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Jackson Financial JXN Payout 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 payout annuities — other policyholder funds, gross?
- Jackson Financial (JXN) reported payout annuities — other policyholder funds, gross of $840M in Q1 2026.
- How has Jackson Financial's payout annuities — other policyholder funds, gross changed year-over-year?
- Jackson Financial's payout annuities — other policyholder funds, gross decreased by 0.2% year-over-year, from $842M to $840M.
- What is the long-term trend for Jackson Financial's payout annuities — other policyholder funds, gross?
- Over 2 years (2023 to 2025), Jackson Financial's payout annuities — other policyholder funds, gross has grown at a 0.0% compound annual growth rate (CAGR), from $3.41B to $3.41B.
- What does payout annuities — other policyholder funds, gross mean?
- This metric represents the total gross amount of policyholder funds held in non-standard accounts related to the payout annuity segment. It serves as a measure of the total capital managed on behalf of clients outside of primary premium reserves. This figure is essential for understanding the total liability exposure and capital management requirements of the segment.
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