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Unum UNM Closed Block — Effect of change in discount rate assumptions
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Where this comes from
Reported directly by Unum in its filing.
Tagged under the XBRL concept us-gaap:AociLiabilityForFuturePolicyBenefitExpectedNetPremiumBeforeTax.
The source filing: Unum’s 10-Q, filed July 29, 2026.
- Filed
- Jul 29, 2026, 4:25 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0000005513-26-000075
| Line item | Long-term Care | All Other | Total Closed Block |
|---|---|---|---|
| Interest accretion | 188.9 | — | 188.9 |
| Net premiums collected | (321.6) | — | (321.6) |
| Ending balance at original discount rate | 7,134.6 | — | 7,134.6 |
| Effect of change in discount rate assumptions | 122.2 | — | 122.2 |
| Balance, end of period | $7,256.8 | — | $7,256.8 |
| Present Value of Expected Future Policy Benefits | |||
| Balance, beginning of year | $24,420.6 | $6,785.8 | $31,206.4 |
| Beginning balance at original discount rate | 24,113.6 | 7,056.2 | 31,169.8 |
Item 1. Financial Statements (Unaudited):
FAQ
- What is Unum's closed block — effect of change in discount rate assumptions?
- Unum (UNM) reported closed block — effect of change in discount rate assumptions of $122.2M in Q2 2026.
- How has Unum's closed block — effect of change in discount rate assumptions changed year-over-year?
- Unum's closed block — effect of change in discount rate assumptions decreased by 28.1% year-over-year, from $169.9M to $122.2M.
- What is the long-term trend for Unum's closed block — effect of change in discount rate assumptions?
- Over 3 years (2022 to 2025), Unum's closed block — effect of change in discount rate assumptions has grown at a -24.8% compound annual growth rate (CAGR), from $2B to $850.3M.
- What does closed block — effect of change in discount rate assumptions mean?
- Measures the impact on the present value of future policy benefits caused by changes in the discount rate used for valuation. Because long-term insurance liabilities are highly sensitive to interest rates, this metric isolates the financial impact of market rate shifts on the company's balance sheet. It is a primary driver of volatility in the reported liability for future policy benefits.
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