Form D · Other Investment Fund

Protective BOLI PPVUL

Birmingham, AL · CIK 0001886413

Offering snapshot reported Oct 26, 2026 · SEC filing

Reported sold
$1.18B
Indefinite offering
Investors reported
20
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 5, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$589M$1.18BNov 8, 2021: $0.00Nov 8, 2021Nov 2, 2022: $113,955,000.00Nov 2, 2022Oct 30, 2023: $115,170,215.00Oct 30, 2023Oct 28, 2024: $917,703,405.00Oct 28, 2024Oct 27, 2025: $1,130,345,309.00Oct 27, 2025Oct 26, 2026: $1,177,441,182.00Oct 26, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,130,345,309 → $1,177,441,182
  • Reported investors17 → 20

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 26, 2026Amendment$1,177,441,182$47,095,873vs Oct 27, 202520SEC filing
Oct 27, 2025Amendment$1,130,345,309$212,641,904vs Oct 28, 202417SEC filing
Oct 28, 2024Amendment$917,703,405$802,533,190vs Oct 30, 202314SEC filing
Oct 30, 2023Amendment$115,170,215$1,215,215vs Nov 2, 20229SEC filing
Nov 2, 2022Amendment$113,955,000$113,955,000vs Nov 8, 20217SEC filing
Nov 8, 2021Initial$0No comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-420255
Variable Life Insurance Contract
Sales comp paid by Ins Co. out of its own resources. The Company periodically deducts Ins & other contract charges from the amounts allocated to the separate account issuer in accordance with the terms of the applicable variable life ins contract.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Russell Vandevelde2030209Northwestern Mutual Investment Services · CRD 2881
James Foyt3152720Northwestern Mutual Investment Service · CRD 2881
Phillip Pickett4739154Northwestern Mutual Investment Service · CRD 2881
Jeffery Peterson1333145Northwestern Mutual Investment Service · CRD 2881
Michael Pounds4785691Northwestern Mutual Investment Service · CRD 2881
Joseph T Carpenter2905361Kestra · CRD 42046
Todd Andritsch4587201Kestra · CRD 42046
Vince Jenkins5124874Executive Services Securities · CRD 25299
Ken Derks4861184Kestra · CRD 42046
Steve Cochlan1073586Kestra · CRD 42046
Andrew Arigo2949837Newport Group Securities · CRD 29722
Steve Broadbent3135332Valmark Securities · CRD 31243
Samuel Robert4845714Valmark Securities · CRD 31243
Kevin Kelly4585056Newport Group Securities · CRD 29722
Shawn Hintz2626246UBS Financial Services · CRD 8174
Trent Sanden2877664UBS Financial Services · CRD 8174
John Argue2472387Verity Point (FASCORP) · CRD 43536
Rick Callister3185802Verity Point (FASCORP) · CRD 43536
Jason B. Maples2237883Lockton Investment Securities, LLC · CRD 137476
W. Scott Bethune4726564Ascensus Broker Dealer Services, LLC · CRD 36478
Richard J. Melnick4399110Ascensus Broker Dealer Services, LLC · CRD 36478
Tracy A. Fisher4693951MMC Securities LLC · CRD 103846
Justin T. Robertson4592057Ascensus · CRD 36478
Rebecca A. Pressgrove4480456Kestra Financial · CRD 42046
Zachary S. Low5354893The Leaders Group · CRD 37157
Brad J. Dyksen6727820The Leaders Group · CRD 37157
Cole H. Svenson6746847The Leaders Group · CRD 37157
Cory W. McPhee6039134The Leaders Group · CRD 37157
David J. Shoemaker1504515Kestra Financial · CRD 42046

Source: Form D, filed Oct 26, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Insurance Company Protective Life Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2801 Hwy 280 S
Birmingham, AL, 35223