Unum Group Pension Plan
Corporate pension, based in Portland, Maine, reporting $1.4B in assets, for 10,047 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Unum Group Pension Plan funded ratio 90.8% -> 94.9% (2023-01-01 to 2024-01-01).
2 more advisers, 3 more managers and 33 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Collective US Gov't Stif 12 Bps3 commitments
- Msci United States Index Sl Ctf3 commitments
- Msci Eafe Index Sl Ctf3 commitments
- State Street Global Advisors Trust Company9 commitments
- Towers Watson Investment Services,3 commitments
- JP Morgan Asset Mgmt3 commitments
Relationship network
56 connected entities36 observed commitments18 repeat counterparties18 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 0.1%
- U.S. Government securities 26.7%
- Partnership/joint venture interests 7.2%
- 103-12 investment entities 21.9%
- Common/collective trusts 39.9%
- Common stock 3.8%
Consultants and advisers
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2024 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Discretionary trusteethrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- State Street Global Advisors Trust Company9 rows, latest Dec 31, 2024
- Towers Watson Investment Services,3 rows, latest Dec 31, 2024
- JP Morgan Asset Mgmt3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Artisan Partnersplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Funded status changedUnum Group Pension Plan funded ratio 90.8% -> 94.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceStone Harbour no longer appears on Unum Group Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Stone Harbor Investment Partners LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBoston Partners no longer appears on Unum Group Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Boston Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedUnum Group Pension Plan funded ratio 111.4% -> 90.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUnum Group Pension Plan plan assets $1.8B -> $1.3B (-27.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Collective US Gov't Stif 12 Bpscollective trust | Bank of New York Mellon | Pooled vehicles | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci United States Index Sl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $157M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Msci Eafe Index Sl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $49.1M held | Disclosed holding | askebsa.dol.gov |
+33 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 10,047 | $1.3B | $1.4B | 94.9% | $1.4B | $98.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,469 | $1.3B | $1.5B | 90.8% | $1.3B | $109M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,656 | $1.8B | $1.5B | 111.4% | $1.3B | $122M | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 15 27 50 51 65 $1.1M PY2024
- State Street Global Advisors codes 18 19 51 52 99 $707,808 PY2024
- Sustainable Growth Advisers codes 28 51 $569,091 PY2024
+76 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Unum Group Pension Plan sits on 11 traced paths of capital across the graphs.
DFX traced 11 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+2 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+15 connections on the graph
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