PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:49 AM ET

Sponsor Check › Sponsor group

P

Pacific

One sponsor team, 29 deal companies · Newport Beach, CA

Grouped because: 25 shared people, 8 shared management entities, same business address (26 issuers), similar issuer names (23) (automatic match from the filings) · not the same sponsor?

29deal companies
$8.64Breported sold
776investors
760Form D filings
2009–2026active
23new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 15, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Pacific is a sponsor group of 29 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 760 Form D filings between Sep 2009 and Sep 2026.

What this means One team, 29 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $8.64B to 776 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (27), Insurance (2). Issuers are based in CA (27), Ireland (as filed: L2) (1), Cayman Islands (as filed: E9) (1).

What this means $8.64B raised across the group, about $11.1M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: James R Burritt (14 issuers, executive officer), Aristotle Pacific Capital, LLC (9 issuers, executive officer and promoter, entity), Carol E Rumsey (9 issuers, executive officer), Pacific Private Fund Advisors, LLC (7 issuers, executive officer and promoter, entity), Dominic D. Nolan (6 issuers, executive officer) and 85 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 23 new offerings in the last 12 months; latest filing Sep 15, 2026.

What this means Busy — still raising money this year.

Adviser registration (Form ADV) on record: APC ASSET DEVELOPMENT I, LP; APC ASSET DEVELOPMENT II, LP and 2 more.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 213 court cases matching the name, 72 bankruptcy cases matching the name, 5 property records listed in Key records below.

What this means 290 records came back, including 11 court cases still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 760 public filings for Pacific and found 16 differences, 7 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Pacific has not run yet — it is joining a line of 27,936 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

213 cases: 11 open, 57 closed (disposition not in docket feed), 115 dismissed, 30 judgment

Pacific Life Insurance Company v. Higgins open
District Court, E.D. Arkansas · No. 3:26-cv-00176 · Filed Jun 22, 2026
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in AR (not the issuer's state)
GEORGE v. PACIFIC LIFE INSURANCE COMPANY open
District Court, D. Maine · No. 2:26-cv-00271 · Filed May 26, 2026
Role of PACIFIC LIFE INSURANCE COMPANY: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in ME (not the issuer's state)
PACIFIC LIFE INSURANCE COMPANY v. CARABALLO CONSULTING GROUP LLC open
District Court, S.D. Florida · No. 1:26-cv-22368 · Filed Apr 6, 2026
Role of PACIFIC LIFE INSURANCE COMPANY: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Portes v. Pacific Life Insurance Company closed
District Court, M.D. Florida · No. 2:26-cv-00457 · Filed Feb 20, 2026 · Closed Jul 24, 2026 · Nature of suit: Consumer Credit · Cause: 15:1692 Fair Debt Collection Act
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2026-07-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
A and C Construction and Remodeling LLC v. Pacific Life Insurance Company open
District Court, N.D. Texas · No. 3:25-cv-03146 · Filed Nov 17, 2025 · Nature of suit: Real Property: Foreclosure · Cause: 28:1332 Diversity-Breach of Contract
Role of Pacific Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Pacific Life Insurance Company v. Welker open
District Court, N.D. Georgia · No. 1:25-cv-05953 · Filed Oct 17, 2025
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Pacific Life Insurance Company v. Mitchem open
District Court, N.D. West Virginia · No. 5:25-cv-00206 · Filed Sep 16, 2025
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in WV (not the issuer's state)
Turbyfill Taylor v. Pacific Life Insurance Company closed
District Court, M.D. Florida · No. 2:24-cv-00636 · Filed Jul 9, 2024 · Closed Feb 12, 2025
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2025-02-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Hobbs v. Pacific Life Insurance Company open
District Court, W.D. Texas · No. 1:24-cv-00515 · Filed May 15, 2024
Role of Pacific Life Insurance Company: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
U.S. BANK NATIONAL ASSOCIATION, as securities intermediary v. PACIFIC LIFE INSURANCE COMPANY closed
District Court, E.D. Pennsylvania · No. 2:23-mc-00152 · Filed Dec 8, 2023 · Closed Jan 2, 2024
Role of PACIFIC LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2024-01-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Pacific Life Insurance Company v. Martinez closed
District Court, S.D. Texas · No. 4:22-cv-02605 · Filed Aug 4, 2022 · Closed May 22, 2024
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2024-05-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Pacific Life Insurance Company v. Weathers closed
District Court, D. Connecticut · No. 3:22-cv-00486 · Filed Apr 3, 2022 · Closed Aug 23, 2022
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2022-08-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in CT (not the issuer's state)
Lincoln Life & Annuity Company of New York v. Johnson closed
District Court, E.D. Missouri · No. 4:22-cv-00130 · Filed Feb 1, 2022 · Closed Sep 30, 2022
Role of Lincoln Life & Annuity Company of New York v. Johnson: Party · Outcome: Terminated 2022-09-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
Pacific Life Insurance Company v. Sanchez open
District Court, S.D. Texas · No. 4:21-cv-03945 · Filed Dec 3, 2021
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Jackson closed
District Court, N.D. Ohio · No. 3:21-cv-01959 · Filed Oct 15, 2021 · Closed Feb 9, 2022
Role of Great-West Life & Annuity Insurance Company v. Jackson: Party · Outcome: Terminated 2022-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Fredrich v. Lincoln Life & Annuity Company of New York closed
District Court, E.D. New York · No. 2:21-cv-05482 · Filed Oct 4, 2021 · Closed Jul 28, 2022
Role of Fredrich v. Lincoln Life & Annuity Company of New York: Party · Outcome: Terminated 2022-07-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Russo closed
District Court, D. South Carolina · No. 3:21-cv-03208 · Filed Oct 1, 2021 · Closed Nov 10, 2022
Role of Great-West Life & Annuity Insurance Company v. Russo: Party · Outcome: Terminated 2022-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in SC (not the issuer's state)
Pacific Life & Annuity Company v. Beckett closed
District Court, W.D. New York · No. 1:21-cv-00948 · Filed Aug 20, 2021 · Closed Aug 5, 2022
Role of Pacific Life & Annuity Company: Plaintiff · Outcome: Terminated 2022-08-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NY (not the issuer's state)
Kube v. Pacific Life Insurance Company closed
District Court, D. Minnesota · No. 0:21-cv-01844 · Filed Aug 16, 2021 · Closed May 17, 2022
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2022-05-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MN (not the issuer's state)
Beth Shaye Gemach v. Pacific Life and Annuity Company closed
District Court, E.D. New York · No. 1:21-cv-03492 · Filed Jun 22, 2021 · Closed May 26, 2022
Role of Pacific Life and Annuity Company: Defendant · Outcome: Terminated 2022-05-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NY (not the issuer's state)
Marriott Hotel Services, Inc. v. Pacific Life Insurance Company closed
District Court, D. Maryland · No. 8:21-cv-01297 · Filed May 26, 2021 · Closed Nov 4, 2021
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2021-11-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MD (not the issuer's state)
Protective Life & Annuity Insurance Company v. Panek closed
District Court, S.D. Florida · No. 9:21-cv-80663 · Filed Apr 6, 2021 · Closed Apr 23, 2021
Role of Protective Life & Annuity Insurance Company v. Panek: Party · Outcome: Terminated 2021-04-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Holliday v. Great West Life & Annuity Insurance Company closed
District Court, E.D. Kentucky · No. 6:21-cv-00050 · Filed Mar 24, 2021 · Closed Dec 8, 2021
Role of Holliday v. Great West Life & Annuity Insurance Company: Party · Outcome: Terminated 2021-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in KY (not the issuer's state)
Dong v. Great-West Life & Annuity Insurance Company closed
District Court, D. Massachusetts · No. 1:21-cv-10361 · Filed Mar 4, 2021 · Closed Mar 2, 2022
Role of Dong v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2022-03-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MA (not the issuer's state)
Genworth Life & Annuity Insurance Company v. Ronco closed
District Court, M.D. Florida · No. 3:20-cv-01223 · Filed Oct 27, 2020 · Closed May 28, 2021
Role of Genworth Life & Annuity Insurance Company v. Ronco: Party · Outcome: Terminated 2021-05-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Pacific Life Insurance Company v. Simms closed
District Court, S.D. Florida · No. 1:20-cv-23855 · Filed Sep 18, 2020 · Closed Mar 17, 2021
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2021-03-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Pacific Life Insurance Company v. Simms closed
District Court, S.D. Florida · No. 1:20-cv-23850 · Filed Sep 17, 2020 · Closed Sep 18, 2020
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2020-09-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Hammond v. Lincoln Life & Annuity Company of New York closed
District Court, W.D. New York · No. 1:20-cv-01192 · Filed Sep 2, 2020 · Closed May 6, 2021
Role of Hammond v. Lincoln Life & Annuity Company of New York: Party · Outcome: Terminated 2021-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Finley v. Pacific Life Insurance Company closed
District Court, M.D. Florida · No. 6:20-cv-01621 · Filed Sep 2, 2020 · Closed Aug 11, 2021
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2021-08-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Yesh Music, LLC v. Pacific Life Insurance Company closed
District Court, E.D. New York · No. 1:20-cv-03228 · Filed Jul 19, 2020 · Closed Sep 25, 2020
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2020-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NY (not the issuer's state)
Pacific Life Insurance Company v. Gregorie Tunstall Trant dismissed
District Court, S.D. Texas · No. 4:20-cv-02033 · Filed Jun 9, 2020 · Closed Aug 24, 2020 · Nature of suit: 190 Other contract actions
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2020-08-24 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Wilkins v. Lincoln Life & Annuity Company of New York dismissed
District Court, E.D. New York · No. 2:20-cv-02295 · Filed May 21, 2020 · Closed Sep 28, 2020 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Wilkins v. Lincoln Life & Annuity Company of New York: Party · Outcome: Terminated 2020-09-28 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Pacific Life Insurance Company v. Ffrench dismissed
District Court, S.D. Florida · No. 9:20-cv-80035 · Filed Jan 10, 2020 · Closed Jul 20, 2020 · Nature of suit: 890 Other statutory actions
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2020-07-20 — FJC Integrated Database disposition: Dismissed: want of prosecution Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Arneson v. Great-West Life & Annuity Insurance Co. dismissed
District Court, S.D. Ohio · No. 1:19-cv-00689 · Filed Aug 22, 2019 · Closed Dec 13, 2019 · Nature of suit: 190 Other contract actions
Role of Arneson v. Great-West Life & Annuity Insurance Co.: Party · Outcome: Terminated 2019-12-13 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Pacific Life Insurance Company v. Ffrench dismissed
District Court, S.D. Florida · No. 9:19-cv-80832 · Filed Jun 25, 2019 · Closed Sep 9, 2019 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1335 Interpleader Action
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2019-09-09 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Benjamin v. Lincoln Life & Annuity Company of New York dismissed
District Court, S.D. Florida · No. 1:19-cv-21969 · Filed May 15, 2019 · Closed Jul 11, 2019 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Benjamin v. Lincoln Life & Annuity Company of New York: Party · Outcome: Terminated 2019-07-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Palazza v. Lincoln Life & Annuity Company of New York dismissed
District Court, S.D. New York · No. 1:19-cv-02349 · Filed Mar 15, 2019 · Closed May 20, 2019 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Palazza v. Lincoln Life & Annuity Company of New York: Party · Outcome: Terminated 2019-05-20 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Pacific Life Insurance Company v. Ffrench closed
District Court, N.D. Illinois · No. 1:18-cv-08163 · Filed Dec 12, 2018 · Closed Jun 10, 2019 · Nature of suit: 890 Other statutory actions
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2019-06-10 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Gluckstern dismissed
District Court, S.D. New York · No. 1:18-cv-09513 · Filed Oct 17, 2018 · Closed Apr 24, 2019 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity Action
Role of Great-West Life & Annuity Insurance Company v. Gluckstern: Party · Outcome: Terminated 2019-04-24 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Riser Foods Inc. judgment
District Court, N.D. Ohio · No. 1:18-cv-01330 · Filed Jun 11, 2018 · Closed Mar 31, 2020 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Great-West Life & Annuity Insurance Company v. Riser Foods Inc.: Party · Outcome: Terminated 2020-03-31 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Great-West Life & Annuity Insurance Company v. American Leprosy Missions judgment
District Court, D. South Carolina · No. 8:18-cv-01263 · Filed May 8, 2018 · Closed Aug 7, 2020 · Nature of suit: 190 Contract: Other · Cause: 28:1335 Interpleader Action
Role of Great-West Life & Annuity Insurance Company v. American Leprosy Missions: Party · Outcome: Terminated 2020-08-07 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in SC (not the issuer's state)
Paul A. Corey & Associates, Inc. v. Great-West Life & Annuity Insurance Company dismissed
District Court, S.D. Ohio · No. 2:18-cv-00366 · Filed Apr 20, 2018 · Closed Feb 14, 2019 · Nature of suit: 190 Contract: Other · Cause: 28:1330 Breach of Contract
Role of Paul A. Corey & Associates, Inc. v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2019-02-14 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Americo Financial Life & Annuity Insurance Company v. Charity Spann Cooks dismissed
District Court, N.D. Illinois · No. 1:17-cv-03164 · Filed Apr 27, 2017 · Closed Aug 24, 2017 · Nature of suit: 890 Other statutory actions
Role of Americo Financial Life & Annuity Insurance Company v. Charity Spann Cooks: Party · Outcome: Terminated 2017-08-24 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
MCLAUGHLIN v. HARTFORD LIFE & ANNUITY INSURANCE COMPANY judgment
District Court, District of Columbia · No. 1:17-cv-00500 · Filed Mar 20, 2017 · Closed Oct 25, 2017 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1332 Diversity-Declaratory Judgment
Role of MCLAUGHLIN v. HARTFORD LIFE & ANNUITY INSURANCE COMPANY: Party · Outcome: Terminated 2017-10-25 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in DC (not the issuer's state)
DURKEY v. PACIFIC LIFE INSURANCE COMPANY closed
District Court, W.D. Pennsylvania · No. 2:17-cv-00317 · Filed Mar 10, 2017 · Closed Dec 7, 2018 · Nature of suit: 370 Other Fraud · Cause: 28:1441 Notice of Removal-Fraud
Role of PACIFIC LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2018-12-07 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Pacific Life Insurance Company v. The Bank of New York Mellon open
District Court, S.D. New York · No. 1:17-cv-01388 · Filed Feb 23, 2017 · Nature of suit: Other Statutory Actions · Cause: 15:77 Securities Fraud
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NY (not the issuer's state)
United States v. All Monies, Including Insurance Benefits And Interest, Payable Pursuant To Claim Number 1179068 Under Minnesota Life Insurance Group Policy No. 33772-G, For Basic Life Insurance Coverage In The Amount closed
District Court, C.D. California · No. 5:16-cv-01129 · Filed May 31, 2016 · Closed Oct 23, 2023 · Nature of suit: 690 Forfeit/Penalty: Other · Cause: 18:0981 Civil Forfeiture
Role of United States v. All Monies, Including Insurance Benefits And Interest, Payable Pursuant To Claim Number 1179068 Under Minnesota Life Insurance Group Policy No. 33772-G, For Basic Life Insurance Coverage In The Amount: Party · Outcome: Terminated 2023-10-23 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
UNITED STATES CONFERENCE OF MAYORS v. GREAT-WEST LIFE & ANNUITY INSURANCE CO. judgment
District Court, District of Columbia · No. 1:16-cv-00660 · Filed Apr 7, 2016 · Closed Jan 24, 2018 · Nature of suit: 190 Contract: Other · Cause: 28:1330 Breach of Contract
Role of UNITED STATES CONFERENCE OF MAYORS v. GREAT-WEST LIFE & ANNUITY INSURANCE CO.: Party · Outcome: Terminated 2018-01-24 — FJC Integrated Database disposition: Judgment on jury verdict; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in DC (not the issuer's state)
Pacific Life Insurance Company v. US Bank National Association open
District Court, S.D. New York · No. 1:16-cv-00555 · Filed Jan 26, 2016 · Nature of suit: Other Statutory Actions · Cause: 28:1331sv Fed. Question: Securities Violation
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; court in NY (not the issuer's state)
Krikorian v. Great-West Life & Annuity Insurance Company dismissed
District Court, D. Colorado · No. 1:16-cv-00094 · Filed Jan 14, 2016 · Closed Jan 14, 2019 · Nature of suit: 791 Employee Retirement Income Security Act (ERISA) · Cause: 29:1001 E.R.I.S.A.: Employee Retirement
Role of Krikorian v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2019-01-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Pacific Life Insurance Company v. US Bank National Association closed
District Court, S.D. Ohio · No. 1:15-cv-00416 · Filed Jun 24, 2015 · Closed Jan 19, 2016 · Nature of suit: 890 Other Statutory Actions · Cause: 28:1331 Fed. Question: Securities Violation
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2016-01-19 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state)
Eric B. Fromer Chiropractic, Inc. v. New York Life Insurance and Annuity Corporation dismissed
District Court, C.D. California · No. 2:15-cv-04767 · Filed Jun 24, 2015 · Closed Sep 22, 2017 · Nature of suit: 890 Other Statutory Actions · Cause: 47:0227 Violation of Telephone Consumer Protection Act
Role of Eric B. Fromer Chiropractic, Inc. v. New York Life Insurance and Annuity Corporation: Party · Outcome: Terminated 2017-09-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Transamerica Life Insurance Company v. Madick Insurance Services, LLC dismissed
District Court, C.D. California · No. 2:15-cv-01076 · Filed Feb 13, 2015 · Closed Feb 10, 2016 · Nature of suit: 470 Racketeer/Corrupt Organization · Cause: 18:1962 Racketeering (RICO) Act
Role of Transamerica Life Insurance Company v. Madick Insurance Services, LLC: Party · Outcome: Terminated 2016-02-10 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Teets v. Great-West Life & Annuity Insurance Company judgment
District Court, D. Colorado · No. 1:14-cv-02330 · Filed Aug 21, 2014 · Closed Dec 14, 2017 · Nature of suit: 791 Employee Retirement Income Security Act (ERISA) · Cause: 29:1132 E.R.I.S.A.-Employee Benefits
Role of Teets v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2017-12-14 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Pacific Life Insurance Company v. Attachmate Corporation dismissed
District Court, C.D. California · No. 8:14-cv-01265 · Filed Aug 8, 2014 · Closed Dec 29, 2014 · Nature of suit: 190 Other contract actions
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2014-12-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in the issuer's state (CA)
Nutrishare, Inc. v. Connecticut General Life Insurance Company dismissed
District Court, E.D. California · No. 2:13-cv-02378 · Filed Nov 15, 2013 · Closed Jun 22, 2016 · Nature of suit: 190 Contract: Other · Cause: 29:1001 E.R.I.S.A.: Employee Retirement
Role of Nutrishare, Inc. v. Connecticut General Life Insurance Company: Party · Outcome: Terminated 2016-06-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Transamerica Life Insurance Company v. Axsys Group, Inc dismissed
District Court, C.D. California · No. 8:13-cv-01658 · Filed Oct 23, 2013 · Closed Sep 8, 2015 · Nature of suit: 470 Racketeer/Corrupt Organization · Cause: 28:1441 Notice of Removal - Racketeering (RICO) Act
Role of Transamerica Life Insurance Company v. Axsys Group, Inc: Party · Outcome: Terminated 2015-09-08 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Great-West Life & Annuity Insurance Company v. Coe dismissed
District Court, D. South Carolina · No. 4:13-cv-02393 · Filed Sep 4, 2013 · Closed Apr 15, 2014 · Nature of suit: 890 Other statutory actions
Role of Great-West Life & Annuity Insurance Company v. Coe: Party · Outcome: Terminated 2014-04-15 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in SC (not the issuer's state)
Teaco Energy Services, Inc. v. Great-West Life & Annuity Insurance Company dismissed
District Court, D. Colorado · No. 1:12-cv-03184 · Filed Dec 5, 2012 · Closed Mar 25, 2013 · Nature of suit: Contract: Other · Cause: 28:1331 Fed. Question: Breach of Contract
Role of Teaco Energy Services, Inc. v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2013-03-25 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Rodriguez v. Pacific Life Insurance Company closed
District Court, D. Nevada · No. 2:12-cv-02071 · Filed Dec 4, 2012 · Closed Oct 7, 2013 · Nature of suit: Fraud · Cause: 28:1441 Petition for Removal- Fraud
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2013-10-07 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
exact company name; court in NV (not the issuer's state)
Chambers v. Aviva Life & Annuity Co. dismissed
District Court, N.D. Illinois · No. 1:12-cv-09589 · Filed Dec 3, 2012 · Closed Mar 26, 2013 · Nature of suit: Other Fraud · Cause: 28:1441 Petition for Removal- Fraud
Role of Chambers v. Aviva Life & Annuity Co.: Party · Outcome: Terminated 2013-03-26 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Pacific Life Insurance v. Goodson dismissed
District Court, E.D. Missouri · No. 4:12-cv-01258 · Filed Jul 13, 2012 · Closed Apr 15, 2013 · Nature of suit: Other Statutory Actions · Cause: 28:1335 Interpleader Action
Role of Pacific Life Insurance: Plaintiff · Outcome: Terminated 2013-04-15 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in MO (not the issuer's state)
Akpele v. Pacific Life Insurance Company judgment
District Court, N.D. Georgia · No. 1:12-cv-02170 · Filed Jun 22, 2012 · Closed Feb 18, 2015 · Nature of suit: 190 Contract: Other · Cause: 28:1441 Petition for Removal- Declaratory Judgment
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2015-02-18 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in GA (not the issuer's state)
Martineau v. Great-West Life & Annuity Insurance Company dismissed
District Court, M.D. Florida · No. 8:12-cv-01368 · Filed Jun 20, 2012 · Closed Sep 30, 2013 · Nature of suit: 190 Other contract actions
Role of Martineau v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2013-09-30 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Robert P Mosier v. Phoenix Life Insurance Company judgment
District Court, C.D. California · No. 8:12-cv-00227 · Filed Feb 10, 2012 · Closed Jan 15, 2013 · Nature of suit: 850 Securities/Commodities · Cause: 28:1331 Fed. Question: Securities Violation
Role of Robert P Mosier v. Phoenix Life Insurance Company: Party · Outcome: Terminated 2013-01-15 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Brian C. Tanko, Ltd v. Pacific Life Insurance Company dismissed
District Court, D. Nevada · No. 2:11-cv-02073 · Filed Dec 22, 2011 · Closed Apr 26, 2012 · Nature of suit: Other Statutory Actions · Cause: 28:1441 Petition for Removal
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2012-04-26 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in NV (not the issuer's state)
Massachusetts Mutual Life Insurance Company v. Countrywide Financial Corporation dismissed
District Court, C.D. California · No. 2:11-cv-10414 · Filed Dec 16, 2011 · Closed Jan 14, 2015 · Nature of suit: 160 Stockholders Suits · Cause: 28:1332 Diversity - Stockholders Suits
Role of Massachusetts Mutual Life Insurance Company v. Countrywide Financial Corporation: Party · Outcome: Terminated 2015-01-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Pacific Life & Annuity Services, Inc. v. Employers Compensation Insurance Company - Glendale dismissed
District Court, S.D. California · No. 3:11-cv-02806 · Filed Dec 2, 2011 · Closed Jan 14, 2013 · Nature of suit: 890 Other statutory actions
Role of Pacific Life & Annuity Services, Inc. v. Employers Compensation Insurance Company - Glendale: Party · Outcome: Terminated 2013-01-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
National Integrity Life Insurance Company v. Countrywide Financial Corp. dismissed
District Court, C.D. California · No. 2:11-cv-09889 · Filed Nov 30, 2011 · Closed Aug 28, 2014 · Nature of suit: 850 Securities/Commodities · Cause: 15:77 Securities Fraud
Role of National Integrity Life Insurance Company v. Countrywide Financial Corp.: Party · Outcome: Terminated 2014-08-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Western and Southern Life Insurance Company v. Countrywide Financial Corp. judgment
District Court, C.D. California · No. 2:11-cv-07166 · Filed Aug 30, 2011 · Closed Jun 29, 2012 · Nature of suit: 850 Securities/Commodities · Cause: 15:77 Securities Fraud
Role of Western and Southern Life Insurance Company v. Countrywide Financial Corp.: Party · Outcome: Terminated 2012-06-29 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Eddie L Cressy v. OM Financial Life Insurance Company judgment
District Court, C.D. California · No. 2:11-cv-05871 · Filed Jul 18, 2011 · Closed Jun 4, 2013 · Nature of suit: 470 Racketeer/Corrupt Organization · Cause: 18:1962 Racketeering (RICO) Act
Role of Eddie L Cressy v. OM Financial Life Insurance Company: Party · Outcome: Terminated 2013-06-04 — FJC Integrated Database disposition: Other; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Great-West Life & Annuity Insurance Company v. Antonsen dismissed
District Court, D. Colorado · No. 1:11-cv-01410 · Filed May 27, 2011 · Closed Sep 1, 2011 · Nature of suit: 791 Employee Retirement Income Security Act (ERISA) · Cause: 29:1132 E.R.I.S.A.-Employee Benefits
Role of Great-West Life & Annuity Insurance Company v. Antonsen: Party · Outcome: Terminated 2011-09-01 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
DUST v. GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY dismissed
District Court, S.D. Indiana · No. 1:11-cv-00383 · Filed Mar 18, 2011 · Closed Jun 23, 2011 · Nature of suit: 190 Other contract actions
Role of DUST v. GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY: Party · Outcome: Terminated 2011-06-23 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
Bologna v. New York Life Insurance Company closed
District Court, M.D. Florida · No. 2:10-mc-00023 · Filed Nov 29, 2010 · Closed Dec 8, 2010
Role of Bologna v. New York Life Insurance Company: Party · Outcome: Terminated 2010-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
NOURIAN v. PACIFIC LIFE INSURANCE COMPANY dismissed
District Court, E.D. Pennsylvania · No. 2:10-cv-05115 · Filed Sep 30, 2010 · Closed Nov 23, 2010 · Nature of suit: 850 Securities, Commodities, Exchange
Role of PACIFIC LIFE INSURANCE COMPANY: Defendant · Outcome: Terminated 2010-11-23 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Schucker dismissed
District Court, D. Colorado · No. 1:10-cv-02062 · Filed Aug 25, 2010 · Closed Nov 24, 2010 · Nature of suit: 791 Employee Retirement Income Security Act (ERISA) · Cause: 29:1132 E.R.I.S.A.-Employee Benefits
Role of Great-West Life & Annuity Insurance Company v. Schucker: Party · Outcome: Terminated 2010-11-24 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Darlery Franco v. Connecticut General Life Insurance Co dismissed
District Court, C.D. California · No. 2:10-cv-06001 · Filed Aug 11, 2010 · Closed Feb 13, 2012 · Nature of suit: Other Statutory Actions · Cause: 28:1331 Fed. Question
Role of Darlery Franco v. Connecticut General Life Insurance Co: Party · Outcome: Terminated 2012-02-13 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Zarrella v. Pacific Life Insurance Company closed
District Court, S.D. Florida · No. 1:10-cv-21512 · Filed May 10, 2010 · Closed May 10, 2010
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2010-05-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Pesarik v. Metropolitan Life Insurance Company of North America closed
District Court, N.D. Texas · No. 3:10-cv-00688 · Filed Apr 6, 2010 · Closed May 27, 2011
Role of Pesarik v. Metropolitan Life Insurance Company of North America: Party · Outcome: Terminated 2011-05-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Great-West Life & Annuity Insurance Co v. Graves judgment
District Court, W.D. Louisiana · No. 5:10-cv-00443 · Filed Mar 19, 2010 · Closed Mar 5, 2012 · Nature of suit: 890 Other statutory actions
Role of Great-West Life & Annuity Insurance Co v. Graves: Party · Outcome: Terminated 2012-03-05 — FJC Integrated Database disposition: Judgment on consent; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Hall v. The Variable Annuity Life Insurance Company closed
District Court, D. Arizona · No. 4:09-cv-00712 · Filed Dec 21, 2009 · Closed Oct 4, 2011 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of Hall v. The Variable Annuity Life Insurance Company: Party · Outcome: Terminated 2011-10-04 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY v. HALE dismissed
District Court, S.D. Indiana · No. 1:09-cv-01558 · Filed Dec 17, 2009 · Closed Mar 23, 2010 · Nature of suit: 890 Other statutory actions
Role of GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY v. HALE: Party · Outcome: Terminated 2010-03-23 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
American Republic Insurance Company v. Great-West Life & Annuity Insurance Company dismissed
District Court, D. Colorado · No. 1:09-cv-02857 · Filed Dec 7, 2009 · Closed Aug 23, 2010 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of American Republic Insurance Company v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2010-08-23 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Hartford Life & Annuity Ins Co v. Anderson dismissed
District Court, D. Connecticut · No. 3:09-cv-01914 · Filed Nov 24, 2009 · Closed Mar 5, 2010 · Nature of suit: 150 Contract: Recovery/Enforcement · Cause: 28:1332 Diversity-Breach of Contract
Role of Hartford Life & Annuity Ins Co v. Anderson: Party · Outcome: Terminated 2010-03-05 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in CT (not the issuer's state)
In Re: Allstate Life Insurance Company Litigation dismissed
District Court, D. Arizona · No. 3:09-cv-08162 · Filed Sep 18, 2009 · Closed Mar 31, 2015 · Nature of suit: 850 Other Statutes: Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of In Re: Allstate Life Insurance Company Litigation: Party · Outcome: Terminated 2015-03-31 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Graves judgment
District Court, N.D. Texas · No. 3:09-cv-01602 · Filed Aug 28, 2009 · Closed Mar 18, 2010 · Nature of suit: 890 Other statutory actions
Role of Great-West Life & Annuity Insurance Company v. Graves: Party · Outcome: Terminated 2010-03-18 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Stanton v. LINCOLN LIFE & ANNUITY CO. OF NEW YORK judgment
District Court, W.D. New York · No. 09-CV-6430 CJS · Filed Aug 25, 2009 · Closed Sep 3, 2010 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Stanton v. LINCOLN LIFE & ANNUITY CO. OF NEW YORK: Party · Outcome: Terminated 2010-09-03 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Genworth Life & Annuity Insurance Company v. Ackerman dismissed
District Court, M.D. Florida · No. 2:09-cv-00398 · Filed Jun 22, 2009 · Closed Apr 5, 2010 · Nature of suit: 864 S.S.I.D.
Role of Genworth Life & Annuity Insurance Company v. Ackerman: Party · Outcome: Terminated 2010-04-05 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Great-West Life & Annuity Insuance Company v. Dust dismissed
District Court, D. Colorado · No. 1:09-cv-01409 · Filed Jun 16, 2009 · Closed Sep 9, 2009 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Great-West Life & Annuity Insuance Company v. Dust: Party · Outcome: Terminated 2009-09-09 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Agency Services of Arkansas Inc v. Nationwide Life & Annuity Company of America dismissed
District Court, E.D. Arkansas · No. 4:09-cv-00389 · Filed May 26, 2009 · Closed Feb 22, 2010 · Nature of suit: 190 Other contract actions
Role of Agency Services of Arkansas Inc v. Nationwide Life & Annuity Company of America: Party · Outcome: Terminated 2010-02-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AR (not the issuer's state)
Pacific Life Insurance Company v. Qwest Corporation judgment
District Court, D. Nebraska · No. 8:09-cv-00168 · Filed May 18, 2009 · Closed Jul 29, 2009 · Nature of suit: Contract: Recovery/Enforcement · Cause: 28:1441 Petition for Removal- Breach of Contract
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2009-07-29 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; court in NE (not the issuer's state)
Morris v. Great-West Life & Annuity Insurance Company dismissed
District Court, D. Colorado · No. 1:09-cv-00898 · Filed Apr 20, 2009 · Closed Sep 28, 2009 · Nature of suit: 791 Employee Retirement Income Security Act (ERISA) · Cause: 29:1001 E.R.I.S.A.: Employee Retirement
Role of Morris v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2009-09-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
United Polychem Inc v. Pacific Ltd Corp dismissed matched at sponsor-group level (Pacific)
District Court, C.D. California · No. 8:09-cv-00421 · Filed Apr 7, 2009 · Closed Sep 24, 2010 · Nature of suit: Contract: Other · Cause: 28:1441 Notice of Removal - Breach of Contract
Role of Pacific Ltd Corp: Defendant · Outcome: Terminated 2010-09-24 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name made of generic words; court in the group's state (CA); filed 2009, issuer incorporated 2013
Pickering Insurance Services, Inc. v. Great-West Life & Annuity Insurance Company dismissed
District Court, D. Colorado · No. 1:09-cv-00521 · Filed Mar 10, 2009 · Closed Oct 15, 2009 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Pickering Insurance Services, Inc. v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2009-10-15 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Aviva Life & Annuity Company v. Federal Deposit Insurance Corporation closed
District Court, D. Kansas · No. 5:09-cv-04025 · Filed Mar 6, 2009 · Closed May 20, 2010 · Nature of suit: Other Statutory Actions · Cause: 28:2201 Declaratory Judgement
Role of Aviva Life & Annuity Company v. Federal Deposit Insurance Corporation: Party · Outcome: Terminated 2010-05-20 — FJC Integrated Database disposition: Appeal affirmed (magistrate judge) Docket on CourtListener ↗
company name words appear in the caption; court in KS (not the issuer's state)
Imperial Life & Annuity Services, LLC v. Hassan dismissed
District Court, S.D. Florida · No. 9:09-cv-80197 · Filed Feb 17, 2009 · Closed Jun 18, 2009 · Nature of suit: 190 Other contract actions
Role of Imperial Life & Annuity Services, LLC v. Hassan: Party · Outcome: Terminated 2009-06-18 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Imperial Life & Annuity Services, LLC v. Minasyan dismissed
District Court, S.D. Florida · No. 9:09-cv-80196 · Filed Feb 17, 2009 · Closed Mar 20, 2009 · Nature of suit: 190 Other contract actions
Role of Imperial Life & Annuity Services, LLC v. Minasyan: Party · Outcome: Terminated 2009-03-20 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Polhemus v. Great-West Life & Annuity Insurance Company dismissed
District Court, D. Colorado · No. 1:09-cv-00093 · Filed Jan 16, 2009 · Closed Jan 5, 2010 · Nature of suit: 791 Employee Retirement Income Security Act (ERISA) · Cause: 29:1132 E.R.I.S.A.-Employee Benefits
Role of Polhemus v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2010-01-05 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
UIP Limited, L.L.C. v. Lincoln National Life Insurance Company judgment
District Court, D. Arizona · No. 2:09-cv-00006 · Filed Jan 5, 2009 · Closed Nov 30, 2009 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Declaratory Judgment
Role of UIP Limited, L.L.C. v. Lincoln National Life Insurance Company: Party · Outcome: Terminated 2009-11-30 — FJC Integrated Database disposition: Judgment on court trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Brooke v. AVIVA LIfe & Annuity Company closed
District Court, E.D. North Carolina · No. 7:08-cv-00196 · Filed Nov 18, 2008 · Closed Jul 23, 2009
Role of Brooke v. AVIVA LIfe & Annuity Company: Party · Outcome: Terminated 2009-07-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NC (not the issuer's state)
Transamerica Life Insurance Company v. Jund dismissed
District Court, E.D. Arkansas · No. 4:08-cv-04147 · Filed Nov 12, 2008 · Closed Jan 4, 2010 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Transamerica Life Insurance Company v. Jund: Party · Outcome: Terminated 2010-01-04 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AR (not the issuer's state)
Union Central Life Insurance Company v. Simpson judgment
District Court, S.D. Ohio · No. 1:08-cv-00689 · Filed Oct 3, 2008 · Closed Apr 17, 2009 · Nature of suit: 190 Other contract actions
Role of Union Central Life Insurance Company v. Simpson: Party · Outcome: Terminated 2009-04-17 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Lincoln Heritage Life Insurance Company v. Castillo dismissed
District Court, N.D. California · No. 3:08-cv-04585 · Filed Oct 2, 2008 · Closed Apr 28, 2009 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Lincoln Heritage Life Insurance Company v. Castillo: Party · Outcome: Terminated 2009-04-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Marrone v. Lincoln Life & Annuity Company of New York dismissed
District Court, S.D. New York · No. 1:08-cv-07698 · Filed Sep 3, 2008 · Closed Dec 19, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Marrone v. Lincoln Life & Annuity Company of New York: Party · Outcome: Terminated 2008-12-19 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Nicolosi v. Lincoln National Life Insurance Company dismissed
District Court, M.D. Florida · No. 3:08-cv-00815 · Filed Aug 18, 2008 · Closed Feb 17, 2009 · Nature of suit: 290 Other real property actions
Role of Nicolosi v. Lincoln National Life Insurance Company: Party · Outcome: Terminated 2009-02-17 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Drexel v. Berkshire Life Insurance Company of America judgment
District Court, N.D. California · No. 5:08-cv-03653 · Filed Jul 30, 2008 · Closed Aug 21, 2009 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Other Contract
Role of Drexel v. Berkshire Life Insurance Company of America: Party · Outcome: Terminated 2009-08-21 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for both plaintiff and defendant Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Favorat v. Great-West Life & Annuity Insurance Company dismissed
District Court, D. Massachusetts · No. 1:08-cv-11176 · Filed Jul 11, 2008 · Closed Apr 28, 2009 · Nature of suit: 190 Other contract actions
Role of Favorat v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2009-04-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MA (not the issuer's state)
Joseph v. Metropolitan Life Insurance Company closed
District Court, E.D. Texas · No. 1:08-cv-00330 · Filed Jun 17, 2008 · Closed Jun 17, 2008 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of Joseph v. Metropolitan Life Insurance Company: Party · Outcome: Terminated 2008-06-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
RES Farms Management, Inc. v. Pacific Life Insurance Company dismissed
District Court, D. Arizona · No. 2:08-cv-01098 · Filed Jun 12, 2008 · Closed Dec 18, 2009 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2009-12-18 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in AZ (not the issuer's state)
Metropolitan Life Insurance Company v. Domino open
District Court, N.D. California · No. 4:08-cv-02710 · Filed May 29, 2008
Role of Metropolitan Life Insurance Company v. Domino: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
IHC Health Services v. Pacific Life & Annuity dismissed
District Court, D. Utah · No. 2:08-cv-00412 · Filed May 22, 2008 · Closed Jan 12, 2009 · Nature of suit: 791 Employee Retirement Income Security Act
Role of IHC Health Services v. Pacific Life & Annuity: Party · Outcome: Terminated 2009-01-12 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in UT (not the issuer's state)
Hildebrandt v. Indianapolis Life Insurance Company closed
District Court, D. Arizona · No. 2:08-cv-00825 · Filed Apr 30, 2008 · Closed Oct 9, 2008 · Nature of suit: 370 Personal Property: Fraud or Truth-In-Lending · Cause: 28:1332 Diversity-Citizenship
Role of Hildebrandt v. Indianapolis Life Insurance Company: Party · Outcome: Terminated 2008-10-09 — FJC Integrated Database disposition: Multi-district litigation transfer Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Bordelon v. Great-West Life & Annuity Insurance Company dismissed
District Court, E.D. Louisiana · No. 2:08-cv-01998 · Filed Apr 28, 2008 · Closed Aug 14, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Bordelon v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2008-08-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Plumber-Williams closed
District Court, D. Colorado · No. 1:08-cv-00858 · Filed Apr 25, 2008 · Closed May 2, 2008 · Nature of suit: Other Statutory Actions · Cause: 28:1331dd Fed. Question: Discovery Disputes
Role of Great-West Life & Annuity Insurance Company v. Plumber-Williams: Party · Outcome: Terminated 2008-05-02 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Blankenship v. METROPOLITAN LIFE INSURANCE COMPANY closed
District Court, N.D. Alabama · No. Civil Action 08-AR-0639-S · Filed Apr 11, 2008 · Closed Jan 6, 2010 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Blankenship v. METROPOLITAN LIFE INSURANCE COMPANY: Party · Outcome: Terminated 2010-01-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Commonwealth Annuity and Life Insurance Company v. Dalessio judgment
District Court, N.D. California · No. 4:08-cv-01739 · Filed Apr 1, 2008 · Closed Aug 28, 2009 · Nature of suit: Contract: Other · Cause: 28:1330 Breach of Contract
Role of Commonwealth Annuity and Life Insurance Company v. Dalessio: Party · Outcome: Terminated 2009-08-28 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Fortune v. Hartford Life Insurance Company closed
District Court, E.D. New York · No. 2:08-cv-01017 · Filed Mar 11, 2008 · Closed Aug 10, 2009
Role of Fortune v. Hartford Life Insurance Company: Party · Outcome: Terminated 2009-08-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Barranco v. AXA Equitable Life Insurance Company dismissed
District Court, M.D. Alabama · No. 1:08-cv-00164 · Filed Mar 7, 2008 · Closed Nov 12, 2009 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Barranco v. AXA Equitable Life Insurance Company: Party · Outcome: Terminated 2009-11-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Transamerica Life Insurance Company v. Jackett Sedona LLC dismissed
District Court, D. Arizona · No. 2:08-cv-00120 · Filed Jan 18, 2008 · Closed Jun 11, 2008 · Nature of suit: 190 Other contract actions
Role of Transamerica Life Insurance Company v. Jackett Sedona LLC: Party · Outcome: Terminated 2008-06-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Davis v. Great-West Life & Annuity Insurance Company dismissed
District Court, E.D. Missouri · No. 1:07-cv-00182 · Filed Dec 20, 2007 · Closed Aug 22, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Davis v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2008-08-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
Davis v. Great-West Life & Annuity Insurance Company dismissed
District Court, E.D. Missouri · No. 4:07-cv-02084 · Filed Dec 20, 2007 · Closed Dec 27, 2007 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Davis v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2007-12-27 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
Elizabeth J Kim v. Pacific Life Insurance Company closed
District Court, C.D. California · No. 2:07-cv-07218 · Filed Nov 2, 2007 · Closed Feb 20, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2008-02-20 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; court in the issuer's state (CA)
Great-West Life & Annuity Insurance Company v. Coleman dismissed
District Court, M.D. Georgia · No. 7:07-cv-00178 · Filed Oct 19, 2007 · Closed Jun 19, 2009 · Nature of suit: 864 S.S.I.D.
Role of Great-West Life & Annuity Insurance Company v. Coleman: Party · Outcome: Terminated 2009-06-19 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Gustafson v. UNUM Life Insurance Company of America dismissed
District Court, N.D. California · No. 3:07-cv-04985 · Filed Sep 26, 2007 · Closed Nov 14, 2007 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Gustafson v. UNUM Life Insurance Company of America: Party · Outcome: Terminated 2007-11-14 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Metropolitan Life Insurance Company v. Medrano dismissed
District Court, N.D. California · No. 5:07-cv-04909 · Filed Sep 21, 2007 · Closed Jun 27, 2008 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Injunctive & Declaratory Relief
Role of Metropolitan Life Insurance Company v. Medrano: Party · Outcome: Terminated 2008-06-27 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Todd v. Aetna Life Insurance Company judgment
District Court, E.D. Texas · No. 4:07-cv-00447 · Filed Sep 20, 2007 · Closed May 28, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Todd v. Aetna Life Insurance Company: Party · Outcome: Terminated 2008-05-28 — FJC Integrated Database disposition: Other; judgment for unknown Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Cherochak v. UNUM Life Insurance Company of America dismissed
District Court, D. South Carolina · No. 9:07-cv-03061 · Filed Sep 10, 2007 · Closed Nov 20, 2009 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Cherochak v. UNUM Life Insurance Company of America: Party · Outcome: Terminated 2009-11-20 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in SC (not the issuer's state)
New York Life Insurance Company v. Koscove dismissed
District Court, D. Arizona · No. 2:07-cv-01606 · Filed Aug 21, 2007 · Closed Mar 5, 2008 · Nature of suit: Contract: Other · Cause: 28:1335 Interpleader Action
Role of New York Life Insurance Company v. Koscove: Party · Outcome: Terminated 2008-03-05 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Peavey v. Great-West Life & Annuity Insurance Company dismissed
District Court, M.D. Florida · No. 2:07-cv-00497 · Filed Aug 7, 2007 · Closed Dec 14, 2007 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Peavey v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2007-12-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Arant v. AXA Equitable Life Insurance Company dismissed
District Court, M.D. Alabama · No. 1:07-cv-00664 · Filed Jul 20, 2007 · Closed Dec 12, 2007 · Nature of suit: 850 Securities/Commodities · Cause: 15:77 Securities Fraud
Role of Arant v. AXA Equitable Life Insurance Company: Party · Outcome: Terminated 2007-12-12 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Sedillo v. Connecticut General Life Insurance Company closed
District Court, D. Arizona · No. 2:07-cv-01189 · Filed Jun 18, 2007 · Closed Oct 31, 2007 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Sedillo v. Connecticut General Life Insurance Company: Party · Outcome: Terminated 2007-10-31 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Tobin v. Great-West Life & Annuity Insurance Company dismissed
District Court, S.D. Florida · No. 0:07-cv-60824 · Filed Jun 13, 2007 · Closed Sep 29, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Tobin v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2008-09-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Mary H Bendzak v. Midland National Life Insurance Company dismissed
District Court, C.D. California · No. 2:07-cv-03631 · Filed Jun 5, 2007 · Closed Feb 28, 2011 · Nature of suit: 470 Racketeer/Corrupt Organization · Cause: 18:1961 Racketeering (RICO) Act
Role of Mary H Bendzak v. Midland National Life Insurance Company: Party · Outcome: Terminated 2011-02-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Rosencrans v. Unum Life Insurance Company of America dismissed
District Court, M.D. Florida · No. 8:07-cv-00730 · Filed Apr 27, 2007 · Closed Jan 4, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Rosencrans v. Unum Life Insurance Company of America: Party · Outcome: Terminated 2008-01-04 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Ellis v. Great-West Life & Annuity Insurance Company dismissed
District Court, N.D. Texas · No. 3:07-cv-00334 · Filed Feb 21, 2007 · Closed Apr 17, 2007 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Ellis v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2007-04-17 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Hanna v. United of Omaha Life Insurance Company judgment
District Court, S.D. Iowa · No. 4:07-cv-00038-JEG · Filed Jan 29, 2007 · Closed Apr 2, 2008 · Nature of suit: 864 S.S.I.D.
Role of Hanna v. United of Omaha Life Insurance Company: Party · Outcome: Terminated 2008-04-02 — FJC Integrated Database disposition: Other; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in IA (not the issuer's state)
Burkhart v. Aetna Life Insurance Company closed
District Court, M.D. Alabama · No. 2:07-cv-00061 · Filed Jan 19, 2007 · Closed Jun 30, 2008
Role of Burkhart v. Aetna Life Insurance Company: Party · Outcome: Terminated 2008-06-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Dana Credit Corporation closed
District Court, N.D. Ohio · No. 3:06-mc-00118 · Filed Nov 30, 2006 · Closed Nov 28, 2006
Role of Great-West Life & Annuity Insurance Company v. Dana Credit Corporation: Party · Outcome: Terminated 2006-11-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Spurgeon v. Pacific Life Insurance Company dismissed
District Court, S.D. Illinois · No. 3:06-cv-00983 · Filed Nov 28, 2006 · Closed Mar 6, 2007 · Nature of suit: 850 Securities/Commodities · Cause: 15:77 Securities Fraud
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2007-03-06 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
Spurgeon v. Pacific Life Insurance Company dismissed
District Court, S.D. Illinois · No. 3:06-cv-00925 · Filed Nov 13, 2006 · Closed Mar 6, 2007 · Nature of suit: Securities/Commodities · Cause: 28:1441 - Petition for Removal: Securities Fraud
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2007-03-06 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
MORENO v. METLIFE LIFE & ANNUITY COMPANY closed
District Court, S.D. Texas · No. · Filed Sep 28, 2006 · Closed Oct 3, 2006 · Nature of suit: 190 Other contract actions
Role of MORENO v. METLIFE LIFE & ANNUITY COMPANY: Party · Outcome: Terminated 2006-10-03 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Stockton v. Pacific Life & Annuity Company dismissed
District Court, N.D. Mississippi · No. 1:06-cv-00181 · Filed Jun 14, 2006 · Closed Sep 5, 2006 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Pacific Life & Annuity Company: Defendant · Outcome: Terminated 2006-09-05 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in MS (not the issuer's state)
Machen v. UNUM Life Insurance Company of America closed
District Court, E.D. Tennessee · No. 1:06-cv-00123 · Filed May 18, 2006 · Closed Jan 7, 2009 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Machen v. UNUM Life Insurance Company of America: Party · Outcome: Terminated 2009-01-07 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in TN (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Dana Credit Corporation judgment
District Court, N.D. Illinois · No. 1:06-cv-02481 · Filed May 3, 2006 · Closed Oct 12, 2006 · Nature of suit: Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Great-West Life & Annuity Insurance Company v. Dana Credit Corporation: Party · Outcome: Terminated 2006-10-12 — FJC Integrated Database disposition: Judgment on motion before trial Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Gonzalez v. Metropolitan Life Insurance Company dismissed
District Court, M.D. Florida · No. 6:06-cv-00595 · Filed May 3, 2006 · Closed Nov 13, 2006 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Gonzalez v. Metropolitan Life Insurance Company: Party · Outcome: Terminated 2006-11-13 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Baylor Health Care System v. Pacific Life & Annuity Company dismissed
District Court, N.D. Texas · No. 3:06-cv-00761 · Filed Apr 26, 2006 · Closed Apr 20, 2007 · Nature of suit: 190 Other contract actions
Role of Pacific Life & Annuity Company: Defendant · Outcome: Terminated 2007-04-20 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Sakai v. Merrill Lynch Life Insurance Company judgment
District Court, N.D. California · No. 3:06-cv-02581 · Filed Apr 14, 2006 · Closed May 19, 2009 · Nature of suit: 370 Other Fraud · Cause: 28:1332 Diversity-Fraud
Role of Sakai v. Merrill Lynch Life Insurance Company: Party · Outcome: Terminated 2009-05-19 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Fugate v. Great-West Life & Annuity Insurance Company dismissed
District Court, E.D. Missouri · No. 4:06-cv-00567 · Filed Apr 4, 2006 · Closed Nov 19, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Fugate v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2008-11-19 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
PISEK v. KINDRED HEALTHCARE, INC. DISABILITY INSURANCE PLAN, METROPOLITAN LIFE INSURANCE COMPANY dismissed
District Court, S.D. Indiana · No. 1:06-cv-00372 · Filed Mar 6, 2006 · Closed Oct 3, 2008 · Nature of suit: 791 Employee Retirement Income Security Act · Cause: 29:1001 E.R.I.S.A.: Employee Retirement
Role of PISEK v. KINDRED HEALTHCARE, INC. DISABILITY INSURANCE PLAN, METROPOLITAN LIFE INSURANCE COMPANY: Party · Outcome: Terminated 2008-10-03 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
John G Migliaccio Estate of v. Midland National Life Insurance Company dismissed
District Court, C.D. California · No. 2:06-cv-01007 · Filed Feb 17, 2006 · Closed Feb 28, 2011 · Nature of suit: 470 Racketeer/Corrupt Organization · Cause: 18:1964 Racketeering (RICO) Act
Role of John G Migliaccio Estate of v. Midland National Life Insurance Company: Party · Outcome: Terminated 2011-02-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Great-West Life & Annuity Insurance Company v. CaremarkPCS dismissed
District Court, D. Arizona · No. 2:06-cv-00264 · Filed Jan 20, 2006 · Closed Aug 2, 2006 · Nature of suit: 190 Other contract actions
Role of Great-West Life & Annuity Insurance Company v. CaremarkPCS: Party · Outcome: Terminated 2006-08-02 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Carolyn Y Healey v. Allianz Life Insurance Company of North America judgment
District Court, C.D. California · No. 2:05-cv-08908 · Filed Dec 22, 2005 · Closed Mar 17, 2015 · Nature of suit: 470 Racketeer/Corrupt Organization · Cause: 18:1964 Racketeering (RICO) Act
Role of Carolyn Y Healey v. Allianz Life Insurance Company of North America: Party · Outcome: Terminated 2015-03-17 — FJC Integrated Database disposition: Other; judgment for unknown Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Dolan v. Guarantee Trust Life Insurance Company judgment
District Court, S.D. Iowa · No. 3:05-cv-00147 · Filed Dec 14, 2005 · Closed Mar 16, 2007 · Nature of suit: 890 Other statutory actions
Role of Dolan v. Guarantee Trust Life Insurance Company: Party · Outcome: Terminated 2007-03-16 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in IA (not the issuer's state)
Steinberg v. Pacific Life & Annuity Company dismissed
District Court, N.D. Texas · No. 3:05-cv-02245 · Filed Nov 15, 2005 · Closed May 1, 2006 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Pacific Life & Annuity Company: Defendant · Outcome: Terminated 2006-05-01 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Russell v. Transamerica Occidental Life Insurance Company closed
District Court, M.D. Alabama · No. 2:05-cv-00972 · Filed Oct 11, 2005 · Closed Aug 31, 2006 · Nature of suit: Other Fraud · Cause: 31:3731 Fraud
Role of Russell v. Transamerica Occidental Life Insurance Company: Party · Outcome: Terminated 2006-08-31 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Pacific Life Insurance Company v. Accenture dismissed
District Court, C.D. California · No. 8:05-cv-00874 · Filed Sep 9, 2005 · Closed Nov 28, 2005 · Nature of suit: 864 S.S.I.D.
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Terminated 2005-11-28 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in the issuer's state (CA)
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY v. ROSALIND LICEA dismissed
District Court, D. Nevada · No. 2:05-cv-01014 · Filed Aug 18, 2005 · Closed Oct 27, 2008 · Nature of suit: 791 Employee Retirement Income Security Act
Role of GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY v. ROSALIND LICEA: Party · Outcome: Terminated 2008-10-27 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in NV (not the issuer's state)
Biggs v. Chase Insurance Life & Annuity Company dismissed
District Court, N.D. West Virginia · No. 5:05-cv-00122 · Filed Aug 10, 2005 · Closed Nov 14, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Biggs v. Chase Insurance Life & Annuity Company: Party · Outcome: Terminated 2005-11-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in WV (not the issuer's state)
Beasley v. John Alden Life Insurance Company closed
District Court, M.D. Alabama · No. 2:05-cv-00729 · Filed Aug 3, 2005 · Closed Mar 20, 2006 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Beasley v. John Alden Life Insurance Company: Party · Outcome: Terminated 2006-03-20 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Massaria v. Pacific Life and Annuity Company dismissed
District Court, E.D. Michigan · No. 2:05-cv-72988 · Filed Aug 1, 2005 · Closed Sep 22, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Pacific Life and Annuity Company: Defendant · Outcome: Terminated 2005-09-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in MI (not the issuer's state)
Higginbotham v. Metropolitan Life Insurance Company dismissed
District Court, M.D. Florida · No. 3:05-cv-00376 · Filed Apr 28, 2005 · Closed Nov 14, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Higginbotham v. Metropolitan Life Insurance Company: Party · Outcome: Terminated 2005-11-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Pacific Life Insurance Co. v. Solomon Smith Barney, Inc. dismissed
District Court, S.D. New York · No. 1:05-cv-03944 · Filed Apr 19, 2005 · Closed Mar 22, 2006 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Pacific Life Insurance Co.: Plaintiff · Outcome: Terminated 2006-03-22 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in NY (not the issuer's state)
Parker v. Pacific Life & Annuity Company dismissed
District Court, D. Colorado · No. 1:05-cv-00666 · Filed Apr 11, 2005 · Closed May 23, 2005 · Nature of suit: 791 Employee Retirement Income Security Act · Cause: 28:1132
Role of Pacific Life & Annuity Company: Defendant · Outcome: Terminated 2005-05-23 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in CO (not the issuer's state)
May v. Pacific Life & Annuity Company dismissed
District Court, D. Colorado · No. 1:05-cv-00599 · Filed Mar 31, 2005 · Closed Apr 26, 2005 · Nature of suit: 791 Employee Retirement Income Security Act · Cause: 29:1001 E.R.I.S.A.: Employee Retirement
Role of Pacific Life & Annuity Company: Defendant · Outcome: Terminated 2005-04-26 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in CO (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Thrash dismissed
District Court, M.D. Georgia · No. 3:05-cv-00022 · Filed Mar 30, 2005 · Closed Apr 11, 2006 · Nature of suit: 863 D.I.W.C. / D.I.W.W.
Role of Great-West Life & Annuity Insurance Company v. Thrash: Party · Outcome: Terminated 2006-04-11 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Estate of Philip J. McKenna, The v. Hartford Life & Annuity Insurance Company dismissed
District Court, D. Colorado · No. 1:05-cv-00573 · Filed Mar 28, 2005 · Closed May 26, 2005 · Nature of suit: 791 Employee Retirement Income Security Act · Cause: 28:1001
Role of Estate of Philip J. McKenna, The v. Hartford Life & Annuity Insurance Company: Party · Outcome: Terminated 2005-05-26 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Berryhill v. Pacific Life & Annuity Company dismissed
District Court, M.D. Louisiana · No. 3:05-cv-00133 · Filed Feb 25, 2005 · Closed Mar 22, 2006 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Pacific Life & Annuity Company: Defendant · Outcome: Terminated 2006-03-22 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
Dayton Park Properties LLP v. Pacific Life Insurance Co. judgment
District Court, D. Minnesota · No. 0:05-cv-00248 · Filed Feb 3, 2005 · Closed May 3, 2005 · Nature of suit: 190 Other contract actions
Role of Pacific Life Insurance Co.: Defendant · Outcome: Terminated 2005-05-03 — FJC Integrated Database disposition: Judgment on motion before trial Docket on CourtListener ↗
exact company name; court in MN (not the issuer's state)
Sofonia v. Principal Life Insurance Company judgment
District Court, S.D. Iowa · No. 4:05-cv-00040 · Filed Jan 27, 2005 · Closed Jul 22, 2005 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Sofonia v. Principal Life Insurance Company: Party · Outcome: Terminated 2005-07-22 — FJC Integrated Database disposition: Judgment on motion before trial Docket on CourtListener ↗
company name words appear in the caption; court in IA (not the issuer's state)
CAP Investments, LLC v. GE Life & Annuity closed
District Court, S.D. Florida · No. 1:05-cv-20201 · Filed Jan 24, 2005 · Closed Nov 1, 2005 · Nature of suit: 190 Other contract actions
Role of CAP Investments, LLC v. GE Life & Annuity: Party · Outcome: Terminated 2005-11-01 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
West v. Great-West Life & Annuity Insurance Company closed
District Court, N.D. Texas · No. 3:04-cv-02633 · Filed Dec 10, 2004 · Closed Oct 27, 2005 · Nature of suit: Contract: Other Contract · Cause: 28:1332 Diversity-Contract Dispute
Role of West v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2005-10-27 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Gossett v. Americo Financial Life & Annuity Insurance Company closed
District Court, N.D. Alabama · No. 2:04-cv-03260 · Filed Nov 18, 2004 · Closed Jan 24, 2005 · Nature of suit: 370 Other fraud
Role of Gossett v. Americo Financial Life & Annuity Insurance Company: Party · Outcome: Terminated 2005-01-24 — FJC Integrated Database disposition: Multi-district litigation transfer Docket on CourtListener ↗
company name words appear in the caption; court in AL (not the issuer's state)
Thomas v. United Wisconsin Life Insurance Company closed
District Court, M.D. Florida · No. 8:04-cv-02069 · Filed Sep 14, 2004 · Closed Nov 29, 2004 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Thomas v. United Wisconsin Life Insurance Company: Party · Outcome: Terminated 2004-11-29 — FJC Integrated Database disposition: Statistical closing Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Great West Life & Annuity Insurance Co v. Hardy dismissed
District Court, W.D. Louisiana · No. 6:04-cv-01746 · Filed Aug 19, 2004 · Closed May 13, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Great West Life & Annuity Insurance Co v. Hardy: Party · Outcome: Terminated 2005-05-13 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Spurgeon v. Pacific Life Insurance Company dismissed
District Court, S.D. Illinois · No. 3:04-cv-00355 · Filed May 21, 2004 · Closed May 31, 2005 · Nature of suit: 850 Securities/Commodities · Cause: 28:1441 - Petition for Removal: SEC Act
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2005-05-31 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
SANICO INC. v. GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY closed
District Court, D. New Jersey · No. 2:04-cv-01766 · Filed Apr 15, 2004 · Closed May 26, 2004 · Nature of suit: 190 Other contract actions
Role of SANICO INC. v. GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY: Party · Outcome: Terminated 2004-05-26 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
PACIFIC LIFE INSURANCE COMPANY v. THE UNITED STATES OF AMERICA dismissed
District Court, E.D. Pennsylvania · No. 2:04-cv-01122 · Filed Mar 16, 2004 · Closed Oct 7, 2004 · Nature of suit: 890 Other statutory actions
Role of PACIFIC LIFE INSURANCE COMPANY: Plaintiff · Outcome: Terminated 2004-10-07 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; court in PA (not the issuer's state)
Spurgeon v. Pacific Life Insurance Company dismissed
District Court, S.D. Illinois · No. 3:04-cv-00043 · Filed Jan 16, 2004 · Closed Feb 4, 2004 · Nature of suit: 850 Securities, Commodities, Exchange
Role of Pacific Life Insurance Company: Defendant · Outcome: Terminated 2004-02-04 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
Gt W Life Annuity v. MI Rod Prod Inc dismissed
District Court, E.D. Michigan · No. 2:03-cv-74752 · Filed Nov 25, 2003 · Closed Dec 3, 2004 · Nature of suit: 190 Other contract actions
Role of Gt W Life Annuity v. MI Rod Prod Inc: Party · Outcome: Terminated 2004-12-03 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
Grantz v. Pacific Life & Annuity Company dismissed
District Court, N.D. Texas · No. 3:03-cv-02853 · Filed Nov 25, 2003 · Closed Aug 1, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Pacific Life & Annuity Company: Defendant · Outcome: Terminated 2005-08-01 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; court in TX (not the issuer's state)
Cheal v. Life Insurance Co dismissed
District Court, N.D. Georgia · No. 1:03-cv-03000 · Filed Oct 2, 2003 · Closed Apr 14, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Cheal v. Life Insurance Co: Party · Outcome: Terminated 2005-04-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Pearl v. Monarch Life Insurance Company closed
District Court, E.D. New York · No. 2:03-cv-02788 · Filed Jun 4, 2003 · Closed Oct 30, 2003 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Pearl v. Monarch Life Insurance Company: Party · Outcome: Terminated 2003-10-30 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
CURTIN v. UNUM LIFE INSURANCE COMPANY OF AMERICA judgment
District Court, D. Maine · No. 2:03-cv-00110 · Filed May 7, 2003 · Closed Jan 13, 2004 · Nature of suit: 290 Other real property actions
Role of CURTIN v. UNUM LIFE INSURANCE COMPANY OF AMERICA: Party · Outcome: Terminated 2004-01-13 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in ME (not the issuer's state)
Lane v. UNUM Life Insurance judgment
District Court, M.D. Pennsylvania · No. 1:02-cv-01573 · Filed Sep 6, 2002 · Closed Nov 25, 2003 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Lane v. UNUM Life Insurance: Party · Outcome: Terminated 2003-11-25 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
Hunt v. Great West Life & Annuity Insurance Company dismissed
District Court, W.D. Michigan · No. 1:02-cv-00517 · Filed Jul 18, 2002 · Closed Jan 17, 2003 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Hunt v. Great West Life & Annuity Insurance Company: Party · Outcome: Terminated 2003-01-17 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
KING v. UNUM LIFE INSURANCE dismissed
District Court, D. Maine · No. 2:02-cv-00120 · Filed May 31, 2002 · Closed Jul 2, 2003 · Nature of suit: 863 D.I.W.C. / D.I.W.W.
Role of KING v. UNUM LIFE INSURANCE: Party · Outcome: Terminated 2003-07-02 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in ME (not the issuer's state)
Great-West Life & Annuity Insurance Company v. Peterson dismissed
District Court, D. Oregon · No. 3:02-cv-00197 · Filed Feb 19, 2002 · Closed Sep 11, 2002 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Great-West Life & Annuity Insurance Company v. Peterson: Party · Outcome: Terminated 2002-09-11 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
Cunningham v. Paul Revere Life Insurance Company, The closed
District Court, W.D. Michigan · No. 1:01-cv-00822 · Filed Dec 18, 2001 · Closed Nov 19, 2002 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Cunningham v. Paul Revere Life Insurance Company, The: Party · Outcome: Terminated 2002-11-19 — FJC Integrated Database disposition: Other Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
Sun Insurance v. AIG Life Insurance dismissed
District Court, M.D. Florida · No. 8:01-cv-02302 · Filed Dec 5, 2001 · Closed May 2, 2003 · Nature of suit: 190 Other contract actions
Role of Sun Insurance v. AIG Life Insurance: Party · Outcome: Terminated 2003-05-02 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Finazzi v. Paul Revere Life Insurance Company dismissed
District Court, W.D. Michigan · No. 1:01-cv-00735 · Filed Nov 13, 2001 · Closed Mar 19, 2004 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Finazzi v. Paul Revere Life Insurance Company: Party · Outcome: Terminated 2004-03-19 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
Great West Life & Annuity Insurance Company v. Auck dismissed
District Court, N.D. Ohio · No. 1:01-cv-02519 · Filed Nov 2, 2001 · Closed Mar 5, 2002 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Great West Life & Annuity Insurance Company v. Auck: Party · Outcome: Terminated 2002-03-05 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Sprague v. Great West Life & Annuity Insurance Company dismissed
District Court, D. Oregon · No. 6:01-cv-06193 · Filed Jun 11, 2001 · Closed Jul 13, 2001 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Sprague v. Great West Life & Annuity Insurance Company: Party · Outcome: Terminated 2001-07-13 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
Oliver v. Great-West Life & Annuity Insurance Company dismissed
District Court, D. Oregon · No. 6:01-cv-03044 · Filed May 22, 2001 · Closed Jan 31, 2002 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Oliver v. Great-West Life & Annuity Insurance Company: Party · Outcome: Terminated 2002-01-31 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in OR (not the issuer's state)
Great-West Life & Annuity Insurance Co v. Carpenter dismissed
District Court, D. Alaska · No. 3:01-cv-00139 · Filed May 9, 2001 · Closed Jul 27, 2001 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Great-West Life & Annuity Insurance Co v. Carpenter: Party · Outcome: Terminated 2001-07-27 — FJC Integrated Database disposition: Dismissed: want of prosecution Docket on CourtListener ↗
company name words appear in the caption; court in AK (not the issuer's state)
Webb v. Travelers Life & Annuity Company dismissed
District Court, W.D. Missouri · No. 6:00-cv-03157 · Filed Apr 26, 2000 · Closed Jan 22, 2001 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Webb v. Travelers Life & Annuity Company: Party · Outcome: Terminated 2001-01-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MO (not the issuer's state)
AUSA Life Insurance v. Bartmann dismissed
District Court, N.D. Oklahoma · No. 4:99-cv-00825 · Filed Sep 30, 1999 · Closed Oct 12, 2005 · Nature of suit: 850 Securities, Commodities, Exchange
Role of AUSA Life Insurance v. Bartmann: Party · Outcome: Terminated 2005-10-12 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OK (not the issuer's state)
Complete Auto Sales v. Life Insurance Comp closed
District Court, N.D. Texas · No. 3:98-cv-02766 · Filed Nov 23, 1998 · Closed Sep 7, 1999 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Complete Auto Sales v. Life Insurance Comp: Party · Outcome: Terminated 1999-09-07 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Tanana Chiefs Conference Inc, ex rel v. Great West Life & Annuity Insurance Company dismissed
District Court, D. Alaska · No. 4:98-cv-00029 · Filed Sep 30, 1998 · Closed Mar 13, 2000 · Nature of suit: 130 Miller act
Role of Tanana Chiefs Conference Inc, ex rel v. Great West Life & Annuity Insurance Company: Party · Outcome: Terminated 2000-03-13 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AK (not the issuer's state)
Spangler v. UNUM Life Insurance dismissed
District Court, N.D. Oklahoma · No. 4:98-cv-00702 · Filed Sep 15, 1998 · Closed Apr 14, 1999 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Spangler v. UNUM Life Insurance: Party · Outcome: Terminated 1999-04-14 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in OK (not the issuer's state)
NATIONAL PRODUCTS, INC. v. GREAT-WEST LIFE & ANNUITY closed
District Court, S.D. Indiana · No. 1:98-cv-00735 · Filed Jun 1, 1998 · Closed Feb 28, 2000 · Nature of suit: 791 Employee Retirement Income Security Act · Cause: No cause code entered
Role of NATIONAL PRODUCTS, INC. v. GREAT-WEST LIFE & ANNUITY: Party · Outcome: Terminated 2000-02-28 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in IN (not the issuer's state)
Gt W Life Annuity v. Allstate Ins Co dismissed
District Court, E.D. Michigan · No. 2:98-cv-71529 · Filed Apr 7, 1998 · Closed Jul 2, 1999 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Gt W Life Annuity v. Allstate Ins Co: Party · Outcome: Terminated 1999-07-02 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
Thomas A. Farmer v. Delta Life & Annuity closed
District Court, C.D. California · No. 2:97-cv-06334 · Filed Aug 22, 1997 · Closed Oct 28, 1997 · Nature of suit: 190 Other contract actions
Role of Thomas A. Farmer v. Delta Life & Annuity: Party · Outcome: Terminated 1997-10-28 — FJC Integrated Database disposition: Remanded to state court Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Moore v. INA Life Insurance judgment
District Court, E.D. New York · No. 1:97-cv-03560 · Filed Jun 19, 1997 · Closed Jun 28, 1999 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Moore v. INA Life Insurance: Party · Outcome: Terminated 1999-06-28 — FJC Integrated Database disposition: Judgment on court trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Horton v. Great-West Life & Annuity Insuance Co dismissed
District Court, D. Alaska · No. 3:95-cv-00141 · Filed Apr 11, 1995 · Closed Jan 9, 1998 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Horton v. Great-West Life & Annuity Insuance Co: Party · Outcome: Terminated 1998-01-09 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in AK (not the issuer's state)
Global Life Annuity v. Lamar Life Ins Co judgment
District Court, E.D. Michigan · No. 2:94-cv-74613 · Filed Nov 14, 1994 · Closed Oct 16, 1996 · Nature of suit: 190 Other contract actions
Role of Global Life Annuity v. Lamar Life Ins Co: Party · Outcome: Terminated 1996-10-16 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
company name words appear in the caption; court in MI (not the issuer's state)
In Re: Critical Ventures v. Pacific Ltd dismissed matched at sponsor-group level (Pacific)
District Court, C.D. California · No. 2:93-cv-06957 · Filed Nov 17, 1993 · Closed Dec 22, 1993 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of Pacific Ltd: Defendant · Outcome: Terminated 1993-12-22 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name made of generic words; court in the group's state (CA); filed 1993, issuer incorporated 2013
Cont Assurance Co v. Trav Life & Annuity dismissed
District Court, N.D. Illinois · No. 1:93-cv-05977 · Filed Sep 30, 1993 · Closed Jun 16, 1994 · Nature of suit: 190 Other contract actions
Role of Cont Assurance Co v. Trav Life & Annuity: Party · Outcome: Terminated 1994-06-16 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Patterson-Priori v. Unium Life Insurance dismissed
District Court, E.D. New York · No. 1:93-cv-03140 · Filed Jul 15, 1993 · Closed Apr 10, 1995 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Patterson-Priori v. Unium Life Insurance: Party · Outcome: Terminated 1995-04-10 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Vaughn Plaza Assoc. v. NY Life Annuity dismissed
District Court, S.D. New York · No. 1:93-cv-02435 · Filed Apr 15, 1993 · Closed Apr 22, 1993 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of Vaughn Plaza Assoc. v. NY Life Annuity: Party · Outcome: Terminated 1993-04-22 — FJC Integrated Database disposition: Dismissed: want of prosecution Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Laborers PenFd v. The Pacific Company dismissed matched at sponsor-group level (Pacific)
District Court, N.D. Illinois · No. 1:90-cv-06053 · Filed Oct 17, 1990 · Closed Jan 2, 1991 · Nature of suit: 791 Employee Retirement Income Security Act
Role of The Pacific Company: Defendant · Outcome: Terminated 1991-01-02 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name made of generic words; court in IL (not the issuer's state); filed 1990, issuer incorporated 2013
TRAVELERS LIFE ANNUITY CO v. RITZ-CARLTON OF DC INC closed
District Court, S.D. New York · No. · Filed Nov 1, 1988 · Closed Mar 20, 1989 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of TRAVELERS LIFE ANNUITY CO v. RITZ-CARLTON OF DC INC: Party · Outcome: Terminated 1989-03-20 — FJC Integrated Database disposition: Remanded to U.S. agency Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
DOROTHY VAIL v. PACIFIC CORP. dismissed matched at sponsor-group level (Pacific)
District Court, D. Oregon · No. · Filed Nov 17, 1987 · Closed Jan 19, 1988 · Nature of suit: 890 Other statutory actions
Role of PACIFIC CORP.: Defendant · Outcome: Terminated 1988-01-19 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; name made of generic words; court in OR (not the issuer's state); filed 1987, issuer incorporated 2013
Arcon/Pacific Ltd v. Coit judgment matched at sponsor-group level (Pacific)
District Court, N.D. California · No. 3:81-cv-04264 · Filed Oct 30, 1981 · Closed Sep 8, 1997 · Nature of suit: 190 Other contract actions
Role of Pacific Ltd: Plaintiff · Outcome: Terminated 1997-09-08 — FJC Integrated Database disposition: Other; judgment for defendant Docket on CourtListener ↗
exact company name; name made of generic words; court in the group's state (CA); filed 1981, issuer incorporated 2013
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Pacific..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

72 cases: 72 closed (disposition not in docket feed)

Calderin v. PACIFIC LIFE INSURANCE COMPANY closed
United States Bankruptcy Court, S.D. Florida. · No. 22-01115 · Filed Mar 4, 2022 · Closed Jun 28, 2022
Role of PACIFIC LIFE INSURANCE COMPANY: Defendant · Outcome: Case closed 2022-06-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in FL (not the issuer's state)
Morgan, as Trustee v. Pacific Life Insurance Company closed
United States Bankruptcy Court, N.D. Alabama · No. 20-70037 · Filed Nov 30, 2020 · Closed Feb 8, 2021
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2021-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AL (not the issuer's state)
Silagy v. Travelers Life & Annuity Company, The closed
United States Bankruptcy Court, N.D. Ohio · No. 19-06004 · Filed Jan 29, 2019 · Closed Apr 22, 2019
Role of Silagy v. Travelers Life & Annuity Company, The: Party · Outcome: Case closed 2019-04-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Pacific Life Insurance Company v. Chinn closed
United States Bankruptcy Court, W.D. Tennessee · No. 18-00153 · Filed Jun 29, 2018 · Closed May 28, 2021
Role of Pacific Life Insurance Company: Plaintiff · Outcome: Case closed 2021-05-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TN (not the issuer's state)
Barclay v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, S.D. California · No. 17-90075 · Filed Apr 3, 2017 · Closed May 17, 2017
Role of Barclay v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 2017-05-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Zeddun v. Pacific Life Insurance Company closed
United States Bankruptcy Court, W.D. Wisconsin · No. 3-16-00104 · Filed Dec 27, 2016 · Closed Jan 30, 2017
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2017-01-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state)
John C. Smiley, Chapter 7 Trustee v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, D. Colorado · No. 16-01536 · Filed Dec 20, 2016 · Closed Feb 27, 2017
Role of John C. Smiley, Chapter 7 Trustee v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 2017-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Marshack v. Pacific Life Insurance Company closed
United States Bankruptcy Court, C.D. California · No. 8:15-ap-01423 · Filed Oct 27, 2015 · Closed Oct 26, 2016
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2016-10-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in the issuer's state (CA)
McHale, Jr. v. Hartford Life & Annuity Insurance Co. closed
United States Bankruptcy Court, M.D. Florida · No. 8:15-ap-00249 · Filed Mar 5, 2015 · Closed Apr 18, 2016
Role of McHale, Jr. v. Hartford Life & Annuity Insurance Co.: Party · Outcome: Case closed 2016-04-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Miller v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, D. Delaware · No. 15-50064 · Filed Jan 21, 2015 · Closed Jun 12, 2015
Role of Miller v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 2015-06-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Stein v. Pacific Life Insurance Company closed
United States Bankruptcy Court, N.D. Ohio · No. 15-01010 · Filed Jan 14, 2015 · Closed Jul 8, 2016
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2016-07-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state)
Helbling v. Pacific Life Insurance Company closed
United States Bankruptcy Court, N.D. Ohio · No. 14-01207 · Filed Nov 21, 2014 · Closed Jan 28, 2015
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2015-01-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in OH (not the issuer's state)
Namba v. Great West Life & Annuity Insurance Company, a Col closed
United States Bankruptcy Court, C.D. California · No. 9:14-ap-01097 · Filed Jul 10, 2014 · Closed Aug 21, 2014
Role of Namba v. Great West Life & Annuity Insurance Company, a Col: Party · Outcome: Case closed 2014-08-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Yoo v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, C.D. California · No. 2:13-ap-01750 · Filed Jul 25, 2013 · Closed Oct 16, 2013
Role of Yoo v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 2013-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Gugino v. Pacific Life Insurance Company closed
United States Bankruptcy Court, D. Idaho · No. 12-06070 · Filed Dec 20, 2012 · Closed Aug 7, 2013
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2013-08-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in ID (not the issuer's state)
Mukamal v. Great-West Life & Annuity Insurance Co. closed
United States Bankruptcy Court, S.D. Florida. · No. 12-01934 · Filed Sep 19, 2012 · Closed Jul 29, 2013
Role of Mukamal v. Great-West Life & Annuity Insurance Co.: Party · Outcome: Case closed 2013-07-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Leibowitz Trustee v. Pacific Life Insurance Company closed
United States Bankruptcy Court, N.D. Illinois · No. 12-01033 · Filed Jun 27, 2012 · Closed Mar 26, 2013
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2013-03-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in IL (not the issuer's state)
Geltzer v. Lincoln Life & Annuity Co. of New York closed
United States Bankruptcy Court, S.D. New York · No. 12-01627 · Filed May 14, 2012 · Closed Feb 14, 2013
Role of Geltzer v. Lincoln Life & Annuity Co. of New York: Party · Outcome: Case closed 2013-02-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Feltman v. Lincoln Life & Annuity Company of New York F/K/A J closed
United States Bankruptcy Court, S.D. Florida. · No. 11-01559 · Filed Jan 20, 2011 · Closed Mar 31, 2011
Role of Feltman v. Lincoln Life & Annuity Company of New York F/K/A J: Party · Outcome: Case closed 2011-03-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Shelia M. Gowan, Chapter 11 Trustee for Dreier LLP v. Lincoln Life & Annuity Company of New York closed
United States Bankruptcy Court, S.D. New York · No. 10-04578 · Filed Dec 1, 2010 · Closed Mar 12, 2012
Role of Shelia M. Gowan, Chapter 11 Trustee for Dreier LLP v. Lincoln Life & Annuity Company of New York: Party · Outcome: Case closed 2012-03-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Giuliano v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, D. Delaware · No. 10-53071 · Filed Sep 22, 2010 · Closed Jan 28, 2011
Role of Giuliano v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 2011-01-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
GPH Asia/Pacific, Inc. closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, S.D. New York · No. 09-11712 · Filed Apr 1, 2009 · Closed Mar 23, 2010
Role of Pacific, Inc.: Debtor · Outcome: Case closed 2010-03-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in NY (not the issuer's state); filed 2009, issuer incorporated 2013
Metropolitan Mortgage & Securities Co., Inc. v. Aviva Life & Annuity Company closed
United States Bankruptcy Court, E.D. Washington · No. 09-80046 · Filed Mar 23, 2009 · Closed Aug 26, 2010
Role of Metropolitan Mortgage & Securities Co., Inc. v. Aviva Life & Annuity Company: Party · Outcome: Case closed 2010-08-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WA (not the issuer's state)
Miller v. Pacific Life Insurance Company closed
United States Bankruptcy Court, E.D. Michigan · No. 08-04296 · Filed Mar 11, 2008 · Closed Apr 24, 2008
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2008-04-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MI (not the issuer's state)
Miller v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, D. Delaware · No. 08-50030 · Filed Jan 11, 2008 · Closed Aug 20, 2010
Role of Miller v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 2010-08-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Valley Health System and Metropolitan Life Insurance Company closed
United States Bankruptcy Court, C.D. California · No. 6:07-bk-18293 · Filed Dec 13, 2007 · Closed Apr 8, 2020 · Nature of suit: (72 (Injunctive relief - other)) (Fisch, H)CORRECTION: Attorney to provide with the complait the b104 and the Summon. Modified on 9/9/2008 (Jefferson, Angie). (Entered: 09/08/2008)
Role of Valley Health System and Metropolitan Life Insurance Company: Party · Outcome: Case closed 2020-04-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Stanziale v. Great West Life & Annuity Insurance closed
United States Bankruptcy Court, D. New Jersey · No. 06-02477 · Filed Aug 16, 2006 · Closed Oct 30, 2008
Role of Stanziale v. Great West Life & Annuity Insurance: Party · Outcome: Case closed 2008-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Official Committee of Unsecured Creditors of Blake v. Great West Life & Annuity Insurance Company closed
United States Bankruptcy Court, D. Delaware · No. 06-50773 · Filed Jul 11, 2006 · Closed Apr 24, 2007
Role of Official Committee of Unsecured Creditors of Blake v. Great West Life & Annuity Insurance Company: Party · Outcome: Case closed 2007-04-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Cray Asia/Pacific, Inc. closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, S.D. New York · No. 06-10988 · Filed May 8, 2006 · Closed Jun 4, 2008
Role of Pacific, Inc.: Debtor · Outcome: Case closed 2008-06-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in NY (not the issuer's state); filed 2006, issuer incorporated 2013
Leo v. Pacific Life Insurance Company closed
United States Bankruptcy Court, N.D. Alabama · No. 06-40063 · Filed Mar 27, 2006 · Closed Jun 26, 2006
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2006-06-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in AL (not the issuer's state)
Diamond v. Great-West Life & Annuity Insurance Co closed
United States Bankruptcy Court, C.D. California · No. 2:05-ap-02696 · Filed Dec 29, 2005 · Closed Aug 28, 2006
Role of Diamond v. Great-West Life & Annuity Insurance Co: Party · Outcome: Case closed 2006-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Edwin J. Orday, Trustee of the Omni Facilities Ser v. Great-West Life & Annuity Insurance Compnay closed
United States Bankruptcy Court, S.D. New York · No. 05-02991 · Filed Oct 14, 2005 · Closed Dec 22, 2005
Role of Edwin J. Orday, Trustee of the Omni Facilities Ser v. Great-West Life & Annuity Insurance Compnay: Party · Outcome: Case closed 2005-12-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Bo Bo, Inc. v. Pacific Life & Annuity Company closed
United States Bankruptcy Court, E.D. Wisconsin · No. 05-02468 · Filed Aug 16, 2005 · Closed Dec 15, 2005
Role of Pacific Life & Annuity Company: Defendant · Outcome: Case closed 2005-12-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in WI (not the issuer's state)
Duddy v. Pacific Life Insurance Company closed
United States Bankruptcy Court, W.D. Kentucky · No. 04-03320 · Filed Nov 22, 2004 · Closed Mar 28, 2005
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2005-03-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in KY (not the issuer's state)
Yellin v. Pacific Life Insurance closed
United States Bankruptcy Court, D. Massachusetts · No. 03-04394 · Filed Nov 21, 2003 · Closed Mar 18, 2004
Role of Pacific Life Insurance: Defendant · Outcome: Case closed 2004-03-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MA (not the issuer's state)
General Time Corporation v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, N.D. Georgia · No. 03-06311 · Filed Jul 7, 2003 · Closed Jun 14, 2004
Role of General Time Corporation v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 2004-06-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Martha A. Miller v. Great-West Life & Annuity Insurance Co. closed
United States Bankruptcy Court, N.D. Georgia · No. 03-06299 · Filed Jun 24, 2003 · Closed Jun 15, 2004
Role of Martha A. Miller v. Great-West Life & Annuity Insurance Co.: Party · Outcome: Case closed 2004-06-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in GA (not the issuer's state)
Gonzales v. Pacific Life Insurance Company closed
United States Bankruptcy Court, D. New Mexico · No. 03-01140 · Filed Feb 7, 2003 · Closed Sep 4, 2003
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2003-09-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NM (not the issuer's state)
The Global Health Sciences Cre v. Great West Life & Annuity Insu closed
United States Bankruptcy Court, C.D. California · No. 8:03-ap-01247 · Filed Jan 28, 2003 · Closed Mar 5, 2004
Role of The Global Health Sciences Cre v. Great West Life & Annuity Insu: Party · Outcome: Case closed 2004-03-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Kevin Morris and Lisa Butler, as Litigation Admini v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, D. Delaware · No. 03-50146 · Filed Jan 17, 2003 · Closed Jun 10, 2004
Role of Kevin Morris and Lisa Butler, as Litigation Admini v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 2004-06-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Montgomery Ward LLC v. Pacific LIfe Insurance Company closed
United States Bankruptcy Court, D. Delaware · No. 02-09995 · Filed Dec 19, 2002 · Closed Jun 26, 2003
Role of Pacific LIfe Insurance Company: Defendant · Outcome: Case closed 2003-06-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in DE (not the issuer's state)
Schwinn/GT Corp. v. The Great-West Life & Annuity Company closed
United States Bankruptcy Court, D. Colorado · No. 02-01513 · Filed Oct 22, 2002 · Closed Feb 12, 2004
Role of Schwinn/GT Corp. v. The Great-West Life & Annuity Company: Party · Outcome: Case closed 2004-02-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CO (not the issuer's state)
Harry L. Cure, Trustee v. Great-Western Life & Annuity Ins. Co. closed
United States Bankruptcy Court, N.D. Texas · No. 02-04173 · Filed Jun 7, 2002 · Closed Jan 13, 2005
Role of Harry L. Cure, Trustee v. Great-Western Life & Annuity Ins. Co.: Party · Outcome: Case closed 2005-01-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Rinn v. Great-West Life & Annuity Ins. Co. closed
United States Bankruptcy Court, D. Maryland · No. 02-05279 · Filed May 28, 2002 · Closed Nov 16, 2002
Role of Rinn v. Great-West Life & Annuity Ins. Co.: Party · Outcome: Case closed 2002-11-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MD (not the issuer's state)
United Australia/Pacific, Inc. closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, S.D. New York · No. 02-41105 · Filed Apr 16, 2002 · Closed Nov 15, 2012
Role of Pacific, Inc.: Debtor · Outcome: Case closed 2012-11-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in NY (not the issuer's state); filed 2002, issuer incorporated 2013
Ransel v. Pacific Life Insurance Company closed
United States Bankruptcy Court, N.D. Indiana · No. 02-03029 · Filed Apr 15, 2002 · Closed Jan 29, 2003
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2003-01-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in IN (not the issuer's state)
United Australia/Pacific, Inc. closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, S.D. New York · No. 02-11467 · Filed Mar 29, 2002 · Closed Jul 12, 2004
Role of Pacific, Inc.: Debtor · Outcome: Case closed 2004-07-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in NY (not the issuer's state); filed 2002, issuer incorporated 2013
United Australia/Pacific, Inc. closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, D. Colorado · No. 02-14302 · Filed Mar 29, 2002 · Closed Apr 25, 2002
Role of Pacific, Inc.: Debtor · Outcome: Case closed 2002-04-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in CO (not the issuer's state); filed 2002, issuer incorporated 2013
Newcare Health Corporation v. Great West Life & Annuity Insurance Company closed
United States Bankruptcy Court, D. Massachusetts · No. 01-04368 · Filed Oct 19, 2001 · Closed May 23, 2003
Role of Newcare Health Corporation v. Great West Life & Annuity Insurance Company: Party · Outcome: Case closed 2003-05-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MA (not the issuer's state)
LOEWEN GROUP INT. v. PACIFIC LIFE INSURANCE COMPANY closed
United States Bankruptcy Court, D. Delaware · No. 01-04101 · Filed May 31, 2001 · Closed Feb 4, 2002
Role of PACIFIC LIFE INSURANCE COMPANY: Defendant · Outcome: Case closed 2002-02-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in DE (not the issuer's state)
Lanser v. Great West Life&Annuity Ins.Co. closed
United States Bankruptcy Court, E.D. Wisconsin · No. 01-02614 · Filed May 29, 2001 · Closed Jun 6, 2002
Role of Lanser v. Great West Life&Annuity Ins.Co.: Party · Outcome: Case closed 2002-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in WI (not the issuer's state)
SERVICE MERCHANDISE COMPANY, INC. v. PACIFIC LIFE INSURANCE COMPANY closed
United States Bankruptcy Court, M.D. Tennessee · No. 3:01-ap-00917 · Filed Mar 12, 2001 · Closed Jun 26, 2001
Role of PACIFIC LIFE INSURANCE COMPANY: Defendant · Outcome: Case closed 2001-06-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in TN (not the issuer's state)
Kevlaur Industries, Inc. v. Great-West Life & Annuity Insurance Co. closed
United States Bankruptcy Court, D. Maine · No. 00-01070 · Filed Sep 22, 2000 · Closed Jun 5, 2001
Role of Kevlaur Industries, Inc. v. Great-West Life & Annuity Insurance Co.: Party · Outcome: Case closed 2001-06-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in ME (not the issuer's state)
Grand Court Lifestyles, Inc. v. Pacific Life Insurance Co. closed
United States Bankruptcy Court, D. New Jersey · No. 00-03594 · Filed Aug 24, 2000 · Closed Dec 28, 2001
Role of Pacific Life Insurance Co.: Defendant · Outcome: Case closed 2001-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
HEDBACK v. HARTFORD LIFE & ANNUITY INSURANCE CO closed
United States Bankruptcy Court, D. Minnesota · No. 00-03152 · Filed Aug 17, 2000 · Closed Apr 9, 2001
Role of HEDBACK v. HARTFORD LIFE & ANNUITY INSURANCE CO: Party · Outcome: Case closed 2001-04-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MN (not the issuer's state)
Travelers Life & Annuity Co In v. Progressive Casualty Insurance closed
United States Bankruptcy Court, C.D. California · No. 2:00-ap-02386 · Filed Aug 3, 2000 · Closed May 31, 2002
Role of Travelers Life & Annuity Co In v. Progressive Casualty Insurance: Party · Outcome: Case closed 2002-05-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA)
Grand Court Lifestyles, Inc. v. Pacific Life Insurance Co. closed
United States Bankruptcy Court, D. New Jersey · No. 00-03397 · Filed May 12, 2000 · Closed May 31, 2001
Role of Pacific Life Insurance Co.: Defendant · Outcome: Case closed 2001-05-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in NJ (not the issuer's state)
Unsecured Creditor's Committee v. Pacific Corporation closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, E.D. Michigan · No. 00-04022 · Filed Jan 5, 2000 · Closed Feb 5, 2001
Role of Pacific Corporation: Defendant · Outcome: Case closed 2001-02-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in MI (not the issuer's state); filed 2000, issuer incorporated 2013
Town & Country Fine Jewelry Group, Inc. v. Pacific Life Insurance Company closed
United States Bankruptcy Court, D. Massachusetts · No. 99-01418 · Filed Sep 10, 1999 · Closed May 31, 2002
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 2002-05-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in MA (not the issuer's state)
Traina v. Pacific Life Insurance Company closed
United States Bankruptcy Court, E.D. Louisiana · No. 99-01068 · Filed Apr 8, 1999 · Closed Dec 20, 1999
Role of Pacific Life Insurance Company: Defendant · Outcome: Case closed 1999-12-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; court in LA (not the issuer's state)
SystemSoft Corporation v. Great-West Life & Annuity Insurance Company closed
United States Bankruptcy Court, D. Massachusetts · No. 99-04080 · Filed Apr 7, 1999 · Closed Jun 9, 1999
Role of SystemSoft Corporation v. Great-West Life & Annuity Insurance Company: Party · Outcome: Case closed 1999-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MA (not the issuer's state)
Environmental Aspecs Inc. of Georgia v. Great-West Life & Annuity Insurance Co. closed
United States Bankruptcy Court, E.D. North Carolina · No. 98-00092 · Filed Dec 16, 1998 · Closed Mar 25, 1999
Role of Environmental Aspecs Inc. of Georgia v. Great-West Life & Annuity Insurance Co.: Party · Outcome: Case closed 1999-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NC (not the issuer's state)
Environmental Aspecs Inc. of Nc v. Great-West Life & Annuity Insurance Co. closed
United States Bankruptcy Court, E.D. North Carolina · No. 98-00088 · Filed Dec 16, 1998 · Closed Jul 21, 1999
Role of Environmental Aspecs Inc. of Nc v. Great-West Life & Annuity Insurance Co.: Party · Outcome: Case closed 1999-07-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NC (not the issuer's state)
RUFF HEWN, INC. v. GREAT-WEST LIFE & ANNUITY INSURANCE CO. closed
United States Bankruptcy Court, D. Delaware · No. 98-00185 · Filed Mar 27, 1998 · Closed Jul 31, 1998
Role of RUFF HEWN, INC. v. GREAT-WEST LIFE & ANNUITY INSURANCE CO.: Party · Outcome: Case closed 1998-07-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
LEVITZ FURNITURE CO./THE PACIFIC,INC closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, D. Delaware · No. 97-01845 · Filed Sep 5, 1997 · Closed Jun 3, 2003
Role of PACIFIC,INC: Debtor · Outcome: Case closed 2003-06-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in DE (not the issuer's state); filed 1997, issuer incorporated 2013
Susan K. Woodard v. Great-west Life & Annuity Ins. Co. closed
United States Bankruptcy Court, M.D. Florida · No. 8:97-ap-00469 · Filed Apr 24, 1997 · Closed Dec 5, 1997
Role of Susan K. Woodard v. Great-west Life & Annuity Ins. Co.: Party · Outcome: Case closed 1997-12-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in FL (not the issuer's state)
Sicherman v. Great West Life&Annuity Assurance Co closed
United States Bankruptcy Court, N.D. Ohio · No. 94-01460 · Filed Dec 6, 1994 · Closed Feb 10, 1995
Role of Sicherman v. Great West Life&Annuity Assurance Co: Party · Outcome: Case closed 1995-02-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Parke Imperial Canton, Ltd. v. Great West Life&Annuity Assurance Co closed
United States Bankruptcy Court, N.D. Ohio · No. 94-06128 · Filed Oct 17, 1994 · Closed Mar 3, 1998
Role of Parke Imperial Canton, Ltd. v. Great West Life&Annuity Assurance Co: Party · Outcome: Case closed 1998-03-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in OH (not the issuer's state)
Great-West Life & Annuity Insurance v. Missbrenner closed
United States Bankruptcy Court, N.D. Illinois · No. 94-01533 · Filed Sep 15, 1994 · Closed May 9, 1995
Role of Great-West Life & Annuity Insurance v. Missbrenner: Party · Outcome: Case closed 1995-05-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Great-West Life & Annuity Insurance Co v. Frank & Frank Inc closed
United States Bankruptcy Court, N.D. Illinois · No. 94-01460 · Filed Aug 30, 1994 · Closed Feb 9, 1995
Role of Great-West Life & Annuity Insurance Co v. Frank & Frank Inc: Party · Outcome: Case closed 1995-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Argyros v. The Pacific Company closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, C.D. California · No. 8:93-ap-01293 · Filed Apr 12, 1993 · Closed Jul 16, 1993
Role of The Pacific Company: Defendant · Outcome: Case closed 1993-07-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in the group's state (CA); filed 1993, issuer incorporated 2013
Michael A Grassmueck Inc v. Pacific Corp closed matched at sponsor-group level (Pacific)
United States Bankruptcy Court, D. Oregon · No. 91-06231 · Filed Jul 18, 1991 · Closed Nov 20, 1991
Role of Pacific Corp: Defendant · Outcome: Case closed 1991-11-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name made of generic words; court in OR (not the issuer's state); filed 1991, issuer incorporated 2013
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

16 differences found between the filings for Pacific — 7 worth asking about (compared the newest 50 of 760 filings on Oct 24, 2026; older filings not covered)

Note · Aug 3, 2000 – Apr 8, 2020

8 bankruptcy cases name the subject or team members

Bankruptcy case: Valley Health System and Metropolitan Life Insurance Company — filed Dec 13, 2007 · Bankruptcy case: Barclay v. Great-West Life & Annuity Insurance Company — filed Apr 3, 2017 · Bankruptcy case: Marshack v. Pacific Life Insurance Company — filed Oct 27, 2015 · Bankruptcy case: Namba v. Great West Life & Annuity Insurance Company, a Col — filed Jul 10, 2014 · Bankruptcy case: Yoo v. Great-West Life & Annuity Insurance Company — filed Jul 25, 2013 · and 3 more

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Apr 15, 2025 – Apr 27, 2026

Amount sold went down between filings — Pacific Asset Management Bank Loan Fund L.P.

The Apr 15, 2025 filing says $5,369,738,346 sold; the Apr 27, 2026 Form D/A says $3,552,263,317 sold — $1,817,475,029 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Aug 29, 2024 – Dec 31, 2025

Amount sold went down between filings — PACIFIC LIFE INSURANCE CO

The Aug 29, 2024 filing says $223,064,200 sold; the Dec 31, 2025 Form D/A says $43,408,840 sold — $179,655,360 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Aug 29, 2024 – Dec 31, 2025

Investor count went down between filings — PACIFIC LIFE INSURANCE CO

The Aug 29, 2024 filing reports 30 investors; the Dec 31, 2025 Form D/A reports 3 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Note · Jul 10, 2018

Last filing Jul 10, 2018 with 34% of the target sold — Pacific Private Feeder Fund II LP

Pacific Private Feeder Fund II LP (last filing Jul 10, 2018; $84,010,000 sold of $250,000,000). There is no filing in more than two years and the last one reported under half the target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Worth asking · Apr 18, 2023

30 other issuers file from the same address — 3 member issuers (Pacific Private Credit Fund V L.P.; Pacific Private Equity Opportunities Fund V L.P.; CAA-PPFA Opportunities Fund II L.P.)

The address on file, 840 Newport Center Drive, Suite 480, Newport Beach, CA, is used by 33 issuers in our index across 4 sponsor groups; 30 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Sources
Worth asking · Jan 1, 2025 – Mar 26, 2026

16 Form Ds were filed more than 15 days after the first sale

Form D filed 64 days after the first sale — PACIFIC LIFE INSURANCE CO · Form D filed 62 days after the first sale — PACIFIC LIFE INSURANCE CO · Form D filed 364 days after the first sale — PACIFIC LIFE INSURANCE CO · Form D filed 25 days after the first sale — PACIFIC LIFE INSURANCE CO · Form D filed 25 days after the first sale — PACIFIC LIFE INSURANCE CO · and 11 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Worth asking · Aug 29, 2024 – Dec 31, 2025

Vibhu R Sharma is no longer listed on the Dec 31, 2025 amendment — PACIFIC LIFE INSURANCE CO

Vibhu R Sharma appears on the Aug 29, 2024 Form D/A (executive officer, director) but not on the Dec 31, 2025 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · Oct 13, 2022 – Jun 3, 2026

8 role changes for the same people across filings

Michael F Anderson's role changed at PACIFIC LIFE INSURANCE CO: director → executive officer, director · Dawn M Behnke's role changed at PACIFIC LIFE INSURANCE CO: executive officer, director → executive officer · Dawn M Behnke's role changed at PACIFIC LIFE INSURANCE CO: executive officer → executive officer, director · Michael F Anderson's role changed at PACIFIC LIFE INSURANCE CO: executive officer, director → director · Michael F Anderson's role changed at PACIFIC LIFE INSURANCE CO: director → executive officer, director · and 3 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Sources
Note · Jul 15, 2024 – Mar 26, 2026

Minimum investment changed between filings — PACIFIC LIFE INSURANCE CO

The Jul 15, 2024 filing lists a minimum of $1,250,000; the Mar 26, 2026 Form D/A lists $500,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · May 5, 2023 – Apr 27, 2026

4 people are written more than one way across the filings

Joshua Schwab is written 2 different ways on the filings · Vibhu R Sharma is written 2 different ways on the filings · Michael F Anderson is written 2 different ways on the filings · Dominic D. Nolan is written 2 different ways on the filings

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Sources
Note · May 5, 2023 – Apr 15, 2025

Reported net asset value range changed between filings — Pacific Asset Management Bank Loan Fund L.P.

"Not Applicable" (May 5, 2023); then "Decline to Disclose" (Apr 15, 2025).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Sources
Worth asking · Apr 20, 2021 – Mar 31, 2022

2 separate companies in this group use the same name: "Pacific Private Feeder Fund IV LP"

CIK 1857649 (first filed Apr 20, 2021, Newport Beach, CA); CIK 1920562 (first filed Mar 31, 2022, Newport Beach, CA).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

Sources
Note · Jan 26, 2015 – Sep 15, 2026

Member companies were formed in 5 different states

Delaware (25), Nebraska (1), Arizona (1), Ireland (1), Cayman Islands (1) — out of 29 member issuers. The odd ones out: PACIFIC LIFE INSURANCE CO (Nebraska); PACIFIC LIFE & ANNUITY CO (Arizona); Pacific Asset Management Senior Loan Fund (Ireland); APC Coast Line Opportunities III (Offshore), LP (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
Note · Jan 26, 2015 – Sep 15, 2026

Member companies list addresses in 3 different states

CA (27), Ireland (as filed: L2) (1), Cayman Islands (as filed: E9) (1). 1 member uses a registered-agent or shared-office address: Pacific Asset Management Senior Loan Fund (78 Sir John Rogerson'S Quay, Dublin 2, Ireland (as filed: L2)).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Sources
Note · Sep 9, 2009 – Sep 1, 2026

Issuer used a different name before — PACIFIC LIFE INSURANCE CO

SEC records list prior names for this filer: PACIFIC LIFE INSURANCE CO/CA. The current name on file is "PACIFIC LIFE INSURANCE CO".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 760 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

74 of 242 offerings report sales commissions totalling $11,596,404; 4 report finder's fees totalling $141,316; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 15, 2026 D/A
APC High Yield Bond Fund, LP
File 021-523534
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Sep 1, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-596080
$0$0$0None listed on this filingEDGAR ↗
Sep 1, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-596081
$0$0$0None listed on this filingEDGAR ↗
Aug 24, 2026 D/A
APC Short Duration High Yield Fund, LP
File 021-522814
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Aug 5, 2026 D/A
APC Multi-Sector Bond, LP
File 021-553065
$0$0$0
The Issuer charges a management fee that is described in the offering documents.
None listed on this filingEDGAR ↗
Jun 3, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-586016
$0$0$0None listed on this filingEDGAR ↗
Apr 27, 2026 D/A
Pacific Asset Management Bank Loan Fund L.P.
File 021-216987
$0$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D/A
PACIFIC LIFE INSURANCE CO
File 021-377998
$86,944 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Mar 26, 2026 D/A
PACIFIC LIFE INSURANCE CO
File 021-518755
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D/A
PACIFIC LIFE INSURANCE CO
File 021-540773
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577710
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577712
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577713
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577714
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577715
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577716
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577718
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577719
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577720
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577721
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577722
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577723
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577724
$0 (est.)$0$0None listed on this filingEDGAR ↗
Mar 26, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-577725
$0 (est.)$0$0None listed on this filingEDGAR ↗
Feb 27, 2026 D
APC Coast Line Opportunities III, LP
File 021-574987
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2026 D
APC Coast Line Opportunities III (Offshore), LP
File 021-574967
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2026 D
APC Credit Opportunities, LP
File 021-574677
$0$0$0
The Issuer charges a management fee that is described in the offering document.
None listed on this filingEDGAR ↗
Jan 16, 2026 D
PACIFIC LIFE INSURANCE CO
File 021-570231
$0$0$0None listed on this filingEDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-152633
$512,519 (est.)$0$0Various Agents no CRD number reported
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-233856
$80,290 (est.)$0$0Michael Liebeskind BrokerCheck CRD 001219051 ↗
via M Holdings Securities (CRD 000043285 ↗)

Matt H. Phillips BrokerCheck CRD 002959424 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-243674
$561,391 (est.)$0$0Various Agents no CRD number reported
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-266787
$267,411 (est.)$0$0Michael Liebeskind BrokerCheck CRD 001219051 ↗
via M Holdings Securities (CRD 000043285 ↗)

Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

James D. Kaplan BrokerCheck CRD 001184946 ↗
via M Holdings Securities (CRD 000043285 ↗)

Milton H. Cohn Jr. BrokerCheck CRD 000840000 ↗
via M Holdings Securities (CRD 000043285 ↗)

John E. Lagana BrokerCheck CRD 001530206 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-304281
$62,952 (est.)$0$0David D Ehlert BrokerCheck CRD 001181878 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-306526
$7,689 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

Michael Liebeskind BrokerCheck CRD 001219051 ↗
via M Holdings Securities (CRD 000043285 ↗)

James P. Belk BrokerCheck CRD 000830722 ↗
via M Holdings Securities (CRD 000043285 ↗)

Mark J. Richards BrokerCheck CRD 000727769 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-313094
$10,650 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

Michael Liebeskind BrokerCheck CRD 001219051 ↗
via M Holdings Securities (CRD 000043285 ↗)

Brent Kinetz BrokerCheck CRD 002031620 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-317263
$6,578 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

Michael Liebeskind BrokerCheck CRD 001219051 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-317270
$29,479$0$0Daphne Boyle BrokerCheck CRD 004559660 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-342474
$759,821 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

Matt H. Phillips BrokerCheck CRD 002959424 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-350673
$1,711,003 (est.)$0$0Various Agents no CRD number reported
via M Holdings Securities (CRD 000043285 ↗)

Brodie D. Barnes BrokerCheck CRD 002368626 ↗
via CapFinancial Securities, LLC. (CRD 000126291 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-395709
$334,171 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

Peter M. Williams BrokerCheck CRD 000872807 ↗
via M Holding Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-406170
$66,749 (est.)$0$0Milton H. Cohn Jr. BrokerCheck CRD 000840000 ↗
via M Holdings Securities (CRD 000043285 ↗)

Peter M. Williams BrokerCheck CRD 000872807 ↗
via M Holding Securities (CRD 000043285 ↗)

Michael A Mingolelli BrokerCheck CRD 000474404 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-417098
$42,257 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-429498
$81,996 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-429499
$23,332 (est.)$0$0Matt H. Phillips BrokerCheck CRD 002959424 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-433646
$0$0$0Matt H. Phillips BrokerCheck CRD 002959424 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-433648
$10,459 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-433649
$38,380 (est.)$0$0Various Agents no CRD number reported
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-455961
$23,227$0$0David D Ehlert BrokerCheck CRD 001181878 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-490163
$0 (est.)$0$0Thomas C. Rapp BrokerCheck CRD 001792438 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-492242
$0 (est.)$0$0David D Ehlert BrokerCheck CRD 001181878 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-515765
$0 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-515766
$4,188 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-518742
$59,146 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-518746
$48,515 (est.)$0$0Michael A Mingolelli BrokerCheck CRD 004744404 ↗
via M Holdings Securities Inc (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D/A
PACIFIC LIFE INSURANCE CO
File 021-540775
$112,669 (est.)$0$0Various Agents (5+) no CRD number reported
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-568574
$24,516 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Dec 31, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-568581
$73,401$0$0Matt Phillips BrokerCheck CRD 002959424 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Sep 18, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-557974
$0$0$0None listed on this filingEDGAR ↗
Sep 12, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-557470
$92,690 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Sep 12, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-557471
$0 (est.)$0$0MICHAEL A. MINGOLELLI BrokerCheck CRD 004744404 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Aug 14, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-554777
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-552821
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 16, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-552041
$0 (est.)$0$0Thomas C. Rapp BrokerCheck CRD 001792438 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Jun 20, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-549427
$0$0$0None listed on this filingEDGAR ↗
Jun 16, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-549029
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-540774
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jan 14, 2025 D
PACIFIC LIFE INSURANCE CO
File 021-535077
$0$0$0None listed on this filingEDGAR ↗
Nov 19, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-529778
$0$0$0None listed on this filingEDGAR ↗
Oct 30, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-528237
$0$0$0None listed on this filingEDGAR ↗
Oct 21, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-527355
$0 (est.)$0$0None listed on this filingEDGAR ↗
Aug 29, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-301305
$62,664 (est.)$0$0James P. Belk BrokerCheck CRD 000830722 ↗
via M Holdings Securities (CRD 000043285 ↗)

Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

Michael Liebeskind BrokerCheck CRD 001219051 ↗
via M Holdings Securities (CRD 000043285 ↗)

Matt H. Phillips BrokerCheck CRD 002959424 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Aug 29, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-315768
$181,196 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

Michael Liebeskind BrokerCheck CRD 001219051 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Aug 29, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-317267
$0$0$0Peter M Williams BrokerCheck CRD 000872807 ↗
via M Holding Securities (CRD 000043285 ↗)
EDGAR ↗
Aug 29, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-326814
$11,433 (est.)$0$0Michael Benson BrokerCheck CRD 001058651 ↗
via M Holdings Securities (CRD 000043285 ↗)

Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Aug 29, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-458968
$66,482 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Aug 29, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-464800
$0$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)

Michael Liebeskind BrokerCheck CRD 001219051 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Aug 29, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-470656
$68,333 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Aug 29, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-522811
$0 (est.)$0$0None listed on this filingEDGAR ↗
Aug 9, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-521079
$0$0$0None listed on this filingEDGAR ↗
Aug 2, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-520316
$0$0$0None listed on this filingEDGAR ↗
Aug 1, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-520314
$0$0$0None listed on this filingEDGAR ↗
Aug 1, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-520317
$0$0$0None listed on this filingEDGAR ↗
Aug 1, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-520318
$0$0$0None listed on this filingEDGAR ↗
Aug 1, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-520319
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-519690
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-519691
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-519692
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-519693
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-519695
$0$0$0None listed on this filingEDGAR ↗
Jul 25, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-519697
$0$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518743
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518745
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518747
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518748
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518750
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518753
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518757
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518758
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jul 15, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-518759
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jun 12, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-515762
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jun 12, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-515763
$0 (est.)$0$0None listed on this filingEDGAR ↗
Jun 12, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-515764
$0 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
May 13, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-342476
$16,409 (est.)$0$0Milton H. Cohn, Jr. BrokerCheck CRD 000840000 ↗
via M Holdings Securities (CRD 000043285 ↗)

Matt H. Phillips BrokerCheck CRD 002959424 ↗
via M Holdings Securities (CRD 000043285 ↗)

Timothy P. Malarkey BrokerCheck CRD 002621989 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
May 13, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-458964
$98 (est.)$0$0Peter M. Williams BrokerCheck CRD 000872807 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
May 13, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-473500
$64,541$0$0Thomas C. Rapp BrokerCheck CRD 001792438 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
May 13, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-482161
$895 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 005155539 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
May 13, 2024 D/A
PACIFIC LIFE INSURANCE CO
File 021-492243
$358,635 (est.)$0$0John Lawson BrokerCheck CRD 002725918 ↗
via M Holdings Securities (CRD 000043285 ↗)
EDGAR ↗
Apr 9, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-509995
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2024 D
APC Asset Development II, LP
File 021-503124
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Jan 23, 2024 D
APC Asset Development I, LP
File 021-503127
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Jan 22, 2024 D
PACIFIC LIFE INSURANCE CO
File 021-503014
$0$0$0None listed on this filingEDGAR ↗
Dec 12, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-499331
$0$0$0None listed on this filingEDGAR ↗
Dec 12, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-499332
$0$0$0None listed on this filingEDGAR ↗
Nov 9, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-496847
$0$0$0None listed on this filingEDGAR ↗
Sep 28, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-493238
$0$0$0None listed on this filingEDGAR ↗
Sep 19, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-492401
$0$0$0None listed on this filingEDGAR ↗
Sep 15, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-377997
$26,499 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Sep 15, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-377999
$79,345 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Sep 1, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-491195
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-455958
$2,560 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 18, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-455959
$2,560$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 18, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-455962
$66,105$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 18, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-458967
$7,688 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 18, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-490162
$0 (est.)$0$0Thomas C. Rapp BrokerCheck CRD 1792438 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 14, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-489576
$0$0$0None listed on this filingEDGAR ↗
Jul 21, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-306520
$165,904 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 21, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-470657
$39,346$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-484689
$0$0$0None listed on this filingEDGAR ↗
Jun 16, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-385876
$77,146 (est.)$0$0Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 16, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-417094
$23,078 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 16, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-452319
$24,171$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 16, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-484444
$0$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 16, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-484445
$0$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
May 19, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-482162
$75,147$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
May 12, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-481556
$0$0$0None listed on this filingEDGAR ↗
May 10, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-481025
$0$0$0None listed on this filingEDGAR ↗
May 10, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-481026
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2023 D
Pacific Private Equity Opportunities Fund V L.P.
File 021-479209
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 18, 2023 D
Pacific Private Credit Fund V L.P.
File 021-479211
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 18, 2023 D
CAA-PPFA Opportunities Fund II L.P.
File 021-479213
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Mar 21, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-476419
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-306522
$14,388 (est.)$0$0Thomas C. Rapp BrokerCheck CRD 1792438 ↗
via M Holdings Securities (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Mar 10, 2023 D
PACIFIC LIFE INSURANCE CO
File 021-475431
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2023 D/A
PACIFIC LIFE INSURANCE CO
File 021-455960
$13,255$0$0David D Ehlert BrokerCheck CRD 1181878 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Dec 13, 2022 D/A
PACIFIC LIFE INSURANCE CO
File 021-464799
$106,206 (est.)$0$0Lawton M. Nease III BrokerCheck CRD 345467 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 2, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-463573
$0$0$0None listed on this filingEDGAR ↗
Nov 1, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-463428
$0$0$0None listed on this filingEDGAR ↗
Oct 26, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-462817
$0$0$0None listed on this filingEDGAR ↗
Oct 17, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-461866
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2022 D/A
PACIFIC LIFE INSURANCE CO
File 021-455963
$3,751$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 13, 2022 D/A
PACIFIC LIFE INSURANCE CO
File 021-455964
$7,680$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Sep 9, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-458385
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-455304
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-454117
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2022 D/A
PACIFIC LIFE INSURANCE CO
File 021-326815
$486,875 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
May 10, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-445119
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2022 D/A
Pacific Asset Management Bank Loan Fund L.P.
File 021-286010
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2022 D
Pacific Private Equity Opportunities Fund IV L.P.
File 021-439814
$60,000$0$0
The fund charges a management fee that is described in the fund's offering documents.
Crossbay Capital Partners LLC no CRD number reported
via Equus Financial Consulting LLC (CRD 131449 ↗)
EDGAR ↗
Mar 31, 2022 D
Pacific Private Credit Fund IV L.P.
File 021-439816
$30,000$0$0
The fund charges a management fee that is described in the fund's offering documents.
Crossbay Capital Partners LLC no CRD number reported
via Equus Financial Consulting LLC (CRD 131449 ↗)
EDGAR ↗
Mar 31, 2022 D
Pacific Private Feeder Fund IV L.P.
File 021-439817
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Feb 15, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-433645
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-433647
$0$0$0None listed on this filingEDGAR ↗
Feb 15, 2022 D
PACIFIC LIFE INSURANCE CO
File 021-433650
$0$0$0David D Ehlert BrokerCheck CRD 1181878 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Sep 14, 2021 D/A
PACIFIC LIFE INSURANCE CO
File 021-304282
$135,979 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 20, 2021 D
CAA-PPFA Equity Opportunities Fund I, L.P.
File 021-406928
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Apr 20, 2021 D
Pacific Private Feeder Fund IV LP
File 021-396391
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2021 D/A
PACIFIC LIFE INSURANCE CO
File 021-52296
$46,159 (est.)$0$0Brent Kinetz BrokerCheck CRD 2031620 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Dec 14, 2020 D
CAA - PPFA Credit Opportunities Fund I L.P.
File 021-383142
$0$0$0
The fund charges a management fee that is described in the fund's offering documents.
None listed on this filingEDGAR ↗
Oct 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-294866
$739,392 (est.)$0$0Todd Skousen BrokerCheck CRD 6261437 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 15, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-342475
$0$0$0Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)

Timothy P. Malarkey BrokerCheck CRD 2621989 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 15, 2020 D
PACIFIC LIFE INSURANCE CO
File 021-377995
$0$0$0None listed on this filingEDGAR ↗
Aug 14, 2020 D/A
PACIFIC LIFE INSURANCE CO
File 021-301306
$0$0$0Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 29, 2020 D
PPFA Credit Opportunities Fund I L.P.
File 021-372059
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2019 D/A
Pacific Private Credit Fund III L.P.
File 021-344213
$0$0$0CROSSBAY CAPITAL no CRD number reported
via EQUUS FINANCIAL CONSULTING LLC (CRD 131449 ↗)
EDGAR ↗
Dec 30, 2019 D/A
Pacific Private Equity Opportunities Fund III L.P.
File 021-344172
$0$45,316$0None listed on this filingEDGAR ↗
Aug 16, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-186132
$1,406,173 (est.)$0$0Various Agents no CRD number reported
via M Holdings Securities (CRD 43285 ↗)

Brodie D. Barnes BrokerCheck CRD 2368626 ↗
via CapFinancial Securities, LLC. (CRD 126291 ↗)
EDGAR ↗
Aug 16, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-342477
$15,057 (est.)$0$0Matt H. Phillips BrokerCheck CRD 2959424 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 12, 2019 D
Pacific Private Feeder Fund III L.P.
File 021-344107
$0$0$0None listed on this filingEDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-301308
$588 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-306523
$82,787 (est.)$0$0Milton H. Cohn, Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-306525
$1,432 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 21, 2019 D/A
PACIFIC LIFE INSURANCE CO
File 021-313093
$121,545 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Milton H. Cohn, Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 29, 2018 D/A
PACIFIC LIFE INSURANCE CO
File 021-306524
$0$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Brent Kinetz BrokerCheck CRD 2031620 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 29, 2018 D/A
PACIFIC LIFE INSURANCE CO
File 021-306527
$51 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-317261
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-317264
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-317266
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317271
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317272
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317273
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317274
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317275
$0$0$0None listed on this filingEDGAR ↗
Jul 19, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-317276
$0$0$0None listed on this filingEDGAR ↗
Jul 10, 2018 D/A
Pacific Private Credit Fund II L.P.
File 021-315742
$0$18,000$0Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗EDGAR ↗
Jul 10, 2018 D/A
Pacific Private Equity Opportunities Fund II L.P.
File 021-316138
$0$18,000$0Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗EDGAR ↗
Jul 10, 2018 D/A
Pacific Private Feeder Fund II LP
File 021-316140
$0$60,000$0Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗EDGAR ↗
Jun 29, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-315769
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE INSURANCE CO
File 021-294167
$4,258 (est.)$0$0Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301311
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301314
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301315
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301316
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D/A
PACIFIC LIFE & ANNUITY CO
File 021-301317
$0$0$0None listed on this filingEDGAR ↗
May 23, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-313092
$118,646 (est.)$0$0Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holding Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
May 23, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-313095
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE INSURANCE CO
File 021-306521
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306528
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306529
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306530
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306531
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306532
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306533
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306534
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306535
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2018 D
PACIFIC LIFE & ANNUITY CO
File 021-306536
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2017 D
PACIFIC LIFE INSURANCE CO
File 021-301307
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2017 D
PACIFIC LIFE INSURANCE CO
File 021-301309
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2016 D
PACIFIC LIFE & ANNUITY CO
File 021-266788
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE INSURANCE CO
File 021-155490
$222,429$0$0Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)

Donald E. Morris Jr. BrokerCheck CRD 1076088 ↗
via M Holdings Securities (CRD 43285 ↗)

Michael Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities (CRD 43285 ↗)

Edward C. Houghton IV BrokerCheck CRD 735581 ↗
via M Holding Securities (CRD 43285 ↗)
EDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE INSURANCE CO
File 021-156155
$673,036$0$0Donald H. Friedman BrokerCheck CRD 1023219 ↗
via M Holdings Securities (CRD 43285 ↗)

William H. Koptis BrokerCheck CRD 273964 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Joseph R. Crea BrokerCheck CRD 2110561 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Shirley Ann Huang McMillan BrokerCheck CRD 2745761 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)
EDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE & ANNUITY CO
File 021-164697
$214,380$0$0Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Nov 30, 2015 D/A
PACIFIC LIFE & ANNUITY CO
File 021-211031
$325,799$0$0Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Oct 13, 2015 D
Pacific Asset Management Bank Loan Fund L.P.
File 021-249141
$0$0$0None listed on this filingEDGAR ↗
Jul 14, 2015 D
PACIFIC LIFE & ANNUITY CO
File 021-243657
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2015 D
Pacific Asset Management Senior Loan Fund
File 021-238802
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2015 D
PACIFIC LIFE & ANNUITY CO
File 021-233857
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2015 D
PACIFIC LIFE & ANNUITY CO
File 021-233858
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2015 D
PACIFIC LIFE INSURANCE CO
File 021-233859
$0$0$0None listed on this filingEDGAR ↗
Jan 26, 2015 D/A
Pacific Private Equity Fund I L.P.
File 021-210790
$0$0$0None listed on this filingEDGAR ↗
Jun 19, 2014 D/A
PACIFIC LIFE & ANNUITY CO
File 021-164699
$213,880$0$0Milton H. Cohn Jr. BrokerCheck CRD 840000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jan 30, 2014 D
PACIFIC LIFE INSURANCE CO
File 021-211030
$0$0$0None listed on this filingEDGAR ↗
Jul 12, 2013 D
PACIFIC LIFE & ANNUITY CO
File 021-199487
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164685
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164691
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164693
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164695
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164698
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164700
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164701
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164703
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164705
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2010 D
PACIFIC LIFE INSURANCE CO
File 021-151774
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 29 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 5 ownership records · last checked Oct 24, 2026, 7:46 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 5 ownership records matched to Pacific in the sources searched.

Owner of record Dallas County TX
Parcel 00000457663000000 · DALLAS, TX · Roll 2026
Owner as listed: PACIFIC LIFE INSURANCE COMPANY
Matched on: exact company name; recorded in TX, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 00716300180180000 · DALLAS, TX · Roll 2026
Owner as listed: PACIFIC LIFE INSURANCE COMPANY
Matched on: exact company name; recorded in TX, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 00716300180190000 · DALLAS, TX · Roll 2026
Owner as listed: PACIFIC LIFE INSURANCE COMPANY
Matched on: exact company name; recorded in TX, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 38162500050100000 · MESQUITE (DALLAS CO), TX · Roll 2026
Owner as listed: PACIFIC LIFE INSURANCE COMPANY
Matched on: exact company name; recorded in TX, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Harris County TX
Parcel 1259450010024 · HOUSTON, TX · Roll 2026
Owner as listed: PACIFIC LIFE INSURANCE CO
Matched on: exact company name; recorded in TX, not the issuer's state. HCAD public data page (account 1259450010024) ↗ · Dataset file we read (HCAD Real_acct_owner zip) ↗ · Harris County Appraisal District real_acct.txt · Retrieved Oct 24, 2026, 6:38 AM ET

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2009–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:46 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Harris County TX (HCAD ownership rolls 2009–2026) — 924,670 records, loaded Oct 24, 2026, 7:46 AM ET · Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET · Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗PL PACIFIC LIFE INSURANCE COshared people, same business address, similar issuer namesNEWPORT BEACH, CAInsurance654$114,294,028,000
offering $621,178,563 · similar: $3,999,996–$50,000,000
437
similar: 1–1
$621,178,563
similar: $1,000,000–$19,713,626
2009–2026
EDGAR ↗PL PACIFIC LIFE & ANNUITY COshared people, same business address, similar issuer namesNewport Beach, CAInsurance53$10,556,000
offering Indefinite · similar: $750,000–$13,000,000
2
similar: 1–13
$2,500,000
similar: $6,403–$560,000
2011–2018
EDGAR ↗PP Pacific Private Equity Fund I L.P.shared people, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund2$174,763,457
offering Indefinite · similar: $500,000–$16,420,250
11
similar: 2–28
$1,000,000
similar: $5,000–$100,000
2014–2015
EDGAR ↗PA Pacific Asset Management Bank Loan Fund L.P.shared people, shared management entity, same business addressNEWPORT BEACH, CAPooled Investment Fund12$5,369,738,346
offering Indefinite · similar: $500,000–$16,420,250
138
similar: 2–28
$50,000
similar: $5,000–$100,000
2014–2026
EDGAR ↗PA Pacific Asset Management Senior Loan Fundshared peopleDUBLIN 2, Ireland (as filed: L2)Pooled Investment Fund1$882,860
offering Indefinite · similar: $500,000–$16,420,250
4
similar: 2–28
$500,000
similar: $5,000–$100,000
2015–2015
EDGAR ↗PP Pacific Private Credit Fund II L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund3$220,905,000
offering $220,905,000 · similar: $155,000–$5,250,000
13
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗PP Pacific Private Equity Opportunities Fund II L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund3$212,905,000
offering $212,905,000 · similar: $155,000–$5,250,000
11
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗PP Pacific Private Feeder Fund II LPshared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund3$84,010,000
offering $84,010,000 · similar: $155,000–$5,250,000
6
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗PP Pacific Private Feeder Fund III L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$39,010,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗PP Pacific Private Credit Fund III L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund2$274,955,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗PP Pacific Private Equity Opportunities Fund III L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund3$439,755,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗PC PPFA Credit Opportunities Fund I L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$60,275,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
$500,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗CP CAA - PPFA Credit Opportunities Fund I L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$92,525,000
offering Indefinite · similar: $155,000–$5,250,000
70
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2020
EDGAR ↗PP Pacific Private Feeder Fund IV LPshared people, shared management entity, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$33,500,0001$1,000,0002021–2021
EDGAR ↗CP CAA-PPFA Equity Opportunities Fund I, L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$50,250,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗PP Pacific Private Equity Opportunities Fund IV L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$572,718,750
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗PP Pacific Private Credit Fund IV L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$306,105,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗PP Pacific Private Feeder Fund IV L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$104,000,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗PP Pacific Private Credit Fund V L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$315,005,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗PP Pacific Private Equity Opportunities Fund V L.P.shared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$527,005,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗CP CAA-PPFA Opportunities Fund II L.P.shared people, same business addressNEWPORT BEACH, CAPooled Investment Fund1$30,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗AA APC Asset Development I, LPshared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$100,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗AA APC Asset Development II, LPshared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$160,000,000
offering Indefinite · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗AS APC Short Duration High Yield Fund, LPshared management entity, same business addressNEWPORT BEACH, CAPooled Investment Fund3$151,532,204
offering Indefinite · similar: $155,000–$5,250,000
21
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2024–2026
EDGAR ↗AH APC High Yield Bond Fund, LPshared people, shared management entity, same business addressNEWPORT BEACH, CAPooled Investment Fund3$264,155,834
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2024–2026
EDGAR ↗AM APC Multi-Sector Bond, LPshared people, shared management entity, same business addressNEWPORT BEACH, CAPooled Investment Fund2$284,010,000
offering Indefinite · similar: $155,000–$5,250,000
4
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2025–2026
EDGAR ↗AC APC Credit Opportunities, LPshared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗AC APC Coast Line Opportunities III, LPshared people, shared management entity, same business address, similar issuer namesNEWPORT BEACH, CAPooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗AC APC Coast Line Opportunities III (Offshore), LPshared people, shared management entity, similar issuer namesGeorge Town, Grand Cayman, Cayman Islands (as filed: E9)Pooled Investment Fund1$0
offering Indefinite · similar: $155,000–$5,250,000
0
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); Insurance / 506(b) (687 filings); Pooled Investment Fund / 506(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 15, 2026APC High Yield Bond Fund, LPD/APooled Investment FundIndefinite$264,155,834
EDGAR ↗Sep 1, 2026PACIFIC LIFE INSURANCE CODInsurance$621,178,563$621,178,563
EDGAR ↗Sep 1, 2026PACIFIC LIFE INSURANCE CODInsurance$622,192,788$622,192,788
EDGAR ↗Aug 24, 2026APC Short Duration High Yield Fund, LPD/APooled Investment FundIndefinite$151,532,204
EDGAR ↗Aug 5, 2026APC Multi-Sector Bond, LPD/APooled Investment FundIndefinite$284,010,000
EDGAR ↗Jun 3, 2026PACIFIC LIFE INSURANCE CODInsurance$791,379,835$791,379,835
EDGAR ↗Apr 27, 2026Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$3,552,263,317
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,590,642
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,882,376
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,556,205
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$948,000
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$3,361,992
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$21,734,143
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,924,721
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,325,900
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,700,000
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$12,649,653
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$4,819,501
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,405,400
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$8,220,800
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,177,400
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$3,221,334
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$8,482,100
EDGAR ↗Mar 26, 2026PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,408,000
EDGAR ↗Feb 27, 2026APC Coast Line Opportunities III (Offshore), LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 27, 2026APC Coast Line Opportunities III, LPDPooled Investment FundIndefinite$0
EDGAR ↗Feb 26, 2026APC Credit Opportunities, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jan 16, 2026PACIFIC LIFE INSURANCE CODInsurance$782,947,800$782,947,800
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$7,339,343
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$30,246,300
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$26,919,887
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,496,969
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$28,419,204
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$252,810,301
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$43,408,840
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$80,339,279
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$130,638,414
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,493,106
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$19,433,741
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,824,614
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,756,115
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,020,723
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,951,111
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$41,668,942
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$3,715,234
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,696,400
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$980,300
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,476,700
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$46,955,280
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,769,706
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,298,800
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,690,000
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$179,441,784
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$21,497,435
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,139,207
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,689,330
EDGAR ↗Dec 31, 2025PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,766,700
EDGAR ↗Sep 18, 2025PACIFIC LIFE INSURANCE CODInsurance$716,658,000$716,658,000
EDGAR ↗Sep 16, 2025APC High Yield Bond Fund, LPD/APooled Investment FundIndefinite$264,155,834
EDGAR ↗Sep 12, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,570,000
EDGAR ↗Sep 12, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$5,601,000
EDGAR ↗Aug 27, 2025APC Short Duration High Yield Fund, LPD/APooled Investment FundIndefinite$106,345,415
EDGAR ↗Aug 14, 2025PACIFIC LIFE INSURANCE CODInsurance$1,205,465,779$1,205,465,779
EDGAR ↗Jul 29, 2025APC Multi-Sector Bond, LPDPooled Investment FundIndefinite$0
EDGAR ↗Jul 25, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$900,000,000
EDGAR ↗Jul 16, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$200,000
EDGAR ↗Jun 20, 2025PACIFIC LIFE INSURANCE CODInsurance$1,016,358,470$1,016,358,470
EDGAR ↗Jun 16, 2025PACIFIC LIFE INSURANCE CODInsurance$100,000,000$100,000,000
EDGAR ↗Apr 15, 2025Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$5,369,738,346
EDGAR ↗Mar 13, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,129,661
EDGAR ↗Mar 13, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$4,737,000
EDGAR ↗Mar 13, 2025PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,100,000
EDGAR ↗Jan 14, 2025PACIFIC LIFE INSURANCE CODInsurance$955,256,805$955,256,805
EDGAR ↗Nov 19, 2024PACIFIC LIFE INSURANCE CODInsurance$1,019,108,000$1,019,108,000
EDGAR ↗Oct 30, 2024PACIFIC LIFE INSURANCE CODInsurance$772,205,462$772,205,462
EDGAR ↗Oct 21, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$3,340,000
EDGAR ↗Sep 9, 2024APC High Yield Bond Fund, LPDPooled Investment FundIndefinite$0
EDGAR ↗Aug 29, 2024APC Short Duration High Yield Fund, LPDPooled Investment FundIndefinite$9,024,180
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,840,000
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,571,934
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,624,400
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,027,900
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$20,362,735
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$9,852,200
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$690,000
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,444,167
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,479,400
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$24,633,285
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$29,048,559
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,792,113
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$167,751,248
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$825,000
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,285,583
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,218,902
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,963,193
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,406,115
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,854,223
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,641,969
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$223,064,200
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$73,951,770
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$65,901,091
EDGAR ↗Aug 29, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$203,073,169
EDGAR ↗Aug 9, 2024PACIFIC LIFE INSURANCE CODInsurance$652,387,010$652,387,010
EDGAR ↗Aug 2, 2024PACIFIC LIFE INSURANCE COD/AInsurance$2,998,131$2,998,131
EDGAR ↗Aug 1, 2024PACIFIC LIFE INSURANCE CODInsurance$12,171,199$12,171,199
EDGAR ↗Aug 1, 2024PACIFIC LIFE INSURANCE CODInsurance$4,994,019$4,994,019
EDGAR ↗Aug 1, 2024PACIFIC LIFE INSURANCE CODInsurance$5,789,742$5,789,742
EDGAR ↗Aug 1, 2024PACIFIC LIFE INSURANCE CODInsurance$997,639$997,639
EDGAR ↗Aug 1, 2024PACIFIC LIFE INSURANCE CODInsurance$997,639$997,639
EDGAR ↗Jul 25, 2024PACIFIC LIFE INSURANCE CODInsurance$998,705$998,705
EDGAR ↗Jul 25, 2024PACIFIC LIFE INSURANCE CODInsurance$1,496,171$1,496,171
EDGAR ↗Jul 25, 2024PACIFIC LIFE INSURANCE CODInsurance$6,994,969$6,994,969
EDGAR ↗Jul 25, 2024PACIFIC LIFE INSURANCE CODInsurance$5,636,601$5,636,601
EDGAR ↗Jul 25, 2024PACIFIC LIFE INSURANCE CODInsurance$7,985,261$7,985,261
EDGAR ↗Jul 25, 2024PACIFIC LIFE INSURANCE CODInsurance$19,713,626$19,713,626
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$685,000
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$725,000
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$10,939,577
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,917,700
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$664,000
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$715,000
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$875,000
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$767,000
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,900,000
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$14,562,000
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$8,545,925
EDGAR ↗Jul 15, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$9,444,167
EDGAR ↗Jun 12, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$410,000
EDGAR ↗Jun 12, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$981,500
EDGAR ↗Jun 12, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$11,967,100
EDGAR ↗Jun 12, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$78,954,568
EDGAR ↗Jun 12, 2024PACIFIC LIFE INSURANCE CODInsuranceIndefinite$46,150,014
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,249,200
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,596,969
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$23,330,000
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,722,000
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$24,500,785
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$21,036,000
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,000,000
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,771,925
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$46,143,720
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,203,429
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$155,912,048
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,240,200
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,698,172
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,045,200
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$65,901,091
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$65,901,091
EDGAR ↗May 13, 2024PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$195,926,828
EDGAR ↗Apr 12, 2024Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$1,765,738,846
EDGAR ↗Apr 9, 2024PACIFIC LIFE INSURANCE CODInsurance$704,117,489$704,117,489
EDGAR ↗Jan 23, 2024APC Asset Development I, LPDPooled Investment FundIndefinite$100,000,000
EDGAR ↗Jan 23, 2024APC Asset Development II, LPDPooled Investment FundIndefinite$160,000,000
EDGAR ↗Jan 22, 2024PACIFIC LIFE INSURANCE CODInsurance$759,356,957$759,356,957
EDGAR ↗Dec 12, 2023PACIFIC LIFE INSURANCE CODInsurance$7,482,302$7,482,302
EDGAR ↗Dec 12, 2023PACIFIC LIFE INSURANCE CODInsurance$499,104$499,104
EDGAR ↗Nov 9, 2023PACIFIC LIFE INSURANCE CODInsurance$8,685,934$8,685,934
EDGAR ↗Sep 28, 2023PACIFIC LIFE INSURANCE CODInsurance$6,987,587$6,987,587
EDGAR ↗Sep 19, 2023PACIFIC LIFE INSURANCE CODInsurance$4,991,132$4,991,132
EDGAR ↗Sep 15, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$4,782,000
EDGAR ↗Sep 15, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,600,000
EDGAR ↗Sep 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$59,593,020
EDGAR ↗Sep 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$55,436,895
EDGAR ↗Sep 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$44,943,720
EDGAR ↗Sep 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,505,121
EDGAR ↗Sep 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,863,907
EDGAR ↗Sep 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,529,213
EDGAR ↗Sep 1, 2023PACIFIC LIFE INSURANCE CODInsurance$13,917,030$13,917,030
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$575,000
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,440,000
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,372,500
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,970,273
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,801,693
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,449,334
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,715,200
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,027,900
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,397,980
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$14,011,720
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,762,780
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,677,223
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$28,232,544
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$58,909,370
EDGAR ↗Aug 18, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$55,041,395
EDGAR ↗Aug 14, 2023PACIFIC LIFE INSURANCE CODInsurance$7,985,801$7,985,801
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,768,200
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,925,000
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,232,000
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$20,023,598
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,500,000
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$19,235,063
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,683,429
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$153,104,848
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,543,850
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$56,507,162
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$54,663,795
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,687,207
EDGAR ↗Jul 21, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$183,900,818
EDGAR ↗Jun 21, 2023PACIFIC LIFE INSURANCE CODInsurance$4,741,572$4,741,572
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$685,000
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$785,000
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,597,700
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,164,780
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,127,630
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,053,800
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,054,549
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,265,200
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$134,451,748
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,771,925
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$50,037,323
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$54,408,831
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,512,805
EDGAR ↗Jun 16, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$26,972,544
EDGAR ↗May 19, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$15,029,307
EDGAR ↗May 19, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$615,300
EDGAR ↗May 12, 2023PACIFIC LIFE INSURANCE CODInsurance$14,985,213$14,985,213
EDGAR ↗May 10, 2023PACIFIC LIFE INSURANCE COD/AInsurance$11,338,439$11,338,439
EDGAR ↗May 10, 2023PACIFIC LIFE INSURANCE COD/AInsurance$21,523,835$21,523,835
EDGAR ↗May 8, 2023PACIFIC LIFE INSURANCE CODInsurance$11,338,439$11,338,439
EDGAR ↗May 8, 2023PACIFIC LIFE INSURANCE CODInsurance$21,523,835$21,523,835
EDGAR ↗May 5, 2023Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$1,607,753,079
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,363,429
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$134,451,748
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$44,897,070
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,265,200
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,250,000
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,029,024
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,512,805
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$18,193,264
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$181,202,044
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$26,972,544
EDGAR ↗Apr 24, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$52,698,492
EDGAR ↗Apr 18, 2023CAA-PPFA Opportunities Fund II L.P.DPooled Investment FundIndefinite$30,000,000
EDGAR ↗Apr 18, 2023Pacific Private Credit Fund V L.P.DPooled Investment FundIndefinite$315,005,000
EDGAR ↗Apr 18, 2023Pacific Private Equity Opportunities Fund V L.P.DPooled Investment FundIndefinite$527,005,000
EDGAR ↗Mar 21, 2023PACIFIC LIFE INSURANCE CODInsurance$3,146,197$3,146,197
EDGAR ↗Mar 14, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$24,160,000
EDGAR ↗Mar 14, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$44,697,390
EDGAR ↗Mar 14, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$26,014,544
EDGAR ↗Mar 14, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,569,500
EDGAR ↗Mar 14, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$50,408,590
EDGAR ↗Mar 14, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$39,488,202
EDGAR ↗Mar 10, 2023PACIFIC LIFE INSURANCE CODInsurance$9,988,464$9,988,464
EDGAR ↗Feb 15, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$23,330,000
EDGAR ↗Feb 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,750,000
EDGAR ↗Feb 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,067,700
EDGAR ↗Feb 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,558,223
EDGAR ↗Feb 15, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$39,247,113
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$3,790,900
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE CODInsuranceIndefinite$4,806,000
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,265,307
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,967,780
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,873,764
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,000,000
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,427,625
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$30,467,290
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,505,121
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,801,713
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,516,907
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,250,042
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$126,387,317
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,190,200
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$50,204,390
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$177,392,323
EDGAR ↗Jan 13, 2023PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$38,602,413
EDGAR ↗Dec 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,470,000
EDGAR ↗Dec 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,387,864
EDGAR ↗Dec 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,000,000
EDGAR ↗Dec 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$37,724,213
EDGAR ↗Nov 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,493,830
EDGAR ↗Nov 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,856,800
EDGAR ↗Nov 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$7,000,000
EDGAR ↗Nov 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$9,470,000
EDGAR ↗Nov 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$882,000
EDGAR ↗Nov 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$37,049,213
EDGAR ↗Nov 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$177,392,323
EDGAR ↗Nov 2, 2022PACIFIC LIFE INSURANCE CODInsurance$200,000,000$200,000,000
EDGAR ↗Nov 1, 2022PACIFIC LIFE INSURANCE CODInsurance$14,632,357$14,632,357
EDGAR ↗Oct 26, 2022PACIFIC LIFE INSURANCE CODInsurance$19,975,887$19,975,887
EDGAR ↗Oct 17, 2022PACIFIC LIFE INSURANCE CODInsurance$3,496,282$3,496,282
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,918,830
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,207,334
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,000,000
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,000,000
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,387,864
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,852,400
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,250,000
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,000,000
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,366,349
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,075,042
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$122,813,117
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$49,837,390
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$177,392,323
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$33,663,313
EDGAR ↗Oct 13, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$25,731,791
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,400,000
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,725,380
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,001,693
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,015,673
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,399,107
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,652,300
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$482,000
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$122,563,117
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,909,550
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,385,223
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$48,902,390
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$174,392,823
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$30,974,313
EDGAR ↗Sep 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$25,731,791
EDGAR ↗Sep 9, 2022PACIFIC LIFE INSURANCE CODInsurance$8,090,138$8,090,138
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$29,801,313
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$750,000
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$750,000
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$3,150,000
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$7,100,000
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$5,225,000
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$250,000
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$250,000
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,832,313
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,918,830
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,343,600
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$110,359,511
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$18,764,563
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$29,801,313
EDGAR ↗Aug 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$25,342,791
EDGAR ↗Aug 9, 2022PACIFIC LIFE INSURANCE CODInsurance$5,493,331$5,493,331
EDGAR ↗Jul 29, 2022PACIFIC LIFE INSURANCE CODInsurance$7,990,298$7,990,298
EDGAR ↗Jul 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$103,680,330
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$3,214,763
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,506,430
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,440,964
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,500,000
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,250,222
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,875,042
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$103,680,330
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,593,125
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,876,818
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$48,315,890
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$168,295,395
EDGAR ↗Jul 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$28,067,313
EDGAR ↗Jun 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$84,178,597
EDGAR ↗Jun 9, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,512,300
EDGAR ↗Jun 9, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,967,973
EDGAR ↗Jun 9, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$27,686,213
EDGAR ↗May 11, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,361,707
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$174,760
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$30,267,290
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$76,900,354
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,942,000
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,343,125
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,404,218
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$47,062,225
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$27,066,213
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$24,012,791
EDGAR ↗May 10, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$165,590,152
EDGAR ↗Apr 26, 2022Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$1,762,236,181
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,361,707
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,000,000
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,943,400
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$750,000
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$30,075,290
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,218,212
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$76,900,354
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$750,000
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,343,125
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$45,908,225
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$26,780,213
EDGAR ↗Apr 8, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$165,590,152
EDGAR ↗Mar 31, 2022Pacific Private Feeder Fund IV L.P.DPooled Investment FundIndefinite$104,000,000
EDGAR ↗Mar 31, 2022Pacific Private Credit Fund IV L.P.DPooled Investment FundIndefinite$306,105,000
EDGAR ↗Mar 31, 2022Pacific Private Equity Opportunities Fund IV L.P.DPooled Investment FundIndefinite$572,718,750
EDGAR ↗Mar 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,030,400
EDGAR ↗Mar 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$29,575,290
EDGAR ↗Mar 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$44,974,225
EDGAR ↗Mar 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$25,230,213
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,995,000
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$5,000,000
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,490,290
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,867,973
EDGAR ↗Feb 15, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,020,218
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$5,993,307
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,633,600
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,291,667
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,260,411
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,817,973
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,763,027
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$66,999,673
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$14,676,118
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,266,223
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$42,478,225
EDGAR ↗Jan 14, 2022PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$163,090,152
EDGAR ↗Dec 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,146,970
EDGAR ↗Nov 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,404,190
EDGAR ↗Nov 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,593,125
EDGAR ↗Nov 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$18,621,913
EDGAR ↗Nov 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$23,762,791
EDGAR ↗Oct 15, 2021PACIFIC LIFE INSURANCE CODInsuranceIndefinite$7,618,019
EDGAR ↗Oct 15, 2021PACIFIC LIFE INSURANCE CODInsuranceIndefinite$2,300,000
EDGAR ↗Oct 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,404,190
EDGAR ↗Oct 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,430,000
EDGAR ↗Oct 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$65,082,104
EDGAR ↗Oct 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,593,125
EDGAR ↗Oct 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$157,930,152
EDGAR ↗Sep 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,194,110
EDGAR ↗Sep 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,013,767
EDGAR ↗Sep 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$58,596,042
EDGAR ↗Sep 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,012,943
EDGAR ↗Sep 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,671,913
EDGAR ↗Aug 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,624,913
EDGAR ↗Aug 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$58,596,042
EDGAR ↗Aug 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$39,860,425
EDGAR ↗Aug 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,624,913
EDGAR ↗Aug 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$22,784,107
EDGAR ↗Aug 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$58,596,042
EDGAR ↗Aug 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$250,000
EDGAR ↗Aug 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$14,489,718
EDGAR ↗Jul 20, 2021CAA-PPFA Equity Opportunities Fund I, L.P.DPooled Investment FundIndefinite$50,250,000
EDGAR ↗Jul 14, 2021PACIFIC LIFE INSURANCE CODInsuranceIndefinite$5,000,000
EDGAR ↗Jul 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,074,000
EDGAR ↗Jul 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$58,596,042
EDGAR ↗Jul 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,245,325
EDGAR ↗Jul 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,092,223
EDGAR ↗Jul 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$38,791,675
EDGAR ↗Jul 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,169,913
EDGAR ↗Jul 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$156,628,402
EDGAR ↗Jun 9, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,996,053
EDGAR ↗Jun 9, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,624,550
EDGAR ↗Jun 9, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,101,721
EDGAR ↗Jun 9, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,707,313
EDGAR ↗Jun 9, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$21,384,107
EDGAR ↗May 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$20,404,107
EDGAR ↗May 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,150,706
EDGAR ↗Apr 27, 2021Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$1,362,636,074
EDGAR ↗Apr 20, 2021Pacific Private Feeder Fund IV LPDPooled Investment FundIndefinite$33,500,000
EDGAR ↗Apr 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,050,273
EDGAR ↗Apr 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$41,401,050
EDGAR ↗Apr 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$14,829,344
EDGAR ↗Apr 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,654,625
EDGAR ↗Apr 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,564,906
EDGAR ↗Apr 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$36,698,425
EDGAR ↗Apr 14, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$19,900,107
EDGAR ↗Apr 14, 2021PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Mar 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,868,108
EDGAR ↗Mar 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,564,906
EDGAR ↗Mar 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,247,619
EDGAR ↗Mar 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$36,652,352
EDGAR ↗Mar 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,357,313
EDGAR ↗Mar 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$28,721,318
EDGAR ↗Feb 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,827,501
EDGAR ↗Feb 12, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$19,270,107
EDGAR ↗Jan 15, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$18,949,207
EDGAR ↗Jan 11, 2021PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,716,153
EDGAR ↗Jan 11, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,094,461
EDGAR ↗Jan 11, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,020,273
EDGAR ↗Jan 11, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,035,627
EDGAR ↗Jan 11, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$36,709,714
EDGAR ↗Jan 11, 2021PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$153,493,452
EDGAR ↗Dec 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,782,170
EDGAR ↗Dec 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$15,274,550
EDGAR ↗Dec 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,973,148
EDGAR ↗Dec 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,722,105
EDGAR ↗Dec 14, 2020CAA - PPFA Credit Opportunities Fund I L.P.DPooled Investment FundIndefinite$92,525,000
EDGAR ↗Nov 10, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,782,170
EDGAR ↗Nov 10, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,798,148
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,540,205
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE CODInsuranceIndefinite$1,317,757
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE CODInsuranceIndefinite$515,414
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$31,264,668
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$500,000
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,890,200
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,772,105
EDGAR ↗Oct 15, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$152,129,952
EDGAR ↗Aug 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$31,264,668
EDGAR ↗Aug 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,938,225
EDGAR ↗Aug 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,463,550
EDGAR ↗Aug 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,977,501
EDGAR ↗Aug 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$232,500
EDGAR ↗Aug 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,622,105
EDGAR ↗Aug 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$18,628,307
EDGAR ↗Jul 29, 2020PPFA Credit Opportunities Fund I L.P.DPooled Investment FundIndefinite$60,275,000
EDGAR ↗Jul 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,224,092
EDGAR ↗Jul 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,938,225
EDGAR ↗Jul 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,013,619
EDGAR ↗Jul 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,622,105
EDGAR ↗Jul 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$151,891,952
EDGAR ↗Jun 11, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$34,228,880
EDGAR ↗May 1, 2020Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$1,155,036,074
EDGAR ↗Apr 13, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,113,852
EDGAR ↗Apr 13, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,223,225
EDGAR ↗Apr 13, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$33,525,880
EDGAR ↗Apr 13, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$151,801,242
EDGAR ↗Apr 13, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,228,307
EDGAR ↗Mar 9, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$28,525,880
EDGAR ↗Feb 13, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,781,119
EDGAR ↗Feb 13, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$33,663,332
EDGAR ↗Jan 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,107,447
EDGAR ↗Jan 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$695,200
EDGAR ↗Jan 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,834,797
EDGAR ↗Jan 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,379,001
EDGAR ↗Jan 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,679,148
EDGAR ↗Jan 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$9,552,105
EDGAR ↗Jan 14, 2020PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$151,666,242
EDGAR ↗Dec 30, 2019Pacific Private Credit Fund III L.P.D/APooled Investment FundIndefinite$274,955,000
EDGAR ↗Dec 30, 2019Pacific Private Equity Opportunities Fund III L.P.D/APooled Investment FundIndefinite$410,250,000
EDGAR ↗Dec 30, 2019Pacific Private Equity Opportunities Fund III L.P.D/APooled Investment FundIndefinite$439,755,000
EDGAR ↗Dec 12, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,063,550
EDGAR ↗Dec 12, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$26,596,353
EDGAR ↗Dec 12, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$32,642,832
EDGAR ↗Nov 14, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$24,096,353
EDGAR ↗Oct 9, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$7,930,000
EDGAR ↗Oct 9, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$771,000
EDGAR ↗Oct 9, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,501,148
EDGAR ↗Oct 9, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$21,696,353
EDGAR ↗Oct 9, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$148,662,742
EDGAR ↗Sep 13, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,750,000
EDGAR ↗Sep 13, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$250,000
EDGAR ↗Sep 13, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,904,001
EDGAR ↗Sep 13, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,415,148
EDGAR ↗Sep 13, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,564,207
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,437,910
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,930,000
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,750,000
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,177,430
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,332,334
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$20,952,353
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,449,255
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$148,427,742
EDGAR ↗Aug 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$16,564,207
EDGAR ↗Jul 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,299,510
EDGAR ↗Jul 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,465,000
EDGAR ↗Jul 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,117,430
EDGAR ↗Jul 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$19,970,926
EDGAR ↗Jul 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,533,828
EDGAR ↗Jul 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$140,854,178
EDGAR ↗Jul 16, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$192,711,164
EDGAR ↗Jul 12, 2019Pacific Private Equity Opportunities Fund III L.P.DPooled Investment FundIndefinite$410,250,000
EDGAR ↗Jul 12, 2019Pacific Private Credit Fund III L.P.DPooled Investment FundIndefinite$250,450,000
EDGAR ↗Jul 12, 2019Pacific Private Feeder Fund III L.P.DPooled Investment FundIndefinite$39,010,000
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,628,333
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$346,000
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,057,430
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$128,334
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,342,800
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,248,334
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,772,900
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,184,148
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$22,500
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,570,798
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,948,500
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,851,402
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$133,280,615
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,407,983
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jun 21, 2019PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Apr 19, 2019Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$868,302,173
EDGAR ↗Mar 1, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,500,000
EDGAR ↗Mar 1, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,500,000
EDGAR ↗Mar 1, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,672,900
EDGAR ↗Mar 1, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,834,797
EDGAR ↗Mar 1, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,918,792
EDGAR ↗Mar 1, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,723,069
EDGAR ↗Mar 1, 2019PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$130,486,940
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,000,000
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,054,430
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$100,000
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,536,454
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,600,000
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,972,900
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,719,792
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$29,362,834
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,063,901
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$129,090,355
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$30,639,735
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Nov 29, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Aug 28, 2018Pacific Asset Management Bank Loan Fund L.P.D/APooled Investment FundIndefinite$687,685,683
EDGAR ↗Aug 21, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$27,461,000
EDGAR ↗Aug 15, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,672,900
EDGAR ↗Aug 15, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,151,792
EDGAR ↗Aug 15, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$126,940,355
EDGAR ↗Aug 15, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,794,733
EDGAR ↗Jul 19, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jul 19, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jul 10, 2018Pacific Private Feeder Fund II LPD/APooled Investment Fund$84,010,000$84,010,000
EDGAR ↗Jul 10, 2018Pacific Private Feeder Fund II LPD/APooled Investment Fund$250,000,000$84,010,000
EDGAR ↗Jul 10, 2018Pacific Private Credit Fund II L.P.D/APooled Investment Fund$220,905,000$220,905,000
EDGAR ↗Jul 10, 2018Pacific Private Equity Opportunities Fund II L.P.D/APooled Investment Fund$212,905,000$212,905,000
EDGAR ↗Jul 10, 2018Pacific Private Equity Opportunities Fund II L.P.D/APooled Investment Fund$212,905,000$212,905,000
EDGAR ↗Jul 9, 2018Pacific Private Credit Fund II L.P.D/APooled Investment Fund$220,905,000$220,905,000
EDGAR ↗Jul 6, 2018Pacific Private Feeder Fund II LPDPooled Investment Fund$250,000,000$84,010,000
EDGAR ↗Jul 6, 2018Pacific Private Equity Opportunities Fund II L.P.DPooled Investment FundIndefinite$212,900,005
EDGAR ↗Jul 3, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,000,000
EDGAR ↗Jul 3, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,794,733
EDGAR ↗Jul 3, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$126,940,355
EDGAR ↗Jul 3, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,744,207
EDGAR ↗Jul 3, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$25,258,945
EDGAR ↗Jul 3, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,446,400
EDGAR ↗Jul 3, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,180,483
EDGAR ↗Jun 29, 2018Pacific Private Credit Fund II L.P.DPooled Investment Fund$220,900,005$220,900,005
EDGAR ↗Jun 29, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jun 29, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗May 23, 2018PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$0
EDGAR ↗May 23, 2018PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$0
EDGAR ↗May 23, 2018PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$0
EDGAR ↗May 23, 2018PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$0
EDGAR ↗May 23, 2018PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$0
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$679,250
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$8,672,900
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$933,792
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$2,421,119
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$1,415,000
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$28,146,024
EDGAR ↗May 23, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$3,548,298
EDGAR ↗May 23, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$9,093,200
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 27, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jan 29, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jan 29, 2018PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 20, 2017PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Sep 15, 2017PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Sep 6, 2017PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗May 4, 2017Pacific Asset Management Bank Loan Fund L.P.DPooled Investment FundIndefinite$427,232,402
EDGAR ↗Jul 12, 2016PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jul 12, 2016PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,246,400
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$28,639,735
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$21,102,420
EDGAR ↗Nov 30, 2015PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$5,789,348
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$25,186,445
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$12,762,207
EDGAR ↗Nov 30, 2015PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$10,556,000
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$172,776,164
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$133,980,096
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,117,376
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$105,454,065
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,564,800
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$267,437
EDGAR ↗Nov 30, 2015PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$17,013,383
EDGAR ↗Oct 13, 2015Pacific Asset Management Bank Loan Fund L.P.DPooled Investment FundIndefinite$358,932,402
EDGAR ↗Jul 14, 2015PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jul 14, 2015PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Apr 29, 2015Pacific Asset Management Senior Loan FundDPooled Investment FundIndefinite$882,860
EDGAR ↗Feb 11, 2015PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 11, 2015PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 11, 2015PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 11, 2015PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jan 26, 2015Pacific Private Equity Fund I L.P.D/APooled Investment FundIndefinite$174,763,457
EDGAR ↗Jun 19, 2014PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$4,688,445
EDGAR ↗Jun 19, 2014PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$3,132,458
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,926,767
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$6,021,711
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,152,422
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$43,542,382
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,076,376
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$43,194,041
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$34,057,524
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$18,218,180
EDGAR ↗Jun 19, 2014PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$10,361,000
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,400,449
EDGAR ↗Jun 19, 2014PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$42,464,000
EDGAR ↗May 8, 2014Pacific Asset Management Bank Loan Fund L.P.DPooled Investment FundIndefinite$32,600,000
EDGAR ↗Jan 30, 2014PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Jan 30, 2014PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Jan 28, 2014Pacific Private Equity Fund I L.P.DPooled Investment FundIndefinite$61,500,000
EDGAR ↗Jul 12, 2013PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Feb 26, 2013PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$114,294,028,000
EDGAR ↗Oct 26, 2012PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗May 15, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$43,194,041
EDGAR ↗May 15, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,659,637
EDGAR ↗May 15, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,526,767
EDGAR ↗May 15, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$13,392,560
EDGAR ↗May 15, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$5,096,867
EDGAR ↗May 11, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,472,148
EDGAR ↗May 11, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,246,400
EDGAR ↗May 11, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$11,152,422
EDGAR ↗May 11, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$34,057,524
EDGAR ↗May 3, 2012PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$7,820,903
EDGAR ↗May 3, 2012PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$10,180,000
EDGAR ↗Feb 29, 2012PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$95,349,028,000
EDGAR ↗Oct 4, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$65,170,000,000
EDGAR ↗Aug 31, 2011PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$7,820,903
EDGAR ↗Aug 31, 2011PACIFIC LIFE & ANNUITY COD/AInsuranceIndefinite$10,000,000
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Aug 18, 2011PACIFIC LIFE & ANNUITY CODInsuranceIndefinite$0
EDGAR ↗Mar 4, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$0
EDGAR ↗Mar 3, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$34,012,524
EDGAR ↗Mar 3, 2011PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 18, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,246,400
EDGAR ↗Feb 18, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,954,440
EDGAR ↗Feb 18, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$10,068,549
EDGAR ↗Feb 17, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,255,324
EDGAR ↗Feb 17, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,386,916
EDGAR ↗Feb 17, 2011PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Feb 17, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$43,194,041
EDGAR ↗Feb 16, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,195,324
EDGAR ↗Jan 25, 2011PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$3,800,150
EDGAR ↗Dec 29, 2010PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 13, 2010PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Oct 6, 2010PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$61,220,000,000
EDGAR ↗Jan 26, 2010PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$0
EDGAR ↗Jan 25, 2010PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$52,062,500,000
EDGAR ↗Dec 15, 2009PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 14, 2009PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,246,400
EDGAR ↗Dec 14, 2009PACIFIC LIFE INSURANCE COD/AInsuranceIndefinite$4,195,324
EDGAR ↗Dec 14, 2009PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 14, 2009PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 14, 2009PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Dec 14, 2009PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0
EDGAR ↗Sep 9, 2009PACIFIC LIFE INSURANCE CODInsuranceIndefinite$0

Activity: 23 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 15, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Insurance (2009–2013), Pooled Investment Fund (2014), Insurance (2014), Pooled Investment Fund (2014), Insurance (2015), Pooled Investment Fund (2015), Insurance (2015), Pooled Investment Fund (2015), Insurance (2016), Pooled Investment Fund (2017), Insurance (2017–2018), Pooled Investment Fund (2018), Insurance (2018–2019), Pooled Investment Fund (2019), Insurance (2019), Pooled Investment Fund (2020), Insurance (2020), Pooled Investment Fund (2020), Insurance (2021), Pooled Investment Fund (2021), Insurance (2021), Pooled Investment Fund (2021), Insurance (2021–2022), Pooled Investment Fund (2022), Insurance (2022–2023), Pooled Investment Fund (2023), Insurance (2023–2024), Pooled Investment Fund (2024), Insurance (2024), Pooled Investment Fund (2024), Insurance (2024–2025), Pooled Investment Fund (2025), Insurance (2025–2026), Pooled Investment Fund (2026). Latest offering: Insurance (2026; most recent Sep 1, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
JB James R BurrittExecutive Officer14Jan 28, 2014 → Mar 31, 2022
AP Aristotle Pacific Capital, LLC entityPromoter, Executive Officer9Jan 23, 2024 → Sep 15, 2026
CR Carol E RumseyExecutive Officer9Jun 29, 2018 → Feb 26, 2026
PP Pacific Private Fund Advisors, LLC entityExecutive Officer, Promoter7Dec 14, 2020 → Apr 18, 2023
DN Dominic D. NolanExecutive Officer6May 8, 2014 → Sep 15, 2026
JJ Jeffrey R. JohnsonExecutive Officer4Jan 28, 2014 → Apr 18, 2023
JL Joseph LallandeExecutive Officer3Jul 29, 2025 → Aug 5, 2026
JS Joshua SchwabExecutive Officer3Feb 27, 2026 → Apr 27, 2026
AG Adrian S GriggsExecutive Officer, Director3May 3, 2012 → Mar 13, 2025
RP R. Pacific Private Fund Advisors LLC entityPromoter3Dec 14, 2020 → Apr 18, 2023
SC Sharon A CheeverDirector, Executive Officer3Sep 9, 2009 → Dec 15, 2020
MM Managing Member Fund Pacific Private Fund Pacific Private Fund Advisors LLC entityDirector, Executive Officer3Jul 12, 2019 → Jul 29, 2020
MM Managing Member Pacific Private Fund Advisors LLC entityDirector3Jun 29, 2018 → Jul 10, 2018
KT Khanh TranExecutive Officer, Director3Sep 9, 2009 → Nov 30, 2015
JL Joseph G LallandeExecutive Officer2Sep 9, 2024 → Sep 15, 2026
DB Darryl D ButtonExecutive Officer, Director2Sep 6, 2017 → Sep 1, 2026
JL James P. LeasureExecutive Officer, Director2May 8, 2014 → Apr 27, 2026
AC APC CLO GP III, LLC entityExecutive Officer2Feb 27, 2026 → Feb 27, 2026
CS Carol R SudbeckExecutive Officer2Dec 14, 2009 → Mar 13, 2025
JM James T MorrisExecutive Officer, Director2Sep 9, 2009 → Mar 15, 2022
DT Dawn M TrautmanExecutive Officer2Sep 6, 2017 → Oct 15, 2021
GP General Partner Pacific Private Feeder Fund L.P. entityDirector, Executive Officer2Jul 12, 2019 → Apr 20, 2021
MM Managing Member Fund Pacific Private Fund Advisors LLC entityDirector, Executive Officer, Promoter2Jul 12, 2019 → Apr 20, 2021
DB Dewey P BushawExecutive Officer2Dec 14, 2009 → Mar 1, 2019
MB Mary Ann BrownExecutive Officer2Dec 14, 2009 → Feb 27, 2018
RS Richard J. SchindlerExecutive Officer2Jan 30, 2014 → Feb 27, 2018
JG Jane M. GuonDirector2Jan 25, 2011 → Jul 12, 2016
TG Thomas GibbonsExecutive Officer2Feb 26, 2013 → Nov 30, 2015
JR Jason RosiakExecutive Officer, Director2May 8, 2014 → Oct 13, 2015
EB Edward R. ByrdExecutive Officer2Sep 9, 2009 → Jul 12, 2013
MB Michael A. BellExecutive Officer2Dec 14, 2009 → Jul 12, 2013
MR Michael S. RobbExecutive Officer2Dec 14, 2009 → Oct 26, 2012
DK Denis P. KalscheurExecutive Officer2Oct 6, 2010 → Oct 26, 2012
AH APC HY Bond GP, LLC entityExecutive Officer1Sep 9, 2024 → Sep 15, 2026
MA Michael F AndersonDirector, Executive Officer1Dec 31, 2025 → Sep 1, 2026
VS Vibhu R SharmaExecutive Officer, Director1Aug 29, 2024 → Sep 1, 2026
BW Brian WoolfolkExecutive Officer, Director1Jul 29, 2022 → Sep 1, 2026
LC Laura CushingExecutive Officer, Director1Jul 25, 2024 → Sep 1, 2026
DB Dawn BehnkeExecutive Officer, Director1Aug 29, 2024 → Sep 1, 2026
AS APC Short Duration HY GP, LLC entityExecutive Officer1Aug 29, 2024 → Aug 24, 2026
AM APC Multi-Sector GP, LLC entityExecutive Officer, Promoter1Aug 5, 2026 → Aug 5, 2026
PB PAM Bank Loan GP LLC entityExecutive Officer1Apr 27, 2026 → Apr 27, 2026
DB Dawn M BehnkeExecutive Officer, Director1Nov 12, 2021 → Mar 26, 2026
LC Laura K CushingExecutive Officer1Jul 16, 2025 → Mar 26, 2026
JL Joseph Asset Development II LallandeExecutive Officer1Feb 27, 2026 → Feb 27, 2026
AC APC Credit OPP, LLC entityExecutive Officer1Feb 26, 2026 → Feb 26, 2026
JS Josh SchwabExecutive Officer1Feb 26, 2026 → Feb 26, 2026
SV Sharma R VibhuExecutive Officer, Director1Dec 31, 2025 → Dec 31, 2025
CL Cushing K LauraExecutive Officer1Jul 25, 2025 → Dec 31, 2025
LC Laura L CushingExecutive Officer1Dec 31, 2025 → Dec 31, 2025
JO Jason OrlandiExecutive Officer, Director1Jan 11, 2021 → Sep 18, 2025
GP General Partner APC Multi-Sector GP, LLC entityExecutive Officer, Promoter1Jul 29, 2025 → Jul 29, 2025
GP General Partner PAM Bank Loan Fund GP LLC entityExecutive Officer1May 8, 2014 → Apr 15, 2025
LH Lawrence F HarrDirector1Sep 9, 2009 → May 13, 2024
MM Managing Member of General Partner Pacific Asset Management LLC entityExecutive Officer1May 1, 2020 → Apr 12, 2024
AA APC Asset GP I, LLC entityExecutive Officer1Jan 23, 2024 → Jan 23, 2024
AA APC Asset GP II, LLC entityExecutive Officer1Jan 23, 2024 → Jan 23, 2024
CP CAA-PPFA Opportunities II GP LLC entityExecutive Officer1Apr 18, 2023 → Apr 18, 2023
PP Pacific Private Credit Fund V GP LLC entityExecutive Officer1Apr 18, 2023 → Apr 18, 2023
PP Pacific Private Equity Opportunities V GP LLC entityExecutive Officer1Apr 18, 2023 → Apr 18, 2023

Adviser registration (Form ADV)

APC ASSET DEVELOPMENT I, LP — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Nov 1, 2023 · SEC file 801-128996 · Main office: NEWPORT BEACH, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $2,250,588,535 as reported on Form ADV filed Mar 30, 2026 (Item 5.F(2)(c)) · 6 accounts (Item 5.F(2)(f))

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on issuer name = adviser name, SEC CIK on Form ADV = issuer CIK · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

APC ASSET DEVELOPMENT II, LP — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Oct 23, 2023 · SEC file 801-128950 · Main office: NEWPORT BEACH, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $2,060,624,142 as reported on Form ADV filed Mar 30, 2026 (Item 5.F(2)(c)) · 6 accounts (Item 5.F(2)(f))

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on issuer name = adviser name, SEC CIK on Form ADV = issuer CIK · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

PACIFIC PRIVATE FUND ADVISORS LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Sep 23, 2013 · SEC file 801-78581 · Main office: NEWPORT BEACH, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $12,236,752,285 as reported on Form ADV filed Mar 26, 2026 (Item 5.F(2)(c)) · 27 accounts (Item 5.F(2)(f))

Item 11 disclosure questions as answered on Form ADV filed Mar 26, 2026: 2 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • Yes (5 disclosures reported) — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • Yes (4 disclosures reported) — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

ARISTOTLE PACIFIC CAPITAL, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Sep 26, 2019 · SEC file 801-117402 · Main office: NEWPORT BEACH, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $26,760,654,837 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 44 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/pacificassetmanagement ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, same state (CA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

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