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ULOW I) Fr ~:},~':..:. L1FEAND ACCIDENT AND HEALTH COMPANIES/FRATERNAL BENEFIT SOCIETIES· ASSOCIATION EDITION 11111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111111 * 9 3 5 4 8 2 0 2 0 2 0 1 001 03* QUARTERLY STATEMENT As of September 30, 2020 of the Condition and Affairs of the PHL VARIABLE INSURANCE COMPANY NAIC Group Code .....4736, 4736 NAIC Company Code ..... 93548 Employer's ID Number ..... 06-1045829 (Current Period) (Prior Period) Organized under the Laws of CT State of Domicile or Port of Entry CT Country of Domicile US Licensed as Business Type: Life, Accident & Health Incorporated/Organized ..... July 15, 1981 Commenced Business ..... July 15,1981 Statutory Home Office One American Row .. Hartford .. CT .. US .. 06103 (Street and Number) (City or Town, State, Country and Zip Code) Main Administrative Office One American Row .. Hartford .. CT .. US .. 06103 860-403-5000 (Street and Number) (City or Town, State, Country and Zip Code) (Area Code) (Telephone Number) Mail Address P. O. Box 5056 .. Hartford .. CT .. US .. 06102-5056 (Street and Number or P. O. Box) (City or Town, State, Country and Zip Code) Primary Location of Books and Records One American Row .. Hartford .. CT .. US .. 06103 860-403-5210 (Street and Number) (City or Town, State, Country and Zip Code) (Area Code) (Telephone Number) Internet Web Site Address www.nsre.com Statutory Statement Contact Donald Aderhold 860-403-5210 (Name) (Area Code) (Telephone Number) (Extension) [email protected] 860-403-5344 (E-Mail Address) (Fax Number) OFFICERS Name Title Name Title 1. Phill ip John Gass President, CEO 2. Kostas Cheliotis Vice President, General Counsel, Secretary 3. Diana Piquette # Vice President, CFO, Treasurer 4. OTHER Thomas Martin Buckingham Vice President, Chief Product and David Eugene Czerniecki Vice President, Chief Investement Service Officer Officer Richard Daniel McCoach Vice President, Chief Information William Benjamin Moorcroft Chief Compliance Officer and Officer Anti-Money Laundering DIRECTORS OR TRUSTEES Kostas Cheliotis Phillip John Gass Thomas Martin Buckingham # State of........ Connecticut County of..... Hartford The officers of this reporting entity being duly sworn, each depose and say that they are the described officers of said reporting entity, and that on the reporting period stated above, all of the herein described assets were the absolute property of the said reporting entity, free and clear from any liens or claims thereon, except as herein stated, and that this statement, together with related exhibits, schedules and explanations therein contained, annexed or referred to, is a full and true statement of all the assets and liabilities and of the condition and affairs of the said reporting entity as of the reporting period stated above, and of its incorne and deductions therefrom for the period ended, and have been completed in accordance with the NAIC Annual Statement Instructions and Accounting Practices and Procedures manual except to the extent that: (1) state law may differ; or, (2) that state rules or regulations require differences in reporting not related to accounting practices and procedures, according to the best of their information, knowledge and belief, respectively. Furthermore, the scope of this attestation by the described officers also includes the related corresponding electronic filing with the NAIC, when required, that is an exact copy (except for formatting differences due to electronic filing) of the enclosed statement. The electronic filing may be requested by various regulators in lieu of or in addition to the enclosed statement. ~ (Signature) (S(gnatUre) (Signature) Phillip John Gass Kostas Cheliotis Diana Piquette 1. (Printed Name) 2. (Printed Name) 3. (Printed Name) President, CEO Vice President, General Counsel, Secretary Vice President, CFO, Treasurer (Title) (Title) (Title) Subscribed and sworn to before me \ '-a~ TsJhls'afl ,original filing? Yes [Xl No [ 1 This 31st day of --=..=..:.:..::..::.:.2.October '-=..::..:=-2020 , ,\ ....;,...~ ""b...~.....II'M:,' ..... J" __r...S"-tate the amendment number . \/_! ....\~......:\"',,-~,...!-'4 • :~:2at!3 filed Q-DI;~ULOW I) Fr ~:},~':..:.",~,'"'"'-of 0'9"altached " ~ .... - ":''_''':'- .. ,.,: ,'" Jessie O. Karpf Notary Public-Connecticut ...." My Commission Expires " januarv31,2025 Statement as of September 30, 2020 of the PHL VARIABLE INSURANCE COMPANY ASSETS Current Statement Date 4 1 2 3 Net Admitted December 31 Nonadmitted Assets Prior Year Net Assets Assets (Cols. 1 - 2) Admitted Assets 1. Bonds....................................................................................................................................... .............1,352,080,721 ..................................... .............1,352,080,721 .............1,486,250,540 2. Stocks: 2.1 Preferred stocks............................................................................................................. ..................10,731,295 ..................................... ..................10,731,295 ..................12,104,895 2.2 Common stocks.............................................................................................................. .......................742,236 ..................................... .......................742,236 .......................824,065 3. Mortgage loans on real estate: 3.1 First liens........................................................................................................................ ..................60,958,133 ..................................... ..................60,958,133 ..................42,571,324 3.2 Other than first liens....................................................................................................... ..................................... ..................................... ..................................0 ..................................... 4. Real estate: 4.1 Properties occupied by the company (less $..........0 encumbrances)............................................................................................................... ..................................... ..................................... ..................................0 ..................................... 4.2 Properties held for the production of income (less $..........0 encumbrances)............................................................................................................... ..................................... ..................................... ..................................0 ..................................... 4.3 Properties held for sale (less $..........0 encumbrances)................................................. ..................................... ..................................... ..................................0 ..................................... 5. Cash ($.....60,935,157), cash equivalents ($..........0) and short-term investments ($.....5,167,179)........................................................................... ..................66,102,336 ..................................... ..................66,102,336 ..................36,337,262 6. Contract loans (including $..........0 premium notes)................................................................. ..................83,956,432 ..................................... ..................83,956,432 ..................84,967,456 7. Derivatives................................................................................................................................ ....................7,982,593 ..................................... ....................7,982,593 ....................6,012,588 8. Other invested assets............................................................................................................... ..................42,048,242 ..................................... ..................42,048,242 ..................36,603,027 9. Receivables for securities........................................................................................................ ....................1,577,827 ..................................... ....................1,577,827 ....................2,919,561 10. Securities lending reinvested collateral assets......................................................................... ..................................... ..................................... ..................................0 ..................................... 11. Aggregate write-ins for invested assets................................................................................... ..................................0 ..................................0 ..................................0 ..................................0 12. Subtotals, cash and invested assets (Lines 1 to 11)................................................................ .............1,626,179,815 ..................................0 .............1,626,179,815 .............1,708,590,718 13. Title plants less $..........0 charged off (for Title insurers only).................................................. ..................................... ..................................... ..................................0 ..................................... 14. Investment income due and accrued....................................................................................... ..................12,038,979 .......................159,815 ..................11,879,164 ..................13,350,108 15. Premiums and considerations: 15.1 Uncollected premiums
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