XML 111 R89.htm IDEA: XBRL DOCUMENT
v3.25.3

POLICYHOLDER ACCOUNT BALANCES - Balances and Changes in Policyholders' Account Balances (Details) - USD ($) $ in Millions | 3 Months Ended | 9 Months Ended
--- | --- | ---
Sep. 30, 2025 | Sep. 30, 2024 | Sep. 30, 2025 | Sep. 30, 2024
Policyholder Account Balance [Roll Forward] |  |  |  |
Interest credited | $ 798 | $ 701 | $ 2,272 | $ 1,879
Retirement | GMxB Core |  |  |  |
Policyholder Account Balance [Roll Forward] |  |  |  |
Balance, beginning of period |  |  | (4) | 36
Premiums received |  |  | 133 | 177
Policy charges |  |  | 2 | 0
Surrenders and withdrawals |  |  | (21) | (27)
Benefit payments |  |  | (1) | (2)
Net transfers from (to) separate account |  |  | (152) | (178)
Interest credited |  |  | 6 | 6
Other (4) |  |  | 0 | 0
Balance, end of period | $ (37) | $ 12 | $ (37) | $ 12
Weighted-average crediting rate | 1.96% | 1.68% | 1.96% | 1.68%
Net amount at risk | $ 2,806 | $ 2,606 | $ 2,806 | $ 2,606
Cash surrender value | 194 | 241 | 194 | 241
Retirement | SCS |  |  |  |
Policyholder Account Balance [Roll Forward] |  |  |  |
Balance, beginning of period |  |  | 65,267 | 49,002
Premiums received |  |  | 11 | 12
Policy charges |  |  | (40) | (17)
Surrenders and withdrawals |  |  | (4,049) | (2,988)
Benefit payments |  |  | (280) | (222)
Net transfers from (to) separate account |  |  | 10,146 | 9,512
Interest credited |  |  | 6,177 | 6,444
Other (4) |  |  | 0 | 0
Balance, end of period | 77,232 | 61,743 | 77,232 | 61,743
Net amount at risk | 0 | 0 | 0 | 0
Cash surrender value | 73,998 | 58,668 | 73,998 | 58,668
Retirement | EQUI-VEST Individual |  |  |  |
Policyholder Account Balance [Roll Forward] |  |  |  |
Balance, beginning of period |  |  | 2,037 | 2,322
Premiums received |  |  | 29 | 26
Policy charges |  |  | 0 | 0
Surrenders and withdrawals |  |  | (186) | (251)
Benefit payments |  |  | (49) | (40)
Net transfers from (to) separate account |  |  | 13 | 11
Interest credited |  |  | 43 | 49
Other (4) |  |  | 0 | 0
Balance, end of period | $ 1,887 | $ 2,117 | $ 1,887 | $ 2,117
Weighted-average crediting rate | 3.00% | 2.96% | 3.00% | 2.96%
Net amount at risk | $ 97 | $ 100 | $ 97 | $ 100
Cash surrender value | 1,881 | 2,110 | 1,881 | 2,110
Retirement | EQUI-VEST Group |  |  |  |
Policyholder Account Balance [Roll Forward] |  |  |  |
Balance, beginning of period |  |  | 11,158 | 11,563
Premiums received |  |  | 451 | 452
Policy charges |  |  | (4) | (4)
Surrenders and withdrawals |  |  | (1,068) | (1,203)
Benefit payments |  |  | (52) | (55)
Net transfers from (to) separate account |  |  | 327 | 253
Interest credited |  |  | 264 | 260
Other (4) |  |  | 0 | 0
Balance, end of period | $ 11,076 | $ 11,266 | $ 11,076 | $ 11,266
Weighted-average crediting rate | 2.75% | 2.69% | 2.75% | 2.69%
Net amount at risk | $ 7 | $ 8 | $ 7 | $ 8
Cash surrender value | 11,030 | 11,207 | 11,030 | 11,207
Retirement | Momentum |  |  |  |
Policyholder Account Balance [Roll Forward] |  |  |  |
Balance, beginning of period |  |  | 527 | 608
Premiums received |  |  | 39 | 50
Policy charges |  |  | 0 | 0
Surrenders and withdrawals |  |  | (83) | (104)
Benefit payments |  |  | (2) | (1)
Net transfers from (to) separate account |  |  | 14 | (10)
Interest credited |  |  | 9 | 10
Other (4) |  |  | 0 | 0
Balance, end of period | $ 504 | $ 553 | $ 504 | $ 553
Weighted-average crediting rate | 2.46% | 2.32% | 2.46% | 2.32%
Net amount at risk | $ 0 | $ 0 | $ 0 | $ 0
Cash surrender value | 505 | 554 | 505 | 554
Corporate & Other | UL |  |  |  |
Policyholder Account Balance [Roll Forward] |  |  |  |
Balance, beginning of period |  |  | 5,065 | 5,202
Premiums received |  |  | 444 | 490
Policy charges |  |  | (499) | (537)
Surrenders and withdrawals |  |  | (62) | (62)
Benefit payments |  |  | (160) | (163)
Net transfers from (to) separate account |  |  | 0 | 0
Interest credited |  |  | 162 | 165
Other (4) |  |  | 0 | 0
Balance, end of period | $ 4,950 | $ 5,095 | $ 4,950 | $ 5,095
Weighted-average crediting rate | 3.83% | 3.81% | 3.83% | 3.81%
Net amount at risk | $ 31,652 | $ 33,800 | $ 31,652 | $ 33,800
Cash surrender value | 3,310 | 3,386 | 3,310 | 3,386
Corporate & Other | VUL |  |  |  |
Policyholder Account Balance [Roll Forward] |  |  |  |
Balance, beginning of period |  |  | 4,982 | 4,850
Premiums received |  |  | 90 | 91
Policy charges |  |  | (206) | (196)
Surrenders and withdrawals |  |  | (4) | (31)
Benefit payments |  |  | (101) | (58)
Net transfers from (to) separate account |  |  | 186 | 139
Interest credited |  |  | 168 | 142
Other (4) |  |  | 0 | 0
Balance, end of period | $ 5,115 | $ 4,937 | $ 5,115 | $ 4,937
Weighted-average crediting rate | 3.67% | 3.70% | 3.67% | 3.70%
Net amount at risk | $ 117,340 | $ 116,107 | $ 117,340 | $ 116,107
Cash surrender value | 3,198 | 3,194 | 3,198 | 3,194
Corporate & Other | GMxB Legacy |  |  |  |
Policyholder Account Balance [Roll Forward] |  |  |  |
Balance, beginning of period |  |  | 226 | 618
Premiums received |  |  | 6 | 3
Policy charges |  |  | 10 | 9
Surrenders and withdrawals |  |  | (46) | (67)
Benefit payments |  |  | (13) | (14)
Net transfers from (to) separate account |  |  | 7 | 4
Interest credited |  |  | 9 | 11
Other (4) |  |  | 33 | 0
Balance, end of period | $ 232 | $ 564 | $ 232 | $ 564
Weighted-average crediting rate | 2.78% | 2.74% | 2.78% | 2.74%
Net amount at risk | $ 15,028 | $ 18,977 | $ 15,028 | $ 18,977
Cash surrender value | $ 439 | $ 507 | $ 439 | $ 507

X
- Definition Policyholder Account Balance, Other + References No definition available. + Details
Name: | eqh_PolicyholderAccountBalanceOther
Namespace Prefix: | eqh_
Data Type: | xbrli:monetaryItemType
Balance Type: | debit
Period Type: | duration

X
- Definition Amount of cash to be paid to policyholder upon termination and surrender of long-duration contract issued by insurance entity. + References Reference 1: http://www.xbrl.org/2003/role/disclosureRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (b)(3) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F + Details
Name: | us-gaap_CashSurrenderValueDuePolicyholdersAmount
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | credit
Period Type: | instant

X
- Definition Amount of interest expense for allocation to policyholder account balance. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F Reference 3: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 20 -Name Accounting Standards Codification -Section 45 -Paragraph 2 -Subparagraph (c) -Publisher FASB -URI https://asc.fasb.org/1943274/2147479868/944-20-45-2 Reference 4: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 13J -Subparagraph (g) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-13J Reference 5: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 220 -Name Accounting Standards Codification -Section S99 -Paragraph 1 -Subparagraph (SX 210.7-04(6)) -Publisher FASB -URI https://asc.fasb.org/1943274/2147477250/944-220-S99-1 + Details
Name: | us-gaap_InterestCreditedToPolicyholdersAccountBalances
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | debit
Period Type: | duration

X
- Definition Amount of cash outflow to policyholder account balance from benefit payment. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F Reference 3: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 13J -Subparagraph (e) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-13J + Details
Name: | us-gaap_PolicyholderAccountBalanceBenefitPayment
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | credit
Period Type: | duration

X
- Definition Amount of guaranteed benefit in excess of current account balance of policyholder account balance. + References Reference 1: http://www.xbrl.org/2003/role/disclosureRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (b)(2) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F + Details
Name: | us-gaap_PolicyholderAccountBalanceNetAmountAtRisk
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | credit
Period Type: | instant

X
- Definition Amount of decrease in liability for policyholder account balance from policy charge. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F Reference 3: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 13J -Subparagraph (c) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-13J + Details
Name: | us-gaap_PolicyholderAccountBalancePolicyCharge
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | debit
Period Type: | duration

X
- Definition Amount of cash inflow to policyholder account balance from premium received. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F Reference 3: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 13J -Subparagraph (b) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-13J + Details
Name: | us-gaap_PolicyholderAccountBalancePremiumReceived
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | debit
Period Type: | duration

X
- Definition A roll forward is a reconciliation of a concept from the beginning of a period to the end of a period. + References No definition available. + Details
Name: | us-gaap_PolicyholderAccountBalanceRollForward
Namespace Prefix: | us-gaap_
Data Type: | xbrli:stringItemType
Balance Type: | na
Period Type: | duration

X
- Definition Amount of decrease in liability for policyholder account balance from contract redemption and withdrawal of funds. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 13J -Subparagraph (d) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-13J Reference 3: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F + Details
Name: | us-gaap_PolicyholderAccountBalanceSurrenderAndWithdrawal
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | debit
Period Type: | duration

X
- Definition Weighted-average crediting rate for liability for policyholder account balance, calculated at a point in time. + References Reference 1: http://www.xbrl.org/2003/role/disclosureRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (b)(1) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F + Details
Name: | us-gaap_PolicyholderAccountBalanceWeightedAverageCreditingRate
Namespace Prefix: | us-gaap_
Data Type: | dtr-types:percentItemType
Balance Type: | na
Period Type: | instant

X
- Definition Amount due to policyholder. Includes, but is not limited to, unpaid policy dividend, retrospective refund, and undistributed earnings on participating business. Excludes future policy benefit and claim expense. + References Reference 1: http://www.xbrl.org/2003/role/disclosureRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (c) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/disclosureRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 3: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 210 -Name Accounting Standards Codification -Section S99 -Paragraph 1 -Subparagraph (SX 210.7-03(a)(14)(a)) -Publisher FASB -URI https://asc.fasb.org/1943274/2147478777/944-210-S99-1 Reference 4: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F Reference 5: http://www.xbrl.org/2003/role/disclosureRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (d) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A + Details
Name: | us-gaap_PolicyholderFunds
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | credit
Period Type: | instant

X
- Definition Amount of transfer to (from) liability for policyholder account balance (to) from liability for separate account. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 50 -Paragraph 7A -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480081/944-40-50-7A Reference 2: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 80 -Name Accounting Standards Codification -Section 55 -Paragraph 18 -Publisher FASB -URI https://asc.fasb.org/1943274/2147480078/944-80-55-18 Reference 3: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 29F -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-29F Reference 4: http://www.xbrl.org/2003/role/exampleRef -Topic 944 -SubTopic 40 -Name Accounting Standards Codification -Section 55 -Paragraph 13J -Subparagraph (f) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480046/944-40-55-13J Reference 5: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 944 -SubTopic 80 -Name Accounting Standards Codification -Section 50 -Paragraph 2 -Subparagraph (a) -Publisher FASB -URI https://asc.fasb.org/1943274/2147480109/944-80-50-2 + Details
Name: | us-gaap_TransferToFromPolicyholderAccountBalanceToFromSeparateAccount
Namespace Prefix: | us-gaap_
Data Type: | xbrli:monetaryItemType
Balance Type: | credit
Period Type: | duration

X
- Details
Name: | us-gaap_StatementBusinessSegmentsAxis=eqh_RetirementMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | srt_ProductOrServiceAxis=eqh_Core1Member
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | srt_ProductOrServiceAxis=eqh_SCSMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | srt_ProductOrServiceAxis=eqh_EQUIVESTIndividualMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | srt_ProductOrServiceAxis=eqh_EQUIVESTGroupMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | srt_ProductOrServiceAxis=eqh_MomentumMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | us-gaap_StatementBusinessSegmentsAxis=us-gaap_CorporateAndOtherMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | srt_ProductOrServiceAxis=us-gaap_UniversalLifeMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | srt_ProductOrServiceAxis=us-gaap_VariableUniversalLifeMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |

X
- Details
Name: | srt_ProductOrServiceAxis=eqh_GrossLegacyMember
Namespace Prefix: |
Data Type: | na
Balance Type: |
Period Type: |