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Jackson Financial JXN Closed Block Annuity — Policyholder Account Balance, Policy Income (Charge)
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept jxn:PolicyholderAccountBalancePolicyIncomeCharge.
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 — policyholder account balance, policy income (charge)?
- Jackson Financial (JXN) reported closed block annuity — policyholder account balance, policy income (charge) of $0 in Q1 2026.
- What is the long-term trend for Jackson Financial's closed block annuity — policyholder account balance, policy income (charge)?
- Over 2 years (2022 to 2025), Jackson Financial's closed block annuity — policyholder account balance, policy income (charge) has grown at a -73.3% compound annual growth rate (CAGR), from $14M to $1M.
- What does closed block annuity — policyholder account balance, policy income (charge) mean?
- Captures the net income or charges applied to policyholder accounts, such as administrative fees, mortality and expense charges, or other contractual deductions. This metric reflects the revenue generated from the servicing of the closed block of business. It helps investors assess the profitability of legacy products independent of investment performance.
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