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Equitable Holdings EQH Gross Legacy — Separate Account, Liability, 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:SeparateAccountLiabilityPolicyCharge.
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 / EQUI-VEST Individual | Retirement / Investment Edge | Retirement / EQUI-VEST Group | Retirement / Momentum | Corporate and Other / VUL | Corporate and Other / GMx B Legacy |
|---|---|---|---|---|---|---|---|
| Balance, beginning of period | $30,720 | $4,836 | $5,312 | $33,714 | $5,174 | $20,383 | $28,209 |
| Premiums and deposits | 839 | 45 | 1,221 | 1,327 | 296 | 674 | 92 |
| Policy charges | (255) | (2) | — | (9) | (13) | (294) | (245) |
| Surrenders and withdrawals | (2,009) | (270) | (341) | (1,557) | (503) | (308) | (1,579) |
| Benefit payments | (136) | (32) | (25) | (40) | (6) | (122) | (317) |
| Investment performance (1) | 2,099 | 437 | 398 | 3,336 | 469 | 1,906 | 2,318 |
| Net transfers from (to) General Account | 56 | (10) | (910) | (153) | 19 | (176) | (6) |
| Other charges (2) | — | — | — | — | — | 3 | (103) |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's gross legacy — separate account, liability, policy charge?
- Equitable Holdings (EQH) reported gross legacy — separate account, liability, policy charge of $118M in Q2 2026.
- How has Equitable Holdings's gross legacy — separate account, liability, policy charge changed year-over-year?
- Equitable Holdings's gross legacy — separate account, liability, policy charge decreased by 6.3% year-over-year, from $126M to $118M.
- What is the long-term trend for Equitable Holdings's gross legacy — separate account, liability, policy charge?
- Over 3 years (2021 to 2025), Equitable Holdings's gross legacy — separate account, liability, policy charge has grown at a -10.5% compound annual growth rate (CAGR), from $705M to $506M.
- What does gross legacy — separate account, liability, policy charge mean?
- Reflects the fees and charges deducted from policyholder account balances held in separate accounts within the legacy segment. These charges typically cover administrative costs, mortality and expense risks, or specific rider fees associated with variable annuity products.
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