Unum Group Pension Plan
Sponsored by Unum Group · EIN 621598430 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.2B
- Active participants
- 2,680
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Willis Towers Watson Securities, Llc CRD 317602 | fuzzy_auto · 94% | 2024 |
| Sustainable Growth Advisers, Lp CRD 127447 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping, Investment advisory (plan) | $1,072,490 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $707,808 |
| Sustainable Growth Advisers | Investment management, Investment management fees (direct) | $569,091 |
| Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan, Investment management fees (indirect) | $186,745 |
| Nisa Investment Advisors | Investment management, Investment management fees (direct) | $145,756 |
| Unumprovident Corp Ii | Legal, Direct payment from the plan | $77,832 |
| Jp Morgan Chase Bank | Trustee (discretionary), Investment advisory (plan), Investment management | $73,042 |
| Wellington Trust | Investment management, Investment management fees (direct) | $23,103 |
| Verrill & Dana Llp | Legal, Direct payment from the plan | $5,582 |