Form 497VPI Files Dataset

Form 497VPI filings contain initial summary prospectuses for variable annuity and variable life insurance contracts, filed pursuant to Rule 497(k) under the Securities Act of 1933. These filings were introduced under Rule 498A, adopted by the SEC in March 2020, to provide a layered disclosure framework that delivers key contract information to prospective investors in a concise format while making the full statutory prospectus available online. The dataset includes all Form 497VPI filings submitted to EDGAR from April 2021 to present. For each accession number, a metadata file and all documents in the original EDGAR submission are included except image files; this covers the summary prospectus document and any supporting attachments as filed by the registrant. Each filing typically contains a key information table summarizing the contract's fees and risks, an overview of the variable contract's features and investment options, descriptions of purchase payments, withdrawals, and death benefits, and standard registrant identification including CIK, company name, and filing date.

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