-31$32,137
Income. Interest from US Government securities2021-12-31$3,613,448
Income. Interest from corporate debt instruments2021-12-31$13,800,774
Value of interest in common/collective trusts at end of year2021-12-31$1,222,198,354
Value of interest in common/collective trusts at beginning of year2021-12-31$899,385,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$35
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$410,566,312
Asset value of US Government securities at beginning of year2021-12-31$233,138,883
Net investment gain or loss from common/collective trusts2021-12-31$137,530,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$513,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$68,982,135
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$223,037,349
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$222,295,570
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$33,253,082
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$26,358,499
Liabilities. Value of benefit claims payable at end of year2021-12-31$78,933
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$40,842
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,361,891,976
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,385,875,167
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : UNUM GROUP PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$57,029,479
Total unrealized appreciation/depreciation of assets2020-12-31$57,029,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,429,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,857,684
Total income from all sources (including contributions)2020-12-31$231,019,807
Total loss/gain on sale of assets2020-12-31$89,430,981
Total of all expenses incurred2020-12-31$119,662,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$107,400,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$1,712,842,389
Value of total assets at beginning of year2020-12-31$1,601,913,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,262,103
Total interest from all sources2020-12-31$19,661,882
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$370,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,239,016
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$191,345
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$346,164
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,385,878
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$-3,860,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,428,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,097,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,991,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,964,739
Other income not declared elsewhere2020-12-31$528,717
Administrative expenses (other) incurred2020-12-31$7,354,721
Liabilities. Value of operating payables at end of year2020-12-31$1,397,295
Liabilities. Value of operating payables at beginning of year2020-12-31$1,863,553
Total non interest bearing cash at end of year2020-12-31$9
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$111,357,311
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,709,413,132
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,598,055,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$100,621,591
Assets. partnership/joint venture interests at beginning of year2020-12-31$95,766,993
Investment advisory and management fees2020-12-31$3,668,366
Interest earned on other investments2020-12-31$104,567
Income. Interest from US Government securities2020-12-31$4,231,794
Income. Interest from corporate debt instruments2020-12-31$15,325,380
Value of interest in common/collective trusts at end of year2020-12-31$899,385,162
Value of interest in common/collective trusts at beginning of year2020-12-31$801,365,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,000,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,000,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$141
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$81,810,694
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$44,027,190
Asset value of US Government securities at end of year2020-12-31$233,138,883
Asset value of US Government securities at beginning of year2020-12-31$205,362,788
Net investment gain or loss from common/collective trusts2020-12-31$71,249,639
Net gain/loss from 103.12 investment entities2020-12-31$-7,251,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from common stock2020-12-31$370,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$63,373,203
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$223,037,349
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$204,756,053
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$222,295,570
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$186,036,606
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$26,358,499
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$23,231,297
Liabilities. Value of benefit claims payable at end of year2020-12-31$40,842
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$29,392
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$778,788,798
Aggregate carrying amount (costs) on sale of assets2020-12-31$689,357,817
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : UNUM GROUP PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$49,086,331
Total unrealized appreciation/depreciation of assets2019-12-31$49,086,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,857,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,096,934
Total income from all sources (including contributions)2019-12-31$285,165,580
Total loss/gain on sale of assets2019-12-31$77,456,746
Total of all expenses incurred2019-12-31$140,754,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$126,641,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$1,601,913,505
Value of total assets at beginning of year2019-12-31$1,466,741,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,112,360
Total interest from all sources2019-12-31$21,341,612
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$474,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,711,623
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$346,164
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$300,475
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$715,030
Assets. Other investments not covered elsewhere at end of year2019-12-31$-3,860,478
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$13,756,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,097,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,863,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,964,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,867,406
Other income not declared elsewhere2019-12-31$4,398,776
Administrative expenses (other) incurred2019-12-31$9,670,349
Liabilities. Value of operating payables at end of year2019-12-31$1,863,553
Liabilities. Value of operating payables at beginning of year2019-12-31$1,176,505
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$3,998,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$144,411,505
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,598,055,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,453,644,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$95,766,993
Assets. partnership/joint venture interests at beginning of year2019-12-31$87,549,240
Investment advisory and management fees2019-12-31$2,730,388
Interest earned on other investments2019-12-31$109,649
Income. Interest from US Government securities2019-12-31$5,932,859
Income. Interest from corporate debt instruments2019-12-31$15,298,717
Value of interest in common/collective trusts at end of year2019-12-31$801,365,708
Value of interest in common/collective trusts at beginning of year2019-12-31$700,159,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,000,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$387
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$81,810,694
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$75,950,921
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$59,517,599
Asset value of US Government securities at end of year2019-12-31$205,362,788
Asset value of US Government securities at beginning of year2019-12-31$249,335,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$467
Net investment gain or loss from common/collective trusts2019-12-31$116,546,967
Net gain/loss from 103.12 investment entities2019-12-31$15,859,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$474,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$67,124,116
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$204,756,053
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$155,748,314
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$186,036,606
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$155,145,850
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$23,231,297
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$18,933,341
Liabilities. Value of benefit claims payable at end of year2019-12-31$29,392
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$53,023
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$720,049,947
Aggregate carrying amount (costs) on sale of assets2019-12-31$642,593,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : UNUM GROUP PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,401,568
Total unrealized appreciation/depreciation of assets2018-12-31$-2,401,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,096,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,774,182
Total income from all sources (including contributions)2018-12-31$-50,003,217
Total loss/gain on sale of assets2018-12-31$-29,389,575
Total of all expenses incurred2018-12-31$77,479,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$63,186,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,466,741,250
Value of total assets at beginning of year2018-12-31$1,585,900,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,292,365
Total interest from all sources2018-12-31$22,834,026
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$434,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,312,926
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$300,475
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$466,200
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$64,606
Assets. Other investments not covered elsewhere at end of year2018-12-31$13,756,127
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,717,520
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$-56,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,863,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,909,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,867,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,111,846
Other income not declared elsewhere2018-12-31$1,037,767
Administrative expenses (other) incurred2018-12-31$9,463,296
Liabilities. Value of operating payables at end of year2018-12-31$1,176,505
Liabilities. Value of operating payables at beginning of year2018-12-31$1,552,560
Total non interest bearing cash at end of year2018-12-31$3,998,326
Total non interest bearing cash at beginning of year2018-12-31$328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-127,482,424
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,453,644,316
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,581,126,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$87,549,240
Assets. partnership/joint venture interests at beginning of year2018-12-31$79,254,127
Investment advisory and management fees2018-12-31$3,516,143
Interest earned on other investments2018-12-31$222,896
Income. Interest from US Government securities2018-12-31$7,870,908
Income. Interest from corporate debt instruments2018-12-31$14,740,076
Value of interest in common/collective trusts at end of year2018-12-31$700,159,436
Value of interest in common/collective trusts at beginning of year2018-12-31$752,571,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$146
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$75,950,921
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$85,910,713
Asset value of US Government securities at end of year2018-12-31$249,335,312
Asset value of US Government securities at beginning of year2018-12-31$273,718,608
Net investment gain or loss from common/collective trusts2018-12-31$-36,558,547
Net gain/loss from 103.12 investment entities2018-12-31$-5,959,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$434,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$63,243,595
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$155,748,314
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$165,273,630
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$155,145,850
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$168,618,140
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$18,933,341
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$45,460,244
Liabilities. Value of benefit claims payable at end of year2018-12-31$53,023
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$109,776
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,668,837,279
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,698,226,854
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : UNUM GROUP PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$27,949,325
Total unrealized appreciation/depreciation of assets2017-12-31$27,949,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,774,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,794,824
Total income from all sources (including contributions)2017-12-31$202,112,130
Total loss/gain on sale of assets2017-12-31$-39,611,668
Total of all expenses incurred2017-12-31$73,865,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$60,915,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,585,900,922
Value of total assets at beginning of year2017-12-31$1,456,675,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,949,905
Total interest from all sources2017-12-31$22,339,493
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$456,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,385,871
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$466,200
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$1,064,110
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$864
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,717,520
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,333,315
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$5,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,909,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,498,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,111,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,547,614
Other income not declared elsewhere2017-12-31$739,720
Administrative expenses (other) incurred2017-12-31$8,187,104
Liabilities. Value of operating payables at end of year2017-12-31$1,552,560
Liabilities. Value of operating payables at beginning of year2017-12-31$1,142,780
Total non interest bearing cash at end of year2017-12-31$328
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$128,246,385
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,581,126,740
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,452,880,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$79,254,127
Assets. partnership/joint venture interests at beginning of year2017-12-31$209,435,076
Investment advisory and management fees2017-12-31$3,376,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Interest earned on other investments2017-12-31$108,354
Income. Interest from US Government securities2017-12-31$8,085,900
Income. Interest from corporate debt instruments2017-12-31$14,110,160
Value of interest in common/collective trusts at end of year2017-12-31$752,571,939
Value of interest in common/collective trusts at beginning of year2017-12-31$638,720,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$35,079
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$85,910,713
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$273,718,608
Asset value of US Government securities at beginning of year2017-12-31$247,577,871
Net investment gain or loss from common/collective trusts2017-12-31$107,336,073
Net gain/loss from 103.12 investment entities2017-12-31$82,902,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$456,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$60,910,494
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$165,273,630
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$151,190,385
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$168,618,140
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$148,664,210
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$45,460,244
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$50,191,081
Liabilities. Value of benefit claims payable at end of year2017-12-31$109,776
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$104,430
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,623,998,985
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,663,610,653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : UNUM GROUP PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$12,294,219
Total unrealized appreciation/depreciation of assets2016-12-31$12,294,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,794,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,089,379
Total income from all sources (including contributions)2016-12-31$115,778,402
Total loss/gain on sale of assets2016-12-31$89,876,459
Total of all expenses incurred2016-12-31$64,730,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$53,682,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,456,675,179
Value of total assets at beginning of year2016-12-31$1,405,921,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,047,508
Total interest from all sources2016-12-31$22,616,800
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$636,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,336,538
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$1,064,110
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$1,477,289
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$864
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,333,315
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,164,834
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$34,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,498,644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,317,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,547,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,824,671
Other income not declared elsewhere2016-12-31$560,465
Administrative expenses (other) incurred2016-12-31$6,701,741
Liabilities. Value of operating payables at end of year2016-12-31$1,142,780
Liabilities. Value of operating payables at beginning of year2016-12-31$1,195,075
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$51,048,148
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,452,880,355
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,401,832,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$209,435,076
Assets. partnership/joint venture interests at beginning of year2016-12-31$136,215,245
Investment advisory and management fees2016-12-31$3,009,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest earned on other investments2016-12-31$193,865
Income. Interest from US Government securities2016-12-31$8,015,846
Income. Interest from corporate debt instruments2016-12-31$14,407,079
Value of interest in common/collective trusts at end of year2016-12-31$638,720,487
Value of interest in common/collective trusts at beginning of year2016-12-31$595,500,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$62,862,128
Asset value of US Government securities at end of year2016-12-31$247,577,871
Asset value of US Government securities at beginning of year2016-12-31$257,006,762
Net investment gain or loss from common/collective trusts2016-12-31$56,648,052
Net gain/loss from 103.12 investment entities2016-12-31$-66,853,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$636,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$53,647,949
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$151,190,385
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$141,104,875
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$148,664,210
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$146,403,876
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$50,191,081
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$56,868,951
Liabilities. Value of benefit claims payable at end of year2016-12-31$104,430
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$69,633
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,812,049,171
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,722,172,712
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : UNUM GROUP PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-23,765,645
Total unrealized appreciation/depreciation of assets2015-12-31$-23,765,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,089,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,050,394
Total income from all sources (including contributions)2015-12-31$-14,942,674
Total loss/gain on sale of assets2015-12-31$-11,498,734
Total of all expenses incurred2015-12-31$55,536,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,832,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,405,921,586
Value of total assets at beginning of year2015-12-31$1,488,362,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,704,287
Total interest from all sources2015-12-31$24,191,216
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$774,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,633,946
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$1,477,289
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$1,678,824
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$864
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,164,834
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,870,874
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$-45,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,317,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$18,951,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,824,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,708,011
Other income not declared elsewhere2015-12-31$329,236
Administrative expenses (other) incurred2015-12-31$5,244,906
Liabilities. Value of operating payables at end of year2015-12-31$1,195,075
Liabilities. Value of operating payables at beginning of year2015-12-31$1,226,810
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$5,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-70,479,629
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,401,832,207
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,472,311,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$136,215,245
Assets. partnership/joint venture interests at beginning of year2015-12-31$121,409,573
Investment advisory and management fees2015-12-31$2,825,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$230,212
Income. Interest from US Government securities2015-12-31$9,000,180
Income. Interest from corporate debt instruments2015-12-31$14,960,839
Value of interest in common/collective trusts at end of year2015-12-31$595,500,120
Value of interest in common/collective trusts at beginning of year2015-12-31$568,679,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-15
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$62,862,128
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$63,490,615
Asset value of US Government securities at end of year2015-12-31$257,006,762
Asset value of US Government securities at beginning of year2015-12-31$272,986,547
Net investment gain or loss from common/collective trusts2015-12-31$-4,344,413
Net gain/loss from 103.12 investment entities2015-12-31$-628,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$774,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$45,878,608
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$141,104,875
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$154,932,535
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$146,403,876
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$164,648,854
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$56,868,951
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$118,708,416
Liabilities. Value of benefit claims payable at end of year2015-12-31$69,633
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$115,573
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,196,483,900
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,207,982,634
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : UNUM GROUP PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$40,882,613
Total unrealized appreciation/depreciation of assets2014-12-31$40,882,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,050,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,167,034
Total income from all sources (including contributions)2014-12-31$144,797,639
Total loss/gain on sale of assets2014-12-31$48,159,628
Total of all expenses incurred2014-12-31$261,989,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$254,217,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$1,488,362,230
Value of total assets at beginning of year2014-12-31$1,591,670,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,771,188
Total interest from all sources2014-12-31$24,884,809
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,122,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$723,680
Administrative expenses professional fees incurred2014-12-31$2,561,849
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$1,678,824
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$864
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,870,874
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$12,884,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$18,951,836
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,440,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,708,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$996,369
Other income not declared elsewhere2014-12-31$323,227
Administrative expenses (other) incurred2014-12-31$1,526,595
Liabilities. Value of operating payables at end of year2014-12-31$1,226,810
Liabilities. Value of operating payables at beginning of year2014-12-31$1,157,002
Total non interest bearing cash at end of year2014-12-31$5,077
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-117,191,388
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,472,311,836
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,589,503,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$121,409,573
Assets. partnership/joint venture interests at beginning of year2014-12-31$82,850,665
Investment advisory and management fees2014-12-31$3,682,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$97,790,011
Interest earned on other investments2014-12-31$388,132
Income. Interest from US Government securities2014-12-31$9,042,717
Income. Interest from corporate debt instruments2014-12-31$15,453,960
Value of interest in common/collective trusts at end of year2014-12-31$568,679,079
Value of interest in common/collective trusts at beginning of year2014-12-31$717,612,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$830,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$830,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$63,490,615
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$158,438,504
Asset value of US Government securities at end of year2014-12-31$272,986,547
Asset value of US Government securities at beginning of year2014-12-31$113,167,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,012,679
Net investment gain or loss from common/collective trusts2014-12-31$32,033,874
Net gain/loss from 103.12 investment entities2014-12-31$-4,621,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$1,398,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$254,217,839
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$154,932,535
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$85,484,422
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$164,648,854
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$86,278,439
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$118,708,416
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$231,892,971
Liabilities. Value of benefit claims payable at end of year2014-12-31$115,573
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,663
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,754,167,839
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,706,008,211
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : UNUM GROUP PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$17,673,567
Total unrealized appreciation/depreciation of assets2013-12-31$17,673,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,167,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,980,247
Total income from all sources (including contributions)2013-12-31$227,981,738
Total loss/gain on sale of assets2013-12-31$11,945,882
Total of all expenses incurred2013-12-31$40,990,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$33,807,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,591,670,258
Value of total assets at beginning of year2013-12-31$1,416,491,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,182,180
Total interest from all sources2013-12-31$11,725,502
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,720,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,600,876
Administrative expenses professional fees incurred2013-12-31$2,150,187
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31Yes
Amount of non-exempt transactions with any party-in-interest2013-12-31$864
Assets. Other investments not covered elsewhere at end of year2013-12-31$12,884,696
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,648,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,440,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,445,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$996,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,860,994
Other income not declared elsewhere2013-12-31$313,688
Administrative expenses (other) incurred2013-12-31$1,944,541
Liabilities. Value of operating payables at end of year2013-12-31$1,157,002
Liabilities. Value of operating payables at beginning of year2013-12-31$1,096,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$186,991,655
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,589,503,224
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,402,511,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$82,850,665
Assets. partnership/joint venture interests at beginning of year2013-12-31$65,367,712
Investment advisory and management fees2013-12-31$3,087,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$97,790,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$84,091,565
Interest earned on other investments2013-12-31$474,912
Income. Interest from US Government securities2013-12-31$3,758,171
Income. Interest from corporate debt instruments2013-12-31$7,483,535
Value of interest in common/collective trusts at end of year2013-12-31$717,612,438
Value of interest in common/collective trusts at beginning of year2013-12-31$609,457,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$830,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$77,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$77,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,884
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$158,438,504
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$131,306,033
Asset value of US Government securities at end of year2013-12-31$113,167,011
Asset value of US Government securities at beginning of year2013-12-31$146,620,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,570,314
Net investment gain or loss from common/collective trusts2013-12-31$155,649,516
Net gain/loss from 103.12 investment entities2013-12-31$20,382,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$50,000,000
Income. Dividends from common stock2013-12-31$2,119,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$33,807,903
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$85,484,422
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$78,422,380
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$86,278,439
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$63,283,297
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$231,892,971
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$159,770,010
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,663
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$22,592
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$424,582,709
Aggregate carrying amount (costs) on sale of assets2013-12-31$412,636,827
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : UNUM GROUP PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$30,764,482
Total unrealized appreciation/depreciation of assets2012-12-31$30,764,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,980,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,258,346
Total income from all sources (including contributions)2012-12-31$214,836,512
Total loss/gain on sale of assets2012-12-31$2,930,177
Total of all expenses incurred2012-12-31$34,997,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,729,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$50,000,000
Value of total assets at end of year2012-12-31$1,416,491,816
Value of total assets at beginning of year2012-12-31$1,223,930,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,267,401
Total interest from all sources2012-12-31$11,413,865
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,016,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,054,047
Administrative expenses professional fees incurred2012-12-31$2,281,646
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$864
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,648,836
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,435,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15,445,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,421,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,860,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$138,800
Other income not declared elsewhere2012-12-31$17,834
Administrative expenses (other) incurred2012-12-31$1,185,003
Liabilities. Value of operating payables at end of year2012-12-31$1,096,661
Liabilities. Value of operating payables at beginning of year2012-12-31$1,119,546
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$179,839,188
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,402,511,569
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,222,672,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$65,367,712
Assets. partnership/joint venture interests at beginning of year2012-12-31$48,787,101
Investment advisory and management fees2012-12-31$2,800,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$84,091,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$71,758,279
Interest earned on other investments2012-12-31$581,061
Income. Interest from US Government securities2012-12-31$4,309,527
Income. Interest from corporate debt instruments2012-12-31$6,481,684
Value of interest in common/collective trusts at end of year2012-12-31$609,457,934
Value of interest in common/collective trusts at beginning of year2012-12-31$511,328,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$77,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$41,593
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$131,306,033
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$109,944,603
Asset value of US Government securities at end of year2012-12-31$146,620,733
Asset value of US Government securities at beginning of year2012-12-31$155,234,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,279,238
Net investment gain or loss from common/collective trusts2012-12-31$89,052,845
Net gain/loss from 103.12 investment entities2012-12-31$16,361,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$50,000,000
Employer contributions (assets) at end of year2012-12-31$50,000,000
Employer contributions (assets) at beginning of year2012-12-31$53,000,000
Income. Dividends from common stock2012-12-31$1,962,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,729,923
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$78,422,380
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$78,001,018
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$63,283,297
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$49,902,561
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$159,770,010
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$131,115,248
Liabilities. Value of benefit claims payable at end of year2012-12-31$22,592
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$370,747,232
Aggregate carrying amount (costs) on sale of assets2012-12-31$367,817,055
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : UNUM GROUP PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$35,507,710
Total unrealized appreciation/depreciation of assets2011-12-31$35,507,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,258,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,621,198
Total income from all sources (including contributions)2011-12-31$74,776,612
Total loss/gain on sale of assets2011-12-31$4,747,697
Total of all expenses incurred2011-12-31$30,414,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,556,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$53,000,000
Value of total assets at end of year2011-12-31$1,223,930,727
Value of total assets at beginning of year2011-12-31$1,180,931,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,857,879
Total interest from all sources2011-12-31$11,733,105
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,035,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,662,472
Administrative expenses professional fees incurred2011-12-31$1,914,873
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$504
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,435,795
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,067,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,421,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,950,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$138,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,359,137
Other income not declared elsewhere2011-12-31$27,525
Administrative expenses (other) incurred2011-12-31$1,023,480
Liabilities. Value of operating payables at end of year2011-12-31$1,119,546
Liabilities. Value of operating payables at beginning of year2011-12-31$1,161,444
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$44,361,914
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,222,672,381
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,178,310,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$48,787,101
Assets. partnership/joint venture interests at beginning of year2011-12-31$33,703,296
Investment advisory and management fees2011-12-31$2,919,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$71,758,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$260,763,899
Interest earned on other investments2011-12-31$605,515
Income. Interest from US Government securities2011-12-31$4,623,468
Income. Interest from corporate debt instruments2011-12-31$6,265,789
Value of interest in common/collective trusts at end of year2011-12-31$511,328,363
Value of interest in common/collective trusts at beginning of year2011-12-31$459,962,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$238,333
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$109,944,603
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$32,324,879
Asset value of US Government securities at end of year2011-12-31$155,234,149
Asset value of US Government securities at beginning of year2011-12-31$129,709,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,471,043
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$-14,985,509
Net gain/loss from 103.12 investment entities2011-12-31$-18,818,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$53,000,000
Employer contributions (assets) at end of year2011-12-31$53,000,000
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$1,372,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,556,819
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$78,001,018
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$57,327,693
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$49,902,561
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$46,236,777
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$131,115,248
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$146,883,899
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$100,617
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$227,439,431
Aggregate carrying amount (costs) on sale of assets2011-12-31$222,691,734
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : UNUM GROUP PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$28,787,913
Total unrealized appreciation/depreciation of assets2010-12-31$28,787,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,621,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,096,796
Total income from all sources (including contributions)2010-12-31$248,738,568
Total loss/gain on sale of assets2010-12-31$9,548,902
Total of all expenses incurred2010-12-31$25,684,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,946,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$100,000,000
Value of total assets at end of year2010-12-31$1,180,931,665
Value of total assets at beginning of year2010-12-31$956,353,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,738,008
Total interest from all sources2010-12-31$10,754,040
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,628,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,297,138
Administrative expenses professional fees incurred2010-12-31$1,402,418
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,067,395
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,922,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,950,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,555,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,359,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$286,784
Other income not declared elsewhere2010-12-31$612,248
Administrative expenses (other) incurred2010-12-31$918,985
Liabilities. Value of operating payables at end of year2010-12-31$1,161,444
Liabilities. Value of operating payables at beginning of year2010-12-31$784,444
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$223,053,666
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,178,310,467
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$955,256,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$33,703,296
Assets. partnership/joint venture interests at beginning of year2010-12-31$22,859,460
Investment advisory and management fees2010-12-31$2,416,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$260,763,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$182,078,020
Interest earned on other investments2010-12-31$247,909
Income. Interest from US Government securities2010-12-31$4,258,060
Income. Interest from corporate debt instruments2010-12-31$6,248,067
Value of interest in common/collective trusts at end of year2010-12-31$459,962,551
Value of interest in common/collective trusts at beginning of year2010-12-31$397,376,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$32,324,879
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$19,874,486
Asset value of US Government securities at end of year2010-12-31$129,709,570
Asset value of US Government securities at beginning of year2010-12-31$81,045,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,398,184
Net investment gain or loss from common/collective trusts2010-12-31$73,917,916
Net gain/loss from 103.12 investment entities2010-12-31$5,091,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$100,000,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$67,000,000
Income. Dividends from common stock2010-12-31$1,331,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,946,894
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$57,327,693
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$52,814,134
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$46,236,777
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$51,892,598
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$146,883,899
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$75,926,861
Liabilities. Value of benefit claims payable at end of year2010-12-31$100,617
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$25,568
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$294,415,399
Aggregate carrying amount (costs) on sale of assets2010-12-31$284,866,497
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : UNUM GROUP PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNUM GROUP PENSION PLAN

2023: UNUM GROUP PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNUM GROUP PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNUM GROUP PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNUM GROUP PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNUM GROUP PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNUM GROUP PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNUM GROUP PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNUM GROUP PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNUM GROUP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNUM GROUP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNUM GROUP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNUM GROUP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNUM GROUP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNUM GROUP PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNUM GROUP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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