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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. •
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
4 mentions1 same-page
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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
_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
3 mentions1 same-page
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, 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
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
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Mutual Connections (15)
Entities connected to both Leon Black and Individual Life Insurance Coverage
Denver
LOCATION244 w/ Leon·2 w/ Individual
DE
Debra
PERSON180 w/ Leon·3 w/ Individual
JH
John Hannan
PERSON31 w/ Leon·2 w/ Individual
CM
Carlyn S. McCaffrey
PERSON26 w/ Leon·2 w/ Individual
McDermott
PERSON16 w/ Leon·2 w/ Individual
the 2006 Trust
ORGANIZATION12 w/ Leon·2 w/ Individual
Prudential
ORGANIZATION11 w/ Leon·3 w/ Individual
Pacific Life
LOCATION11 w/ Leon·2 w/ Individual
AIF IV Management, Inc.
ORGANIZATION6 w/ Leon·2 w/ Individual
JH
John Hancock
PERSON6 w/ Leon·2 w/ Individual
AXA Equitable
ORGANIZATION5 w/ Leon·2 w/ Individual
NB
Norman Brownstein
PERSON4 w/ Leon·3 w/ Individual
Security Life
ORGANIZATION4 w/ Leon·2 w/ Individual
AXA Network
ORGANIZATION2 w/ Leon·2 w/ Individual
Wealth Transfer Life Insurance Coverage
ORGANIZATION2 w/ Leon·2 w/ Individual