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Unum UNM Other Insurance Product Line — Cash surrender value
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Where this comes from
Reported directly by Unum in its filing.
Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.
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 | Unum US - Voluntary Benefits | Colonial Life | Closed Block - All Other | Total |
|---|---|---|---|---|
| Total policyholders' account balances | 656.4 | 854.6 | 4,092.5 | 5,603.5 |
| Less: Reinsurance recoverable related to policyholders' account balances | 0.7 | 0.1 | 4,092.5 | 4,093.3 |
| Net policyholders' account balances, after reinsurance recoverable | $655.7 | $854.5 | — | $1,510.2 |
| Weighted average crediting rate | 3.5% | 4.1% | 8.6% | 7.4% |
| Net amount at risk2 | $3,556.7 | $7,429.4 | $1,613.5 | $12,599.6 |
| Cash surrender value | $527.3 | $824.5 | $4,013.8 | $5,365.6 |
| 1Contracts included in the policyholders' account balances are generally charged a premium and/or monthly assessments on the basis of the account balance. | ||||
| 2For those guarantees of benefits that are payable in the event of death, the net amount at risk is generally defined as the current guaranteed minimum death benefit in excess of the current account balance at the balance sheet date. |
Item 1. Financial Statements (Unaudited):
FAQ
- What is Unum's other insurance product line — cash surrender value?
- Unum (UNM) reported other insurance product line — cash surrender value of $4.01B in Q2 2026.
- How has Unum's other insurance product line — cash surrender value changed year-over-year?
- Unum's other insurance product line — cash surrender value decreased by 0.5% year-over-year, from $4.03B to $4.01B.
- What is the long-term trend for Unum's other insurance product line — cash surrender value?
- Over 3 years (2022 to 2025), Unum's other insurance product line — cash surrender value has grown at a -0.2% compound annual growth rate (CAGR), from $16.27B to $16.15B.
- What does other insurance product line — cash surrender value mean?
- The amount a policyholder would receive if they were to terminate their insurance contract before maturity. This value is typically the account balance minus any applicable surrender charges.
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