04/16/2024 | Press release | Distributed by Public on 04/16/2024 08:52
Page
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Contacting NYLIAC
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2
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Definitions
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3
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Updated Information About Your Policy
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5
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Important Information You Should Consider About The Policy
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6
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Appendix 1A - POLICIES ISSUED PRIOR TO jUNE 2, 2OO3
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1A
-1
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Appendix 1B - Policies Issued After June 2, 2OO3
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1B
-1
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Regular Mail
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Express Mail
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All written service
requests (except for
payments)
|
NYLIAC Variable Products Service Center
Madison Square Station
P.O. Box 922
New York, NY 10159
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NYLIAC Variable Products Service Center
51 Madison Avenue
Floor 3B, Room 0304
New York, NY 10010
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Death Claim forms may
also be submitted to
|
Regular Mail
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New York Life
P.O. Box 130539
Dallas, TX 75313-0539
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Regular Mail
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Express Mail
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Premium Payments and
Loan Repayments
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NYLIAC
75 Remittance Drive
Suite 3021
Chicago, IL 60675-3021
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NYLIAC
5450 N Cumberland Avenue
Suite 100
Chicago, IL 60656-1422
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The Information in this Updating Summary Prospectus is a summary of certain policy features that have
changed since May 1, 2023. This may not reflect all changes that have occurred since you purchased your
policy.
|
|
Change of Express Mailing
Address
|
A new mailing address is provided for mailing subsequent premium payments and, if
applicable, loan repayments.
|
The following Portfolios
are added as available
Investment Divisions
under the policy
|
American Funds IS Capital World Bond Fund®-Class 4
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American Funds IS U.S. Government Securities Fund®-Class 4
|
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Fidelity® VIP Extended Market Index Portfolio-Service Class 2
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PIMCO VIT Short-Term Portfolio-Advisor Class
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Principal VC Real Estate Securities Account-Class 2
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Putnam VT International Value Fund-Class IB
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Voya Growth and Income Portfolio-Class S
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The names of the
following Portfolios have
been changed:
|
MainStay VP Hedge Multi-Strategy (formerly known as MainStay VP IQ Hedge
Multi-Strategy)
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Mainstay VP MacKay U.S. Infrastructure Bond (formerly known as MainStay VP
MacKay Government)
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MainStay VP PineStone International Equity (formerly known as MainStay VP
MacKay International Equity)
|
|
Macquarie VIP Small Cap Value Series (formerly known as Delaware VIP® Small
Cap Value Series)
|
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Portfolio Performance and
Expenses
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For updated Portfolio performance and expense information, see the Appendix for the
Portfolios Available Under the Policy.
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FEES AND EXPENSES
|
LOCATION IN
PROSPECTUS
|
|
Charges for Early
Withdrawal
|
If you withdraw more than the Surrender Charge Free Amount within
the first nine Policy Years, you will be assessed a surrender charge.
The maximum surrender charge is 7% of the amount withdrawn during
the first three Policy Years, declining to 0% over that nine-year period.
For example, if you make an early withdrawal within the first three
Policy Years, you could pay a surrender charge of up to $7,000 on a
$100,000 investment.
|
CHARGES AND
DEDUCTIONS -
Transaction
Expenses
-Surrender
Charges
|
Transaction
Charges
|
We reserve the right to assess a transaction charge if you transfer cash
value between investment options more than 12 times a year, or if a
premium payment is returned for insufficient funds. A loan processing
fee may apply if you take a policy loan. Although we do not currently
charge for such transactions, we reserve the right to charge up to $30
per transaction.
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CHARGES AND
DEDUCTIONS
-Transaction
Expenses
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Ongoing Fees
and Expenses
(annual charges)
|
The table below describes the fees and expenses that you may pay
each year, depending on the options you choose. Please refer to your
Policy Data Page for information about the specific fees you will pay
each year based on the options you have elected.
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CHARGES AND
DEDUCTIONS
-Annual Policy
Expenses; Annual
Portfolio Expenses;
Optional Benefit
Expenses
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ANNUAL FEE
|
Minimum
|
Maximum
|
||
Base contract1
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CHARGES AND
DEDUCTIONS -
Annual Policy
Expenses
|
|||
Separate Accounts I and II
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1.30%
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1.30%
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||
Separate Account III
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1.40%
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1.40%
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||
Investment options (Portfolio fees
and expenses)2
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CHARGES AND
DEDUCTIONS -
Annual Portfolio
Expenses
|
|||
Policies purchased on or after
June 2, 2003
|
0.38%
|
1.42%
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||
Policies purchased prior to June 2,
2003
|
0.19%
|
1.42%
|
||
Optional benefits available for an
additional charge (for a single
optional benefit, if elected)3
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CHARGES AND
DEDUCTIONS -
Optional Benefit
Expenses
|
|||
Separate Accounts I and II
|
N/A
|
N/A
|
||
Separate Account III
|
0.30%
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0.30%
|
||
1 Calculated as an annualized percentage of the daily average Variable
Accumulation Value, including Mortality and Expense Risk Charges,
Administration Fee and Policy Service Charge.
2 As a percentage of average net Portfolio assets. The range in fees
and expenses is for the year ended December 31, 2023 and will
change from year to year.
3 As a percentage of the policy's Accumulation Value.
|
Because your policy is customizable, the choices you make affect how
much you will pay. To help you understand the cost of owning your
policy, the following table shows the lowest and highest cost you could
pay each year, based on current charges. This estimate assumes that
you do not take withdrawals from the policy, which could add
surrender charges that substantially increase costs.
|
|||
LOWEST ANNUAL COST:
|
HIGHEST ANNUAL COST
|
||
Separate
Account III
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$1,643.98
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$2,713.30
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Separate
Accounts I & II
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$1,558.52
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$2,410.11
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Assumes:
•Investment of $100,000
•5% annual appreciation
•Least expensive combination of
Base Contract Charges and
Portfolio fees and expenses
•No optional benefits
•No sales charges
•No additional purchase
payments, transfers or
withdrawals
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Assumes:
•Investment of $100,000
•5% annual appreciation
•Most expensive combination of
Base Contract Charges,
optional benefits, and Portfolio
fees and expenses
•No sales charges
•No additional purchase
payments, transfers or
withdrawals
|
RISKS
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LOCATION IN
PROSPECTUS
|
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Risk of Loss
|
You can lose money by investing in this policy.
|
PRINCIPAL RISKS
|
Not a Short-Term
Investment
|
This policy is not designed for short-term investing and is not
appropriate for an investor who readily needs access to cash.
Surrender charges apply for up to the first 9 Policy Years. They will
reduce the value of your policy if you withdraw money during that time.
The benefits of tax deferral and living benefit protections also mean the
policy is more beneficial to investors with a long time horizon.
|
PRINCIPAL RISKS
|
Risks Associated
with Investment
Options
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•An investment in this policy is subject to the risk of poor investment
performance and can vary depending on the performance of the
variable investment options (e.g., Portfolios) and guaranteed options
(e.g., the Fixed Account) you choose.
•Each investment option has its own unique risks.
•You should review the prospectuses for the available Portfolios and
the description in this prospectus of the Fixed Account before making
an investment decision.
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PRINCIPAL RISKS
|
Insurance
Company
Risks
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An investment in the policy is subject to the risks related to NYLIAC,
including that any obligations, guarantees, and benefits of the policy
are subject to the claims-paying ability of NYLIAC. If NYLIAC
experiences financial distress, it may not be able to meet its obligations
to you. More information about NYLIAC is available upon request from
NYLIAC by calling the VPSC at 1-800-598-2019.
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PRINCIPAL RISKS
|
RESTRICTIONS
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LOCATION IN
PROSPECTUS
|
|
Investments
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•We limit the number of Investment Divisions you may choose. You
may allocate premium payments to up to 18 separate Investment
Divisions, plus the Fixed Account, some of which may not be
available under your policy.
•We reserve the right to charge $30 for each transfer when you
transfer money between Investment Divisions in excess of 12 times in
a Policy Year.
•We reserve the right to limit transfers in circumstances of frequent
transfers or to prevent market timing.
•We reserve the right to remove, close, or substitute Portfolios as
investment options that are available under the policy.
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THE
POLICIES-Policy
Application and
Premium Payments,
Transfers, and
Limits on Transfers
NYLIAC AND THE
SEPARATE
ACCOUNT-
Additions,
Deletions, or
Substitutions of
Investments
|
Optional Benefits
|
•Certain optional benefits are not available depending on the age of
the policyowner.
•You are required to have a minimum Accumulation Value for some
optional benefits.
•We may modify or discontinue an optional benefit at any time.
•Some optional benefits cannot be cancelled without surrendering
your policy.
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DESCRIPTION OF
BENEFITS
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TAXES
|
LOCATION IN
PROSPECTUS
|
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Tax
Implications
|
•Consult with a tax professional to determine the tax implications of
an investment in, withdrawals from and surrenders of this policy.
•If you purchase the policy through a tax-qualified plan or individual
retirement account (IRA), such plan or IRA already provides tax
deferral under the Code and there are fees and charges in an annuity
that may not be included in such other investments. Therefore, the
tax deferral of the annuity does not provide additional benefits.
•Premiums that are made on a pre-tax basis as well as earnings on
your policy are taxed at ordinary income tax rates when you withdraw
them, and you may have to pay a 10% penalty tax if you take a
withdrawal before age 59½.
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FEDERAL TAX
MATTERS
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CONFLICTS OF INTEREST
|
LOCATION IN
PROSPECTUS
|
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Investment
Professional
Compensation
|
Your registered representative may receive compensation for selling
this policy to you, in the form of commissions, asset-based
compensation, allowances for expenses, and other compensation
programs. Your registered representative may have a financial incentive
to offer or recommend this policy over another investment.
|
DISTRIBUTION AND
COMPENSATION
ARRANGEMENTS
|
Exchanges
|
Your registered representative may have a financial incentive to offer
you a new policy in place of the one you own. You should consider
exchanging your policy if you determine, after comparing the features,
fees, and risks of both policies, that it is in your best interest to
purchase the new policy rather than continue to own your existing
policy.
|
THE POLICIES -
Tax-Free
Section 1035
Exchanges
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Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Large Cap Equity
|
MainStay VP American Century Sustainable
Equity - Service Class
Adviser: New York Life Investment
Management LLC ("New York Life Investments")
/
Subadviser: American Century Investment
Management, Inc.
|
0.92%
|
24.08%
|
12.66%
|
8.46%
|
Asset Allocation
|
MainStay VP Balanced - Service Class
Adviser: New York Life Investments /
Subadviser: NYL Investors LLC ("NYL
Investors") and Wellington Management
Company LLP ("Wellington")
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0.95%
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7.28%
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8.15%
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5.90%
|
Investment
Grade Bond
|
MainStay VP Bond - Initial Class
Adviser: New York Life Investments /
Subadviser: NYL Investors
|
0.52%
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5.58%
|
0.96%
|
1.70%
|
International/Global
Equity
|
MainStay VP Candriam Emerging Markets
Equity - Initial Class+
Adviser: New York Life Investments /
Subadviser: Candriam
|
1.14%
|
7.25%
|
2.49%
|
0.08%
|
Sector
|
MainStay VP CBRE Global Infrastructure -
Service Class
Adviser: New York Life Investments /
Subadviser: CBRE Investment Management
Listed Real Assets LLC
|
1.20%
|
3.80%
|
0.46%
|
(2.84)%
|
Asset Allocation
|
MainStay VP Conservative Allocation - Service
Class
Adviser: New York Life Investments
|
0.73%
|
10.02%
|
5.38%
|
3.82%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Large Cap Equity
|
MainStay VP Epoch U.S. Equity Yield - Initial
Class
Adviser: New York Life Investments /
Subadviser: Epoch Investment Partners, Inc.
("Epoch")
|
0.68%
|
8.69%
|
10.10%
|
7.17%
|
Asset Allocation
|
MainStay VP Equity Allocation - Service Class
Adviser: New York Life Investments
|
0.86%
|
17.10%
|
10.45%
|
6.62%
|
Sector
|
MainStay VP Fidelity Institutional AM®
Utilities - Service Class
Adviser: New York Life Investments /
Subadviser: FIAM LLC ("FIAM")
|
0.92%
|
(1.71)%
|
8.14%
|
6.15%
|
Non-Investment
Grade Bond
|
MainStay VP Floating Rate - Service Class
Adviser: New York Life Investments /
Subadviser: NYL Investors
|
0.89%
|
11.58%
|
4.69%
|
3.54%
|
Asset Allocation
|
MainStay VP Growth Allocation - Service
Class
Adviser: New York Life Investments
|
0.82%
|
15.20%
|
9.20%
|
5.96%
|
Alternatives
|
MainStay VP Hedge Multi-Strategy (formerly
MainStay VP IQ Hedge Multi-Strategy) -
Service Class
Adviser: New York Life Investments /
Subadviser: IndexIQ Advisors LLC ("IndexIQ")
|
1.32%
|
9.98%
|
2.53%
|
(1.67)%
|
Asset Allocation
|
MainStay VP Income Builder - Initial Class
Adviser: New York Life Investments /
Subadvisers: Epoch and MacKay Shields LLC
("MacKay")
|
0.62%
|
10.05%
|
6.04%
|
5.01%
|
Asset Allocation
|
MainStay VP Janus Henderson Balanced -
Initial Class
Adviser: New York Life Investments /
Subadviser: Janus Henderson Investors US LLC
("Janus Henderson")
|
0.57%
|
15.52%
|
9.76%
|
8.05%
|
Non-Investment
Grade Bond
|
MainStay VP MacKay Convertible - Initial
Class
Adviser: New York Life Investments /
Subadviser: MacKay
|
0.58%
|
8.85%
|
11.59%
|
8.50%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Non-Investment
Grade Bond
|
MainStay VP MacKay High Yield Corporate
Bond - Initial Class
Adviser: New York Life Investments /
Subadviser: MacKay
|
0.58%
|
11.87%
|
5.31%
|
4.73%
|
Non-Investment
Grade Bond
|
MainStay VP MacKay Strategic Bond - Service
Class
Adviser: New York Life Investments /
Subadviser: MacKay
|
0.87%
|
9.92%
|
3.18%
|
2.49%
|
Investment
Grade Bond
|
MainStay VP MacKay U.S. Infrastructure Bond
(formerly MainStay VP MacKay Government) -
Initial Class
Adviser: New York Life Investments /
Subadviser: MacKay
|
0.56%
|
5.00%
|
0.30%
|
0.97%
|
Asset Allocation
|
MainStay VP Moderate Allocation - Service
Class
Adviser: New York Life Investments
|
0.76%
|
12.73%
|
7.20%
|
4.90%
|
Sector
|
MainStay VP Natural Resources - Initial Class
Adviser: New York Life Investments /
Subadviser: Newton Investment Management
North America, LLC ("NIMNA")
|
0.84%
|
1.92%
|
18.96%
|
2.79%
|
Investment
Grade Bond
|
MainStay VP PIMCO Real Return - Service
Class
Adviser: New York Life Investments /
Subadviser: Pacific Investment Management
Company LLC ("PIMCO")
|
1.03%
|
3.46%
|
3.08%
|
2.01%
|
International/Global
Equity
|
MainStay VP PineStone International Equity
(formerly MainStay VP MacKay International
Equity) - Initial Class
Adviser: New York Life Investments /
Subadviser: PineStone Asset Management Inc.
|
0.86%
|
4.27%
|
5.36%
|
4.11%
|
Large Cap Equity
|
MainStay VP S&P 500 Index - Initial Class
Adviser: New York Life Investments /
Subadviser: IndexIQ
|
0.12%
|
26.14%
|
15.53%
|
11.81%
|
Small/Mid Cap
Equity
|
MainStay VP Small Cap Growth - Initial Class
Adviser: New York Life Investments /
Subadvisers: Brown Advisory, LLC and Segall
Bryant & Hamill, LLC
|
0.85%
|
15.51%
|
10.57%
|
7.53%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Money Market
|
MainStay VP U.S. Government Money Market -
Initial Class
Adviser: New York Life Investments
/ Subadviser: NYL Investors
|
0.28%
|
4.81%
|
1.61%
|
0.99%
|
Large Cap Equity
|
MainStay VP Wellington Growth - Initial Class+
Adviser: New York Life Investments /
Subadviser: Wellington
|
0.72%
|
38.61%
|
13.79%
|
10.32%
|
Small/Mid Cap
Equity
|
MainStay VP Wellington Mid Cap - Initial Class
Adviser: New York Life Investments /
Subadviser: Wellington
|
0.86%
|
13.69%
|
8.20%
|
6.66%
|
Small/Mid Cap
Equity
|
MainStay VP Wellington Small Cap - Initial
Class
Adviser: New York Life Investments /
Subadviser: Wellington
|
0.74%
|
13.89%
|
6.68%
|
6.25%
|
Large Cap Equity
|
MainStay VP Wellington U.S. Equity - Initial
Class
Adviser: New York Life Investments /
Subadviser: Wellington
|
0.56%
|
24.58%
|
13.16%
|
10.46%
|
Large Cap Equity
|
MainStay VP Winslow Large Cap Growth -
Initial Class
Adviser: New York Life Investments
/ Subadviser: Winslow Capital Management,
LLC
|
0.74%
|
43.05%
|
17.58%
|
13.47%
|
Large Cap Equity
|
AB VPS Relative Value Portfolio - Class B
Adviser: AllianceBernstein L.P.
|
0.86%
|
11.72%
|
11.57%
|
9.05%
|
Asset Allocation
|
American Funds IS Asset Allocation Fund -
Class 4
Adviser: Capital Research and Management
CompanySM ("CRMC")
|
0.80%
|
14.02%
|
8.92%
|
6.98%
|
Investment Grade
Bond
|
American Funds IS The Bond Fund of America®
- Class 4
Adviser: CRMC
|
0.73%
|
4.72%
|
1.62%
|
1.83%
|
Investment Grade
Bond
|
American Funds IS Capital World Bond Fund®
- Class 4
Adviser: CRMC
|
0.98%
|
5.89%
|
(0.56)%
|
0.12%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
International/Global
Equity
|
American Funds IS Global Small Capitalization
Fund - Class 4
Adviser: CRMC
|
1.16%
|
15.79%
|
8.03%
|
5.51%
|
Large Cap Equity
|
American Funds IS Growth Fund - Class 4
Adviser: CRMC
|
0.84%
|
38.13%
|
18.38%
|
14.07%
|
International/Global
Equity
|
American Funds IS New World Fund® - Class
4
Adviser: CRMC
|
1.07%
|
15.67%
|
8.37%
|
4.43%
|
Investment Grade
Bond
|
American Funds IS U.S. Government Securities
Fund® - Class 4
Adviser: CRMC
|
0.76%
|
2.62%
|
0.79%
|
1.27%
|
Large Cap Equity
|
American Funds IS Washington Mutual Investors
FundSM - Class 4
Adviser: CRMC
|
0.77%
|
16.97%
|
12.33%
|
9.64%
|
Asset Allocation
|
BlackRock® Global Allocation V.I. Fund - Class
III
Adviser: BlackRock Advisors, LLC ("BlackRock")
/ Subadvisers: BlackRock (Singapore) Limited
and BlackRock International Limited
|
1.02%
|
12.49%
|
7.39%
|
4.63%
|
Non-Investment
Grade Bond
|
BlackRock® High Yield V.I. Fund - Class III
Adviser: BlackRock / Subadviser: BlackRock
International Limited
|
0.79%
|
12.94%
|
5.49%
|
4.21%
|
Sector
|
BNY Mellon IP Technology Growth Portfolio -
Initial Shares
Adviser: BNY Mellon Investment Adviser, Inc. /
Subadviser: NIMNA
|
0.78%
|
59.42%
|
15.59%
|
13.22%
|
Large Cap Equity
|
BNY Mellon Sustainable U.S. Equity Portfolio -
Service Shares
Adviser: BNY Mellon Investment Adviser, Inc. /
Subadviser: Newton Investment Management
Limited
|
0.92%
|
23.50%
|
14.85%
|
10.18%
|
Large Cap Equity
|
ClearBridge Variable Appreciation Portfolio -
Class II
Adviser: Franklin Templeton Fund Adviser, LLC
("FTFA") / Subadviser: ClearBridge Investments,
LLC
|
0.97%
|
19.39%
|
13.79%
|
N/A
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Sector
|
Columbia Variable Portfolio - Commodity
Strategy Fund - Class 2++
Adviser: Columbia Management Investment
Advisers, LLC ("Columbia") / Subadviser:
Threadneedle International Limited
|
1.01%
|
(7.14)%
|
9.08%
|
(0.97)%
|
Non-Investment
Grade Bond
|
Columbia Variable Portfolio - Emerging
Markets Bond Fund - Class 2
Adviser: Columbia
|
1.00%
|
10.02%
|
1.57%
|
2.20%
|
Investment Grade
Bond
|
Columbia Variable Portfolio - Intermediate
Bond Fund - Class 2
Adviser: Columbia
|
0.76%
|
5.96%
|
1.34%
|
1.99%
|
Small/Mid Cap
Equity
|
Columbia Variable Portfolio - Small Cap Value
Fund - Class 2
Adviser: Columbia
|
1.11%
|
21.67%
|
13.39%
|
8.40%
|
Alternatives
|
DWS Alternative Asset Allocation VIP - Class
B
Adviser: DWS Investment Management
Americas Inc. / Subadviser: RREEF America
LLC
|
1.21%
|
5.67%
|
5.70%
|
2.63%
|
Investment
Grade Bond
|
Fidelity® VIP Bond Index Portfolio - Service
Class 2
Adviser: Fidelity Management & Research
Company LLC ("FMR") / Subadvisers: Other
investment advisers
|
0.39%
|
5.13%
|
0.64%
|
N/A
|
Large Cap Equity
|
Fidelity® VIP ContrafundSM Portfolio - Initial
Class
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.56%
|
33.45%
|
16.65%
|
11.61%
|
International/Global
Equity
|
Fidelity® VIP Emerging Markets Portfolio -
Service Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
1.14%
|
9.49%
|
7.55%
|
4.92%
|
Large Cap Equity
|
Fidelity® VIP Equity-Income PortfolioSM - Initial
Class
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.47%
|
10.65%
|
12.30%
|
8.58%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Small/Mid Cap
Equity
|
Fidelity® VIP Extended Market Index Portfolio -
Service Class 2
Adviser: FMR / Subadviser: Geode Capital
Management, LLC ("Geode")
|
0.38%
|
17.11%
|
11.02%
|
N/A
|
Asset Allocation
|
Fidelity® VIP FundsManager® 60% Portfolio -
Service Class
Adviser: FMR
|
0.71%
|
14.17%
|
8.61%
|
6.26%
|
Large Cap Equity
|
Fidelity® VIP Growth Opportunities Portfolio -
Service Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.84%
|
45.30%
|
18.79%
|
15.44%
|
Sector
|
Fidelity® VIP Health Care Portfolio - Service
Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.84%
|
4.01%
|
9.50%
|
10.39%
|
International/Global
Equity
|
Fidelity® VIP International Index Portfolio -
Service Class 2
Adviser: FMR / Subadviser: Geode
|
0.42%
|
15.88%
|
6.89%
|
N/A
|
Investment Grade
Bond
|
Fidelity® VIP Investment Grade Bond
Portfolio - Service Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.63%
|
6.00%
|
1.72%
|
2.08%
|
Small/Mid Cap
Equity
|
Fidelity® VIP Mid Cap Portfolio - Service Class
2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.82%
|
14.80%
|
12.17%
|
7.85%
|
Asset Allocation
|
Franklin Templeton Aggressive Model
Portfolio - Class II
Adviser: FTFA / Subadviser: Franklin Advisers,
Inc. ("Franklin Advisers")
|
0.91%
|
18.05%
|
N/A
|
N/A
|
Asset Allocation
|
Franklin Templeton Moderately Aggressive
Model Portfolio - Class II
Adviser: FTFA / Subadviser: Franklin Advisers
|
0.88%
|
15.53%
|
N/A
|
N/A
|
Asset Allocation
|
Franklin Templeton Moderate Model Portfolio -
Class II
Adviser: FTFA / Subadviser: Franklin Advisers
|
0.85%
|
13.18%
|
N/A
|
N/A
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Asset Allocation
|
Franklin Templeton Moderately Conservative
Model Portfolio - Class II
Adviser: FTFA / Subadviser: Franklin Advisers
|
0.85%
|
10.31%
|
N/A
|
N/A
|
Asset Allocation
|
Franklin Templeton Conservative Model
Portfolio - Class II
Adviser: FTFA / Subadviser: Franklin Advisers
|
0.89%
|
8.31%
|
N/A
|
N/A
|
International/Global
Equity
|
Invesco V.I. EQV International Equity Fund -
Series II Shares
Adviser: Invesco Advisers, Inc. ("Invesco")
|
1.15%
|
17.86%
|
8.15%
|
4.07%
|
Small/Mid Cap
Equity
|
Invesco V.I. Main Street Small Cap Fund® -
Series II Shares
Adviser: Invesco
|
1.13%
|
17.82%
|
12.79%
|
8.66%
|
Small/Mid Cap
Equity
|
Janus Henderson Enterprise Portfolio - Service
Shares
Adviser: Janus Henderson
|
0.97%
|
17.78%
|
13.14%
|
11.82%
|
International/Global
Equity
|
Janus Henderson Global Research Portfolio -
Institutional Shares
Adviser: Janus Henderson
|
0.61%
|
26.78%
|
13.33%
|
9.01%
|
Small/Mid Cap
Equity
|
Macquarie VIP Small Cap Value Series
(formerly Delaware VIP® Small Cap Value
Series) - Service Class
Adviser: Delaware Management Company, a
series of Macquarie Investment Management
Business Trust (a Delaware statutory trust)
|
1.08%
|
9.10%
|
9.87%
|
6.77%
|
International Equity
|
MFS® International Intrinsic Value Portfolio -
Service Class
Adviser: Massachusetts Financial Services
Company ("MFS")
|
1.14%
|
17.37%
|
8.31%
|
6.66%
|
Large Cap Equity
|
MFS® Investors Trust Series - Initial Class
Adviser: MFS
|
0.78%
|
18.98%
|
13.55%
|
10.27%
|
Mid Cap
Equity
|
MFS® Mid Cap Value Portfolio - Service Class
Adviser: MFS
|
1.04%
|
12.39%
|
12.60%
|
8.46%
|
International/Global
Equity
|
MFS® Research International Portfolio -
Service Class
Adviser: MFS
|
1.14%
|
12.83%
|
8.23%
|
3.89%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Large Cap Equity
|
MFS® Research Series - Initial Class
Adviser: MFS
|
0.79%
|
22.42%
|
14.41%
|
10.82%
|
Sector
|
Morgan Stanley VIF U.S. Real Estate Portfolio -
Class II
Adviser: Morgan Stanley Investment
Management Inc.
|
1.05%
|
14.22%
|
2.66%
|
4.26%
|
Small/Mid Cap
Equity
|
Neuberger Berman AMT Mid Cap Growth
Portfolio - Class S
Adviser: Neuberger Berman Investment
Advisers LLC
|
1.11%
|
17.96%
|
11.86%
|
8.69%
|
Investment
Grade Bond
|
PIMCO VIT Income Portfolio - Advisor Class
Adviser: PIMCO
|
1.13%
|
8.14%
|
3.22%
|
N/A
|
Investment
Grade Bond
|
PIMCO VIT International Bond Portfolio (U.S.
Dollar-Hedged) - Advisor Class
Adviser: PIMCO
|
1.38%
|
8.91%
|
1.54%
|
N/A
|
Investment
Grade Bond
|
PIMCO VIT Low Duration Portfolio - Advisor
Class
Adviser: PIMCO
|
0.79%
|
4.87%
|
0.88%
|
0.82%
|
Investment
Grade Bond
|
PIMCO VIT Short-Term Portfolio - Advisor
Class
Adviser: PIMCO
|
0.76%
|
5.80%
|
2.02%
|
1.76%
|
Investment
Grade Bond
|
PIMCO VIT Total Return Portfolio - Advisor
Class
Adviser: PIMCO
|
0.85%
|
5.83%
|
0.98%
|
1.60%
|
Sector
|
Principal VC Real Estate Securities Account -
Class 2
Adviser: Principal Global Investors, LLC /
Subadviser: Principal Real Estate Investors, LLC
|
1.04%
|
13.01%
|
8.24%
|
8.44%
|
International/Global
Equity
|
Putnam VT International Value Fund - Class IB
Adviser: Putnam Investment Management, LLC /
Subadvisers: Putnam Investments Limited and
The Putnam Advisory Company, LLC
|
1.13%
|
18.68%
|
9.70%
|
3.88%
|
Large Cap Equity
|
Voya Growth and Income Portfolio - Class S
Adviser: Voya Investments, LLC / Subadviser:
Voya Investment Management Co. LLC
|
0.92%
|
27.06%
|
15.90%
|
11.02%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Investment
Grade Bond
|
Western Asset Core Plus VIT Portfolio - Class
II
Adviser: FTFA / Subadvisers: Western Asset
Management Company, LLC; Western Asset
Management Company Limited in London;
Western Asset Management Company Pte. Ltd.
in Singapore; and Western Asset Management
Company Ltd. in Japan
|
0.76%
|
6.44%
|
0.98%
|
N/A
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Large Cap Equity
|
MainStay VP American Century Sustainable
Equity - Service Class
Adviser: New York Life Investment Management
LLC ("New York Life Investments")/
Subadviser: American Century Investment
Management, Inc.
|
0.92%
|
24.08%
|
12.66%
|
8.46%
|
Asset Allocation
|
MainStay VP Balanced - Service Class
Adviser: New York Life Investments /
Subadviser: NYL Investors LLC ("NYL
Investors") and Wellington Management
Company LLP ("Wellington")
|
0.95%
|
7.28%
|
8.15%
|
5.90%
|
Investment
Grade Bond
|
MainStay VP Bond - Service Class
Adviser: New York Life Investments /
Subadviser: NYL Investors
|
0.77%
|
5.31%
|
0.71%
|
1.45%
|
International/Global
Equity
|
MainStay VP Candriam Emerging Markets
Equity - Service Class+
Adviser: New York Life Investments /
Subadviser: Candriam
|
1.39%
|
6.98%
|
2.24%
|
(0.17)%
|
Sector
|
MainStay VP CBRE Global Infrastructure -
Service Class
Adviser: New York Life Investments /
Subadviser: CBRE Investment Management
Listed Real Assets LLC
|
1.20%
|
3.80%
|
0.46%
|
(2.84)%
|
Asset Allocation
|
MainStay VP Conservative Allocation - Service
Class
Adviser: New York Life Investments
|
0.73%
|
10.02%
|
5.38%
|
3.82%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Large Cap Equity
|
MainStay VP Epoch U.S. Equity Yield - Service
Class
Adviser: New York Life Investments /
Subadviser: Epoch Investment Partners, Inc.
("Epoch")
|
0.93%
|
8.42%
|
9.82%
|
6.91%
|
Asset Allocation
|
MainStay VP Equity Allocation - Service Class
Adviser: New York Life Investments
|
0.86%
|
17.10%
|
10.45%
|
6.62%
|
Sector
|
MainStay VP Fidelity Institutional AM®
Utilities - Service Class
Adviser: New York Life Investments /
Subadviser: FIAM LLC ("FIAM")
|
0.92%
|
(1.71)%
|
8.14%
|
6.15%
|
Non-Investment
Grade Bond
|
MainStay VP Floating Rate - Service Class
Adviser: New York Life Investments /
Subadviser: NYL Investors
|
0.89%
|
11.58%
|
4.69%
|
3.54%
|
Asset Allocation
|
MainStay VP Growth Allocation - Service
Class
Adviser: New York Life Investments
|
0.82%
|
15.20%
|
9.20%
|
5.96%
|
Alternatives
|
MainStay VP Hedge Multi-Strategy (formerly
MainStay VP IQ Hedge Multi-Strategy) -
Service Class
Adviser: New York Life Investments /
Subadviser: IndexIQ Advisors LLC ("IndexIQ")
|
1.32%
|
9.98%
|
2.53%
|
(1.67)%
|
Asset Allocation
|
MainStay VP Income Builder - Service Class
Adviser: New York Life Investments /
Subadvisers: Epoch and MacKay Shields LLC
("MacKay")
|
0.87%
|
9.78%
|
5.78%
|
4.75%
|
Asset Allocation
|
MainStay VP Janus Henderson Balanced -
Service Class
Adviser: New York Life Investments /
Subadviser: Janus Henderson Investors US LLC
("Janus Henderson")
|
0.82%
|
15.23%
|
9.48%
|
7.78%
|
Non-Investment
Grade Bond
|
MainStay VP MacKay Convertible - Service
Class
Adviser: New York Life Investments /
Subadviser: MacKay
|
0.83%
|
8.58%
|
11.31%
|
8.23%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Non-Investment
Grade Bond
|
MainStay VP MacKay High Yield Corporate
Bond - Service Class
Adviser: New York Life Investments /
Subadviser: MacKay
|
0.83%
|
11.59%
|
5.04%
|
4.47%
|
Non-Investment
Grade Bond
|
MainStay VP MacKay Strategic Bond - Service
Class
Adviser: New York Life Investments /
Subadviser: MacKay
|
0.87%
|
9.92%
|
3.18%
|
2.49%
|
Investment
Grade Bond
|
MainStay VP MacKay U.S. Infrastructure Bond
(formerly MainStay VP MacKay Government) -
Service Class
Adviser: New York Life Investments /
Subadviser: MacKay
|
0.81%
|
4.74%
|
0.05%
|
0.72%
|
Asset Allocation
|
MainStay VP Moderate Allocation - Service
Class
Adviser: New York Life Investments
|
0.76%
|
12.73%
|
7.20%
|
4.90%
|
Sector
|
MainStay VP Natural Resources - Initial Class
Adviser: New York Life Investments /
Subadviser: Newton Investment Management
North America, LLC ("NIMNA")
|
0.84%
|
1.92%
|
18.96%
|
2.79%
|
Investment
Grade Bond
|
MainStay VP PIMCO Real Return - Service
Class
Adviser: New York Life Investments /
Subadviser: Pacific Investment Management
Company LLC ("PIMCO")
|
1.03%
|
3.46%
|
3.08%
|
2.01%
|
International/Global
Equity
|
MainStay VP PineStone International Equity
(formerly MainStay VP MacKay International
Equity) - Service Class
Adviser: New York Life Investments /
Subadviser: PineStone Asset Management Inc.
|
1.11%
|
4.01%
|
5.10%
|
3.85%
|
Large Cap Equity
|
MainStay VP S&P 500 Index - Service Class
Adviser: New York Life Investments /
Subadviser: IndexIQ
|
0.37%
|
25.83%
|
15.25%
|
11.53%
|
Small/Mid Cap
Equity
|
MainStay VP Small Cap Growth - Service
Class
Adviser: New York Life Investments /
Subadvisers: Brown Advisory, LLC and Segall
Bryant & Hamill, LLC
|
1.10%
|
15.22%
|
10.29%
|
7.26%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Money Market
|
MainStay VP U.S. Government Money Market -
Initial Class
Adviser: New York Life Investments /
Subadviser: NYL Investors
|
0.28%
|
4.81%
|
1.61%
|
0.99%
|
Large Cap Equity
|
MainStay VP Wellington Growth - Service
Class+
Adviser: New York Life Investments /
Subadviser: Wellington
|
0.97%
|
38.26%
|
13.51%
|
10.05%
|
Small/Mid Cap
Equity
|
MainStay VP Wellington Mid Cap - Service
Class
Adviser: New York Life Investments /
Subadviser: Wellington
|
1.11%
|
13.41%
|
7.93%
|
6.39%
|
Small/Mid Cap
Equity
|
MainStay VP Wellington Small Cap - Service
Class
Adviser: New York Life Investments /
Subadviser: Wellington
|
0.99%
|
13.60%
|
6.42%
|
5.99%
|
Large Cap Equity
|
MainStay VP Wellington U.S. Equity - Service
Class
Adviser: New York Life Investments /
Subadviser: Wellington
|
0.81%
|
24.27%
|
12.88%
|
10.19%
|
Large Cap Equity
|
MainStay VP Winslow Large Cap Growth -
Service Class
Adviser: New York Life Investments
/ Subadviser: Winslow Capital Management,
LLC
|
0.99%
|
42.70%
|
17.29%
|
13.18%
|
Large Cap Equity
|
AB VPS Relative Value Portfolio - Class B
Adviser: AllianceBernstein L.P.
|
0.86%
|
11.72%
|
11.57%
|
9.05%
|
Asset Allocation
|
American Funds IS Asset Allocation Fund -
Class 4
Adviser: Capital Research and Management
CompanySM ("CRMC")
|
0.80%
|
14.02%
|
8.92%
|
6.98%
|
Investment Grade
Bond
|
American Funds IS The Bond Fund of America®
- Class 4
Adviser: CRMC
|
0.73%
|
4.72%
|
1.62%
|
1.83%
|
Investment
Grade Bond
|
American Funds IS Capital World Bond Fund®
- Class 4
Adviser: CRMC
|
0.98%
|
5.89%
|
(0.56)%
|
0.12%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
International/Global
Equity
|
American Funds IS Global Small Capitalization
Fund - Class 4
Adviser: CRMC
|
1.16%
|
15.79%
|
8.03%
|
5.51%
|
Large Cap Equity
|
American Funds IS Growth Fund - Class 4
Adviser: CRMC
|
0.84%
|
38.13%
|
18.38%
|
14.07%
|
International/Global
Equity
|
American Funds IS New World Fund® - Class
4
Adviser: CRMC
|
1.07%
|
15.67%
|
8.37%
|
4.43%
|
Investment
Grade Bond
|
American Funds IS U.S. Government Securities
Fund® - Class 4
Adviser: CRMC
|
0.76%
|
2.62%
|
0.79%
|
1.27%
|
Large Cap Equity
|
American Funds IS Washington Mutual Investors
FundSM - Class 4
Adviser: CRMC
|
0.77%
|
16.97%
|
12.33%
|
9.64%
|
Asset Allocation
|
BlackRock® Global Allocation V.I. Fund - Class
III
Adviser: BlackRock Advisors, LLC ("BlackRock")
/ Subadvisers: BlackRock (Singapore) Limited
and BlackRock International Limited
|
1.02%
|
12.49%
|
7.39%
|
4.63%
|
Non-Investment
Grade Bond
|
BlackRock® High Yield V.I. Fund - Class III
Adviser: BlackRock / Subadviser: BlackRock
International Limited
|
0.79%
|
12.94%
|
5.49%
|
4.21%
|
Sector
|
BNY Mellon IP Technology Growth Portfolio -
Service Shares
Adviser: BNY Mellon Investment Adviser, Inc. /
Subadviser: NIMNA
|
1.03%
|
59.00%
|
15.31%
|
12.94%
|
Large Cap Equity
|
BNY Mellon Sustainable U.S. Equity Portfolio -
Service Shares
Adviser: BNY Mellon Investment Adviser, Inc. /
Subadviser: Newton Investment Management
Limited
|
0.92%
|
23.50%
|
14.85%
|
10.18%
|
Large Cap Equity
|
ClearBridge Variable Appreciation Portfolio -
Class II
Adviser: Franklin Templeton Fund Adviser, LLC
("FTFA") / Subadviser: ClearBridge Investments,
LLC
|
0.97%
|
19.39%
|
13.79%
|
N/A
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Sector
|
Columbia Variable Portfolio - Commodity
Strategy Fund - Class 2++
Adviser: Columbia Management Investment
Advisers, LLC ("Columbia") / Subadviser:
Threadneedle International Limited
|
1.01%
|
(7.14)%
|
9.08%
|
(0.97)%
|
Non-Investment
Grade Bond
|
Columbia Variable Portfolio - Emerging
Markets Bond Fund - Class 2
Adviser: Columbia
|
1.00%
|
10.02%
|
1.57%
|
2.20%
|
Investment Grade
Bond
|
Columbia Variable Portfolio - Intermediate
Bond Fund - Class 2
Adviser: Columbia
|
0.76%
|
5.96%
|
1.34%
|
1.99%
|
Small/Mid Cap
Equity
|
Columbia Variable Portfolio - Small Cap Value
Fund - Class 2
Adviser: Columbia
|
1.11%
|
21.67%
|
13.39%
|
8.40%
|
Alternatives
|
DWS Alternative Asset Allocation VIP - Class
B
Adviser: DWS Investment Management
Americas Inc. / Subadviser: RREEF America
LLC
|
1.21%
|
5.67%
|
5.70%
|
2.63%
|
Investment
Grade Bond
|
Fidelity® VIP Bond Index Portfolio - Service
Class 2
Adviser: Fidelity Management & Research
Company LLC ("FMR") / Subadvisers: Other
investment advisers
|
0.39%
|
5.13%
|
0.64%
|
N/A
|
Large Cap Equity
|
Fidelity® VIP ContrafundSM Portfolio - Service
Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.81%
|
33.12%
|
16.36%
|
11.33%
|
International/Global
Equity
|
Fidelity® VIP Emerging Markets Portfolio -
Service Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
1.14%
|
9.49%
|
7.55%
|
4.92%
|
Large Cap Equity
|
Fidelity® VIP Equity-Income PortfolioSM -
Service Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.72%
|
10.38%
|
12.01%
|
8.31%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Small/Mid Cap
Equity
|
Fidelity® VIP Extended Market Index Portfolio -
Service Class 2
Adviser: FMR / Subadviser: Geode Capital
Management, LLC ("Geode")
|
0.38%
|
17.11%
|
11.02%
|
N/A
|
Asset Allocation
|
Fidelity® VIP FundsManager® 60% Portfolio -
Service Class
Adviser: FMR
|
0.71%
|
14.17%
|
8.61%
|
6.26%
|
Large Cap Equity
|
Fidelity® VIP Growth Opportunities Portfolio -
Service Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.84%
|
45.30%
|
18.79%
|
15.44%
|
Sector
|
Fidelity® VIP Health Care Portfolio - Service
Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.84%
|
4.01%
|
9.50%
|
10.39%
|
International/Global
Equity
|
Fidelity® VIP International Index Portfolio -
Service Class 2
Adviser: FMR / Subadviser: Geode
|
0.42%
|
15.88%
|
6.89%
|
N/A
|
Investment Grade
Bond
|
Fidelity® VIP Investment Grade Bond
Portfolio - Service Class 2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.63%
|
6.00%
|
1.72%
|
2.08%
|
Small/Mid Cap
Equity
|
Fidelity® VIP Mid Cap Portfolio - Service Class
2
Adviser: FMR / Subadvisers: Other investment
advisers
|
0.82%
|
14.80%
|
12.17%
|
7.85%
|
Asset Allocation
|
Franklin Templeton Aggressive Model
Portfolio - Class II
Adviser: FTFA / Subadviser: Franklin Advisers,
Inc. ("Franklin Advisers")
|
0.91%
|
18.05%
|
N/A
|
N/A
|
Asset Allocation
|
Franklin Templeton Moderately Aggressive
Model Portfolio - Class II
Adviser: FTFA / Subadviser: Franklin Advisers
|
0.88%
|
15.53%
|
N/A
|
N/A
|
Asset Allocation
|
Franklin Templeton Moderate Model Portfolio -
Class II
Adviser: FTFA / Subadviser: Franklin Advisers
|
0.85%
|
13.18%
|
N/A
|
N/A
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Asset Allocation
|
Franklin Templeton Moderately Conservative
Model Portfolio - Class II
Adviser: FTFA / Subadviser: Franklin Advisers
|
0.85%
|
10.31%
|
N/A
|
N/A
|
Asset Allocation
|
Franklin Templeton Conservative Model
Portfolio - Class II
Adviser: FTFA / Subadviser: Franklin Advisers
|
0.89%
|
8.31%
|
N/A
|
N/A
|
International/Global
Equity
|
Invesco V.I. EQV International Equity Fund -
Series II Shares
Adviser: Invesco Advisers, Inc. ("Invesco")
|
1.15%
|
17.86%
|
8.15%
|
4.07%
|
Small/Mid Cap
Equity
|
Invesco V.I. Main Street Small Cap Fund® -
Series II Shares
Adviser: Invesco
|
1.13%
|
17.82%
|
12.79%
|
8.66%
|
Small/Mid Cap
Equity
|
Janus Henderson Enterprise Portfolio - Service
Shares
Adviser: Janus Henderson
|
0.97%
|
17.78%
|
13.14%
|
11.82%
|
International/Global
Equity
|
Janus Henderson Global Research Portfolio -
Service Shares
Adviser: Janus Henderson
|
0.86%
|
26.47%
|
13.05%
|
8.74%
|
Small/Mid Cap
Equity
|
Macquarie VIP Small Cap Value Series
(formerly Delaware VIP® Small Cap Value
Series) - Service Class
Adviser: Delaware Management Company, a
series of Macquarie Investment Management
Business Trust (a Delaware statutory trust)
|
1.08%
|
9.10%
|
9.87%
|
6.77%
|
International Equity
|
MFS® International Intrinsic Value Portfolio -
Service Class
Adviser: Massachusetts Financial Services
Company ("MFS")
|
1.14%
|
17.37%
|
8.31%
|
6.66%
|
Large Cap Equity
|
MFS® Investors Trust Series - Service Class
Adviser: MFS
|
1.03%
|
18.66%
|
13.27%
|
10.00%
|
Mid Cap
Equity
|
MFS® Mid Cap Value Portfolio - Service Class
Adviser: MFS
|
1.04%
|
12.39%
|
12.60%
|
8.46%
|
International/Global
Equity
|
MFS® Research International Portfolio -
Service Class
Adviser: MFS
|
1.14%
|
12.83%
|
8.23%
|
3.89%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Large Cap Equity
|
MFS® Research Series - Service Class
Adviser: MFS
|
1.04%
|
22.12%
|
14.13%
|
10.55%
|
Sector
|
Morgan Stanley VIF U.S. Real Estate Portfolio -
Class II
Adviser: Morgan Stanley Investment
Management Inc.
|
1.05%
|
14.22%
|
2.66%
|
4.26%
|
Small/Mid Cap
Equity
|
Neuberger Berman AMT Mid Cap Growth
Portfolio - Class S
Adviser: Neuberger Berman Investment
Advisers LLC
|
1.11%
|
17.96%
|
11.86%
|
8.69%
|
Investment
Grade Bond
|
PIMCO VIT Income Portfolio - Advisor Class
Adviser: PIMCO
|
1.13%
|
8.14%
|
3.22%
|
N/A
|
Investment
Grade Bond
|
PIMCO VIT International Bond Portfolio (U.S.
Dollar-Hedged) - Advisor Class
Adviser: PIMCO
|
1.38%
|
8.91%
|
1.54%
|
N/A
|
Investment
Grade Bond
|
PIMCO VIT Low Duration Portfolio - Advisor
Class
Adviser: PIMCO
|
0.79%
|
4.87%
|
0.88%
|
0.82%
|
Investment
Grade Bond
|
PIMCO VIT Short-Term Portfolio - Advisor
Class
Adviser: PIMCO
|
0.76%
|
5.80%
|
2.02%
|
1.76%
|
Investment
Grade Bond
|
PIMCO VIT Total Return Portfolio - Advisor
Class
Adviser: PIMCO
|
0.85%
|
5.83%
|
0.98%
|
1.60%
|
Sector
|
Principal VC Real Estate Securities Account -
Class 2
Adviser: Principal Global Investors, LLC /
Subadviser: Principal Real Estate Investors, LLC
|
1.04%
|
13.01%
|
8.24%
|
8.44%
|
International/Global
Equity
|
Putnam VT International Value Fund - Class IB
Adviser: Putnam Investment Management, LLC /
Subadvisers: Putnam Investments Limited and
The Putnam Advisory Company, LLC
|
1.13%
|
18.68%
|
9.70%
|
3.88%
|
Large Cap Equity
|
Voya Growth and Income Portfolio - Class S
Adviser: Voya Investments, LLC / Subadviser:
Voya Investment Management Co. LLC
|
0.92%
|
27.06%
|
15.90%
|
11.02%
|
Type
|
Portfolio
Adviser/Sub-adviser
|
Current
Expenses*
|
Average Annual Total Returns
(as of 12/31/23)
|
||
1 year
|
5 year
|
10 year
|
|||
Investment
Grade Bond
|
Western Asset Core Plus VIT Portfolio - Class
II
Adviser: FTFA / Subadvisers: Western Asset
Management Company, LLC; Western Asset
Management Company Limited in London;
Western Asset Management Company Pte. Ltd.
in Singapore; and Western Asset Management
Company Ltd. in Japan
|
0.76%
|
6.44%
|
0.98%
|
N/A
|