Form 497VPU filings contain updating summary prospectuses for variable annuity and variable life insurance contracts, filed pursuant to Securities Act Rule 497(k) and Rule 498A. These filings are used by insurance company separate accounts registered on Forms N-3, N-4, or N-6 to deliver concise, annually updated disclosure to existing contract holders, as adopted by the SEC in March 2020. The dataset includes all Form 497VPU 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. Each filing typically contains a summary of the variable contract's key features, fee and expense tables, descriptions of available investment options, details on benefits and risks, and information regarding surrender charges and other contract terms.
Programmatically retrieve the full list of dataset archive files, download URLs and dataset metadata.
Dataset Index JSON API
Download the entire dataset as a single archive file.
Download Entire Dataset:
Download a single container file (e.g. monthly archive) from the dataset.
Download Single Container: