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Jackson Financial JXN Fixed Index Annuities — 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 fixed index annuities — other policyholder funds, gross?
- Jackson Financial (JXN) reported fixed index annuities — other policyholder funds, gross of $8.26B in Q1 2026.
- How has Jackson Financial's fixed index annuities — other policyholder funds, gross changed year-over-year?
- Jackson Financial's fixed index annuities — other policyholder funds, gross increased by 2.0% year-over-year, from $8.1B to $8.26B.
- What is the long-term trend for Jackson Financial's fixed index annuities — other policyholder funds, gross?
- Over 2 years (2023 to 2025), Jackson Financial's fixed index annuities — other policyholder funds, gross has grown at a -14.8% compound annual growth rate (CAGR), from $43.38B to $31.47B.
- What does fixed index annuities — other policyholder funds, gross mean?
- Reflects the gross value of supplementary funds maintained for policyholders within the fixed index annuity product line before accounting for reinsurance offsets. This figure provides insight into the total contractual obligations managed by the firm for these specific annuity products. Monitoring this helps assess the scale of non-core policyholder liabilities.
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