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Equitable Holdings EQH UL — Net assessments collected
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Where this comes from
Reported directly by Equitable Holdings in its filing.
Tagged under the XBRL concept eqh:LiabilityForFuturePolicyBenefitExpectedFuturePolicyBenefitNetAssessments.
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 | Six Months Ended June 30, 2026 | 2025 |
|---|---|---|
| Effect of actual variances from expected experience | 1 | 4 |
| Adjusted beginning of period balance | 1,348 | 1,306 |
| Interest accrual | 30 | 29 |
| Net assessments collected | 31 | 34 |
| Benefit payments | (39) | (45) |
| Ending balance before shadow reserve adjustments | 1,370 | 1,324 |
| Effect of reserve adjustment recorded in AOCI | (15) | (53) |
| Balance, end of period | $1,355 | $1,271 |
Item 1. Consolidated Financial Statements
FAQ
- What is Equitable Holdings's UL — net assessments collected?
- Equitable Holdings (EQH) reported UL — net assessments collected of $15M in Q2 2026.
- How has Equitable Holdings's UL — net assessments collected changed year-over-year?
- Equitable Holdings's UL — net assessments collected decreased by 11.8% year-over-year, from $17M to $15M.
- What is the long-term trend for Equitable Holdings's UL — net assessments collected?
- Over 4 years (2021 to 2025), Equitable Holdings's UL — net assessments collected has grown at a -44.6% compound annual growth rate (CAGR), from $85M to $8M.
- What does UL — net assessments collected mean?
- This metric represents the net fees and charges collected from policyholders for insurance coverage, administrative services, and cost of insurance. It is a key revenue stream that offsets the costs of maintaining the policy and providing benefits. It reflects the company's ability to generate fee-based income from its insurance book.
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