Jackson Financial Inc
For the period ended Dec 31, 2023. Filed Feb 28, 2024.
View on SEC.govAbout this filing
A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2023 · Filed Feb 28, 2024
JXN$138.01+1.8%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Reference to Financial Statements and Schedules
| Report of Independent Registered Public Accounting Firm (KPMG LLP, Chicago, IL, Auditor Firm ID: 185) | 94 |
|---|---|
| Consolidated Balance Sheets as of December 31, 2023 and 2022 | 97 |
| Consolidated Income Statements for the years ended December 31, 2023, 2022 and 2021 | 98 |
| Consolidated Statements of Comprehensive Income (Loss) for the years ended December 31, 2023, 2022 and 2021 | 99 |
| Consolidated Statements of Equity for the years ended December 31, 2023, 2022 and 2021 | 100 |
| Consolidated Statements of Cash Flows for the years ended December 31, 2023, 2022 and 2021 | 101 |
| Notes to Consolidated Financial Statements | |
| Note 1. Business and Basis of Presentation | 103 |
| Note 2. Summary of Significant Accounting Policies | 105 |
| Note 3. Segment Information | 114 |
| Note 4. Investments | 119 |
| Note 5. Derivative Instruments | 135 |
| Note 6. Fair Value Measurements | 140 |
| Note 7. Deferred Acquisition Costs | 158 |
| Note 8. Reinsurance | 159 |
| Note 9. Reserves for Future Policy Benefits and Claims Payable | 164 |
| Note 10. Other Contract Holder Funds | 169 |
| Note 11. Separate Account Assets and Liabilities | 175 |
| Note 12. Market Risk Benefits | 176 |
| Note 13. Long-term Debt | 180 |
| Note 14. Federal Home Loan Bank Advances | 181 |
| Note 15. Income Taxes | 181 |
| Note 16. Commitments and Contingencies | 186 |
| Note 17. Leases | 186 |
| Note 18. Share-Based Compensation | 187 |
| Note 19. Other Related Party Transactions | 190 |
| Note 20. Statutory Accounting and Regulatory Matters | 190 |
| Note 21. Benefit Plans | 191 |
| Note 22. Operating Costs and Other Expenses | 191 |
| Note 23. Accumulated Other Comprehensive Income (Loss) | 192 |
| Note 24. Equity | 193 |
| Note 25. Earnings Per Share | 195 |
| Note 26. Subsequent Events | 196 |
| Financial Statement Schedules: | |
| Schedule I—Summary of Investments—Other Than Investments in Related Parties as of December 31, 2023 | 197 |
| Schedule II—Financial Statements of Jackson Financial Inc. (Parent Only) as of December 31, 2023 and 2022 and for the years ended December 31, 2023, 2022 and 2021 | 198 |
| Schedule III—Supplemental Insurance Information for the years ended December 31, 2023, 2022 and 2021 | 201 |
| Schedule IV—Reinsurance for the years ended December 31, 2023, 2022 and 2021 | 203 |
| Schedule V—Valuation and Qualifying Accounts for the years ended December 31, 2023 and 2022 | 204 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.