Screener
Unum UNM Voluntary Benefits — Policyholder Account Balance, Surrender and Withdrawal
Other product segments
Similar metrics at other companies
Other financials
Where this comes from
Reported directly by Unum in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.
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, surrender and withdrawal?
- Unum (UNM) reported voluntary benefits — policyholder account balance, surrender and withdrawal of $7.2M in Q2 2026.
- How has Unum's voluntary benefits — policyholder account balance, surrender and withdrawal changed year-over-year?
- Unum's voluntary benefits — policyholder account balance, surrender and withdrawal decreased by 5.3% year-over-year, from $7.6M to $7.2M.
- What is the long-term trend for Unum's voluntary benefits — policyholder account balance, surrender and withdrawal?
- Over 4 years (2021 to 2025), Unum's voluntary benefits — policyholder account balance, surrender and withdrawal has grown at a -0.5% compound annual growth rate (CAGR), from $39.5M to $38.7M.
- What does voluntary benefits — policyholder account balance, surrender and withdrawal mean?
- The amount of funds removed from policyholder accounts due to contract terminations, partial withdrawals, or surrenders. This metric tracks the outflow of capital from the segment and serves as a key indicator of customer retention and policy persistency. High levels of surrender can negatively impact long-term profitability.
Ask your AI about Unum's voluntary benefits — policyholder account balance, surrender and withdrawal.
Connect your AI assistant and compare segments, right in your chat.
Connect your AI
Claude