UNUM GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNUM GROUP 401K RETIREMENT PLAN
Measure | Date | Value |
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2022 : UNUM GROUP 401K RETIREMENT PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $9,807,410 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $9,807,410 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-237,785,586 |
Total loss/gain on sale of assets | 2022-12-31 | $573,097 |
Total of all expenses incurred | 2022-12-31 | $188,532,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $186,701,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $132,720,292 |
Value of total assets at end of year | 2022-12-31 | $1,823,433,108 |
Value of total assets at beginning of year | 2022-12-31 | $2,249,751,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,831,625 |
Total interest from all sources | 2022-12-31 | $807,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $20,050,184 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $19,267,385 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $60,282,468 |
Participant contributions at end of year | 2022-12-31 | $17,485,092 |
Participant contributions at beginning of year | 2022-12-31 | $17,163,428 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $6,222,434 |
Administrative expenses (other) incurred | 2022-12-31 | $716,428 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-426,318,530 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,823,433,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,249,751,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,115,197 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $842,591,424 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,088,980,814 |
Interest on participant loans | 2022-12-31 | $800,295 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $936,328,362 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,125,894,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $476,058 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $322,484 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $322,484 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $7,432 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-207,468,895 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-194,275,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $24,449,900 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $15,708,854 |
Contributions received in cash from employer | 2022-12-31 | $66,215,390 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,102,272 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,681,290 |
Income. Dividends from common stock | 2022-12-31 | $782,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $186,701,319 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $1,649,358 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $1,076,261 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2022-12-31 | 346565596 |
2021 : UNUM GROUP 401K RETIREMENT PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,042,210 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,042,210 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $440,091,684 |
Total loss/gain on sale of assets | 2021-12-31 | $131,122 |
Total of all expenses incurred | 2021-12-31 | $205,303,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $203,523,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $126,127,716 |
Value of total assets at end of year | 2021-12-31 | $2,249,751,638 |
Value of total assets at beginning of year | 2021-12-31 | $2,014,963,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,780,359 |
Total interest from all sources | 2021-12-31 | $936,768 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $39,734,908 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $38,965,827 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $56,528,719 |
Participant contributions at end of year | 2021-12-31 | $17,163,428 |
Participant contributions at beginning of year | 2021-12-31 | $18,190,833 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,762,206 |
Administrative expenses (other) incurred | 2021-12-31 | $588,306 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $234,787,958 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,249,751,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,014,963,680 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $1,192,053 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,088,980,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,009,871,645 |
Interest on participant loans | 2021-12-31 | $936,768 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,125,894,768 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $969,564,647 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $322,484 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $374,331 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $374,331 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $116,786,912 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $155,332,048 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $15,708,854 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $15,401,962 |
Contributions received in cash from employer | 2021-12-31 | $63,836,791 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,681,290 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,560,262 |
Income. Dividends from common stock | 2021-12-31 | $769,081 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $203,523,367 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $866,372 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $735,250 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2021-12-31 | 346565596 |
2020 : UNUM GROUP 401K RETIREMENT PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-4,179,035 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-4,179,035 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $403,693,341 |
Total loss/gain on sale of assets | 2020-12-31 | $-384,086 |
Total of all expenses incurred | 2020-12-31 | $151,458,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $149,973,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $133,708,502 |
Value of total assets at end of year | 2020-12-31 | $2,014,963,680 |
Value of total assets at beginning of year | 2020-12-31 | $1,762,728,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,484,780 |
Total interest from all sources | 2020-12-31 | $1,078,660 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $25,073,469 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $24,273,019 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $56,985,570 |
Participant contributions at end of year | 2020-12-31 | $18,190,833 |
Participant contributions at beginning of year | 2020-12-31 | $20,703,851 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $6,081,892 |
Administrative expenses (other) incurred | 2020-12-31 | $513,741 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $252,234,850 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,014,963,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,762,728,830 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $971,039 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,009,871,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $843,250,109 |
Interest on participant loans | 2020-12-31 | $1,078,660 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $969,564,647 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $876,227,497 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $374,331 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $338,840 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $338,840 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $121,834,797 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $126,561,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $15,401,962 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $21,032,671 |
Contributions received in cash from employer | 2020-12-31 | $70,641,040 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,560,262 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,175,862 |
Income. Dividends from common stock | 2020-12-31 | $800,450 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $149,973,711 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $1,070,502 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $1,454,588 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : UNUM GROUP 401K RETIREMENT PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-158,615 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-158,615 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $457,513,183 |
Total loss/gain on sale of assets | 2019-12-31 | $277,676 |
Total of all expenses incurred | 2019-12-31 | $168,839,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $167,058,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $123,947,024 |
Value of total assets at end of year | 2019-12-31 | $1,762,728,830 |
Value of total assets at beginning of year | 2019-12-31 | $1,474,055,039 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,781,356 |
Total interest from all sources | 2019-12-31 | $1,089,962 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $28,407,791 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $27,591,649 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $51,977,519 |
Participant contributions at end of year | 2019-12-31 | $20,703,851 |
Participant contributions at beginning of year | 2019-12-31 | $20,317,958 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $6,108,882 |
Administrative expenses (other) incurred | 2019-12-31 | $595,770 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $288,673,791 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,762,728,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,474,055,039 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,185,586 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $843,250,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $747,098,318 |
Interest on participant loans | 2019-12-31 | $1,080,318 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $876,227,497 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $681,740,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $338,840 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $427,342 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $427,342 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $9,644 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $147,665,181 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $156,284,164 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $21,032,671 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $23,112,512 |
Contributions received in cash from employer | 2019-12-31 | $65,860,623 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,175,862 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,358,502 |
Income. Dividends from common stock | 2019-12-31 | $816,142 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $167,058,036 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,198,834 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,921,158 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : UNUM GROUP 401K RETIREMENT PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $-20,058,787 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-20,058,787 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $18,011,882 |
Total loss/gain on sale of assets | 2018-12-31 | $-941,030 |
Total of all expenses incurred | 2018-12-31 | $129,959,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $128,387,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $115,308,334 |
Value of total assets at end of year | 2018-12-31 | $1,474,055,039 |
Value of total assets at beginning of year | 2018-12-31 | $1,586,002,179 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,571,145 |
Total interest from all sources | 2018-12-31 | $948,891 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $30,129,458 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $29,319,687 |
Administrative expenses professional fees incurred | 2018-12-31 | $1,571,145 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $49,791,501 |
Participant contributions at end of year | 2018-12-31 | $20,317,958 |
Participant contributions at beginning of year | 2018-12-31 | $19,818,733 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,945,411 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-111,947,140 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,474,055,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,586,002,179 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,214,956,121 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,250,329,461 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $948,891 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $213,882,604 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $260,396,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $427,342 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $835,767 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $835,767 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-70,954,190 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-36,420,794 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $23,112,512 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $47,952,563 |
Contributions received in cash from employer | 2018-12-31 | $60,571,422 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,358,502 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $6,668,836 |
Income. Dividends from common stock | 2018-12-31 | $809,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $128,387,877 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $3,862,285 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $4,803,315 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : UNUM GROUP 401K RETIREMENT PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $9,574,773 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $9,574,773 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $373,659,451 |
Total loss/gain on sale of assets | 2017-12-31 | $467,174 |
Total of all expenses incurred | 2017-12-31 | $121,817,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $120,644,501 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $26,869 |
Value of total corrective distributions | 2017-12-31 | $9,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $123,524,222 |
Value of total assets at end of year | 2017-12-31 | $1,586,002,179 |
Value of total assets at beginning of year | 2017-12-31 | $1,334,160,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,137,275 |
Total interest from all sources | 2017-12-31 | $834,949 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $43,754,537 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $42,965,218 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $48,333,152 |
Participant contributions at end of year | 2017-12-31 | $19,818,733 |
Participant contributions at beginning of year | 2017-12-31 | $19,246,397 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,197,236 |
Administrative expenses (other) incurred | 2017-12-31 | $865,672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $251,841,462 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,586,002,179 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,334,160,717 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $271,603 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,250,329,461 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,051,891,989 |
Interest on participant loans | 2017-12-31 | $834,949 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $260,396,819 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $219,173,906 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $835,767 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $712,125 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $712,125 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $175,692,198 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $19,811,598 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $47,952,563 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $42,008,985 |
Contributions received in cash from employer | 2017-12-31 | $71,993,834 |
Employer contributions (assets) at end of year | 2017-12-31 | $6,668,836 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,127,315 |
Income. Dividends from common stock | 2017-12-31 | $789,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $120,644,501 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $4,098,384 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $3,631,210 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : UNUM GROUP 401K RETIREMENT PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $10,175,161 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $10,175,161 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $214,629,686 |
Total loss/gain on sale of assets | 2016-12-31 | $455,299 |
Total of all expenses incurred | 2016-12-31 | $102,135,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $101,046,780 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $31,254 |
Value of total corrective distributions | 2016-12-31 | $1,731 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $120,947,891 |
Value of total assets at end of year | 2016-12-31 | $1,334,160,717 |
Value of total assets at beginning of year | 2016-12-31 | $1,221,666,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,055,870 |
Total interest from all sources | 2016-12-31 | $802,209 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $40,789,173 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $46,646,349 |
Participant contributions at end of year | 2016-12-31 | $19,246,397 |
Participant contributions at beginning of year | 2016-12-31 | $18,813,332 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $8,957,236 |
Administrative expenses (other) incurred | 2016-12-31 | $1,055,870 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $112,494,051 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,334,160,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,221,666,666 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,051,891,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,037,861,970 |
Interest on participant loans | 2016-12-31 | $802,209 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $219,173,906 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $123,002,189 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $712,125 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $865,870 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $865,870 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $41,675,829 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $-215,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $42,008,985 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $40,328,771 |
Contributions received in cash from employer | 2016-12-31 | $65,344,306 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,127,315 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $794,534 |
Income. Dividends from preferred stock | 2016-12-31 | $842,538 |
Income. Dividends from common stock | 2016-12-31 | $39,946,635 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $101,046,780 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $8,954,702 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $8,499,403 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : UNUM GROUP 401K RETIREMENT PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,526,246 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,526,246 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $125,409,991 |
Total loss/gain on sale of assets | 2015-12-31 | $-2,948 |
Total of all expenses incurred | 2015-12-31 | $104,380,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $103,412,913 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $115,836,839 |
Value of total assets at end of year | 2015-12-31 | $1,221,666,666 |
Value of total assets at beginning of year | 2015-12-31 | $1,200,636,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $967,260 |
Total interest from all sources | 2015-12-31 | $713,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $46,831,056 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $45,987,139 |
Administrative expenses professional fees incurred | 2015-12-31 | $967,260 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $49,988,658 |
Participant contributions at end of year | 2015-12-31 | $18,813,332 |
Participant contributions at beginning of year | 2015-12-31 | $18,490,344 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $21,029,818 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,221,666,666 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,200,636,848 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,047,817,568 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,022,502,152 |
Interest on participant loans | 2015-12-31 | $713,101 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $113,046,591 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $116,333,157 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $865,870 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $551,188 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $551,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-36,587,789 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $145,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $40,328,771 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $41,808,982 |
Contributions received in cash from employer | 2015-12-31 | $65,848,181 |
Employer contributions (assets) at end of year | 2015-12-31 | $794,534 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $951,025 |
Income. Dividends from common stock | 2015-12-31 | $843,917 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $103,412,913 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $12,961,619 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $12,964,567 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : UNUM GROUP 401K RETIREMENT PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $135,873 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $135,873 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $184,941,273 |
Total loss/gain on sale of assets | 2014-12-31 | $-79,332 |
Total of all expenses incurred | 2014-12-31 | $84,206,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $83,313,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $115,736,375 |
Value of total assets at end of year | 2014-12-31 | $1,200,636,848 |
Value of total assets at beginning of year | 2014-12-31 | $1,099,901,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $892,525 |
Total interest from all sources | 2014-12-31 | $708,611 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $49,552,270 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $48,736,502 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $892,525 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $50,234,694 |
Participant contributions at end of year | 2014-12-31 | $18,490,344 |
Participant contributions at beginning of year | 2014-12-31 | $16,833,221 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $100,735,015 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,200,636,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,099,901,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,022,502,152 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $917,159,080 |
Interest on participant loans | 2014-12-31 | $708,611 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $116,333,157 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $119,383,634 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $551,188 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,441,884 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,441,884 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $17,346,341 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,541,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $41,808,982 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $44,143,269 |
Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $65,501,681 |
Employer contributions (assets) at end of year | 2014-12-31 | $951,025 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $528,563 |
Income. Dividends from common stock | 2014-12-31 | $815,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $83,313,733 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $412,182 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $14,579,210 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $14,658,542 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : UNUM GROUP 401K RETIREMENT PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $16,851,481 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $16,851,481 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $257,260,756 |
Total loss/gain on sale of assets | 2013-12-31 | $4,310,915 |
Total of all expenses incurred | 2013-12-31 | $70,941,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $70,228,489 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $63,266,867 |
Value of total assets at end of year | 2013-12-31 | $1,099,901,833 |
Value of total assets at beginning of year | 2013-12-31 | $913,582,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $712,759 |
Total interest from all sources | 2013-12-31 | $674,126 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $40,962,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $40,157,487 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $41,526,606 |
Participant contributions at end of year | 2013-12-31 | $16,833,221 |
Participant contributions at beginning of year | 2013-12-31 | $16,168,622 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,958,077 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $712,759 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $186,319,508 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,099,901,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $913,582,325 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $917,159,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $742,190,355 |
Interest on participant loans | 2013-12-31 | $673,580 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $119,383,634 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $117,388,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,441,884 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $584,673 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $584,673 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $546 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $131,226,405 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-31,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $44,143,269 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $36,358,096 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $18,782,184 |
Employer contributions (assets) at end of year | 2013-12-31 | $528,563 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $532,444 |
Income. Dividends from common stock | 2013-12-31 | $804,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $70,228,489 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $412,182 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $359,185 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $17,965,418 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $13,654,503 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : UNUM GROUP 401K RETIREMENT PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $-293,204 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-293,204 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $163,102,365 |
Total loss/gain on sale of assets | 2012-12-31 | $147,056 |
Total of all expenses incurred | 2012-12-31 | $63,586,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $62,925,020 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $62,048,064 |
Value of total assets at end of year | 2012-12-31 | $913,582,325 |
Value of total assets at beginning of year | 2012-12-31 | $814,066,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $661,925 |
Total interest from all sources | 2012-12-31 | $675,803 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $25,704,797 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $24,811,939 |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $40,897,434 |
Participant contributions at end of year | 2012-12-31 | $16,168,622 |
Participant contributions at beginning of year | 2012-12-31 | $16,134,054 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,262,258 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $661,925 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $99,515,420 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $913,582,325 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $814,066,905 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $742,190,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $635,172,624 |
Interest on participant loans | 2012-12-31 | $674,434 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $117,388,950 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $120,298,751 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $584,673 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,302,935 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,302,935 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,369 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $0 |
Asset value of US Government securities at end of year | 2012-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $72,916,735 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,903,114 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $36,358,096 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $40,322,417 |
Assets. Value of employer real property at end of year | 2012-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $18,888,372 |
Employer contributions (assets) at end of year | 2012-12-31 | $532,444 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $538,782 |
Income. Dividends from common stock | 2012-12-31 | $892,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $62,925,020 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $359,185 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $297,342 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $14,460,596 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $14,313,540 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG, LLC |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : UNUM GROUP 401K RETIREMENT PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-5,225,532 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-5,225,532 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $51,671,978 |
Total loss/gain on sale of assets | 2011-12-31 | $202,941 |
Total of all expenses incurred | 2011-12-31 | $54,349,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $53,743,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $62,415,516 |
Value of total assets at end of year | 2011-12-31 | $814,066,905 |
Value of total assets at beginning of year | 2011-12-31 | $816,744,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $606,149 |
Total interest from all sources | 2011-12-31 | $706,402 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $15,905,054 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $15,141,104 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $40,994,570 |
Participant contributions at end of year | 2011-12-31 | $16,134,054 |
Participant contributions at beginning of year | 2011-12-31 | $15,172,163 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,572,422 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2011-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $606,149 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-2,677,975 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $814,066,905 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $816,744,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $635,172,624 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $627,445,706 |
Interest on participant loans | 2011-12-31 | $704,825 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $120,298,751 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $124,342,443 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,302,935 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,160,744 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,160,744 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,577 |
Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
Asset value of US Government securities at end of year | 2011-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-25,875,437 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,543,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $40,322,417 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $47,716,863 |
Assets. Value of employer real property at end of year | 2011-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $18,848,524 |
Employer contributions (assets) at end of year | 2011-12-31 | $538,782 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $488,380 |
Income. Dividends from common stock | 2011-12-31 | $763,950 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $53,743,804 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $297,342 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $418,581 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $14,877,254 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $14,674,313 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : UNUM GROUP 401K RETIREMENT PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $8,634,400 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $8,634,400 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $86,034 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $153,257,760 |
Total loss/gain on sale of assets | 2010-12-31 | $2,145,615 |
Total of all expenses incurred | 2010-12-31 | $49,005,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $48,557,100 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $61,398,680 |
Value of total assets at end of year | 2010-12-31 | $816,744,880 |
Value of total assets at beginning of year | 2010-12-31 | $712,579,015 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $448,761 |
Total interest from all sources | 2010-12-31 | $749,591 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $15,824,278 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $15,073,866 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $39,863,618 |
Participant contributions at end of year | 2010-12-31 | $15,172,163 |
Participant contributions at beginning of year | 2010-12-31 | $13,586,219 |
Participant contributions at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,408,888 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $426,268 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $448,761 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $104,251,899 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $816,744,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $712,492,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $627,445,706 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $525,762,485 |
Interest on participant loans | 2010-12-31 | $747,429 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $124,342,443 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $126,331,431 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,160,744 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $927,408 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $927,408 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,162 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $59,633,217 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $4,871,979 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $47,716,863 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $45,164,693 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $19,126,174 |
Employer contributions (assets) at end of year | 2010-12-31 | $488,380 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $750,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $48,557,100 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Contract administrator fees | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $418,581 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $380,511 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $86,034 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $17,124,713 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $14,979,098 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |