Brighthouse Financial, Inc. Contracts & Agreements

91 Contracts & Agreements
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Brighthouse Financial, Inc. Employee Stock Purchase Plan (Amended and Restated Effective April 3, 2024)
Stock Agreements
Brighthouse Financial, Inc.
2024
Form of Performance Share Unit (PSU) Agreement for awards granted in 2024 and subsequently under the Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan, as...
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
2024
Award Agreement Supplement (Employee Plan) for PSU and Restricted Stock Unit awards granted in 2024 and subsequently
Stock Agreements
Brighthouse Financial, Inc.
2024
Description of Securities
Brighthouse Financial, Inc.
2024
Amendment Number One to the Brighthouse Services, LLC Amended and Restated Executive Severance Pay Plan
Severance Agreements
Brighthouse Financial, Inc.
2023
Amendment Number One to the Brighthouse Services, LLC Change of Control Severance Pay Plan
Change of Control Agreements
Brighthouse Financial, Inc.
2023
Amendment Number Four to the Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Compensation Agreements
Brighthouse Financial, Inc.
2023
Amendment Number One to the Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors
Compensation Agreements
Brighthouse Financial, Inc.
2023
Summary of Brighthouse Services, LLC ICOLI Supplemental Death Benefit Only Plan
Brighthouse Financial, Inc.
2023
Description of Securities
Brighthouse Financial, Inc.
2022
Underwriting Agreement, dated November 10, 2021, among Brighthouse Financial, Inc. and BofA Securities, Inc., Barclays Capital Inc., Goldman Sachs & Co. LLC, J.P. Morgan...
Underwriting Agreements
Brighthouse Financial, Inc.
2021
Underwriting Agreement, dated November 10, 2021, among Brighthouse Financial, Inc. and BofA Securities, Inc., Morgan Stanley & Co. LLC, UBS Securities LLC, Wells Fargo Securities,...
Underwriting Agreements
Brighthouse Financial, Inc.
2021
Second Supplemental Indenture, dated as of November 22, 2021, between Brighthouse Financial, Inc. and U.S. Bank National Association, as Trustee
Indenture Agreements
Brighthouse Financial, Inc.
Insurance
DE
2021
Deposit Agreement, dated as of November 22, 2021, among Brighthouse Financial, Computershare Inc. and Computershare Trust Company, N.A., collectively as depositary, and the...
Deposit Agreements
Brighthouse Financial, Inc.
Insurance
DE
2021
Description of Securities
Brighthouse Financial, Inc.
2021
Amendment Number Three to the Brighthouse Services, LLC Auxiliary Savings Plan
Brighthouse Financial, Inc.
Insurance
2021
Amendment Number Three to the Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Compensation Agreements
Brighthouse Financial, Inc.
Insurance
2021
Underwriting Agreement, dated November 10, 2020, among Brighthouse Financial, Inc. and Morgan Stanley & Co. LLC, BofA Securities, Inc., UBS Securities LLC, Wells Fargo Securities,...
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2020
Deposit Agreement, dated as of November 20, 2020, among Brighthouse Financial, Computershare Inc. and Computershare Trust Company, N.A., collectively as depositary, and the...
Deposit Agreements
Brighthouse Financial, Inc.
Insurance
DE
2020
Brighthouse Financial, Inc. Employee Stock Purchase Plan (restated effective March 25, 2020)
Stock Agreements
Brighthouse Financial, Inc.
Insurance
DE
2020
Amendment Number One to the Brighthouse Services, LLC Temporary Incentive Deferred Compensation Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2020
Underwriting Agreement, dated May 28, 2020, among Brighthouse Financial, Inc. and BofA Securities, Inc., Goldman Sachs & Co. LLC and Wells Fargo Securities, LLC, as...
Underwriting Agreements
Brighthouse Financial, Inc.
2020
Underwriting Agreement, dated May 18, 2020, among Brighthouse Financial, Inc. and Wells Fargo Securities, LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC, UBS Securities LLC...
Underwriting Agreements
Brighthouse Financial, Inc.
2020
Deposit Agreement, dated as of May 21, 2020, among Brighthouse Financial, Computershare Inc. and Computershare Trust Company, N.A., collectively as depositary, and the holders...
Deposit Agreements
Brighthouse Financial, Inc.
2020
Underwriting Agreement, dated May 13, 2020, among Brighthouse Financial, Inc. and Wells Fargo Securities, LLC, Barclays Capital Inc., BofA Securities, Inc., Goldman Sachs & Co....
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2020
Senior Indenture, dated as of May 15, 2020, between Brighthouse Financial, Inc. and U.S. Bank National Association, as Trustee
Indenture Agreements
Brighthouse Financial, Inc.
Insurance
DE
2020
First Supplemental Indenture, dated as of May 15, 2020, between Brighthouse Financial, Inc. and U.S. Bank National Association, as Trustee
Indenture Agreements
Brighthouse Financial, Inc.
2020
Form of Non-Management Director Restricted Stock Unit Agreement (Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan, the Director Plan), as amended...
Stock Agreements
Brighthouse Financial, Inc.
2020
Form of Non-Management Director Award Agreement Supplement (Director Plan), as amended November 14, 2019 (replaces and updates Exhibit 10.27 to our Annual Report on Form 10-K,...
Brighthouse Financial, Inc.
2020
Description of Securities
Brighthouse Financial, Inc.
2020
Amended and Restated Brighthouse Services, LLC Short-Term Incentive Plan, as amended February 21, 2019
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2020
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan, as amended November 14, 2019 (the Employee Plan)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
2020
Form of Non-Management Director Restricted Stock Unit Agreement (Director Plan), as amended November 14, 2019
Stock Agreements
Brighthouse Financial, Inc.
2020
Form of Non-Management Director Award Agreement Supplement (Director Plan), as amended November 14, 2019
Brighthouse Financial, Inc.
2020
Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors
Compensation Agreements
Brighthouse Financial, Inc.
Insurance
NC
2020
Amendment Number Two to the Brighthouse Financial, Inc. Employee Stock Purchase Plan
Stock Agreements
Brighthouse Financial, Inc.
Insurance
2020
Brighthouse Services, LLC Limited Death Benefit Plan
Brighthouse Financial, Inc.
Insurance
2019
Brighthouse Services, LLC Amended and Restated Executive Severance Pay Plan
Severance Agreements
Brighthouse Financial, Inc.
Insurance
NC
2019
First Amendment to Term Loan Agreement, dated as of May 31, 2019, by and among Brighthouse Financial, Inc., the banks party thereto and JPMorgan Chase Bank, N.A., as...
Loan Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Brighthouse Services, LLC Blue Relocation Policy, revised July 1, 2019
Brighthouse Financial, Inc.
2019
First Amended and Restated Investment Management Agreement, dated as of July 17, 2019, by and between Brighthouse Services, LLC and MetLife Investment Management, LLC
Management Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Offer Letter, dated as of July 24, 2019, between Brighthouse Services, LLC and Edward Spehar
Brighthouse Financial, Inc.
2019
Amended and Restated Revolving Credit Agreement, dated as of May 7, 2019, among Brighthouse Financial, Inc., JPMorgan Chase Bank, N.A., as administrative agent, and the other...
Credit Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Underwriting Agreement, dated March 18, 2019, among Brighthouse Financial, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. LLC, UBS Securities...
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Deposit Agreement, dated as of March 25, 2019, among Brighthouse Financial, Computershare Inc. and Computershare Trust Company, N.A., collectively as depositary, and the holders...
Deposit Agreements
Brighthouse Financial, Inc.
2019
Separation Agreement, Waiver and General Release, dated March 15, 2019, between Brighthouse Services, LLC and Anant Bhalla
Separation Agreements
Brighthouse Financial, Inc.
Insurance
2019
Amended and Restated Brighthouse Services, LLC Short-Term Incentive Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
2019
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan, as amended November 16, 2018 (the Employee Plan)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
DE
2019
Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan, as amended November 16, 2018 (the Director Plan)
Stock Agreements
Brighthouse Financial, Inc.
Insurance
DE
2019
Form of Performance Share Unit Agreement (Employee Plan), for awards granted on or after February 13, 2019
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
2019
Form of Restricted Stock Unit Agreement (Employee Plan), for awards with ratable vesting granted on or after February 13, 2019
Stock Agreements
Brighthouse Financial, Inc.
Insurance
2019
Form of Restricted Stock Unit Agreement (Employee Plan), for awards with cliff vesting
Stock Agreements
Brighthouse Financial, Inc.
Insurance
2019
Form of Non-Qualified Stock Option Agreement (Employee Plan), for awards with ratable vesting granted on or after February 13, 2019
Stock Agreements
Brighthouse Financial, Inc.
2019
Award Agreement Supplement (Employee Plan), as amended, for awards with ratable vesting granted before February 13, 2019
Brighthouse Financial, Inc.
2019
Award Agreement Supplement (Employee Plan), for awards with ratable vesting granted on or after February 13, 2019
Brighthouse Financial, Inc.
Insurance
NY
2019
Award Agreement Supplement (Employee Plan), for awards with cliff vesting
Brighthouse Financial, Inc.
Insurance
NY
2019
Amendment Number Two to the Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Compensation Agreements
Brighthouse Financial, Inc.
2019
Investment Management Agreement, dated as of February 5, 2019, between Brighthouse Services, LLC and MetLife Investment Advisors, LLC
Management Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Term Loan Agreement, dated as of February 1, 2019, among Brighthouse Financial, Inc., JPMorgan Chase Bank, N.A., as administrative agent, and the other lenders party thereto
Loan Agreements
Brighthouse Financial, Inc.
2019
Brighthouse Services, LLC Executive Severance Pay Plan, effective as of November 19, 2018
Severance Agreements
Brighthouse Financial, Inc.
2018
Brighthouse Services, LLC Change of Control Severance Pay Plan, effective as of November 19, 2018
Change of Control Agreements
Brighthouse Financial, Inc.
Insurance
NC
2018
Brighthouse Financial Relocation Policy
Brighthouse Financial, Inc.
Insurance
2018
Underwriting Agreement, dated September 5, 2018, among Brighthouse Financial, Inc. and Morgan Stanley & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Securities...
Underwriting Agreements
Brighthouse Financial, Inc.
2018
Junior Subordinated Indenture, dated as of September 12, 2018, between Brighthouse Financial, Inc. and U.S. Bank National Association, as Trustee
Indenture Agreements
Brighthouse Financial, Inc.
Insurance
DE
2018
First Supplemental Indenture, dated as of September 12, 2018, between Brighthouse Financial, Inc. and U.S. Bank National Association, as Trustee
Indenture Agreements
Brighthouse Financial, Inc.
2018
Form of Underwriting Agreement
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2018
Letter Agreement, entered into June 8, 2018, by and between Peter Carlson and Brighthouse Services, LLC
Services Agreements
Brighthouse Financial, Inc.
Insurance
2018
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
DE
2018
Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan
Stock Agreements
Brighthouse Financial, Inc.
Insurance
DE
2018
Brighthouse Services, LLC Temporary Incentive Deferred Compensation Plan, as restated
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NC
2018
Form of Performance Share Unit Agreement (Employee Plan)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2018
Form of Restricted Stock Unit Agreement (Employee Plan)
Stock Agreements
Brighthouse Financial, Inc.
2018
Form of Non-Qualified Stock Option Agreement (Employee Plan)
Stock Agreements
Brighthouse Financial, Inc.
2018
Award Agreement Supplement (Employee Plan)
Brighthouse Financial, Inc.
Insurance
NY
2018
Form of Restricted Stock Unit Agreement (Founders Grants under the Employee and Director Plans)
Stock Agreements
Brighthouse Financial, Inc.
Insurance
2018
Award Agreement Supplement (Founders Grants under the Employee and Director Plans)
Brighthouse Financial, Inc.
2018
Form of Non-Management Director Restricted Stock Unit Agreement (Director Plan)
Stock Agreements
Brighthouse Financial, Inc.
2018
Non-Management Director Award Agreement Supplement (Director Plan)
Brighthouse Financial, Inc.
Insurance
NY
2018
Amendment Number Two to the Brighthouse Services, LLC Auxiliary Savings Plan
Brighthouse Financial, Inc.
2018
Amendment Number One to the Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Compensation Agreements
Brighthouse Financial, Inc.
2018
Brighthouse Services, LLC Voluntary Deferred Compensation Plan, effective January 1, 2018
Compensation Agreements
Brighthouse Financial, Inc.
Insurance
NC
2017
BRIGHTHOUSE SERVICES, LLC AUXILIARY SAVINGS PLAN (Effective January 1, 2017)
Brighthouse Financial, Inc.
Insurance
NC
2017
AMENDMENT NUMBER ONE TO THE BRIGHTHOUSE SERVICES, LLC AUXILIARY SAVINGS PLAN
Brighthouse Financial, Inc.
2017
Amended and Restated Brighthouse Services, LLC Annual Variable Incentive Plan Originally effective as of March 28, 2017; Amended and Restated as of August 9, 2017
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2017
MASTER SEPARATION AGREEMENT BETWEEN METLIFE, INC. AND BRIGHTHOUSE FINANCIAL, INC. Dated August 4, 2017 TABLE OF CONTENTS
Separation Agreements
Brighthouse Financial, Inc.
Insurance
NY
2017
TRANSITION SERVICES AGREEMENT dated as of January 1, 2017 between MetLife Services andSolutions, LLC and Brighthouse Services, LLC And for purposes of Article VIII only, MetLife,...
Transition Agreements
Brighthouse Financial, Inc.
Insurance
NY
2017
REGISTRATIONRIGHTS AGREEMENT dated as of August 4, 2017 between MetLife, Inc. and Brighthouse Financial, Inc. TABLE OF CONTENTS
Registration Rights Agreements
Brighthouse Financial, Inc.
2017
DATEDJANUARY 1, 2017 METLIFE INVESTMENT ADVISORS, LLC AND METLIFE INSURANCECOMPANY USA INVESTMENT MANAGEMENT AGREEMENT TABLE OF CONTENTS
Management Agreements
Brighthouse Financial, Inc.
Insurance
DE
2017
INTELLECTUAL PROPERTY LICENSE AGREEMENT
License Agreements
Brighthouse Financial, Inc.
2017
TAX RECEIVABLES AGREEMENT dated as of July 27, 2017 between MetLife, Inc. and BrighthouseFinancial, Inc. TABLE OF CONTENTS
Brighthouse Financial, Inc.
2017
TAX SEPARATION AGREEMENT by and among METLIFE, INC. AND ITS AFFILIATES and BRIGHTHOUSE FINANCIAL,INC. AND ITS AFFILIATES TAX SEPARATION AGREEMENT
Separation Agreements
Brighthouse Financial, Inc.
Insurance
NY
2017