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Primerica PRI Surplus Notes
Surplus Notes at other companies
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Where this comes from
Reported directly by Primerica in its filing.
Tagged under the XBRL concept us-gaap:SurplusNotes.
The source filing: Primerica’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 12:44 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001193125-26-337365
| Line item | (Unaudited) / June 30, 2026 | December 31, 2025 |
|---|---|---|
| Policy claims and other benefits payable | 489,108 | 495,356 |
| Other policyholders’ funds | 344,437 | 356,427 |
| Note payable | 595,716 | 595,315 |
| Surplus note | 1,073,291 | 1,175,119 |
| Income taxes | 24,907 | 147,960 |
| Operating lease liabilities | 46,852 | 49,565 |
| Other liabilities | 619,810 | 546,596 |
| Payable under securities lending | 88,579 | 84,876 |
ITEM 1. FINANCIAL STATEMENTS.
FAQ
- What is Primerica's surplus notes?
- Primerica (PRI) reported surplus notes of $1.07B in Q2 2026.
- How has Primerica's surplus notes changed year-over-year?
- Primerica's surplus notes decreased by 14.7% year-over-year, from $1.26B to $1.07B.
- What is the long-term trend for Primerica's surplus notes?
- Over 5 years (2020 to 2025), Primerica's surplus notes has grown at a -2.7% compound annual growth rate (CAGR), from $1.35B to $1.18B.
- What does surplus notes mean?
- Surplus notes are a unique form of debt issued by insurance companies that are subordinate to policyholder claims and general creditors. They are often treated as equity by regulators for capital adequacy purposes, providing a flexible way to bolster statutory capital. Interest payments on these notes typically require regulatory approval.
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