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• Policy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust #2 dated September 13, 1999. • These policies, other than the Prudential policy, have a register date of April 28. 1999 in order to save Debra's insurance age. (Prudential utilizes "current age" vs. "closest age", therefo
Summary of Coverage Individual Life Insurance Coverage-on Leon Black- • Split-Dollar Entity: AIF IV Management, Inc. • Policy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust N
y Number Amount of Coverage Normal Annual Premium Account Value 12-31-12 Net Cash Surrender Value 12-31-12 Split-Dollar Advance 12-31-12 Prudential 530.000.000 $502,335 $4,504,232.62 $4,504,232.62 $6,108,212 AXA Equitable $15,000,000 $264,894 $2,053,540.91 S2,019,619.09 $3,172,980 Sec
_R1_01954598 EFTA02674248 LEON BLACK February 2013 Annual Review of Trust-Owned Split - Dollar Life Insurance Coverage II. Summary of Coverage Individual Life Insurance Coverage on Leon Black • Split-Dollar Entity: AIF IV Management, Inc. • Policy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust 0
• Policy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust #2 dated September 13, 1999. • These policies, other than the Prudential policy, have a register date of April 28, 1999 in order to save Debra's insurance age. (Prudential utilizes "current age" vs. "closest age", therefo
3.02 $2,355,976.73 $3,172,980 Security Life of Denver 610014742 hie I I I $ 96380 $ 615.839.41. $ 615 839 41 $1.180j38 810,461,330 Total — Individual Life Insurance Coverage 550,000,000 $863,609 $8,040,524.81 58,021,568.52 Second to=Die; WealthiTranifer Lifeinsitratice Covirage on Leon 81-Debriel3lek,; • Split-Doll
Entities connected to both Prudential and Individual Life Insurance Coverage
Leon Black
PERSONJohn Hancock
PERSONPacific Life
LOCATIONDebra
PERSONNorman Brownstein
PERSONAXA Equitable
ORGANIZATIONSecurity Life
ORGANIZATION
Denver
LOCATIONAXA Network
ORGANIZATIONJohn Hannan
PERSONCarlyn S. McCaffrey
PERSONAIF IV Management, Inc.
ORGANIZATIONthe 2006 Trust
ORGANIZATION
McDermott
PERSONWealth Transfer Life Insurance Coverage
ORGANIZATION