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UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 401k Plan overview

Plan NameUNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN
Plan identification number 510

UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

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

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

Additional information about UNUM GROUP

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

More information about UNUM GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102022-01-01
5102021-01-01
5102020-01-01
5102019-01-01
5102018-01-01
5102017-01-01JOANNE ABATE
5102016-01-01JOANNE ABATE
5102015-01-01ROB HECKER
5102014-01-01LINDA LEVESQUE
5102013-01-01LINDA LEVESQUE
5102012-01-01LINDA LEVESQUE
5102011-01-01LINDA LEVESQUE
5102010-01-01LINDA LEVESQUE
5102009-01-01LINDA A. LEVESQUE

Plan Statistics for UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN

401k plan membership statisitcs for UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN

Measure Date Value
2022: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,809
Total number of active participants reported on line 7a of the Form 55002022-01-019,366
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-019,366
2021: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,361
Total number of active participants reported on line 7a of the Form 55002021-01-018,809
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-018,809
2020: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,424
Total number of active participants reported on line 7a of the Form 55002020-01-019,361
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-019,361
2019: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,839
Total number of active participants reported on line 7a of the Form 55002019-01-019,424
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-019,424
2018: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,626
Total number of active participants reported on line 7a of the Form 55002018-01-018,839
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-018,839
2017: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,323
Total number of active participants reported on line 7a of the Form 55002017-01-018,626
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-018,626
2016: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,724
Total number of active participants reported on line 7a of the Form 55002016-01-018,323
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018,323
2015: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,698
Total number of active participants reported on line 7a of the Form 55002015-01-018,724
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018,724
2014: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,437
Total number of active participants reported on line 7a of the Form 55002014-01-018,698
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018,698
2013: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,510
Total number of active participants reported on line 7a of the Form 55002013-01-018,437
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018,437
2012: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,774
Total number of active participants reported on line 7a of the Form 55002012-01-018,510
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018,510
2011: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,794
Total number of active participants reported on line 7a of the Form 55002011-01-018,774
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018,774
2010: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019,213
Total number of active participants reported on line 7a of the Form 55002010-01-018,794
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018,794
2009: UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,147
Total number of active participants reported on line 7a of the Form 55002009-01-019,213
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019,213

Financial Data on UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN

Measure Date Value
2022 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$941,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$876,101
Total income from all sources (including contributions)2022-12-31$7,900,970
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,976,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,969,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,883,600
Value of total assets at end of year2022-12-31$1,100,611
Value of total assets at beginning of year2022-12-31$1,111,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,445
Total interest from all sources2022-12-31$17,370
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$3,200
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18
Administrative expenses (other) incurred2022-12-31$4,245
Liabilities. Value of operating payables at end of year2022-12-31$5,786
Liabilities. Value of operating payables at beginning of year2022-12-31$1,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-75,957
Value of net assets at end of year (total assets less liabilities)2022-12-31$158,971
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$234,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,097,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,111,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,111,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,883,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,969,482
Liabilities. Value of benefit claims payable at end of year2022-12-31$935,854
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$874,560
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$876,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$769,039
Total income from all sources (including contributions)2021-12-31$8,332,043
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,191,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,188,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,331,630
Value of total assets at end of year2021-12-31$1,111,029
Value of total assets at beginning of year2021-12-31$863,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,315
Total interest from all sources2021-12-31$413
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$3,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$24
Administrative expenses (other) incurred2021-12-31$115
Liabilities. Value of operating payables at end of year2021-12-31$1,541
Liabilities. Value of operating payables at beginning of year2021-12-31$1,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$140,151
Value of net assets at end of year (total assets less liabilities)2021-12-31$234,928
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$94,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,111,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$863,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$863,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,331,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,188,577
Liabilities. Value of benefit claims payable at end of year2021-12-31$874,560
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$767,613
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$769,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$629,543
Total income from all sources (including contributions)2020-12-31$6,404,385
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,496,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,493,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,400,831
Value of total assets at end of year2020-12-31$863,816
Value of total assets at beginning of year2020-12-31$816,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,157
Total interest from all sources2020-12-31$3,554
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,055
Administrative expenses (other) incurred2020-12-31$157
Liabilities. Value of operating payables at end of year2020-12-31$1,426
Liabilities. Value of operating payables at beginning of year2020-12-31$5,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-92,455
Value of net assets at end of year (total assets less liabilities)2020-12-31$94,777
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$187,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$863,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$815,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$815,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,400,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,493,683
Liabilities. Value of benefit claims payable at end of year2020-12-31$767,613
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$623,810
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$629,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$524,592
Total income from all sources (including contributions)2019-12-31$4,986,368
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,086,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,083,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,969,003
Value of total assets at end of year2019-12-31$816,775
Value of total assets at beginning of year2019-12-31$812,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,000
Total interest from all sources2019-12-31$17,365
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$3,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$7,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,499
Liabilities. Value of operating payables at end of year2019-12-31$5,733
Liabilities. Value of operating payables at beginning of year2019-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-100,418
Value of net assets at end of year (total assets less liabilities)2019-12-31$187,232
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$287,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$815,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$806,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$806,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,969,003
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$4,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,075,889
Liabilities. Value of benefit claims payable at end of year2019-12-31$623,810
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$521,592
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$524,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$506,974
Total income from all sources (including contributions)2018-12-31$4,395,064
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,397,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,394,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,381,026
Value of total assets at end of year2018-12-31$812,242
Value of total assets at beginning of year2018-12-31$797,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,000
Total interest from all sources2018-12-31$14,038
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$691
Liabilities. Value of operating payables at end of year2018-12-31$3,000
Liabilities. Value of operating payables at beginning of year2018-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,541
Value of net assets at end of year (total assets less liabilities)2018-12-31$287,650
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$290,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$806,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$695,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$695,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,381,026
Employer contributions (assets) at end of year2018-12-31$4,668
Employer contributions (assets) at beginning of year2018-12-31$100,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,394,605
Liabilities. Value of benefit claims payable at end of year2018-12-31$521,592
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$503,974
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$506,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$670,462
Total income from all sources (including contributions)2017-12-31$4,213,163
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,007,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,004,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,206,853
Value of total assets at end of year2017-12-31$797,165
Value of total assets at beginning of year2017-12-31$754,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,900
Total interest from all sources2017-12-31$6,310
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$691
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$200
Administrative expenses (other) incurred2017-12-31$-100
Liabilities. Value of operating payables at end of year2017-12-31$3,000
Liabilities. Value of operating payables at beginning of year2017-12-31$3,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$205,812
Value of net assets at end of year (total assets less liabilities)2017-12-31$290,191
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$695,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$743,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$743,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,206,853
Employer contributions (assets) at end of year2017-12-31$100,629
Employer contributions (assets) at beginning of year2017-12-31$11,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,004,451
Liabilities. Value of benefit claims payable at end of year2017-12-31$503,974
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$667,362
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$670,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$753,890
Total income from all sources (including contributions)2016-12-31$4,638,882
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,497,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,494,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,636,664
Value of total assets at end of year2016-12-31$754,841
Value of total assets at beginning of year2016-12-31$696,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,100
Total interest from all sources2016-12-31$2,218
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$91
Administrative expenses (other) incurred2016-12-31$100
Liabilities. Value of operating payables at end of year2016-12-31$3,100
Liabilities. Value of operating payables at beginning of year2016-12-31$3,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$141,294
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,379
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-56,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$743,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$523,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$523,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,636,664
Employer contributions (assets) at end of year2016-12-31$11,615
Employer contributions (assets) at beginning of year2016-12-31$172,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,494,488
Liabilities. Value of benefit claims payable at end of year2016-12-31$667,362
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$750,790
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$753,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$704,914
Total income from all sources (including contributions)2015-12-31$4,462,936
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,311,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,308,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,461,869
Value of total assets at end of year2015-12-31$696,975
Value of total assets at beginning of year2015-12-31$496,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,100
Total interest from all sources2015-12-31$1,067
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$91
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$27
Administrative expenses (other) incurred2015-12-31$100
Liabilities. Value of operating payables at end of year2015-12-31$3,100
Liabilities. Value of operating payables at beginning of year2015-12-31$3,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$151,197
Value of net assets at end of year (total assets less liabilities)2015-12-31$-56,915
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-208,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$523,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$486,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$486,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,461,869
Employer contributions (assets) at end of year2015-12-31$172,967
Employer contributions (assets) at beginning of year2015-12-31$10,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,308,639
Liabilities. Value of benefit claims payable at end of year2015-12-31$750,790
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$701,814
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$704,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$741,655
Total income from all sources (including contributions)2014-12-31$4,272,475
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,408,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,404,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,271,841
Value of total assets at end of year2014-12-31$496,802
Value of total assets at beginning of year2014-12-31$669,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,100
Total interest from all sources2014-12-31$634
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$19
Administrative expenses (other) incurred2014-12-31$100
Liabilities. Value of operating payables at end of year2014-12-31$3,100
Liabilities. Value of operating payables at beginning of year2014-12-31$3,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-135,557
Value of net assets at end of year (total assets less liabilities)2014-12-31$-208,112
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-72,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$486,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$476,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$476,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,271,841
Employer contributions (assets) at end of year2014-12-31$10,534
Employer contributions (assets) at beginning of year2014-12-31$193,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,404,932
Liabilities. Value of benefit claims payable at end of year2014-12-31$701,814
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$738,555
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$741,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$431,252
Total income from all sources (including contributions)2013-12-31$3,888,702
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,098,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,094,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,887,741
Value of total assets at end of year2013-12-31$669,100
Value of total assets at beginning of year2013-12-31$568,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,600
Total interest from all sources2013-12-31$961
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$60
Administrative expenses (other) incurred2013-12-31$100
Liabilities. Value of operating payables at end of year2013-12-31$3,100
Liabilities. Value of operating payables at beginning of year2013-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-210,215
Value of net assets at end of year (total assets less liabilities)2013-12-31$-72,555
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$137,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$476,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$558,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$558,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,887,741
Employer contributions (assets) at end of year2013-12-31$193,072
Employer contributions (assets) at beginning of year2013-12-31$10,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,094,317
Liabilities. Value of benefit claims payable at end of year2013-12-31$738,555
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$431,152
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$431,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$545,554
Total income from all sources (including contributions)2012-12-31$4,060,178
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,872,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,871,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,058,928
Value of total assets at end of year2012-12-31$568,912
Value of total assets at beginning of year2012-12-31$495,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,600
Total interest from all sources2012-12-31$1,250
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$85
Administrative expenses (other) incurred2012-12-31$100
Liabilities. Value of operating payables at end of year2012-12-31$100
Liabilities. Value of operating payables at beginning of year2012-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$187,561
Value of net assets at end of year (total assets less liabilities)2012-12-31$137,660
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-49,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$558,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$466,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$466,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,058,928
Employer contributions (assets) at end of year2012-12-31$10,281
Employer contributions (assets) at beginning of year2012-12-31$28,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,871,017
Liabilities. Value of benefit claims payable at end of year2012-12-31$431,152
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$545,454
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$545,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$938,524
Total income from all sources (including contributions)2011-12-31$4,566,548
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,566,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,564,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,565,174
Value of total assets at end of year2011-12-31$495,653
Value of total assets at beginning of year2011-12-31$888,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,600
Total interest from all sources2011-12-31$1,374
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$85
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$120
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$100
Liabilities. Value of operating payables at end of year2011-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-28
Value of net assets at end of year (total assets less liabilities)2011-12-31$-49,901
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-49,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$466,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$674,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$674,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,565,174
Employer contributions (assets) at end of year2011-12-31$28,678
Employer contributions (assets) at beginning of year2011-12-31$213,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,564,976
Liabilities. Value of benefit claims payable at end of year2011-12-31$545,454
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$938,524
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$938,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$688,865
Total income from all sources (including contributions)2010-12-31$4,695,357
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,696,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,695,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,692,855
Value of total assets at end of year2010-12-31$888,651
Value of total assets at beginning of year2010-12-31$640,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,500
Total interest from all sources2010-12-31$991
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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 year2010-12-31$120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,656
Other income not declared elsewhere2010-12-31$1,511
Administrative expenses (other) incurred2010-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,519
Value of net assets at end of year (total assets less liabilities)2010-12-31$-49,873
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-48,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$674,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$481,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$481,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,692,855
Employer contributions (assets) at end of year2010-12-31$213,955
Employer contributions (assets) at beginning of year2010-12-31$157,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,695,376
Liabilities. Value of benefit claims payable at end of year2010-12-31$938,524
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$688,865
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN

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

Insurance Providers Used on plan

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number8297512
Policy instance 1
Insurance contract or identification number8297512
Number of Individuals Covered702
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $207,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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