UNUM GROUP 401(k) Plan
What public Form 5500 filings show about the UNUM GROUP 401(k) plan — and how to find and check your own account.
The UNUM GROUP 401(k) on its latest Form 5500
UNUM GROUP (EIN 62-1598430) reports UNUM GROUP 401K RETIREMENT PLAN on its most recent Form 5500, with $2.5B in plan assets across 9,413 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UNUM GROUP filing — schedules, fees, and providers.
Who runs the UNUM GROUP 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UNUM GROUP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NISA INVESTMENT ADVISORS, JP MORGAN CHASE BANK, UNUMPROVIDENT II, STRATEGIC ADVISORS, WELLINGTON TRUST, BANK OF NEW YORK MELLON.
How to check your UNUM GROUP 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask UNUM GROUP HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).