Brighthouse Financial, Inc. Contracts & Agreements

94 Contracts & Agreements
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Brighthouse Financial, Inc. Amended and Restated 2017 Stock and Incentive Compensation Plan (Effective March 27, 2025)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
DE
2025
Amendment Number Five to the Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2025
Brighthouse Services, LLC Voluntary Deferred Compensation Plan (Restated Effective January 1, 2025)
Compensation Agreements
Brighthouse Financial, Inc.
Insurance
NC
2025
Brighthouse Financial, Inc. Employee Stock Purchase Plan (Amended and Restated Effective April 3, 2024)
Stock Agreements
Brighthouse Financial, Inc.
Insurance
DE
2024
Brighthouse Financial, Inc. Performance Share Unit Agreement under 2017 Stock and Incentive Compensation Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2024
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan Award Agreement Supplement
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2024
Description of Brighthouse Financial, Inc. Securities Registered Under Section 12 of the Exchange Act
Equity Distribution Agreements
Brighthouse Financial, Inc.
Insurance
2024
Amendment Number One to the Brighthouse Services, LLC Amended and Restated Executive Severance Pay Plan
Severance Agreements
Brighthouse Financial, Inc.
Insurance
2023
Amendment No. 1 to Brighthouse Services, LLC Change of Control Severance Pay Plan
Change of Control Agreements
Brighthouse Financial, Inc.
Insurance
2023
Amendment Number Four to the Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2023
Amendment No. 1 to Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors
Compensation Agreements
Brighthouse Financial, Inc.
Insurance
2023
Brighthouse Services, LLC ICOLI Supplemental Death Benefit Only Plan Summary
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2023
Description of Brighthouse Financial, Inc. Securities Registered Under Section 12 of the Exchange Act
Equity Distribution Agreements
Brighthouse Financial, Inc.
Insurance
2022
Brighthouse Financial, Inc. $400,000,000 3.850% Senior Notes Due 2051 Underwriting Agreement with BofA Securities, Barclays, Goldman Sachs, J.P. Morgan, and Wells Fargo
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2021
Brighthouse Financial, Inc. Underwriting Agreement for 14,000,000 Depositary Shares Representing Series D Preferred Stock
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2021
Second Supplemental Indenture for 3.850% Senior Notes Due 2051 between Brighthouse Financial, Inc. and U.S. Bank National Association
Indenture Agreements
Brighthouse Financial, Inc.
Insurance
DE
2021
Deposit Agreement among Brighthouse Financial, Inc., Computershare Inc., Computershare Trust Company, N.A., and Holders of Depositary Receipts (Series D Preferred Stock)
Deposit Agreements
Brighthouse Financial, Inc.
Insurance
DE
2021
Description of Registered Securities of Brighthouse Financial, Inc. under Section 12 of the Exchange Act
Equity Distribution Agreements
Brighthouse Financial, Inc.
Insurance
2021
Amendment No. 3 to Brighthouse Services, LLC Auxiliary Savings Plan
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2021
Amendment No. 3 to Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2021
Brighthouse Financial, Inc. Underwriting Agreement for 20,000,000 Depositary Shares Representing Series C Preferred Stock
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2020
Deposit Agreement among Brighthouse Financial, Inc., Computershare Inc., Computershare Trust Company, N.A., and Holders of Depositary Receipts (Series C Preferred Stock)
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 No. 1 to Brighthouse Services, LLC Temporary Incentive Deferred Compensation Plan
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2020
Brighthouse Financial, Inc. $115,000,000 5.625% Senior Notes Due 2030 Underwriting Agreement with BofA Securities, Goldman Sachs, and Wells Fargo
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2020
Brighthouse Financial, Inc. Underwriting Agreement for 6.750% Non-Cumulative Preferred Stock, Series B Depositary Shares (May 2020)
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2020
Deposit Agreement among Brighthouse Financial, Inc., Computershare Inc., Computershare Trust Company, N.A., and Holders of Receipts (May 21, 2020)
Deposit Agreements
Brighthouse Financial, Inc.
Insurance
DE
2020
Brighthouse Financial, Inc. $500,000,000 5.625% Senior Notes Due 2030 Underwriting Agreement with Wells Fargo Securities, Barclays Capital, BofA Securities, Goldman Sachs & Co.,...
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2020
Senior Indenture between Brighthouse Financial, Inc. and U.S. Bank National Association dated May 15, 2020
Indenture Agreements
Brighthouse Financial, Inc.
Insurance
DE
2020
First Supplemental Indenture for 5.625% Senior Notes Due 2030 between Brighthouse Financial, Inc. and U.S. Bank National Association
Indenture Agreements
Brighthouse Financial, Inc.
Insurance
DE
2020
Brighthouse Financial, Inc. Non-Management Director Restricted Stock Unit Agreement
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2020
Brighthouse Financial, Inc. 2017 Non-Management Director Award Agreement Supplement
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2020
Description of Brighthouse Financial, Inc. Securities Registered Under Section 12 of the Exchange Act
Stock Agreements
Brighthouse Financial, Inc.
Insurance
2020
Brighthouse Services, LLC Amended and Restated Short-Term Incentive Plan (as of February 21, 2020)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2020
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan (as amended)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
DE
2020
Brighthouse Financial, Inc. Non-Management Director Restricted Stock Unit Agreement
Compensation Agreements
Brighthouse Financial, Inc.
Insurance
2020
Brighthouse Financial, Inc. Non-Management Director Award Agreement Supplement under 2017 Director Stock Compensation Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2020
Brighthouse Services, LLC Deferred Compensation Plan for Non-Management Directors (Effective December 1, 2019)
Compensation Agreements
Brighthouse Financial, Inc.
Insurance
NC
2020
Amendment Number Two to Brighthouse Financial, Inc. Employee Stock Purchase Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2020
Brighthouse Services, LLC Limited Death Benefit Plan (Effective December 19, 2019)
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2019
Brighthouse Services, LLC Amended and Restated Executive Severance Pay Plan (Effective December 1, 2019)
Severance Agreements
Brighthouse Financial, Inc.
Insurance
NC
2019
First Amendment to Term Loan Agreement among Brighthouse Financial, Inc. and Lender Banks
Modification Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Brighthouse Services, LLC Blue Relocation Policy for Salary Grades 14 & Above (Effective July 1, 2019)
Brighthouse Financial, Inc.
Insurance
2019
First Amended and Restated Investment Management Agreement between Brighthouse Services, LLC and MetLife Investment Management, LLC
Investment Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Brighthouse Financial, Inc. Offer Letter to Edward Spehar for Chief Financial Officer Position
Employment Agreements
Brighthouse Financial, Inc.
Insurance
2019
Amended and Restated $1 Billion Revolving Credit Agreement among Brighthouse Financial, Inc. and Lender Group (May 7, 2019)
Credit Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Brighthouse Financial, Inc. Underwriting Agreement for 17,000,000 Depositary Shares Representing Series A Preferred Stock (2019)
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Deposit Agreement among Brighthouse Financial, Inc., Computershare Inc., Computershare Trust Company, N.A., and Holders of Receipts (March 25, 2019)
Deposit Agreements
Brighthouse Financial, Inc.
Insurance
DE
2019
Separation Agreement, Waiver, and General Release between Brighthouse Services, LLC and Anant Bhalla
Separation Agreements
Brighthouse Financial, Inc.
Insurance
2019
Amended and Restated Brighthouse Services, LLC Short-Term Incentive Plan (2017, as Amended)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2019
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan (as amended November 16, 2018)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
DE
2019
Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan (as amended November 16, 2018)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
DE
2019
Brighthouse Financial, Inc. Performance Share Unit Agreement under 2017 Stock and Incentive Compensation Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2019
Brighthouse Financial, Inc. Restricted Stock Unit Agreement (Ratable Vesting in Thirds)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2019
Brighthouse Financial, Inc. Restricted Stock Unit Agreement (Sign-On/Make-Whole Awards)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2019
Brighthouse Financial, Inc. Non-Qualified Stock Option Agreement (Ratable Exercisability in Thirds) with Employee
Warrant Agreements
Brighthouse Financial, Inc.
Insurance
2019
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan Award Agreement Supplement
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan Award Agreement Supplement
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan Award Agreement Supplement
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Second Amendment to Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Compensation Agreements
Brighthouse Financial, Inc.
Insurance
2019
Investment Management Agreement between Brighthouse Services, LLC and MetLife Investment Advisors, LLC (Effective February 5, 2019)
Investment Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
$1,000,000,000 Term Loan Agreement among Brighthouse Financial, Inc., JPMorgan Chase Bank, N.A., and Other Lenders (February 1, 2019)
Loan Agreements
Brighthouse Financial, Inc.
Insurance
NY
2019
Brighthouse Services, LLC Executive Severance Pay Plan (Effective November 19, 2018)
Severance Agreements
Brighthouse Financial, Inc.
Insurance
NC
2018
Brighthouse Services, LLC Change of Control Severance Pay Plan (Effective November 19, 2018)
Change of Control Agreements
Brighthouse Financial, Inc.
Insurance
NC
2018
Brighthouse Services, LLC Blue Relocation Policy for Salary Grades 14 & Above (Revised October 2018)
Brighthouse Financial, Inc.
Insurance
2018
Brighthouse Financial, Inc. $375,000,000 6.250% Junior Subordinated Debentures Due 2058 Underwriting Agreement
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2018
Junior Subordinated Indenture between Brighthouse Financial, Inc. and U.S. Bank National Association (Dated September 12, 2018)
Indenture Agreements
Brighthouse Financial, Inc.
Insurance
DE
2018
First Supplemental Indenture for 6.250% Junior Subordinated Debentures Due 2058 between Brighthouse Financial, Inc. and U.S. Bank National Association
Indenture Agreements
Brighthouse Financial, Inc.
Insurance
DE
2018
Brighthouse Financial, Inc. Common Stock Underwriting Agreement with Goldman Sachs, J.P. Morgan, Morgan Stanley, and Wells Fargo (June 2018)
Underwriting Agreements
Brighthouse Financial, Inc.
Insurance
NY
2018
Retirement and Transition Agreement between Peter Carlson and Brighthouse Services, LLC (June 2018)
Separation 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
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
DE
2018
Brighthouse Services, LLC Temporary Incentive Deferred Compensation Plan (Restated March 13, 2018)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NC
2018
Brighthouse Financial, Inc. Performance Share Unit Agreement under 2017 Stock and Incentive Compensation Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2018
Brighthouse Financial, Inc. Restricted Stock Unit Agreement (2017 Stock and Incentive Compensation Plan)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2018
Brighthouse Financial, Inc. Non-Qualified Stock Option Agreement (Ratable Exercisability in Thirds)
Warrant Agreements
Brighthouse Financial, Inc.
Insurance
2018
Brighthouse Financial, Inc. 2017 Stock and Incentive Compensation Plan Award Agreement Supplement
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2018
Brighthouse Financial, Inc. Restricted Stock Unit Agreement for Employees and Directors
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2018
Brighthouse Financial, Inc. 2017 Equity Award Agreement Supplement for Employees and Non-Management Directors
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2018
Brighthouse Financial, Inc. Non-Management Director Restricted Stock Unit Agreement
Equity Distribution Agreements
Brighthouse Financial, Inc.
Insurance
2018
Brighthouse Financial, Inc. Non-Management Director Award Agreement Supplement under 2017 Director Stock Compensation Plan
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NY
2018
Second Amendment to Brighthouse Services, LLC Auxiliary Savings Plan
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2018
Amendment No. 1 to Brighthouse Services, LLC Voluntary Deferred Compensation Plan
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2018
Brighthouse Services, LLC Voluntary Deferred Compensation Plan (Effective January 1, 2018)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
NC
2017
Brighthouse Services, LLC Auxiliary Savings Plan (Effective January 1, 2017)
Profit Sharing Plans
Brighthouse Financial, Inc.
Insurance
NC
2017
Amendment No. 1 to Brighthouse Services, LLC Auxiliary Savings Plan
Retirement Agreements
Brighthouse Financial, Inc.
Insurance
2017
Amended and Restated Brighthouse Services, LLC Annual Variable Incentive Plan (2017)
Bonus & Incentive Agreements
Brighthouse Financial, Inc.
Insurance
2017
Master Separation Agreement between MetLife, Inc. and Brighthouse Financial, Inc. (August 4, 2017)
Plan of Reorganization Agreements
Brighthouse Financial, Inc.
Insurance
NY
2017
Transition Services Agreement between MetLife Services and Solutions, LLC and Brighthouse Services, LLC (with MetLife, Inc. and Brighthouse Financial, Inc. for Article VIII)
Transition Agreements
Brighthouse Financial, Inc.
Insurance
NY
2017
Registration Rights Agreement between MetLife, Inc. and Brighthouse Financial, Inc. dated August 4, 2017
Registration Rights Agreements
Brighthouse Financial, Inc.
Insurance
DE
2017
Investment Management Agreement between MetLife Investment Advisors, LLC and MetLife Insurance Company USA (Effective January 1, 2017)
Advisory Agreements
Brighthouse Financial, Inc.
Insurance
DE
2017
Intellectual Property License Agreement between Metropolitan Life Insurance Company and Brighthouse Services LLC (August 4, 2017)
License Agreements
Brighthouse Financial, Inc.
Insurance
NY
2017
Tax Receivables Agreement between MetLife, Inc. and Brighthouse Financial, Inc. dated July 27, 2017
Brighthouse Financial, Inc.
Insurance
DE
2017
Tax Separation Agreement between MetLife, Inc. and Brighthouse Financial, Inc.
Separation Agreements
Brighthouse Financial, Inc.
Insurance
NY
2017