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Unum UNM Voluntary Benefits — Policyholders' Account Balances
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Where this comes from
Reported directly by Unum in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderFunds.
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 |
|---|---|---|---|---|
| Other | 3.6 | (0.3) | 2.8 | 6.1 |
| Balance, end of period | 536.3 | 841.4 | 4,050.5 | 5,428.2 |
| Reserves in excess of account balance | 120.1 | 13.2 | 42.0 | 175.3 |
| 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 |
Item 1. Financial Statements (Unaudited):
FAQ
- What is Unum's voluntary benefits — policyholders' account balances?
- Unum (UNM) reported voluntary benefits — policyholders' account balances of $656.4M in Q2 2026.
- How has Unum's voluntary benefits — policyholders' account balances changed year-over-year?
- Unum's voluntary benefits — policyholders' account balances decreased by 2.2% year-over-year, from $671.1M to $656.4M.
- What is the long-term trend for Unum's voluntary benefits — policyholders' account balances?
- Over 3 years (2022 to 2025), Unum's voluntary benefits — policyholders' account balances has grown at a -0.5% compound annual growth rate (CAGR), from $2.72B to $2.68B.
- What does voluntary benefits — policyholders' account balances mean?
- Represents the total liability for policyholder account balances within the voluntary benefits segment. This balance reflects the accumulated premiums and interest credited to policyholders, minus charges and withdrawals, representing the company's obligation to pay future benefits.
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