{"filing":{"accession_number":"0000005513-26-000069","cik":"0000005513","ticker":"UNMA","company_name":"Unum Group","form":"8-K","filing_date":"2026-07-06","report_date":null,"primary_document":"unm-20260702.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/5513/000000551326000069/unm-20260702.htm"},"events":[{"id":16094,"run_id":14361,"accession_number":"0000005513-26-000069","anchor_item_number":"1.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.94,"summary":"Unum Life Insurance Company of America entered into a Master Transaction Agreement with Fortitude Reinsurance Company Ltd. to reinsure $3.8 billion of long-term care statutory reserves (26% of total LTC reserves) on a 100% quota share coinsurance basis, with approximately $5.7 billion in assets and cash to be transferred. The transaction is expected to close in 2026 and materially reduces Unum's closed block footprint and risk profile.","company_name":"Unum Group","ticker":"UNMA","filing_date":"2026-07-06","form":"8-K","submitted_at":null,"items":[{"id":14071,"accession_number":"0000005513-26-000069","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Unum Life Insurance Company of America entered into a Master Transaction Agreement with Fortitude Reinsurance Company Ltd. to reinsure $3.8 billion of long-term care statutory reserves (26% of total LTC reserves), representing a material disposition of insurance business. The transaction involves a coinsurance agreement on a 100% quota share basis with transfer of approximately $5.7 billion in assets and cash, and is expected to close in 2026. This constitutes a material definitive agreement for a significant reinsurance transaction that materially reduces Unum's closed block footprint and risk profile.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-06T10:56:41.448462+00:00","company_name":"","ticker":null,"filing_date":""},{"id":14072,"accession_number":"0000005513-26-000069","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"Unum announced entry into a $3.8 billion long-term care reinsurance transaction with Fortitude Re, representing a material disposition of insurance liabilities. The filing explicitly states \"Unum Group Announces $3.8 Billion Long-Term Care Reinsurance Transaction\" and describes the agreement to cede individual LTC policies representing 26% of total LTC statutory reserves. This constitutes a material acquisition/disposition activity requiring disclosure under Item 1.01 or 2.01, disclosed here via Item 7.01 (Regulation FD Disclosure) with supporting exhibits.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-06T10:56:41.448462+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":14071,"accession_number":"0000005513-26-000069","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Unum Life Insurance Company of America entered into a Master Transaction Agreement with Fortitude Reinsurance Company Ltd. to reinsure $3.8 billion of long-term care statutory reserves (26% of total LTC reserves), representing a material disposition of insurance business. The transaction involves a coinsurance agreement on a 100% quota share basis with transfer of approximately $5.7 billion in assets and cash, and is expected to close in 2026. This constitutes a material definitive agreement for a significant reinsurance transaction that materially reduces Unum's closed block footprint and risk profile.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-06T10:56:41.448462+00:00","company_name":"Unum Group","ticker":"UNMA","filing_date":"2026-07-06"},{"id":14072,"accession_number":"0000005513-26-000069","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"Unum announced entry into a $3.8 billion long-term care reinsurance transaction with Fortitude Re, representing a material disposition of insurance liabilities. The filing explicitly states \"Unum Group Announces $3.8 Billion Long-Term Care Reinsurance Transaction\" and describes the agreement to cede individual LTC policies representing 26% of total LTC statutory reserves. This constitutes a material acquisition/disposition activity requiring disclosure under Item 1.01 or 2.01, disclosed here via Item 7.01 (Regulation FD Disclosure) with supporting exhibits.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-06T10:56:41.448462+00:00","company_name":"Unum Group","ticker":"UNMA","filing_date":"2026-07-06"}]}
