Form D · Insurance
United States Life Insurance Co in the City of New York
New York, NY · CIK 0001310558
Offering snapshot reported Nov 6, 2026 · SEC filing
- Reported sold
- $901M Indefinite offering
- Investors reported
- 330 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Nov 14, 2012 As reported in this filing
Fundraising history
Reported soldDates 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$856,571,296 → $901,117,835
- Reported investors306 → 330
- Minimum accepted$100,000 → $10,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 6, 2026 | Amendment | $901,117,835 | $44,546,539vs Nov 17, 2025 | 330 | SEC filing |
| Nov 17, 2025 | Amendment | $856,571,296 | $66,393,243vs Nov 6, 2024 | 306 | SEC filing |
| Nov 6, 2024 | Amendment | $790,178,053 | $94,273,038vs Nov 6, 2023 | 270 | SEC filing |
| Nov 6, 2023 | Amendment | $695,905,015 | $54,110,540vs Nov 4, 2022 | 242 | SEC filing |
| Nov 4, 2022 | Amendment | $641,794,475 | $78,332,734vs Nov 5, 2021 | 216 | SEC filing |
| Nov 5, 2021 | Amendment | $563,461,741 | $54,288,683vs Nov 5, 2020 | 188 | SEC filing |
| Nov 5, 2020 | Amendment | $509,173,058 | $60,163,763vs Nov 6, 2019 | 175 | SEC filing |
| Nov 6, 2019 | Amendment | $449,009,295 | $60,181,632vs Nov 7, 2018 | 165 | SEC filing |
| Nov 7, 2018 | Amendment | $388,827,663 | $163,359,289vs Nov 14, 2017 | 146 | SEC filing |
| Nov 14, 2017 | Amendment | $225,468,374 | $8,070,390vs Nov 15, 2016 | 104 | SEC filing |
| Nov 15, 2016 | Amendment | $217,397,984 | $10,076,678vs Nov 16, 2015 | 101 | SEC filing |
| Nov 16, 2015 | Amendment | $207,321,306 | $7,940,469vs Nov 18, 2014 | 97 | SEC filing |
| Nov 18, 2014 | Amendment | $199,380,837 | $3,725,000vs Nov 20, 2013 | 94 | SEC filing |
| Nov 20, 2013 | Amendment | $195,655,837 | $26,218,734vs Nov 28, 2012 | 93 | SEC filing |
| Nov 28, 2012 | Initial | $169,437,103 | No comparison | 89 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $327K
- Finders' fees
- $0
- Form D file number
- 021-187593
Contract Form No. 11060N, Certificate 11061N, Variable Annuity Contract, Separate Account USL 107
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc. | 43285 | M Holdings Securities, Inc. · CRD 43285 |
Source: Form D, filed Nov 6, 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.
| Name | Reported role |
|---|---|
| Bruce R Abrams | Director, Executive |
| Katherine Ann Anderson | Director, Executive |
| Craig Alan Anderson | Executive |
| Michael H Bailey | Director, Executive |
| Gloria Ann Beissinger | Executive |
| Robert Michael Beuerlein | Director |
| James Bracken | Executive |
| Mary Brodd | Executive |
| John P Byrne | Executive |
| Steven D. Caldwell, Jr. | Executive |
| William James Carr | Director |
| Justin Jerome Walls Caulfield | Executive |
| Julie Ann Cotton Hearne | Executive |
| Elizabeth B. Cropper | Executive |
| Don Wayne Cummings | Executive |
| Kevin Keith De Peugh | Executive |
| Thomas John Diemer | Director, Executive |
| David Ditillo | Executive |
| John Quinlan Doyle | Director |
| Jeffrey Mark Farber | Director |
| Terry B Festervand | Executive |
| Terri N. Fiedler | Executive |
| Christopher Peter Filiaggi | Director |
| Mary Jane Bartolotta Fortin | Director, Executive |
| Gaurav Garg | Director |
| Deborah Ann Gero | Director, Executive |
| Emily Whitney Gingrich | Director, Executive |
| Jana Waring Greer | Executive |
| Elias Farid Habayeb | Director, Executive |
| Michael Philip Harwood | Director, Executive |
| Julie Cotton Hearne | Executive |
| Timothy Michael Heslin | Director, Executive |
| Kevin Timothy Hogan | Director, Executive |
| Kyle Lynn Jennings | Executive |
| William James Kane | Director |
| Glen Derek Keller | Director |
| Lisa M Longino | Director, Executive |
| Stephen Arthur Maginn | Executive |
| James A Mallon | Executive |
| Sandra M. Mc Dermott | Director |
| Brian O. Moon | Executive |
| Christine A Nixon | Executive |
| Jonathan Joseph Novak | Director, Executive |
| Curtis Warren Olson | Executive |
| Bryan Allan Pinsky | Director, Executive |
| Sabra R Purtill | Director, Executive |
| Sabyasachi Ray | Director, Executive |
| Scott Harris Richland | Director |
| Rodney Eugene Rishel | Executive |
| W Lawrence Roth | Director |
| Craig Sabal | Director, Executive |
| Robert Jay Scheinerman | Executive |
| Thomas J Scherer | Director |
| Robert Scott Schimek | Director, Executive |
| Charles Said Shamieh | Executive |
| Christopher B. Smith | Director, Executive |
| Todd Paul Solash | Executive |
| Eric G. Tarnow | Director |
| Alireza Vaseghi | Director, Executive |
| Adam Charles Winslow | Executive |
| Jay Steven Wintrob | Director, Executive |
| William Carl Wolfe | Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
1133 Avenue Of The Americas, 33 Rd Floor
New York, NY, 10036
New York, NY, 10036