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Equitable Holdings EQH Gross Legacy — Policyholder Account Balance, Policy Charge
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalancePolicyCharge.
The source filing: Equitable Holdings’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 2:06 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001333986-26-000040
| Line item | Retirement / GMx B Core | Retirement / SCS (1) | Retirement / EQUI-VEST Individual | Retirement / EQUI-VEST Group | Retirement / Momentum | Corporate and Other / Universal Life | Corporate and Other / Variable Universal Life | Corporate and Other / GMx B Legacy |
|---|---|---|---|---|---|---|---|---|
| Balance, beginning of period | $(52) | $80,752 | $1,819 | $10,968 | $489 | $4,924 | $5,165 | $222 |
| Premiums received | 45 | 435 | 16 | 295 | 20 | 271 | 37 | 2 |
| Policy charges | 6 | (52) | — | (3) | — | (314) | (143) | 17 |
| Surrenders and withdrawals | (15) | (3,379) | (110) | (649) | (56) | (40) | (35) | (29) |
| Benefit payments | — | (241) | (23) | (34) | (1) | (79) | (20) | (8) |
| Net transfers from (to) Separate Account | (56) | 6,473 | 10 | 153 | (19) | — | 176 | 5 |
| Interest credited (2) | 2 | 6,088 | 26 | 175 | 5 | 106 | 108 | 6 |
| Other (4) | — | — | — | — | — | — | — | 1 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's gross legacy — policyholder account balance, policy charge?
- Equitable Holdings (EQH) reported gross legacy — policyholder account balance, policy charge of -$3M in Q2 2026.
- How has Equitable Holdings's gross legacy — policyholder account balance, policy charge changed year-over-year?
- Equitable Holdings's gross legacy — policyholder account balance, policy charge increased by 25.0% year-over-year, from -$4M to -$3M.
- What does gross legacy — policyholder account balance, policy charge mean?
- Represents the fees and charges deducted from policyholder account balances within the legacy insurance segment. These charges are typically associated with administrative costs, mortality and expense risks, or specific rider fees.
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