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Jackson Financial JXN Closed Block Life — 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 life — other policyholder funds, gross?
- Jackson Financial (JXN) reported closed block life — other policyholder funds, gross of $10.38B in Q1 2026.
- How has Jackson Financial's closed block life — other policyholder funds, gross changed year-over-year?
- Jackson Financial's closed block life — other policyholder funds, gross decreased by 2.5% year-over-year, from $10.65B to $10.38B.
- What is the long-term trend for Jackson Financial's closed block life — other policyholder funds, gross?
- Over 2 years (2023 to 2025), Jackson Financial's closed block life — other policyholder funds, gross has grown at a -2.3% compound annual growth rate (CAGR), from $44.4B to $42.41B.
- What does closed block life — other policyholder funds, gross mean?
- This represents the total gross amount of policyholder funds managed by the company outside of primary insurance reserves. It provides a comprehensive view of the capital held for policyholders, including deposits and other contractual obligations. This metric is useful for assessing the total scale of assets under management within the closed block segment.
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