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Jackson Financial JXN Closed Block Annuity — Other contract holder funds

Other product segments

RILA
$21.39B+72.1%
Institutional Products
$11.14B+20.3%
Fixed Index Annuities
$8.26B+2.0%
Variable annuity
$6.19B-11.8%
Payout Annuities
$840M-0.2%
Other Product Lines
$164M+1.9%

Similar metrics at other companies

Unum logo
UNMClosed Block — Other
$1.42B-4.2%
Unum logo
UNMClosed Block — Total liability for future policy benefits
$24.52B+1.9%
Unum logo
UNMClosed Block — Reserves for Future Policy Contract Benefits
$25.09B+4.2%
Unum logo
UNMClosed Block — Policyholder Account Balances
$4.11B+0.4%
Unum logo
UNMClosed Block — Issuances
$22.9M-14.9%
Unum logo
UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, before Reinsurance, after Discount Rate Change
$30.47B+0.9%

Other financials

Income statement

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Revenue$2.9B-22.6%
Operating income$760.8M—
Net income-$424.0M-1,667%
EPS (diluted)-$6.24-1,200%

Balance sheet

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Cash & equivalents$5.5B+42.5%
Total debt$2.7B+31.8%
Total equity$9.5B-7.8%
Total assets$339.54B+3.8%

Cash flow

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Operating cash flow$1.0B-34.4%

Valuation

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Market cap$7.45B+22.3%
Enterprise value$4.59B+8.2%
P/S1.3×+0.4×

Profitability

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Net margin11.7%—

Returns & leverage

See full
Return on equity5.5%—
Debt / equity0.3×+0.1×

Where this comes from

Reported directly by Jackson Financial in its filing.

Tagged under the XBRL concept us-gaap:OtherPolicyholderFunds.

The official record: Jackson Financial’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Jackson Financial's closed block annuity — other contract holder funds?
Jackson Financial (JXN) reported closed block annuity — other contract holder funds of $1.04B in Q1 2026.
How has Jackson Financial's closed block annuity — other contract holder funds changed year-over-year?
Jackson Financial's closed block annuity — other contract holder funds decreased by 7.8% year-over-year, from $1.12B to $1.04B.
What is the long-term trend for Jackson Financial's closed block annuity — other contract holder funds?
Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — other contract holder funds has grown at a -7.7% compound annual growth rate (CAGR), from $5.12B to $4.36B.
What does closed block annuity — other contract holder funds mean?
This captures miscellaneous liabilities or funds held on behalf of contract holders that are not classified as standard policy reserves. It provides insight into the complexity and variety of obligations within the closed block. Tracking these funds helps investors understand the total liability exposure beyond core annuity reserves.