04/25/2024 | Press release | Distributed by Public on 04/25/2024 09:37
Premium Payments
|
New England Life Insurance Company
P.O. Box 371499
Pittsburgh, PA 15250-7499
|
Payment Inquiries and Correspondence
|
New England Life Insurance Company
P.O. Box 323
Warwick, RI 02887-0323
|
Beneficiary and Ownership Changes
|
New England Life Insurance Company
P.O. Box 392
Warwick, RI 02887-0392
|
Surrenders, Loans, Withdrawals and Sub-Account Transfers
|
New England Life Insurance Company
P.O. Box 543
Warwick, RI 02887-0543
|
Death Claims
|
New England Life Insurance Company
P.O. Box 353
Warwick, RI 02887-0353
|
Sub-Account Transfers by Telephone
|
(800) 200-2214
|
All Other Telephone Transactions and Inquiries
|
(800) 388-4000
|
Premium and Loan Payments
|
New England Life Insurance Company
P.O. Box 38089
Philadelphia, PA 19101-8089
|
Surrenders, Withdrawals and Sub-Account Transfers
|
New England Life Insurance Company
P.O. Box 4270
Clinton, IA 52733-4270
|
Death Claims
|
New England Life Insurance Company
P.O. Box 4268
Clinton, IA 52733-4268
|
All Other Policy Transactions and Inquiries
|
New England Life Insurance Company
P.O. Box 4270
Clinton, IA 52733-4270
|
Minimum
|
Maximum
|
|
Total Annual Eligible Fund Operating Expenses
|
||
(expenses that are deducted from Eligible Fund assets, including management fees,
distribution and/or service (12b-1) fees, and other expenses)
|
0.28%
|
0.98%
|
Eligible Fund
|
Management
Fee
|
Distribution
and/or
Service
(12b-1) Fees
|
Other
Expenses
|
Acquired
Fund Fees
and
Expenses
|
Total
Annual
Operating
Expenses
|
Fee Waiver
and/or
Expense
Reimbursement
|
Net Total
Annual
Operating
Expenses
|
American Funds Insurance Series® -
Class 2
|
|||||||
American Funds Global Small
Capitalization Fund
|
0.65%
|
0.25%
|
0.05%
|
-
|
0.95%
|
0.04%
|
0.91%
|
American Funds Growth Fund
|
0.31%
|
0.25%
|
0.03%
|
-
|
0.59%
|
-
|
0.59%
|
American Funds Growth-Income Fund
|
0.25%
|
0.25%
|
0.03%
|
-
|
0.53%
|
-
|
0.53%
|
American Funds The Bond Fund of
America
|
0.35%
|
0.25%
|
0.03%
|
-
|
0.63%
|
0.15%
|
0.48%
|
Brighthouse Funds Trust I - Class A
|
|||||||
Brighthouse Asset Allocation 100 Portfolio
|
0.07%
|
-
|
0.02%
|
0.65%
|
0.74%
|
-
|
0.74%
|
Eligible Fund
|
Management
Fee
|
Distribution
and/or
Service
(12b-1) Fees
|
Other
Expenses
|
Acquired
Fund Fees
and
Expenses
|
Total
Annual
Operating
Expenses
|
Fee Waiver
and/or
Expense
Reimbursement
|
Net Total
Annual
Operating
Expenses
|
Brighthouse/Wellington Large Cap
Research Portfolio
|
0.57%
|
-
|
0.02%
|
-
|
0.59%
|
0.05%
|
0.54%
|
CBRE Global Real Estate Portfolio
|
0.64%
|
-
|
0.05%
|
-
|
0.69%
|
0.04%
|
0.65%
|
Harris Oakmark International Portfolio
|
0.77%
|
-
|
0.05%
|
-
|
0.82%
|
0.09%
|
0.73%
|
Invesco Global Equity Portfolio
|
0.67%
|
-
|
0.04%
|
-
|
0.71%
|
0.13%
|
0.58%
|
Invesco Small Cap Growth Portfolio
|
0.86%
|
-
|
0.03%
|
-
|
0.89%
|
0.08%
|
0.81%
|
Loomis Sayles Growth Portfolio
|
0.56%
|
-
|
0.02%
|
-
|
0.58%
|
0.03%
|
0.55%
|
MFS® Research International Portfolio
|
0.71%
|
-
|
0.05%
|
-
|
0.76%
|
0.11%
|
0.65%
|
Morgan Stanley Discovery Portfolio
|
0.65%
|
-
|
0.04%
|
-
|
0.69%
|
0.02%
|
0.67%
|
PIMCO Inflation Protected Bond Portfolio
|
0.48%
|
-
|
0.20%
|
-
|
0.68%
|
-
|
0.68%
|
PIMCO Total Return Portfolio
|
0.48%
|
-
|
0.09%
|
-
|
0.57%
|
0.02%
|
0.55%
|
SSGA Growth and Income ETF Portfolio
|
0.31%
|
-
|
0.02%
|
0.19%
|
0.52%
|
-
|
0.52%
|
SSGA Growth ETF Portfolio
|
0.32%
|
-
|
0.04%
|
0.19%
|
0.55%
|
-
|
0.55%
|
T. Rowe Price Mid Cap Growth Portfolio
|
0.75%
|
-
|
0.03%
|
-
|
0.78%
|
0.08%
|
0.70%
|
Victory Sycamore Mid Cap Value Portfolio
|
0.65%
|
-
|
0.04%
|
-
|
0.69%
|
0.09%
|
0.60%
|
Brighthouse Funds Trust II - Class A
|
|||||||
Baillie Gifford International Stock Portfolio
|
0.80%
|
-
|
0.06%
|
-
|
0.86%
|
0.11%
|
0.75%
|
BlackRock Bond Income Portfolio
|
0.35%
|
-
|
0.05%
|
-
|
0.40%
|
0.01%
|
0.39%
|
BlackRock Capital Appreciation Portfolio
|
0.70%
|
-
|
0.03%
|
-
|
0.73%
|
0.16%
|
0.57%
|
BlackRock Ultra-Short Term Bond Portfolio
|
0.35%
|
-
|
0.04%
|
-
|
0.39%
|
0.03%
|
0.36%
|
Brighthouse Asset Allocation 20 Portfolio
|
0.10%
|
-
|
0.05%
|
0.54%
|
0.69%
|
0.05%
|
0.64%
|
Brighthouse Asset Allocation 40 Portfolio
|
0.06%
|
-
|
0.01%
|
0.57%
|
0.64%
|
-
|
0.64%
|
Brighthouse Asset Allocation 60 Portfolio
|
0.05%
|
-
|
0.01%
|
0.60%
|
0.66%
|
-
|
0.66%
|
Brighthouse Asset Allocation 80 Portfolio
|
0.05%
|
-
|
0.01%
|
0.63%
|
0.69%
|
-
|
0.69%
|
Brighthouse/Artisan Mid Cap Value
Portfolio
|
0.82%
|
-
|
0.04%
|
-
|
0.86%
|
0.09%
|
0.77%
|
Brighthouse/Wellington Balanced Portfolio
|
0.47%
|
-
|
0.06%
|
-
|
0.53%
|
-
|
0.53%
|
Brighthouse/Wellington Core Equity
Opportunities Portfolio
|
0.72%
|
-
|
0.01%
|
-
|
0.73%
|
0.12%
|
0.61%
|
Frontier Mid Cap Growth Portfolio
|
0.72%
|
-
|
0.04%
|
-
|
0.76%
|
0.05%
|
0.71%
|
Jennison Growth Portfolio
|
0.60%
|
-
|
0.03%
|
-
|
0.63%
|
0.08%
|
0.55%
|
Loomis Sayles Small Cap Core Portfolio
|
0.90%
|
-
|
0.08%
|
-
|
0.98%
|
0.09%
|
0.89%
|
Loomis Sayles Small Cap Growth Portfolio
|
0.90%
|
-
|
0.07%
|
-
|
0.97%
|
0.10%
|
0.87%
|
MetLife Aggregate Bond Index Portfolio
|
0.25%
|
-
|
0.03%
|
-
|
0.28%
|
-
|
0.28%
|
MetLife Mid Cap Stock Index Portfolio
|
0.25%
|
-
|
0.05%
|
0.01%
|
0.31%
|
-
|
0.31%
|
MetLife MSCI EAFE® Index Portfolio
|
0.30%
|
-
|
0.08%
|
0.01%
|
0.39%
|
-
|
0.39%
|
MetLife Russell 2000® Index Portfolio
|
0.25%
|
-
|
0.06%
|
0.01%
|
0.32%
|
-
|
0.32%
|
MetLife Stock Index Portfolio
|
0.25%
|
-
|
0.03%
|
-
|
0.28%
|
0.02%
|
0.26%
|
MFS® Total Return Portfolio
|
0.57%
|
-
|
0.07%
|
-
|
0.64%
|
0.02%
|
0.62%
|
MFS® Value Portfolio
|
0.62%
|
-
|
0.02%
|
-
|
0.64%
|
0.06%
|
0.58%
|
Neuberger Berman Genesis Portfolio
|
0.83%
|
-
|
0.04%
|
-
|
0.87%
|
0.07%
|
0.80%
|
T. Rowe Price Large Cap Growth Portfolio
|
0.60%
|
-
|
0.03%
|
-
|
0.63%
|
0.06%
|
0.57%
|
T. Rowe Price Small Cap Growth Portfolio
|
0.47%
|
-
|
0.04%
|
-
|
0.51%
|
-
|
0.51%
|
Eligible Fund
|
Management
Fee
|
Distribution
and/or
Service
(12b-1) Fees
|
Other
Expenses
|
Acquired
Fund Fees
and
Expenses
|
Total
Annual
Operating
Expenses
|
Fee Waiver
and/or
Expense
Reimbursement
|
Net Total
Annual
Operating
Expenses
|
Western Asset Management Strategic
Bond Opportunities Portfolio
|
0.57%
|
-
|
0.04%
|
-
|
0.61%
|
0.05%
|
0.56%
|
Western Asset Management
U.S. Government Portfolio
|
0.48%
|
-
|
0.04%
|
-
|
0.52%
|
0.02%
|
0.50%
|
Fidelity® Variable Insurance
Products - Initial Class
|
|||||||
Equity-Income Portfolio
|
0.47%
|
-
|
-
|
-
|
0.47%
|
-
|
0.47%
|
Eligible Fund
|
Investment Objective
|
Investment Adviser/Subadviser
|
American Funds Insurance Series®
- Class 2
|
||
American Funds Global Small
Capitalization Fund
|
Seeks long-term growth of capital.
|
Capital Research and Management
CompanySM
|
American Funds Growth Fund
|
Seeks growth of capital.
|
Capital Research and Management
CompanySM
|
American Funds Growth-Income Fund
|
Seeks long-term growth of capital and
income.
|
Capital Research and Management
CompanySM
|
American Funds The Bond Fund of
America
|
Seeks as high a level of current
income as is consistent with the
preservation of capital.
|
Capital Research and Management
CompanySM
|
Brighthouse Funds Trust I -
Class A
|
||
Brighthouse Asset Allocation 100
Portfolio
|
Seeks growth of capital.
|
Brighthouse Investment Advisers, LLC
|
Eligible Fund
|
Investment Objective
|
Investment Adviser/Subadviser
|
Brighthouse/Wellington Large Cap
Research Portfolio
|
Seeks long-term capital appreciation.
|
Brighthouse Investment Advisers, LLC
Subadviser: Wellington Management
Company LLP
|
CBRE Global Real Estate Portfolio
|
Seeks total return through investment
in real estate securities, emphasizing
both capital appreciation and current
income.
|
Brighthouse Investment Advisers, LLC
Subadviser: CBRE Investment
Management Listed Real Assets LLC
|
Harris Oakmark International Portfolio
|
Seeks long-term capital appreciation.
|
Brighthouse Investment Advisers, LLC
Subadviser: Harris Associates L.P.
|
Invesco Global Equity Portfolio
|
Seeks capital appreciation.
|
Brighthouse Investment Advisers, LLC
Subadviser: Invesco Advisers, Inc.
|
Invesco Small Cap Growth Portfolio
|
Seeks long-term growth of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: Invesco Advisers, Inc.
|
Loomis Sayles Growth Portfolio
|
Seeks long-term growth of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: Loomis, Sayles &
Company, L.P.
|
MFS® Research International Portfolio
|
Seeks capital appreciation.
|
Brighthouse Investment Advisers, LLC
Subadviser: Massachusetts Financial
Services Company
|
Morgan Stanley Discovery Portfolio
|
Seeks capital appreciation.
|
Brighthouse Investment Advisers, LLC
Subadviser: Morgan Stanley
Investment Management Inc.
|
PIMCO Inflation Protected Bond
Portfolio
|
Seeks maximum real return,
consistent with preservation of capital
and prudent investment management.
|
Brighthouse Investment Advisers, LLC
Subadviser: Pacific Investment
Management Company LLC
|
PIMCO Total Return Portfolio
|
Seeks maximum total return,
consistent with the preservation of
capital and prudent investment
management.
|
Brighthouse Investment Advisers, LLC
Subadviser: Pacific Investment
Management Company LLC
|
SSGA Growth and Income ETF Portfolio
|
Seeks growth of capital and income.
|
Brighthouse Investment Advisers, LLC
Subadviser: SSGA Funds Management,
Inc.
|
SSGA Growth ETF Portfolio
|
Seeks growth of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: SSGA Funds Management,
Inc.
|
T. Rowe Price Mid Cap Growth Portfolio
|
Seeks long-term growth of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: T. Rowe Price Associates,
Inc.
Sub-Subadviser: T. Rowe Price
Investment Management, Inc.
|
Victory Sycamore Mid Cap Value
Portfolio
|
Seeks high total return by investing in
equity securities of mid-sized
companies.
|
Brighthouse Investment Advisers, LLC
Subadviser: Victory Capital
Management Inc.
|
Brighthouse Funds Trust II -
Class A
|
||
Baillie Gifford International Stock
Portfolio
|
Seeks long-term growth of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: Baillie Gifford Overseas
Limited
|
Eligible Fund
|
Investment Objective
|
Investment Adviser/Subadviser
|
BlackRock Bond Income Portfolio
|
Seeks a competitive total return
primarily from investing in
fixed-income securities.
|
Brighthouse Investment Advisers, LLC
Subadviser: BlackRock Advisors, LLC
|
BlackRock Capital Appreciation
Portfolio
|
Seeks long-term growth of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: BlackRock Advisors, LLC
|
BlackRock Ultra-Short Term Bond
Portfolio
|
Seeks a high level of current income
consistent with prudent investment
risk and preservation of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: BlackRock Advisors, LLC
|
Brighthouse Asset Allocation 20
Portfolio
|
Seeks a high level of current income,
with growth of capital as a secondary
objective.
|
Brighthouse Investment Advisers, LLC
|
Brighthouse Asset Allocation 40
Portfolio
|
Seeks high total return in the form of
income and growth of capital, with a
greater emphasis on income.
|
Brighthouse Investment Advisers, LLC
|
Brighthouse Asset Allocation 60
Portfolio
|
Seeks a balance between a high level
of current income and growth of
capital, with a greater emphasis on
growth of capital.
|
Brighthouse Investment Advisers, LLC
|
Brighthouse Asset Allocation 80
Portfolio
|
Seeks growth of capital.
|
Brighthouse Investment Advisers, LLC
|
Brighthouse/Artisan Mid Cap Value
Portfolio
|
Seeks long-term capital growth.
|
Brighthouse Investment Advisers, LLC
Subadviser: Artisan Partners Limited
Partnership
|
Brighthouse/Wellington Balanced
Portfolio
|
Seeks long-term capital appreciation
with some current income.
|
Brighthouse Investment Advisers, LLC
Subadviser: Wellington Management
Company LLP
|
Brighthouse/Wellington Core Equity
Opportunities Portfolio
|
Seeks to provide a growing stream of
income over time and, secondarily,
long-term capital appreciation and
current income.
|
Brighthouse Investment Advisers, LLC
Subadviser: Wellington Management
Company LLP
|
Frontier Mid Cap Growth Portfolio
|
Seeks maximum capital appreciation.
|
Brighthouse Investment Advisers, LLC
Subadviser: Frontier Capital
Management Company, LLC
|
Jennison Growth Portfolio
|
Seeks long-term growth of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: Jennison Associates LLC
|
Loomis Sayles Small Cap Core
Portfolio
|
Seeks long-term capital growth from
investments in common stocks or
other equity securities.
|
Brighthouse Investment Advisers, LLC
Subadviser: Loomis, Sayles &
Company, L.P.
|
Loomis Sayles Small Cap Growth
Portfolio
|
Seeks long-term capital growth.
|
Brighthouse Investment Advisers, LLC
Subadviser: Loomis, Sayles &
Company, L.P.
|
MetLife Aggregate Bond Index Portfolio
|
Seeks to track the performance of the
Bloomberg U.S. Aggregate Bond Index.
|
Brighthouse Investment Advisers, LLC
Subadviser: MetLife Investment
Management, LLC
|
MetLife Mid Cap Stock Index Portfolio
|
Seeks to track the performance of the
Standard & Poor's MidCap 400®
Composite Stock Price Index.
|
Brighthouse Investment Advisers, LLC
Subadviser: MetLife Investment
Management, LLC
|
Eligible Fund
|
Investment Objective
|
Investment Adviser/Subadviser
|
MetLife MSCI EAFE® Index Portfolio
|
Seeks to track the performance of the
MSCI EAFE® Index.
|
Brighthouse Investment Advisers, LLC
Subadviser: MetLife Investment
Management, LLC
|
MetLife Russell 2000® Index Portfolio
|
Seeks to track the performance of the
Russell 2000® Index.
|
Brighthouse Investment Advisers, LLC
Subadviser: MetLife Investment
Management, LLC
|
MetLife Stock Index Portfolio
|
Seeks to track the performance of the
Standard & Poor's 500® Composite
Stock Price Index.
|
Brighthouse Investment Advisers, LLC
Subadviser: MetLife Investment
Management, LLC
|
MFS® Total Return Portfolio
|
Seeks a favorable total return through
investment in a diversified portfolio.
|
Brighthouse Investment Advisers, LLC
Subadviser: Massachusetts Financial
Services Company
|
MFS® Value Portfolio
|
Seeks capital appreciation.
|
Brighthouse Investment Advisers, LLC
Subadviser: Massachusetts Financial
Services Company
|
Neuberger Berman Genesis Portfolio
|
Seeks high total return, consisting
principally of capital appreciation.
|
Brighthouse Investment Advisers, LLC
Subadviser: Neuberger Berman
Investment Advisers LLC
|
T. Rowe Price Large Cap Growth
Portfolio
|
Seeks long-term growth of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: T. Rowe Price Associates,
Inc.
|
T. Rowe Price Small Cap Growth
Portfolio
|
Seeks long-term capital growth.
|
Brighthouse Investment Advisers, LLC
Subadviser: T. Rowe Price Associates,
Inc.
|
Western Asset Management Strategic
Bond Opportunities Portfolio
|
Seeks to maximize total return
consistent with preservation of capital.
|
Brighthouse Investment Advisers, LLC
Subadviser: Western Asset
Management Company LLC
|
Western Asset Management
U.S. Government Portfolio
|
Seeks to maximize total return
consistent with preservation of capital
and maintenance of liquidity.
|
Brighthouse Investment Advisers, LLC
Subadviser: Western Asset
Management Company LLC
|
Fidelity® Variable Insurance
Products - Initial Class
|
||
Equity-Income Portfolio
|
Seeks reasonable income. The fund
will also consider the potential for
capital appreciation. The fund's goal is
to achieve a yield which exceeds the
composite yield on the securities
comprising the S&P 500® Index.
|
Fidelity Management & Research
Company LLC
Subadviser: FMR UK, FMR HK, and
FMR Japan
|