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Jackson Financial JXN Closed Block Annuity — Other Policyholder Funds, Gross
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept jxn:OtherPolicyholderFundsGross.
The source filing: Jackson Financial’s 10-Q, filed May 5, 2026.
- Filed
- May 5, 2026, 4:22 PM EDT
- Fiscal quarter
- Q1 FY2026
- Calendar quarter
- Q1 2026
- Accession
- 0001822993-26-000072
| Line item | Variable / Annuity | RILA | Fixed / Annuity | Fixed / Index / Annuities | Payout / Annuity | Closed / Block / Life | Closed / Block / Annuity | Total |
|---|---|---|---|---|---|---|---|---|
| Balance as of January 1, 2026 | $6,351 | $20,282 | $9,494 | $7,946 | $854 | $10,494 | $1,057 | $56,478 |
| Deposits | 196 | 2,010 | 89 | 677 | 45 | 66 | 1 | 3,084 |
| Surrenders, withdrawals and benefits | (516) | (164) | (343) | (341) | (66) | (207) | (32) | (1,669) |
| Net transfers from (to) separate accounts | 134 | — | — | — | — | — | — | 134 |
| Investment performance / change in value of equity option | — | (757) | — | (17) | — | — | — | (774) |
| Interest credited | 39 | 22 | 89 | 40 | 7 | 156 | 9 | 362 |
| Policy charges and other | (11) | 1 | (29) | (50) | — | (128) | — | (217) |
| Balance as of March 31, 2026 | $6,193 | $21,394 | $9,300 | $8,255 | $840 | $10,381 | $1,035 | $57,398 |
Item 1. Financial Statements
FAQ
- What is Jackson Financial's closed block annuity — other policyholder funds, gross?
- Jackson Financial (JXN) reported closed block annuity — other policyholder funds, gross of $1.04B in Q1 2026.
- How has Jackson Financial's closed block annuity — other policyholder funds, gross changed year-over-year?
- Jackson Financial's closed block annuity — other policyholder funds, gross 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 policyholder funds, gross?
- Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — other policyholder funds, gross has grown at a -7.7% compound annual growth rate (CAGR), from $5.12B to $4.36B.
- What does closed block annuity — other policyholder funds, gross mean?
- This represents the total gross value of funds held for policyholders outside of primary reserve accounts, such as side funds or auxiliary accounts. It reflects the broader scope of financial obligations owed to policyholders in the closed block. Changes in this balance indicate shifts in policyholder behavior or product structure.
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