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Jackson Financial JXN Variable annuity — 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 variable annuity — other policyholder funds, gross?
- Jackson Financial (JXN) reported variable annuity — other policyholder funds, gross of $6.19B in Q1 2026.
- How has Jackson Financial's variable annuity — other policyholder funds, gross changed year-over-year?
- Jackson Financial's variable annuity — other policyholder funds, gross decreased by 11.8% year-over-year, from $7.02B to $6.19B.
- What is the long-term trend for Jackson Financial's variable annuity — other policyholder funds, gross?
- Over 2 years (2023 to 2025), Jackson Financial's variable annuity — other policyholder funds, gross has grown at a -14.6% compound annual growth rate (CAGR), from $36.63B to $26.69B.
- What does variable annuity — other policyholder funds, gross mean?
- The total gross liability balance held for variable annuity policyholders, excluding primary reserves. This metric captures the broader scope of financial obligations owed to customers under various contract provisions. It provides insight into the total scale of non-reserve liabilities managed within the segment.
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