| Item 31A(b) Historical Limits on Index Gains for Calendar Year 2024 | |||||||||||||||||||||||||||||
| New Business Crediting Rates | |||||||||||||||||||||||||||||
| Index, Crediting Methods, and Protections Options Combinations | Term | 1/1/2024 | 01/02/2024- 04/14/2024 | 4/15/2024- 6/16/2024 | 6/17/2024- 8/4/2024 | 8/5/2024- 9/2/2024 | 9/3/2024- 10/6/2024 | 10/7/2024- 12/15/2024 | 12/16/2024- 12/31/2024 | ||||||||||||||||||||
| S&P 500 Index Performance Trigger with 10% Buffer | 1 | 12.60% | 10.00% | 9.70% | 9.35% | 9.10% | 9.40% | 9.15% | 9.10% | ||||||||||||||||||||
| S&P 500 Index Performance Trigger with 10% Floor | 1 | 11.70% | 9.55% | 9.60% | 9.35% | 9.05% | 8.90% | 8.40% | 8.65% | ||||||||||||||||||||
| S&P 500 Index Performance Boost with 10% Buffer | 1 | 11.50% | 9.00% | 8.50% | 8.25% | 7.95% | 8.25% | 8.25% | 8.00% | ||||||||||||||||||||
| S&P 500 Index Cap with 10% Buffer | 1 | 100.00% / 17.75% | 100.00% / 13.75% | 100.00% / 13.50% | 100.00% / 12.50% | 100.00% / 12.25% | 100.00% / 12.25% | 100.00% / 12.00% | 100.00% / 12.25% | ||||||||||||||||||||
| S&P 500 Index Cap with 20% Buffer | 1 | 100.00% / 12.75% | 100.00% / 10.00% | 100.00% / 10.25% | 100.00% / 9.75% | 100.00% / 9.25% | 100.00% / 8.75% | 100.00% / 8.75% | 100.00% / 9.00% | ||||||||||||||||||||
| S&P 500 Index Cap with 10% Floor | 1 | 100.00% / 15.50% | 100.00% / 12.75% | 100.00% / 13.25% | 100.00% / 12.50% | 100.00% / 12.25% | 100.00% / 11.25% | 100.00% / 10.50% | 100.00% / 11.25% | ||||||||||||||||||||
| MSCI EAFE Index Performance Trigger with 10% Buffer | 1 | 19.10% | 11.70% | 10.10% | 10.60% | 10.20% | 11.00% | 10.70% | 10.60% | ||||||||||||||||||||
| MSCI EAFE Index Performance Trigger with 10% Floor | 1 | 21.00% | 12.80% | 11.00% | 11.20% | 10.60% | 11.30% | 11.70% | 10.90% | ||||||||||||||||||||
| MSCI EAFE Index Performance Boost with 10% Buffer | 1 | 16.50% | 9.75% | 8.50% | 8.75% | 8.50% | 9.00% | 8.50% | 8.75% | ||||||||||||||||||||
| MSCI EAFE Index Cap with 10% Buffer | 1 | 115.00% / 100.00% | 100.00% / 20.00% | 100.00% / 17.00% | 100.00% / 20.00% | 100.00% / 18.75% | 100.00% / 21.00% | 100.00% / 19.00% | 100.00% / 22.50% | ||||||||||||||||||||
| MSCI EAFE Index Cap with 20% Buffer | 1 | 100.00% / 31.00% | 100.00% / 13.00% | 100.00% / 11.25% | 100.00% / 13.00% | 100.00% / 12.00% | 100.00% / 12.25% | 100.00% / 11.50% | 100.00% / 12.75% | ||||||||||||||||||||
| MSCI EAFE Index Cap with 10% Floor | 1 | 115.00% / 100.00% | 100.00% / 35.00% | 100.00% / 24.50% | 100.00% / 25.00% | 100.00% / 20.50% | 100.00% / 24.00% | 100.00% / 100.00% | 100.00% / 25.50% | ||||||||||||||||||||
| RUSSELL 2000 Index Performance Trigger with 10% Buffer | 1 | 14.90% | 12.90% | 12.70% | 12.50% | 13.10% | 13.00% | 13.10% | 13.20% | ||||||||||||||||||||
| RUSSELL 2000 Index Performance Trigger with 10% Floor | 1 | 13.40% | 11.90% | 12.30% | 12.40% | 12.70% | 12.10% | 12.10% | 12.50% | ||||||||||||||||||||
| RUSSELL 2000 Index Performance Boost with 10% Buffer | 1 | 13.75% | 11.50% | 11.25% | 10.75% | 11.50% | 11.75% | 11.50% | 11.75% | ||||||||||||||||||||
| RUSSELL 2000 Index Cap with 10% Buffer | 1 | 100.00% / 24.00% | 100.00% / 19.25% | 100.00% / 19.50% | 100.00% / 18.50% | 100.00% / 19.50% | 100.00% / 19.50% | 100.00% / 19.50% | 100.00% / 19.75% | ||||||||||||||||||||
| RUSSELL 2000 Index Cap with 20% Buffer | 1 | 100.00% / 16.25% | 100.00% / 13.00% | 100.00% / 13.00% | 100.00% / 13.00% | 100.00% / 12.75% | 100.00% / 12.00% | 100.00% / 12.50% | 100.00% / 13.00% | ||||||||||||||||||||
| RUSSELL 2000 Index Cap with 10% Floor | 1 | 100.00% / 19.25% | 100.00% / 16.75% | 100.00% / 18.25% | 100.00% / 18.25% | 100.00% / 18.50% | 100.00% / 17.25% | 100.00% / 17.00% | 100.00% / 18.00% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Performance Trigger with 10% Buffer | 1 | 11.70% | 9.35% | 9.10% | 8.75% | 8.50% | 8.75% | 8.55% | 8.50% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Performance Trigger with 10% Floor | 1 | 11.00% | 8.95% | 8.95% | 8.75% | 8.45% | 8.30% | 7.80% | 8.10% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Performance Boost with 10% Buffer | 1 | 10.75% | 8.50% | 7.85% | 7.65% | 7.40% | 7.75% | 7.55% | 7.50% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Cap with 10% Buffer | 1 | 100.00% / 15.50% | 100.00% / 12.25% | 100.00% / 12.00% | 100.00% / 11.25% | 100.00% / 11.00% | 100.00% / 11.00% | 100.00% / 10.75% | 100.00% / 11.00% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Cap with 20% Buffer | 1 | 100.00% / 11.75% | 100.00% / 9.25% | 100.00% / 9.50% | 100.00% / 9.00% | 100.00% / 8.50% | 100.00% / 8.25% | 100.00% / 7.95% | 100.00% / 8.50% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Cap with 10% Floor | 1 | 100.00% / 14.00% | 100.00% / 11.50% | 100.00% / 11.75% | 100.00% / 11.25% | 100.00% / 11.00% | 100.00% / 10.25% | 100.00% / 9.50% | 100.00% / 10.25% | ||||||||||||||||||||
| MSCI Emerging Markets Performance Trigger with 10% Buffer | 1 | 15.60% | 13.00% | 13.00% | 12.00% | 10.70% | 11.30% | 11.20% | 11.60% | ||||||||||||||||||||
| MSCI Emerging Markets Performance Trigger with 10% Floor | 1 | 14.40% | 12.80% | 12.70% | 12.40% | 11.40% | 11.20% | 10.90% | 11.50% | ||||||||||||||||||||
| MSCI Emerging Markets Performance Boost with 10% Buffer | 1 | 14.50% | 11.50% | 11.25% | 10.25% | 9.00% | 9.75% | 9.50% | 10.00% | ||||||||||||||||||||
| MSCI Emerging Markets Cap with 10% Buffer | 1 | 100.00% / 44.00% | 100.00% / 24.50% | 100.00% / 21.00% | 100.00% / 21.00% | 100.00% / 17.00% | 100.00% / 19.00% | 100.00% / 19.25% | 100.00% / 21.00% | ||||||||||||||||||||
| MSCI Emerging Markets Cap with 20% Buffer | 1 | 100.00% / 20.00% | 100.00% / 14.25% | 100.00% / 13.75% | 100.00% / 13.25% | 100.00% / 11.50% | 100.00% / 11.75% | 100.00% / 11.75% | 100.00% / 13.00% | ||||||||||||||||||||
| MSCI Emerging Markets Cap with 10% Floor | 1 | 100.00% / 28.50% | 100.00% / 23.00% | 100.00% / 19.75% | 100.00% / 22.50% | 100.00% / 20.00% | 100.00% / 18.50% | 100.00% / 18.00% | 100.00% / 20.50% | ||||||||||||||||||||
| S&P 500 Index Performance Boost with 10% Buffer | 3 | 38.00% | 30.00% | 28.00% | 27.50% | 26.50% | 29.00% | 28.00% | 27.50% | ||||||||||||||||||||
| S&P 500 Index Cap with 10% Buffer | 3 | 105.00% / 350.00% | 100.00% / 58.00% | 100.00% / 45.00% | 100.00% / 40.00% | 100.00% / 40.00% | 100.00% / 66.00% | 100.00% / 54.00% | 100.00% / 42.00% | ||||||||||||||||||||
| S&P 500 Index Cap with 20% Buffer | 3 | 100.00% / 50.00% | 100.00% / 36.00% | 100.00% / 34.00% | 100.00% / 32.00% | 100.00% / 30.00% | 100.00% / 35.00% | 100.00% / 33.00% | 100.00% / 32.00% | ||||||||||||||||||||
| MSCI EAFE Index Performance Boost with 10% Buffer | 3 | 100.00% | 59.00% | 38.00% | 42.00% | 39.00% | 100.00% | 96.00% | 49.00% | ||||||||||||||||||||
| MSCI EAFE Index Cap with 10% Buffer | 3 | 130.00% / 350.00% | 130.00% / 350.00% | 120.00% / 350.00% | 120.00% / 350.00% | 120.00% / 350.00% | 130.00% / 350.00% | 130.00% / 350.00% | 130.00% / 350.00% | ||||||||||||||||||||
| MSCI EAFE Index Cap with 20% Buffer | 3 | 115.00% / 350.00% | 115.00% / 350.00% | 105.00% / 350.00% | 105.00% / 350.00% | 105.00% / 350.00% | 115.00% / 350.00% | 115.00% / 350.00% | 115.00% / 350.00% | ||||||||||||||||||||
| RUSSELL 2000 Index Performance Boost with 10% Buffer | 3 | 48.00% | 38.00% | 37.00% | 37.00% | 37.00% | 42.00% | 40.00% | 37.00% | ||||||||||||||||||||
| RUSSELL 2000 Index Cap with 10% Buffer | 3 | 105.00% / 350.00% | 100.00% / 78.00% | 100.00% / 64.00% | 100.00% / 60.00% | 100.00% / 64.00% | 100.00% / 350.00% | 100.00% / 92.00% | 100.00% / 65.00% | ||||||||||||||||||||
| RUSSELL 2000 Index Cap with 20% Buffer | 3 | 100.00% / 68.00% | 100.00% / 47.00% | 100.00% / 44.00% | 100.00% / 43.00% | 100.00% / 43.00% | 100.00% / 52.00% | 100.00% / 49.00% | 100.00% / 46.00% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Performance Boost with 10% Buffer | 3 | 35.00% | 28.00% | 26.00% | 25.00% | 24.00% | 26.50% | 25.50% | 25.50% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Cap with 10% Buffer | 3 | 100.00% / 62.00% | 100.00% / 42.00% | 100.00% / 38.00% | 100.00% / 35.00% | 100.00% / 34.00% | 100.00% / 42.00% | 100.00% / 40.00% | 100.00% / 36.00% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Cap with 20% Buffer | 3 | 100.00% / 42.00% | 100.00% / 32.00% | 100.00% / 30.00% | 100.00% / 28.50% | 100.00% / 27.00% | 100.00% / 31.00% | 100.00% / 29.50% | 100.00% / 29.00% | ||||||||||||||||||||
| MSCI Emerging Markets Performance Boost with 10% Buffer | 3 | 100.00% | 64.00% | 49.00% | 45.00% | 40.00% | 46.00% | 48.00% | 41.00% | ||||||||||||||||||||
| MSCI Emerging Markets Cap with 10% Buffer | 3 | 130.00% / 350.00% | 125.00% / 350.00% | 115.00% / 350.00% | 110.00% / 350.00% | 112.00% / 350.00% | 130.00% / 350.00% | 125.00% / 350.00% | 117.00% / 350.00% | ||||||||||||||||||||
| MSCI Emerging Markets Cap with 20% Buffer | 3 | 115.00% / 350.00% | 110.00% / 350.00% | 100.00% / 350.00% | 100.00% / 82.00% | 100.00% / 70.00% | 115.00% / 350.00% | 110.00% / 350.00% | 102.00% / 350.00% | ||||||||||||||||||||
| S&P 500 Index Performance Boost with 10% Buffer | 6 | 150.00% | 110.00% | 86.00% | 82.00% | 78.00% | 72.00% | 66.00% | 62.00% | ||||||||||||||||||||
| S&P 500 Index Cap with 10% Buffer | 6 | 120.00% / 400.00% | 115.00% / 400.00% | 110.00% / 400.00% | 107.00% / 400.00% | 105.00% / 400.00% | 105.00% / 400.00% | 102.00% / 400.00% | 100.00% / 400.00% | ||||||||||||||||||||
| S&P 500 Index Cap with 20% Buffer | 6 | 115.00% / 400.00% | 105.00% / 400.00% | 105.00% / 400.00% | 102.00% / 400.00% | 100.00% / 400.00% | 100.00% / 225.00% | 100.00% / 125.00% | 100.00% / 100.00% | ||||||||||||||||||||
| MSCI EAFE Index Performance Boost with 10% Buffer | 6 | 150.00% | 150.00% | 150.00% | 150.00% | 150.00% | 150.00% | 150.00% | 150.00% | ||||||||||||||||||||
| MSCI EAFE Index Cap with 10% Buffer | 6 | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | ||||||||||||||||||||
| MSCI EAFE Index Cap with 20% Buffer | 6 | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | ||||||||||||||||||||
| RUSSELL 2000 Index Performance Boost with 10% Buffer | 6 | 150.00% | 150.00% | 125.00% | 116.00% | 112.00% | 110.00% | 94.00% | 78.00% | ||||||||||||||||||||
| RUSSELL 2000 Index Cap with 10% Buffer | 6 | 125.00% / 400.00% | 120.00% / 400.00% | 110.00% / 400.00% | 110.00% / 400.00% | 112.00% / 400.00% | 112.00% / 400.00% | 107.00% / 400.00% | 100.00% / 400.00% | ||||||||||||||||||||
| RUSSELL 2000 Index Cap with 20% Buffer | 6 | 115.00% / 400.00% | 110.00% / 400.00% | 105.00% / 400.00% | 105.00% / 400.00% | 102.00% / 400.00% | 102.00% / 400.00% | 100.00% / 145.00% | 100.00% / 105.00% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Performance Boost with 10% Buffer | 6 | 128.00% | 84.00% | 74.00% | 72.00% | 68.00% | 62.00% | 59.00% | 56.00% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Cap with 10% Buffer | 6 | 115.00% / 400.00% | 105.00% / 400.00% | 100.00% / 400.00% | 100.00% / 195.00% | 100.00% / 195.00% | 100.00% / 135.00% | 100.00% / 92.00% | 100.00% / 76.00% | ||||||||||||||||||||
| MSCI KLD 400 Social Index Index Cap with 20% Buffer | 6 | 110.00% / 400.00% | 100.00% / 400.00% | 100.00% / 96.00% | 100.00% / 92.00% | 100.00% / 84.00% | 100.00% / 75.00% | 100.00% / 66.00% | 100.00% / 64.00% | ||||||||||||||||||||
| MSCI Emerging Markets Performance Boost with 10% Buffer | 6 | 150.00% | 150.00% | 150.00% | 150.00% | 150.00% | 150.00% | 150.00% | 150.00% | ||||||||||||||||||||
| MSCI Emerging Markets Cap with 10% Buffer | 6 | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | ||||||||||||||||||||
| MSCI Emerging Markets Cap with 20% Buffer | 6 | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | ||||||||||||||||||||
| Renewal Crediting Rates for Contracts Issued in 2023 | |||||||||||||||||
| Index, Crediting Methods, and Protections Options Combinations | Term | 6/5/2024- 10/15/2024 | 10/16/24- 11/05/24 | 11/6/2024- 12/3/2024 | 12/4/2024- 12/31/2024 | ||||||||||||
| S&P 500 Index Performance Trigger with 10% Buffer | 1 | 9.80% | 10.70% | 11.50% | 11.70% | ||||||||||||
| S&P 500 Index Performance Trigger with 10% Floor | 1 | 9.70% | 10.60% | 11.10% | 10.90% | ||||||||||||
| S&P 500 Index Performance Boost with 10% Buffer | 1 | 8.50% | 9.50% | 10.50% | 10.50% | ||||||||||||
| S&P 500 Index Cap with 10% Buffer | 1 | 100.00% / 13.50% | 100.00% / 16.00% | 100.00% / 19.00% | 100.00% / 21.50% | ||||||||||||
| S&P 500 Index Cap with 20% Buffer | 1 | 100.00% / 10.25% | 100.00% / 11.75% | 100.00% / 12.75% | 100.00% / 13.25% | ||||||||||||
| S&P 500 Index Cap with 10% Floor | 1 | 100.00% / 13.25% | 100.00% / 15.00% | 100.00% / 16.75% | 100.00% / 16.75% | ||||||||||||
| MSCI EAFE Index Performance Trigger with 10% Buffer | 1 | 9.75% | 12.30% | 13.50% | 13.80% | ||||||||||||
| MSCI EAFE Index Performance Trigger with 10% Floor | 1 | 10.70% | 13.10% | 13.90% | 14.80% | ||||||||||||
| MSCI EAFE Index Performance Boost with 10% Buffer | 1 | 8.25% | 10.25% | 11.50% | 11.50% | ||||||||||||
| MSCI EAFE Index Cap with 10% Buffer | 1 | 100.00% / 15.50% | 102.00% / 100.00% | 115.00% / 100.00% | 115.00% / 100.00% | ||||||||||||
| MSCI EAFE Index Cap with 20% Buffer | 1 | 100.00% / 10.50% | 100.00% / 17.75% | 100.00% / 24.00% | 100.00% / 31.00% | ||||||||||||
| MSCI EAFE Index Cap with 10% Floor | 1 | 100.00% / 20.50% | 107.00% / 100.00% | 115.00% / 100.00% | 115.00% / 100.00% | ||||||||||||
| RUSSELL 2000 Index Performance Trigger with 10% Buffer | 1 | 12.30% | 15.20% | 15.50% | 16.20% | ||||||||||||
| RUSSELL 2000 Index Performance Trigger with 10% Floor | 1 | 11.90% | 14.50% | 14.60% | 15.20% | ||||||||||||
| RUSSELL 2000 Index Performance Boost with 10% Buffer | 1 | 11.00% | 14.00% | 14.50% | 15.00% | ||||||||||||
| RUSSELL 2000 Index Cap with 10% Buffer | 1 | 100.00% / 18.25% | 100.00% / 25.50% | 100.00% / 29.50% | 100.00% / 32.00% | ||||||||||||
| RUSSELL 2000 Index Cap with 20% Buffer | 1 | 100.00% / 12.25% | 100.00% / 16.50% | 100.00% / 17.00% | 100.00% / 19.00% | ||||||||||||
| RUSSELL 2000 Index Cap with 10% Floor | 1 | 100.00% / 17.25% | 100.00% / 23.00% | 100.00% / 25.00% | 100.00% / 26.50% | ||||||||||||
| MSCI KLD 400 Social Index Index Performance Trigger with 10% Buffer | 1 | 8.80% | 10.10% | 10.80% | 10.90% | ||||||||||||
| MSCI KLD 400 Social Index Index Performance Trigger with 10% Floor | 1 | 8.65% | 9.90% | 10.40% | 10.20% | ||||||||||||
| MSCI KLD 400 Social Index Index Performance Boost with 10% Buffer | 1 | 7.45% | 9.00% | 9.75% | 9.75% | ||||||||||||
| MSCI KLD 400 Social Index Index Cap with 10% Buffer | 1 | 100.00% / 11.50% | 100.00% / 13.75% | 100.00% / 15.75% | 100.00% / 16.75% | ||||||||||||
| MSCI KLD 400 Social Index Index Cap with 20% Buffer | 1 | 100.00% / 8.75% | 100.00% / 10.75% | 100.00% / 11.50% | 100.00% / 12.00% | ||||||||||||
| MSCI KLD 400 Social Index Index Cap with 10% Floor | 1 | 100.00% / 11.25% | 100.00% / 13.50% | 100.00% / 14.50% | 100.00% / 14.50% | ||||||||||||
| MSCI Emerging Markets Performance Trigger with 10% Buffer | 1 | 12.60% | 12.50% | 13.80% | 14.20% | ||||||||||||
| MSCI Emerging Markets Performance Trigger with 10% Floor | 1 | 12.30% | 12.90% | 13.60% | 13.90% | ||||||||||||
| MSCI Emerging Markets Performance Boost with 10% Buffer | 1 | 11.00% | 10.75% | 12.25% | 12.75% | ||||||||||||
| MSCI Emerging Markets Cap with 10% Buffer | 1 | 100.00% / 19.50% | 100.00% / 26.00% | 102.00% / 100.00% | 105.00% / 100.00% | ||||||||||||
| MSCI Emerging Markets Cap with 20% Buffer | 1 | 100.00% / 13.25% | 100.00% / 15.25% | 100.00% / 18.75% | 100.00% / 21.00% | ||||||||||||
| MSCI Emerging Markets Cap with 10% Floor | 1 | 100.00% / 19.00% | 100.00% / 34.00% | 102.00% / 100.00% | 102.00% / 100.00% | ||||||||||||
| S&P 500 Index Performance Boost with 10% Buffer | 3 | 26.50% | 33.00% | 37.00% | 39.00% | ||||||||||||
| S&P 500 Index Cap with 10% Buffer | 3 | 100.00% / 41.00% | 105.00% / 350.00% | 115.00% / 350.00% | 122.00% / 350.00% | ||||||||||||
| S&P 500 Index Cap with 20% Buffer | 3 | 100.00% / 31.00% | 100.00% / 46.00% | 105.00% / 350.00% | 107.00% / 350.00% | ||||||||||||
| MSCI EAFE Index Performance Boost with 10% Buffer | 3 | 34.00% | 100.00% | 100.00% | 100.00% | ||||||||||||
| MSCI EAFE Index Cap with 10% Buffer | 3 | 115.00% / 350.00% | 130.00% / 350.00% | 130.00% / 350.00% | 130.00% / 350.00% | ||||||||||||
| MSCI EAFE Index Cap with 20% Buffer | 3 | 100.00% / 350.00% | 115.00% / 350.00% | 115.00% / 350.00% | 115.00% / 350.00% | ||||||||||||
| RUSSELL 2000 Index Performance Boost with 10% Buffer | 3 | 35.00% | 48.00% | 58.00% | 62.00% | ||||||||||||
| RUSSELL 2000 Index Cap with 10% Buffer | 3 | 100.00% / 58.00% | 105.00% / 350.00% | 115.00% / 350.00% | 120.00% / 350.00% | ||||||||||||
| RUSSELL 2000 Index Cap with 20% Buffer | 3 | 100.00% / 41.00% | 100.00% / 66.00% | 102.00% / 350.00% | 105.00% / 350.00% | ||||||||||||
| MSCI KLD 400 Social Index Index Performance Boost with 10% Buffer | 3 | 24.50% | 30.00% | 33.00% | 35.00% | ||||||||||||
| MSCI KLD 400 Social Index Index Cap with 10% Buffer | 3 | 100.00% / 35.00% | 100.00% / 58.00% | 107.00% / 350.00% | 112.00% / 350.00% | ||||||||||||
| MSCI KLD 400 Social Index Index Cap with 20% Buffer | 3 | 100.00% / 27.50% | 100.00% / 38.00% | 100.00% / 64.00% | 100.00% / 350.00% | ||||||||||||
| MSCI Emerging Markets Performance Boost with 10% Buffer | 3 | 45.00% | 65.00% | 100.00% | 100.00% | ||||||||||||
| MSCI Emerging Markets Cap with 10% Buffer | 3 | 110.00% / 350.00% | 130.00% / 350.00% | 130.00% / 350.00% | 130.00% / 350.00% | ||||||||||||
| MSCI Emerging Markets Cap with 20% Buffer | 3 | 100.00% / 68.00% | 115.00% / 350.00% | 115.00% / 350.00% | 115.00% / 350.00% | ||||||||||||
| S&P 500 Index Performance Boost with 10% Buffer | 6 | 68.00% | 150.00% | 150.00% | 150.00% | ||||||||||||
| S&P 500 Index Cap with 10% Buffer | 6 | 100.00% / 115.00% | 125.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | ||||||||||||
| S&P 500 Index Cap with 20% Buffer | 6 | 100.00% / 80.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | ||||||||||||
| MSCI EAFE Index Performance Boost with 10% Buffer | 6 | 150.00% | 150.00% | 150.00% | 150.00% | ||||||||||||
| MSCI EAFE Index Cap with 10% Buffer | 6 | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | ||||||||||||
| MSCI EAFE Index Cap with 20% Buffer | 6 | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | ||||||||||||
| RUSSELL 2000 Index Performance Boost with 10% Buffer | 6 | 86.00% | 150.00% | 150.00% | 150.00% | ||||||||||||
| RUSSELL 2000 Index Cap with 10% Buffer | 6 | 100.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | ||||||||||||
| RUSSELL 2000 Index Cap with 20% Buffer | 6 | 100.00% / 130.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | ||||||||||||
| MSCI KLD 400 Social Index Index Performance Boost with 10% Buffer | 6 | 70.00% | 126.00% | 150.00% | 150.00% | ||||||||||||
| MSCI KLD 400 Social Index Index Cap with 10% Buffer | 6 | 100.00% / 85.00% | 115.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | ||||||||||||
| MSCI KLD 400 Social Index Index Cap with 20% Buffer | 6 | 100.00% / 70.00% | 110.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | ||||||||||||
| MSCI Emerging Markets Performance Boost with 10% Buffer | 6 | 150.00% | 150.00% | 150.00% | 150.00% | ||||||||||||
| MSCI Emerging Markets Cap with 10% Buffer | 6 | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | 130.00% / 400.00% | ||||||||||||
| MSCI Emerging Markets Cap with 20% Buffer | 6 | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | 115.00% / 400.00% | ||||||||||||