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Unum UNM Voluntary Benefits — Policyholder Account Balance, Policy Charge
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Where this comes from
Reported directly by Unum in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalancePolicyCharge.
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 |
|---|---|---|---|---|
| Balance, beginning of year | $548.4 | $845.2 | $4,073.4 | $5,467.0 |
| Premiums received | 22.5 | 36.1 | 9.0 | 67.6 |
| Policy charges1 | (26.0) | (33.9) | (57.0) | (116.9) |
| Surrenders and withdrawals | (18.8) | (18.2) | (70.5) | (107.5) |
| Benefit payments | (2.8) | (4.4) | (75.4) | (82.6) |
| Interest credited | 9.4 | 16.9 | 168.2 | 194.5 |
| Other | 3.6 | (0.3) | 2.8 | 6.1 |
| Balance, end of period | 536.3 | 841.4 | 4,050.5 | 5,428.2 |
Item 1. Financial Statements (Unaudited):
FAQ
- What is Unum's voluntary benefits — policyholder account balance, policy charge?
- Unum (UNM) reported voluntary benefits — policyholder account balance, policy charge of $12.9M in Q2 2026.
- How has Unum's voluntary benefits — policyholder account balance, policy charge changed year-over-year?
- Unum's voluntary benefits — policyholder account balance, policy charge decreased by 5.1% year-over-year, from $13.6M to $12.9M.
- What is the long-term trend for Unum's voluntary benefits — policyholder account balance, policy charge?
- Over 4 years (2021 to 2025), Unum's voluntary benefits — policyholder account balance, policy charge has grown at a -6.0% compound annual growth rate (CAGR), from $69.3M to $54.1M.
- What does voluntary benefits — policyholder account balance, policy charge mean?
- The fees and charges deducted from policyholder account balances to cover administrative costs, mortality risk, and other expenses. These charges represent a recurring revenue stream for the insurer derived from the management of policyholder funds. They are essential for maintaining the profitability of the voluntary benefits segment.
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