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Original filing (PDF)20251003133058NAL0001437857001
UNUM GROUP
Form 5500
FILING_RECEIVED
UNUM GROUP EMPLOYEES SHORT TERM DISABILITY PLAN
Health & welfare plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
9,213
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$532K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Morgan Stanley Institutional Liquidity Funds - * Regions Bank Government Portfolio" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNUM GROUP.
Plan sponsor
Name
UNUM GROUP
EIN
62-1598430
Address
2211 CONGRESS STREET · PORTLAND, ME · 041221955
Phone
(207) 575-2211
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
510
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $1.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Morgan Stanley Institutional Liquidity Funds - * Regions Bank Government Portfolio | — | — | $1.7M | $1.7M | 99.2% |
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