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Unum UNM Voluntary Benefits — Weighted average crediting rate
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Where this comes from
Reported directly by Unum in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceWeightedAverageCreditingRate.
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 voluntary benefits — weighted average crediting rate?
- Unum (UNM) reported voluntary benefits — weighted average crediting rate of 3.5% in Q2 2026.
- How has Unum's voluntary benefits — weighted average crediting rate changed year-over-year?
- Unum's voluntary benefits — weighted average crediting rate decreased by 5.4% year-over-year, from 3.7% to 3.5%.
- What is the long-term trend for Unum's voluntary benefits — weighted average crediting rate?
- Over 3 years (2022 to 2025), Unum's voluntary benefits — weighted average crediting rate has grown at a -4.6% compound annual growth rate (CAGR), from 16.8% to 14.6%.
- What does voluntary benefits — weighted average crediting rate mean?
- The weighted average interest rate credited to policyholder account balances within the voluntary benefits segment. This rate is a key driver of the cost of funds and competitiveness of the insurance product.
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