SEC Info - Fulcrum Separate Account of Commonwealth Annuity & Life Insurance Co - ‘485BPOS’ on 4/28/00

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Fulcrum Separate Account of Commonwealth Annuity & Life Insurance Co – ‘485BPOS’ on 4/28/00 – EX-13

On: Friday, 4/28/00, at 10:18am ET · Effective: 4/28/00 · Accession #: 912057-0-20235 · File #s: 333-11377, 811-07799

  As Of                Filer                Filing    For·On·As Docs:Size              Issuer               Agent

 4/28/00  Fulcrum Sep Acct of Commonwea… Co 485BPOS     4/28/00    5:425K                                   Merrill Corp/FA

Post-Effective Amendment
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 485BPOS     Post-Effective Amendment                             137    749K 
 2: EX-8.(B)    Opinion re: Tax Matters                                2±    10K 
 3: EX-9        Voting Trust Agreement                                 1      8K 
 4: EX-10       Material Contract                                      1      6K 
 5: EX-13       Annual or Quarterly Report to Security Holders         2     16K

EX-13 — Annual or Quarterly Report to Security Holders

EX-13 1st Page of 2 TOC ↑Top Previous Next ↓Bottom Just 1st
 
                                                        [Enlarge/Download Table]

FULCRUM ANNUITY - AFLIAC                          Since Inception of Underlying Sub-Account            
                                                  1 Year Without Surrender                             
                                                                                                       
Global Interactive/Telecomm Portfolio             (2.574718-1.664797)/1.664797               =  54.66% 
Oppenheimer Aggressive Growth Fund                (2.346056-1.296073)/1.296073               =  81.01% 
MFS Emerging Growth Series                        (2.311951-1.327214)/1.327214               =  74.20% 
Delaware Small Cap Value Series                   (1.128366-1.203472)/1.203472               =  (6.24%)
Lazard Retirement International Equity Portfolio  (1.337592-1.117805)/1.117805               =  19.66% 
International Growth Portfolio                    (1.113943-0.823289)/0.823289               =  35.30% 
PBHG Select 20 Portfolio                          (2.491248-1.259615)/1.259615               =  97.78% 
Growth Portfolio                                  (1.236500-1.044935)/1.044935               =  18.33% 
Value Portfolio                                   (1.403353-1.317442)/1.317442               =   6.52% 
AIM V.I. Value Fund                               (1.660852-1.297244)/1.297244               =  28.03% 
MFS Growth With Income Series                     (1.265863-1.203885)/1.203885               =   5.15% 
Oppenheimer Main Street Growth & Income Fund      (1.456340-1.214038)/1.214038               =  19.96% 
Delaware Balanced Series                          (1.065269-1.173112)/1.173112               =  (9.19%)
Strategic Income Portfolio                        (1.031066-1.079904)/1.079904               =  (4.52%)
Money Market Fund                                 (1.112416-1.073116)/1.073116               =   3.66% 

                                                        [Enlarge/Download Table]

                                                  Since Inception of Underlying Sub-Account     
                                                  5 Years Without Surrender                     
                                                                                                
Global Interactive/Telecomm Portfolio                                                        N/A
Oppenheimer Aggressive Growth Fund                                                           N/A
MFS Emerging Growth Series                                                                   N/A
Delaware Small Cap Value Series                                                              N/A
Lazard Retirement International Equity Portfolio                                             N/A
International Growth Portfolio                                                               N/A
PBHG Select 20 Portfolio                                                                     N/A
Growth Portfolio                                                                             N/A
Value Portfolio                                                                              N/A
AIM V.I. Value Fund                                                                          N/A
MFS Growth With Income Series                                                                N/A
Oppenheimer Main Street Growth & Income Fund                                                 N/A
Delaware Balanced Series                                                                     N/A
Strategic Income Portfolio                                                                   N/A
Money Market Fund                                                                            N/A

                                                        [Enlarge/Download Table]

                                                  Since Inception of Underlying Sub-Account                
                                                  10 Years or Since Inception Without Surrender            
                                                                                                           
Global Interactive/Telecomm Portfolio             ((2.574718/1.000000)^(365/1023))-1             =   40.13%
Oppenheimer Aggressive Growth Fund                ((2.346056/1.000000)^(365/486))-1              =   89.73%
MFS Emerging Growth Series                        ((2.311951/1.000000)^(365/486))-1              =   87.65%
Delaware Small Cap Value Series                   ((1.128366/1.000000)^(365/486))-1              =    9.49%
Lazard Retirement International Equity Portfolio  ((1.337592/1.000000)^(365/486))-1              =   24.41%
International Growth Portfolio                    ((1.113943/1.000000)^(365/1023))-1             =    3.93%
PBHG Select 20 Portfolio                          ((2.491248/1.000000)^(365/424))-1              =  119.41%
Growth Portfolio                                  ((1.236500/1.000000)^(365/1023))-1             =    7.87%
Value Portfolio                                   ((1.403353/1.000000)^(365/1023))-1             =   12.85%
AIM V.I. Value Fund                               ((1.660852/1.000000)^(365/486))-1              =   46.38%
MFS Growth With Income Series                     ((1.265863/1.000000)^(365/486))-1              =   19.37%
Oppenheimer Main Street Growth & Income Fund      ((1.456340/1.000000)^(365/486))-1              =   32.62%
Delaware Balanced Series                          ((1.065269/1.000000)^(365/486))-1              =    4.86%
Strategic Income Portfolio                        ((1.031066/1.000000)^(365/1023))-1             =    1.10%
Money Market Fund                                 ((1.112416/1.000000)^(365/1023))-1             =    3.87%

EX-13 Last Page of 2 TOC 1st Previous Next ↓Bottom Just 2nd
                                                        [Enlarge/Download Table]

FULCRUM ANNUITY - AFLIAC                          Since Inception of Underlying Sub-Account                 
                                                  1 Year With Surrender                                     
                                                                                                            
Global Interactive/Telecomm Portfolio             (2.574718-(0.07*1.664797))/1.664797-0.0055-1   =   47.11% 
Oppenheimer Aggressive Growth Fund                (2.346056-(0.07*1.296073))/1.296073-0.00001-1  =   74.01% 
MFS Emerging Growth Series                        (2.311951-(0.07*1.327214))/1.327214-0.00001-1  =   67.19% 
Delaware Small Cap Value Series                   (1.128366-(0.07*0.959111))/1.203472-0.00001-1  =  (11.82%)
Lazard Retirement International Equity Portfolio  (1.337592-(0.07*1.117805))/1.117805-0.00001-1  =   12.66% 
International Growth Portfolio                    (1.113943-(0.07*0.823289))/0.823289-0.0054-1   =   27.76% 
PBHG Select 20 Portfolio                          (2.491248-(0.07*1.259615))/1.259615-0.00001-1  =   90.78% 
Growth Portfolio                                  (1.2365-(0.07*1.044935))/1.044935-0.0071-1     =   10.62% 
Value Portfolio                                   (1.403353-(0.07*1.19285))/1.317442-0.0077-1    =   (0.59%)
AIM V.I. Value Fund                               (1.660852-(0.07*1.297244))/1.297244-0.00001-1  =   21.03% 
MFS Growth With Income Series                     (1.265863-(0.07*1.075984))/1.203885-0.0001-1   =   (1.12%)
Oppenheimer Main Street Growth & Income Fund      (1.45634-(0.07*1.214038))/1.214038-0.0002-1    =   12.94% 
Delaware Balanced Series                          (1.065269-(0.07*0.905479))/1.173112-0.00001-1  =  (14.60%)
Strategic Income Portfolio                        (1.031066-(0.07*0.876406))/1.079904-0.0024-1   =  (10.44%)
Money Market Fund                                 (1.112416-(0.07*0.945554))/1.073116-0.0007-1   =   (2.58%)

                                                        [Enlarge/Download Table]

                                                  Since Inception of Underlying Sub-Account     
                                                  5 Years With Surrender                        
                                                                                                
Global Interactive/Telecomm Portfolio                                                        N/A
Oppenheimer Aggressive Growth Fund                                                           N/A
MFS Emerging Growth Series                                                                   N/A
Delaware Small Cap Value Series                                                              N/A
Lazard Retirement International Equity Portfolio                                             N/A
International Growth Portfolio                                                               N/A
PBHG Select 20 Portfolio                                                                     N/A
Growth Portfolio                                                                             N/A
Value Portfolio                                                                              N/A
AIM V.I. Value Fund                                                                          N/A
MFS Growth With Income Series                                                                N/A
Oppenheimer Main Street Growth & Income Fund                                                 N/A
Delaware Balanced Series                                                                     N/A
Strategic Income Portfolio                                                                   N/A
Money Market Fund                                                                            N/A

                                                        [Enlarge/Download Table]

                                                  Since Inception of Underlying Sub-Account                      
                                                  10 Years or Since Inception With Surrender                     
                                                                                                                 
Global Interactive/Telecomm Portfolio             ((2.574718-(0.05*1))/1)^(365/1023)-0.0044-1         =   38.72% 
Oppenheimer Aggressive Growth Fund                ((2.346056-(0.06*1))/1)^(365/486)-0.00001-1         =   86.07% 
MFS Emerging Growth Series                        ((2.311951-(0.06*1))/1)^(365/486)-0.00001-1         =   83.98% 
Delaware Small Cap Value Series                   ((1.128366-(0.06*0.959111))/1)^(365/486)-0.00001-1  =    5.27% 
Lazard Retirement International Equity Portfolio  ((1.337592-(0.06*1))/1)^(365/486)-0.0001-1          =   20.19% 
International Growth Portfolio                    ((1.113943-(0.05*0.946852))/1)^(365/1023)-0.0064-1  =    1.69% 
PBHG Select 20 Portfolio                          ((2.491248-(0.06*1))/1)^(365/424)-0.00001-1         =  114.85% 
Growth Portfolio                                  ((1.2365-(0.05*1))/1)^(365/1023)-0.0074-1           =    5.55% 
Value Portfolio                                   ((1.403353-(0.05*1))/1)^(365/1023)-0.0076-1         =   10.64% 
AIM V.I. Value Fund                               ((1.660852-(0.06*1))/1)^(365/486)-0.0001-1          =   42.38% 
MFS Growth With Income Series                     ((1.265863-(0.06*1))/1)^(365/486)-0.0002-1          =   15.08% 
Oppenheimer Main Street Growth & Income Fund      ((1.45634-(0.06*1))/1)^(365/486)-0.0003-1           =   28.47% 
Delaware Balanced Series                          ((1.065269-(0.06*0.905479))/1)^(365/486)-0.0001-1   =    0.81% 
Strategic Income Portfolio                        ((1.031066-(0.05*0.876406))/1)^(365/1023)-0.0026-1  =   (0.72%)
Money Market Fund                                 ((1.112416-(0.05*0.945554))/1)^(365/1023)-0.0007-1  =    2.21%

EX-13	1st Page of 2	TOC	↑Top	Previous	Next	↓Bottom	Just 1st

EX-13	Last Page of 2	TOC	1st	Previous	Next	↓Bottom	Just 2nd

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Filing Submission 0000912057-00-020235 – Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

Fulcrum Separate Account of Commonwealth Annuity & Life Insurance Co – ‘485BPOS’ on 4/28/00 – EX-13

On: Friday, 4/28/00, at 10:18am ET · Effective: 4/28/00 · Accession #: 912057-0-20235 · File #s: 333-11377, 811-07799

Previous ‘485BPOS’: ‘485BPOS’ on 4/26/99 · Next: ‘485BPOS’ on 6/21/00 · Latest: ‘485BPOS’ on 12/28/01

Post-Effective AmendmentFiling Table of Contents

EX-13 — Annual or Quarterly Report to Security Holders

Post-Effective Amendment
Filing Table of Contents