Allison Salkeld signed UNUM Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UNUM Group's EIN is 62-1598430.
Download the official 2024 Form 5500 (PDF) for UNUM Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UNUM Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO | 04-2647786 | — | RECORDKEEPER | $383K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $1.1M | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $488.9M | 19.7% | |
| FID CONTRAFUND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $471.2M | 19.0% | |
| MFS Institutional Equity Fund Class 4 | Mutual Funds | — | — | $135.2M | 5.5% | |
| BTC TOTAL RETURN L BLACKROCK INST. TRUST COMPANY, NA · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $132.1M | 5.3% | |
| Fidelity Managed Income Portfolio II Class 3 | Mutual Funds | — | — | $119.2M | 4.8% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $119.2M | 4.8% | |
| EARNEST SM MID CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $118.2M | 4.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $112.0M | 4.5% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $100.1M | 4.0% | |
| Spartan Global ex US Index Pool Class D | Other securities | — | — | $95.1M | 3.8% | |
| SP GLB EXUS IDX CL D GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $95.1M | 3.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $86.4M | 3.5% | |
| Spartan Extended Market Index Pool Class D | Other securities | — | — | $83.4M | 3.4% | |
| SP EXT MKT IDX CL D GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $83.4M | 3.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $77.8M | 3.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $67.4M | 2.7% | |
| Fidelity Puritan K6 Fund | Mutual Funds | — | — | $63.5M | 2.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $61.6M | 2.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $61.0M | 2.5% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $49.4M | 2.0% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $40.3M | 1.6% | |
| Unum Group Unum Group Stock | Common Stocks | — | — | $36.3M | 1.5% | |
| Notes Receivable from Participants Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $22.0M | 0.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $16.5M | 0.7% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $11.6M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $11.3M | 0.5% | |
| Blackrock Institutional Trust Strategic Completion Non-Lendable Fund M | Common Collective Trusts | — | — | $7.3M | 0.3% | |
| BRC STR COMP NL M BLACKROCK INST. TRUST COMPANY, NA · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $7.3M | 0.3% | |
| Fidelity Managed Retirement 2030 Fund Class K6 | Mutual Funds | — | — | $2.5M | 0.1% | |
| Fidelity Managed Retirement 2025 Fund Class K6 | Mutual Funds | — | — | $2.4M | <0.1% | |
| Fidelity Interest Bearing Cash | Mutual Funds | — | — | $736K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $393K | <0.1% | |
| Fidelity Managed Retirement 2035 Fund Class K6 | Mutual Funds | — | — | $284K | <0.1% | |
| Fidelity Managed Retirement 2015 Fund Class K6 | Mutual Funds | — | — | $213K | <0.1% | |
| Fidelity Managed Retirement Income Fund Class K6 | Mutual Funds | — | — | $25K | <0.1% | |
| Fidelity Managed Retirement 2020 Fund Class K6 | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Managed Retirement 2010 Fund Class K6 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-4206965 |
| — |
| CONSULTANT |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY HEALTH INSURANCE SERVICES | 47-2554588 | — | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERRILL & DANA | 01-0176171 | — | ATTORNEY | $104K | — |
