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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 N1 dated Septemb
EFTA02707624 8.00% Gross Rate of Return Assuring 9.00'2 Hypothetical Gross Rate of Return & C.rintro Poky C:! INDIVIDUAL SPLIT-DOLLAR PLAN MR. LEON BLACK $50,000,000 COMBINED Individual Death Benefit Coverage - 3 VUL Policies Based Upon a $663,609 Normal Annual Premium Payment Year Age 1999 48 2000
erage Individual Life Insurance Coverage-on Leon Black- • Split-Dollar Entity: AIF IV Management, Inc.
olicy owner: Norman Brownstein, Trustee under the Leon D. Black Insurance Trust N1 dated September 13, 1999. •
• 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
0 Amain num Munn Management 24213Proncions. Int a 447/2035 Bonen Checking In 6404012 516.0W00 U.S Dust- Ent Of Anna Rival. Wealth Manager Leon D. Black 745/2503 Detre link Emend finning 0.05% 6002012 S2.2041303.00 Tfust - Bank M Anna PrivateWean U. S. nt Managene ORB Produckat Inc. ; 5/11
eal Manenethe Bieck Fun/ 1997 Trust 7/16/2503 Ennead Chang 305% 8/30/2012 222.173.371.03 U. S. Time- Bank 05Nnerica Private Went Mannenew1 Leon Back Elobra Black Warn 0.06% 6130/2012 $9162.53 Oinking U. S. Tryst - Bank of America Pone VVeaim Manneenel Mack Farrily Panners LP Ove:king NI
anal America Private veal Management Oen Raider Black 4/27/1990 CA)ApelloMannenem Personal Money Ma
ck Insurance Trust #1 AXA Equitable 9/1/1999 Leon D. Black Insurance Trust #1 Security Life of Denver 9/1/1999 Leon 0 Black Insurance Trust #1 Prudential 4/26/1999 Leon D. Black Insurance Trust #2 New York Life 4/28/1999 Leon D. Black Insurance Trust #2 Pacific Life 4/28/1999 Leon D. Black Insu
K 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 0I dated September 1
LEON D. BLACK TRUST-OWNED SPLIT-DOLLAR LIFE INSURANCE COVERA
ity Life of Denver Policy III - 4 8 *pm Or fryaroM evu F8alt eceRasrawastrary 2013 Arnaa RearsOcca BrYant, Group EFTA_R1_01954591 EFTA02674241 LEON BLACK February 2013 Annual Review of Trust-Owned Split - Dollar Life Insurance Coverage I. Review of Need, Solution, and Rationale for Individual and Se
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
Date STATEMENT OF ASSETS FINANCIAL ANALYSIS SUMMARY Leon D. Black President and Managing Member Hamlet Holdings LLC PREVIOUS NET WORTH CURRENT SUBMITTED NET WORTH Difference Comments firsoapiz 3/31/2013
NT OF ASSETS FINANCIAL ANALYSIS SUMMARY Leon D. Black President and Managing Member Hamlet Holdings L
ack Name, Address & Telephone # Face Annual Cash Surrender Premiums Value Date of Insurance Carrier Number Issued Beneficiary(les) Value Prudential V1 016 844 9/1/1999 Leon D. Black Insurance Trust #1 $30,000.000.00 $502,335.00 $4.737,189.00 AXA Equitable 49 232 126 9/1/1999 Leon D. Bla
LEON BLACK'S TRUST-OWNED LIFE INSURANCE COVERAGE 2013 Repor
LEON BLACK'S TRUST-OWNED LIFE INSURANCE COVERAGE 2013 Repor
Leon's Insurance Benefit Rate per Trust's Net Death Income & Policies on Leon Age 1,000 of Net Death Benefit Benefit Coverage 0 Annual Gift Prudential's Variable Universal Life A62 1.99 28,137,678 55,994 Policy # V1016844 - - - AXA Equitable's Incentive Life Policy A62 1.94 13,699,680 26
, New York 10019 Ada Ca To: From: Date: Re: Leon D. Black Ada Clapp December 11, 2013 Status of Split Do
ii Black Family Partners Apollo Management 9 West 57. S
• 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
0 on each ticket! Lucky Ladies put on your Red & Black and head down to Prudential Center for Ladies Ni
cial Offer R,Special Offer Enter code: GIRLS into Ladies Night Out Box (for Ladies Night Out offer only) April 6. Ladies Night 7:00 Out PM- Prudential April Center 10, 3:00 PM Guys Night Out Prudential Center 6- 1 Olt 7:00 PM Offer applies to regularly priced Balcony Seals ($59 tickets
mou, Albert Barrett, Anthony Barrett, Jonathan Black Leon Flo ,tiansoement I P Borden, David fyiZto
chael Lee. Dr. i ter Hos Mal May:tarn, Dr. Medical MedLink Emergency Meltzer, J. Dr. Moskowitz, Dr. Bruce EFTA00183029 Oxford Health Plans Prudential Steinhura Dr Sternher Tor ' Victor, Steve Dr Wjntik, Wayno Pu Gabor Bard, Dr. Per Breakers, The Chiropractor ICleaners Creative Custom Sw
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spital 3tV2 Magnani, Dr. 501 Madison Ave. Subs 2101 blwn 52nd and 53,0 St) loon h ax Medical 4311440'01 bp'j bel1 ) Oxford ID own- am 8 Prudential 10 num. 4883 9h0dental MedLink Emergency 001602 239 3627 Meltzer, .1. Dr. i i ta He vet New YO* Moskowitz, Dr. Bruce Krumholtz, Dr. Michael
oods," brass and percussion ensemble performance, Black History Month celebration, and the Winter Dance
ng officials declined to predict how much revenue Boeing Enter- prises may generate in coming years. But Nicholas Heymann, an aerospace analyst at Prudential Se- curities, has estimated that Boeing Enterprises could take in $5 billion by 2000, with operating profit mar- gins of about 20 to 25 percent He
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