Mutual Benefits Keep Policy Trust

Wind down information

It is the Trustee's plan to sell the life insurance portfolio
held by the Mutual Benefits Keep Policy Trust by
Summer 2022.

Pursuant to the recently issued Court order, the life insurance portfolio will be sold at auction on September 13, 2022.

If you have questions, please check the Frequently Asked Questions page
or click here to login.

Investor Notifications

  • Trustee's January 2022 Investor Notice

    Download
  • Trustee's January 2022 Investor Notice (en Español)

    Download
  • Trustee's October 2021 Investor Notice

    Download
  • Trustee's October 2021 Investor Notice (en Español)

    Download
  • Trustee’s Notice to Investors | Planned Sale of Policies

    Download
  • Trustee’s Notice to Investors | Intent to Wind-down Trust

    Download

Investor Tax Forms

Court Filings

  • Order Adopting Report and Recommendation and Trustee's Motion to Approve Sale Procedures

    Download
  • Trustee Notice of Selection of Stalking Horse Bids

    Download
  • Trustee Motion to Wind-down Trust

    Download
  • Trustee’s Amended Motion to Wind-down Trust

    Download
  • Report and Recommendation on Wind-down Motions

    Download
  • Order Adopting Report and Recommendation on Wind-Down Motions

    Download
  • Trustee's Motion To Approve Procedures For Sale Of Policies In Connection With Trust Termination

    Download
  • Trustee's July 2022 Wind-Down Status Report

    Download
  • Trustee's June 2022 Wind-Down Status Report

    Download
  • Trustee's May 2022 Wind-Down Status Report

    Download
  • Trustee's April 2022 Wind-Down Status Report

    Download
  • Trustee's March 2022 Wind-Down Status Report

    Download
  • Trustee's February 2022 Wind-Down Status Report

    Download
  • Trustee's January 2022 Wind-Down Status Report

    Download
  • Trustee's December 2021 Wind-Down Status Report

    Download
  • Trustee's November 2021 Wind-Down Status Report

    Download
  • Trustee's October 2021 Wind-Down Status Report

    Download
  • Trustee's September 2021 Wind-Down Status Report

    Download
  • Trustee's August 2021 Wind-Down Status Report

    Download
  • Trustee's July 2021 Wind-Down Status Report

    Download
  • Trustee's June 2021 Wind-Down Status Report

    Download
  • Trustee's May 2021 Wind-Down Status Report

    Download
  • Trustee's April 2021 Wind-Down Status Report

    Download
  • Trustee's March 2021 Wind-Down Status Report

    Download
  • Trustee's February 2021 Wind-Down Status Report

    Download
  • Trustee's January 2021 Wind-Down Status Report

    Download
  • Trustee's December 2020 Wind-Down Status Report

    Download
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