Mutual Benefits Keep Policy Trust

Wind down information



Pursuant to the recently issued Court order, the life insurance portfolio sale is delayed until a further ruling by the 11th Circuit Court of Appeals is issued.

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Investor Notifications

  • Trustee's August 2022 Investor Notice

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  • Trustee's August 2022 Investor Notice (en Español)

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  • Trustee's January 2022 Investor Notice

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

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  • Trustee's October 2021 Investor Notice

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

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

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

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Investor Tax Forms

Court Filings

  • Order Granting Motion to Stay Pending Appeal of Order

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

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  • Trustee Notice of Selection of Stalking Horse Bids

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  • Trustee Motion to Wind-down Trust

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  • Trustee’s Amended Motion to Wind-down Trust

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  • Report and Recommendation on Wind-down Motions

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  • Order Adopting Report and Recommendation on Wind-Down Motions

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

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  • Trustee's October 2022 Wind-Down Status Report

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  • Trustee's September 2022 Wind-Down Status Report

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  • Trustee's August 2022 Wind-Down Status Report

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  • Trustee's July 2022 Wind-Down Status Report

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  • Trustee's June 2022 Wind-Down Status Report

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  • Trustee's May 2022 Wind-Down Status Report

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  • Trustee's April 2022 Wind-Down Status Report

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  • Trustee's March 2022 Wind-Down Status Report

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  • Trustee's February 2022 Wind-Down Status Report

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  • Trustee's January 2022 Wind-Down Status Report

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  • Trustee's December 2021 Wind-Down Status Report

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  • Trustee's November 2021 Wind-Down Status Report

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  • Trustee's October 2021 Wind-Down Status Report

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  • Trustee's September 2021 Wind-Down Status Report

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  • Trustee's August 2021 Wind-Down Status Report

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  • Trustee's July 2021 Wind-Down Status Report

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  • Trustee's June 2021 Wind-Down Status Report

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  • Trustee's May 2021 Wind-Down Status Report

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  • Trustee's April 2021 Wind-Down Status Report

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  • Trustee's March 2021 Wind-Down Status Report

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  • Trustee's February 2021 Wind-Down Status Report

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  • Trustee's January 2021 Wind-Down Status Report

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  • Trustee's December 2020 Wind-Down Status Report

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