Unum Group 401(k) and pension plans

Unum Group, Portland, ME. EIN 62-1598430. Annual reports 2009–2025.

Unum Group has 2 active retirement plans on file. The largest is the Unum Group 401K Retirement Plan, with 12,564 participants and $2.8 billion in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 22,554
Plan assets: $4.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Unum Group 401K Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 62-1598430
Participants (2025): 12,564
Net assets (2025): $2.8 billion
Recordkeeper: Fidelity2009–2025
Plan administrator: Unum Group
2211 Congress Street
Portland, ME 04122
(207) 575-2211As filed for 2025
In effect since: August 1, 1984

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	12,564	$2.8 billion	Fidelity
2024	12,797	$2.5 billion	Fidelity
2023	12,697	$2.2 billion	Fidelity
2022	13,017	$1.8 billion	Fidelity
2021	12,313	$2.2 billion	Fidelity
2020	12,775	$2.0 billion	Fidelity
2019	12,737	$1.8 billion	Fidelity
2018	12,001	$1.5 billion	Fidelity
2017	11,704	$1.6 billion	Fidelity
2016	11,671	$1.3 billion	Fidelity
2015	11,184	$1.2 billion	Fidelity
2014	11,117	$1.2 billion	Fidelity
2013	10,966	$1.1 billion	Fidelity
2012	10,902	$914 million	Fidelity
2011	11,237	$814 million	Fidelity
2010	11,561	$817 million	Fidelity
2009	11,830	$712 million	Fidelity

Unum Group Pension Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 62-1598430
Participants (2024): 9,990
Net assets (2024): $1.2 billion
Administered by: WTWEarlier: Alight (2009–2010)
Plan administrator: Unum Group
2211 Congress Street
Portland, ME 04122
(207) 575-2145As filed for 2024
In effect since: December 31, 1946

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,990	$1.2 billion	WTW
2023	10,047	$1.3 billion	WTW
2022	11,469	$1.3 billion	WTW
2021	11,656	$1.8 billion	WTW
2020	14,715	$1.5 billion	WTW
2019	12,611	$1.6 billion	WTW
2018	20,386	$1.6 billion	WTW
2017	19,292	$1.2 billion	WTW
2015	15,707	$1.4 billion	WTW
2010	19,055	$1.2 billion	Alight
2009	18,870	$955 million	Alight

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Unum Group 401K Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((207) 575-2211). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Unum Group 401K Retirement Plan

Unum Group Pension Plan

If you had money in one of these plans

What these numbers are

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