Revenue from Contract with Customer, Excluding Assessed Tax
Breakdown
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Institutional Client asset management fees (1) | $98.00M | $99.00M | $99.00M | $102.00M | $119.00M | $123.00M | $25.00M | $186.00M |
| Prepaid legal plans | $145.00M | $144.00M | $135.00M | $161.00M | $158.00M | $160.00M | $158.00M | $176.00M |
| Vision fee for service arrangements | $130.00M | $126.00M | $134.00M | $154.00M | $133.00M | $134.00M | $140.00M | $159.00M |
| Intersegment | — | — | — | — | — | — | — | $131.00M |
| Other revenue related to service contracts from customers (1) (3) | $79.00M | $78.00M | $82.00M | $84.00M | $87.00M | $96.00M | $165.00M | $98.00M |
| Administrative services-only contracts | $69.00M | $69.00M | $68.00M | $74.00M | $73.00M | $72.00M | $76.00M | $81.00M |
| Recordkeeping and administrative services (2) | $37.00M | $38.00M | $38.00M | $36.00M | $34.00M | $36.00M | $36.00M | $34.00M |
| Total | $17.82B | $18.44B | $18.67B | $18.57B | $17.34B | $17.36B | $23.81B | $19.07B |
Segments
Vision fee for service arrangementsView metric
Prepaid legal plansView metric
Institutional Client asset management fees (1)View metric
Administrative services-only contractsView metric
Recordkeeping and administrative services (2)View metric
Other revenue related to service contracts from customers (1) (3)View metric
IntersegmentView metric