Civic Intelligence

Unum Group Employees Short-Term Disability

990 • Fiscal year 2017 • EIN 20-2545614

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileN/A
C/O TAX DEPT 1 FOUNTAIN SQUARE SuiChattanooga, TN 37402

(423) 294-1578

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.73x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.14x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

53rd percentile

2.8%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

51st percentile

5.6%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-8.2%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$797,165

Up $42,324 (+5.6%) from 2016

Net Assets

Up

$214,626

Up $208,326 (+3307%) from 2016

Liabilities

Down

$582,539

Down $166,002 (-22%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin53rd percentile

Revenue

Down

$4,290,000

Down $380,734 (-8.2%) from 2016

Expenses

Down

$4,170,739

Down $410,277 (-9.0%) from 2016

Net Income

Up

$119,261

Up $29,543 (+33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.0M$0-$1.0MAssets 2010: $888,651Liabilities 2010: $915,101Net Assets 2010: -$26,4502010Assets 2011: $495,653Liabilities 2011: $778,100Net Assets 2011: -$282,4472011Assets 2012: $568,912Liabilities 2012: $867,758Net Assets 2012: -$298,8462012Assets 2013: $669,100Liabilities 2013: $700,531Net Assets 2013: -$31,4312013Assets 2014: $496,802Liabilities 2014: $665,810Net Assets 2014: -$169,0082014Assets 2015: $696,975Liabilities 2015: $780,393Net Assets 2015: -$83,4182015Assets 2016: $754,841Liabilities 2016: $748,541Net Assets 2016: $6,3002016Assets 2017: $797,165Liabilities 2017: $582,539Net Assets 2017: $214,6262017Assets 2018: $812,242Liabilities 2018: $575,352Net Assets 2018: $236,8902018Assets 2019: $816,775Liabilities 2019: $546,825Net Assets 2019: $269,9502019Assets 2020: $863,816Liabilities 2020: $629,323Net Assets 2020: $234,4932020Assets 2021: $1,111,029Liabilities 2021: $941,913Net Assets 2021: $169,1162021Assets 2022: $1,100,611Liabilities 2022: $955,786Net Assets 2022: $144,8252022Assets 2023: $1,381,296Liabilities 2023: $1,023,141Net Assets 2023: $358,1552023Assets 2024: $1,760,345Liabilities 2024: $1,153,000Net Assets 2024: $607,3452024

Highlighted filing

2017

Assets$797,165
Liabilities$582,539
Net Assets$214,626
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2010: $4,905,091Expenses 2010: $4,883,187Net Income 2010: $21,9042010Revenue 2011: $4,582,078Expenses 2011: $4,838,075Net Income 2011: -$255,9972011Revenue 2012: $4,060,178Expenses 2012: $4,076,577Net Income 2012: -$16,3992012Revenue 2013: $3,888,703Expenses 2013: $3,621,288Net Income 2013: $267,4152013Revenue 2014: $4,272,475Expenses 2014: $4,410,052Net Income 2014: -$137,5772014Revenue 2015: $4,462,936Expenses 2015: $4,377,346Net Income 2015: $85,5902015Revenue 2016: $4,670,734Expenses 2016: $4,581,016Net Income 2016: $89,7182016Revenue 2017: $4,290,000Expenses 2017: $4,170,739Net Income 2017: $119,2612017Revenue 2018: $4,406,290Expenses 2018: $4,379,987Net Income 2018: $26,3032018Revenue 2019: $5,012,960Expenses 2019: $4,984,568Net Income 2019: $28,3922019Revenue 2020: $6,317,580Expenses 2020: $6,353,037Net Income 2020: -$35,4572020Revenue 2021: $8,019,568Expenses 2021: $8,084,945Net Income 2021: -$65,3772021Revenue 2022: $7,891,342Expenses 2022: $7,915,633Net Income 2022: -$24,2912022Revenue 2023: $8,802,186Expenses 2023: $8,588,856Net Income 2023: $213,3302023Revenue 2024: $9,447,975Expenses 2024: $9,198,785Net Income 2024: $249,1902024

Highlighted filing

2017

Revenue$4,290,000
Expenses$4,170,739
Net Income$119,261
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$4,290,000
Mission and Program Overview

Mission

Short-term disability payments to employees of unum group.

The plan provides disability benefits for employees on short-term disability on a bi-weekly basis. This tax-exempt trust was established under irc section 501(c)(9) as a veba

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$743,026$695,845▼ $47,181
Rtn Earn Endowment Incm Other Fnds$6,300$214,626▲ $208,326
Accounts Receivable$11,615$100,629▲ $89,014
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$754,841$797,165▲ $42,324
Other Assets Total$200$691▲ $491
Liabilities
Other Liabilities$745,441$579,539▼ $165,902
Accounts Payable and Accrued Expenses$3,100$3,000▼ $100
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$748,541$582,539▼ $166,002
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,300$214,626▲ $208,326
Total Liabilities and Net Assets / Fund Balance$754,841$797,165▲ $42,324
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Regions BankTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,206,853
Investment Income
$6,310
Other Revenue
$76,837
Change in Net Assets
$119,261

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,213,163
Revenue Not Reported on Financial Statements
$76,837
Other Revenue Adjustments
$76,837
Total Revenue per Audited Statements
$4,213,163
Total Revenue per Form 990
$4,290,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,167,839
Fees for Service Investment Mgmnt Fees---$3,000
Other Expenses---$-100
Total Functional Expenses$0$0$0$4,170,739

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,170,739
Total Expenses per Audited Statements$4,170,739
Total Expenses per Form 990$4,170,739
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ibnr Claims$578,910
Claims Payable$629
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 9

“Regions bank, trustee 201 milan pkwy, 2nd floor birmingham, al 35211”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the sponsor's tax department.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Unum Group Employees Short-Term Disability
EIN
20-2545614
In Care Of
% ROB HECKER
Phone
4232941578
Address
C/O TAX DEPT 1 FOUNTAIN SQUARE Sui, CHATTANOOGA, TN 37402
Doing Business As
Unum Group Disability Plan Trust

Signing Officer

Name
Cherie Pashley
Title
SVP Tax & Treasury
Phone
2075752145
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cherie Pashley
Formed
2005
Legal Domicile
Tn
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 46204
Preparer
Ben Pitchkites
Phone
3176817000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Prior year adjustment total $89,065”

Financial Statement Notes

PART XI, LINE 4B:

“Release of claims incurred, but not reported 76,837”

PART XII, LINE 4B:

“Change in accrued expenses (100)”

PART X, LINE 2:

“Gaap requires plan management to evaluate uncertain tax positions taken by the plan. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the irs. The company has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2017, there are no uncertain tax positions taken or expected to be taken. The plan has recognized no interest or penalties related to uncertain tax positions. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods.”

Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES DISABILITY BENEFITS FOR EMPLOYEES ON SHORT-TERM DISABILITY ON A BI-WEEKLY BASIS. THIS TAX-EXEMPT TRUST WAS ESTABLISHED UNDER IRC SECTION 501(C)(9) AS A VEBA
IRS990/AdvertisingGrp/TotalAmt00
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IRS990/CYTotalRevenueAmt04290000
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Paid short-term disability payments to employees of Unum Group.
IRS990/DescribedInSection501c3Ind0false
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IRS990/DoingBusinessAsName/BusinessNameLine1Txt0Unum Group Disability Plan Trust
IRS990/DonorAdvisedFundInd0false
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IRS990/EmployeeCnt00
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IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt04170739
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04290000
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06310
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt06310
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
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IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherRevenueMiscGrp/Desc0RELEASE OF IBNR
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/RelatedEntityInd0true
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0IBNR CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt076837
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt076837
IRS990ScheduleD/RevenueSubtotalAmt04213163
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RELEASE OF CLAIMS INCURRED, BUT NOT REPORTED 76,837
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN ACCRUED EXPENSES (100)
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE PLAN. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE IRS. THE COMPANY HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE PLAN HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt04170739
IRS990ScheduleD/TotalLiabilityAmt0579539
IRS990ScheduleD/TotalRevenuePerForm990Amt04290000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04213163
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04170739
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REGIONS BANK, TRUSTEE 201 MILAN PKWY, 2ND FLOOR BIRMINGHAM, AL 35211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE SPONSOR'S TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR ADJUSTMENT TOTAL $89,065
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0621598430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOLDING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0UNUM GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01 FOUNTAIN SQUARE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CHATTANOOGA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd037402
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0754841
IRS990/TotalAssetsEOYAmt0797165
IRS990/TotalAssetsGrp/BOYAmt0754841
IRS990/TotalAssetsGrp/EOYAmt0797165
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04170739
IRS990/TotalGrossUBIAmt06310
IRS990/TotalLiabilitiesBOYAmt0748541
IRS990/TotalLiabilitiesEOYAmt0582539
IRS990/TotalLiabilitiesGrp/BOYAmt0748541
IRS990/TotalLiabilitiesGrp/EOYAmt0582539
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06300
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0214626
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04170739
IRS990/TotalProgramServiceRevenueAmt04206853
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04283690
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04290000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06310
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0754841
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0797165
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02211 CONGRESS STREET
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0ME
IRS990/USAddress/ZIPCd004122
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERIE PASHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP TAX & TREASURY
ReturnHeader/BusinessOfficerGrp/PhoneNum02075752145
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Unum Group Employees Short-Term Disability
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Plan Trust
ReturnHeader/Filer/BusinessNameControlTxt0UNUM
ReturnHeader/Filer/EIN0202545614
ReturnHeader/Filer/InCareOfNm0% ROB HECKER
ReturnHeader/Filer/PhoneNum04232941578
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TAX DEPT 1 FOUNTAIN SQUARE Sui
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0050F75853A9F423F493495C03CDD05FDA32C01D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E640DDFFD70912175ABAA4BDED726C42A4EA1B76
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId035057220183185000014
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.182.32.182
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEN PITCHKITES
ReturnHeader/ReturnTs02018-11-14T11:37:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$797,165
Liabilities
$582,539
Net assets
$214,626
Revenue
$4,290,000
Expenses
$4,170,739
Net income
$119,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$1.15$0.61$9.45$9.20$0.25
2023Summary only. Only limited summary data is available for this year.$1.38$1.02$0.36$8.80$8.59$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.96$0.14$7.89$7.92$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.94$0.17$8.02$8.08$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.63$0.23$6.32$6.35$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.55$0.27$5.01$4.98$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.58$0.24$4.41$4.38$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.58$0.21$4.29$4.17$0.12
2016Summary only. Only limited summary data is available for this year.$0.75$0.75$0.01$4.67$4.58$0.09
2015Summary only. Only limited summary data is available for this year.$0.70$0.78$0.08$4.46$4.38$0.09
2014Summary only. Only limited summary data is available for this year.$0.50$0.67$0.17$4.27$4.41$0.14
2013Summary only. Only limited summary data is available for this year.$0.67$0.70$0.03$3.89$3.62$0.27
2012Summary only. Only limited summary data is available for this year.$0.57$0.87$0.30$4.06$4.08$0.02
2011Summary only. Only limited summary data is available for this year.$0.50$0.78$0.28$4.58$4.84$0.26
2010Summary only. Only limited summary data is available for this year.$0.89$0.92$0.03$4.91$4.88$0.02