What public Form 5500 filings show about the UNUM Group 401(k) plan — and how to find and check your own account.
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.
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.
