Mutual Benefits keep Policy Trust c/o Litai Assets, LLC
Tel. (954) 582-0220
Fax (954) 582-0223
(Mon-Fri, 9am-5pm ET)
Trust Wind-down  

Click here for access to annual Trust Accountings from the inception of the Trust, including the Trust’s calendar-year-end Historical Balance Sheets and Trust Operations Reports.
December 31, 2021
pdf Compiled Financial Statements - Income Tax Basis
December 31, 2021
pdf 2021 Annual Trust Reporting
December 31, 2020
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2020
pdf 2020 Annual Trust Reporting
December 31, 2019
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2019
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2019
pdf 2019 Annual Trust Reporting
September 30, 2018
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2018
pdf 2018 Annual Trust Reporting
September 30, 2017
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2017
pdf 2017 Annual Trust Reporting
September 30, 2016
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2016
pdf 2016 Annual Trust Reporting
September 30, 2015
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2015
pdf 2015 Annual Trust Reporting
September 30, 2014
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2014
pdf 2014 Annual Trust Reporting
September 30, 2013
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2013
pdf 2013 Annual Trust Reporting
September 30, 2012
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2012
pdf 2012 Annual Trust Reporting
September 30, 2011
pdf 2011 Annual Trust Reporting
September 30, 2011
pdf Compiled Financial Statements - Income Tax Basis
September 30, 2010
pdf Annual Trust Reporting
September 30, 2010
pdf Compiled Financial Statements - Income Tax Basis

Mutual Benefits Keep Policy Trust · c/o Litai Assets, LLC · PMB #112 · 43 South Pompano Parkway · Pompano Beach, FL 33069 · (954) 582-0220 · Fax (954) 582-0223
© 2012 Mutual Benefits Keep Policy Trust