Equitable Holdings Inc
For the period ended Dec 31, 2023. Filed Feb 26, 2024.
View on SEC.govAbout this filing
A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2023 · Filed Feb 26, 2024
EQH$55.53+0.2%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Item 8. Financial Statements and Supplementary Data
INDEX TO CONSOLIDATED FINANCIAL STATEMENTS
| Audited Consolidated Financial Statements | |
|---|---|
| Report of Independent Registered Public Accounting Firm (PricewaterhouseCoopers LLP, New York, New York, PCAOB ID: 238) | 120 |
| Consolidated Balance Sheets, December 31, 2023 and 2022 | 122 |
| Consolidated Statements of Income (Loss), Years Ended December 31, 2023, 2022 and 2021 | 123 |
| Consolidated Statements of Comprehensive Income (Loss), Years Ended December 31, 2023, 2022 and 2021 | 124 |
| Consolidated Statements of Equity, Years Ended December 31, 2023, 2022 and 2021 | 125 |
| Consolidated Statements of Cash Flows, Years Ended December 31, 2023, 2022 and 2021 | 126 |
| Notes to Consolidated Financial Statements | |
| Note 1 - Organization | 128 |
| Note 2 - Significant Accounting Policies | 129 |
| Note 3 - Investments | 150 |
| Note 4 - Derivatives | 163 |
| Note 5 - Goodwill and Other Intangible Assets | 170 |
| Note 6 - Closed Block | 171 |
| Note 7 - DAC and Other Deferred Assets/Liabilities | 172 |
| Note 8 - Fair Value Disclosures | 175 |
| Note 9 - Liabilities for Future Policyholder Benefits | 189 |
| Note 10 - Market Risk Benefits | 196 |
| Note 11 - Policyholder Account Balances | 198 |
| Note 12 - Leases | 204 |
| Note 13 - Reinsurance | 207 |
| Note 14 - Short-Term and Long-Term Debt | 208 |
| Note 15 - Related Party Transactions | 210 |
| Note 16 - Employee Benefit Plans | 211 |
| Note 17 - Share-Based Compensation Programs | 218 |
| Note 18 - Income Taxes | 222 |
| Note 19 - Commitments and Contingent Liabilities | 224 |
| Note 20 - Insurance Statutory Financial Information | 229 |
| Note 21 - Business Segment Information | 232 |
| Note 22 - Equity | 235 |
| Note 23 - Earnings Per Share | 241 |
| Note 24 - Redeemable NCI | 241 |
| Note 25 - Held-For-Sale | 241 |
| Note 26 - Subsequent Events | 242 |
| Audited Consolidated Financial Statement Schedules | |
| Schedule I - Summary of Investments - Other than Investments in Related Parties, December 31, 2023 | 243 |
| Schedule II - Balance Sheets ( Parent Company), December 31, 2022 and 2021 and Years Ended December 31, 2023, 2022 and 2021 | 244 |
| Schedule III - Supplementary Insurance Information, as of and for the Years Ended December 31, 2023, 2022 and 2021 | 248 |
| Schedule IV - Reinsurance, Years Ended December 31, 2023, 2022 and 2021 | 250 |
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