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Jackson Financial JXN Closed Block Life — Net assessments collected
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept jxn:AdditionalLiabilityNetAssessmentsCollected.
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 | Three Months Ended March 31, 2026 | Year Ended December 31, 2025 |
|---|---|---|
| Beginning balance excluding shadow | 1,209 | 1,207 |
| Effect of changes in cash flow assumptions | — | 5 |
| Effect of actual variances from expected experience | 5 | 33 |
| Interest accrual | 14 | 58 |
| Net assessments collected | (32) | (94) |
| Ending balance excluding shadow | 1,196 | 1,209 |
| End of period cumulative effect of changes in shadow adjustments | (21) | (14) |
| Balance, end of period | $1,175 | $1,195 |
Item 1. Financial Statements
FAQ
- What is Jackson Financial's closed block life — net assessments collected?
- Jackson Financial (JXN) reported closed block life — net assessments collected of -$32M in Q1 2026.
- How has Jackson Financial's closed block life — net assessments collected changed year-over-year?
- Jackson Financial's closed block life — net assessments collected decreased by 6.7% year-over-year, from -$30M to -$32M.
- What is the long-term trend for Jackson Financial's closed block life — net assessments collected?
- Over 2 years (2023 to 2025), Jackson Financial's closed block life — net assessments collected has grown at a -20.3% compound annual growth rate (CAGR), from -$148M to -$94M.
- What does closed block life — net assessments collected mean?
- This represents the net amount of fees and assessments collected from policyholders after accounting for related expenses or credits. It provides insight into the operational efficiency and fee-generating capability of the closed block. A positive trend indicates effective management of policyholder charges relative to the costs of servicing the block.
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