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SEI Investments SEIC Insurance rebates received for Health and Welfare Benefit Plan Trust

Discontinued — last reported Q4 '25

Insurance rebates received for Health and Welfare Benefit Plan Trust at other companies

Sun Communities logo
Sun CommunitiesSUI
-$3.6M
Primo Brands logo
Primo BrandsPRMB
$11.83M
Elevance Health logo
Elevance HealthELV
$3.09B-25.4%
Essential Utilities logo
Essential UtilitiesWTRG
$768K-0.1%
Regency Centers logo
Regency CentersREG
$3.28M
Popular logo
PopularBPOP

Other financials

Income statement

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Revenue$622.2M+12.8%
Operating income$189.5M+20.6%
Net income$174.5M+15.2%
EPS (diluted)$1.40+19.7%

Balance sheet

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Cash & equivalents$363.1M-48.9%
Total debt$69.5M+145%
Total equity$2.5B+8.5%
Total assets$396.9M-84.5%

Cash flow

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Operating cash flow$221.6M+51.3%
CapEx$6.4M-26.0%
Free cash flow$215.2M+56.1%

Valuation

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Market cap$10.76B-2.7%
Enterprise value$10.46B+1.4%
P/E14.6×-3.8×
P/S4.5×-0.6×

Profitability

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Operating margin27.9%+0.9pp
Net margin31.2%+3.4pp
FCF margin28%-1.1pp

Returns & leverage

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Return on equity31.4%+4.7pp
Debt / equity0.0×
Current ratio4.5×-1.1×

Where this comes from

Reported directly by SEI Investments in its filing.

Tagged under the XBRL concept seic:ProceedsFromInsuranceRebatesReceived.

The official record: SEI Investments’s 10-K, filed February 23, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is SEI Investments's insurance rebates received for health and welfare benefit plan trust?
SEI Investments (SEIC) reported insurance rebates received for health and welfare benefit plan trust of $29M in Q4 2025.
What does insurance rebates received for health and welfare benefit plan trust mean?
Cash received back from insurance providers due to favorable claims experience or plan surpluses.
How do you interpret insurance rebates received for health and welfare benefit plan trust?
Higher proceeds indicate effective management of employee benefit costs or favorable insurance market conditions.
How does insurance rebates received for health and welfare benefit plan trust compare across companies?
Often categorized under 'other' operating cash flows in corporate financial statements.