Nationwide Variable Account II
12/13/2024 | Press release | Distributed by Public on 12/13/2024 06:30
Post-Effective Amendment to Registration Statement by Investment Company (Form 485BPOS)
NW Destination AAG 2.0 (333-177729)
As filed with the Securities and Exchange Commission on December 13, 2024
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM N-4
REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933File No. 333-177729
Pre-Effective Amendment No.
☐
Post-Effective Amendment No. 44
☒
and/or
REGISTRATION STATEMENT UNDER THE INVESTMENT COMPANY ACT OF 1940File No. 811-03330
Amendment No. 1,070
☒
(Check appropriate box or boxes.)
Nationwide Variable Account-II
(Exact Name of Registrant)
Nationwide Life Insurance Company
(Name of Depositor)
One Nationwide Plaza, Columbus, Ohio 43215
(Address of Depositor's Principal Executive Offices) (Zip Code)
(614) 249-7111
Depositor's Telephone Number, including Area Code
Denise L. Skingle, Senior Vice President and Secretary
One Nationwide Plaza, Columbus, Ohio 43215
One Nationwide Plaza, Columbus, Ohio 43215
(Name and Address of Agent for Service)
December 13, 2024
Approximate Date of Proposed Public Offering
It is proposed that this filing will become effective (check appropriate box)
☐ immediately upon filing pursuant to paragraph (b)
☒ on December 13, 2024 pursuant to paragraph (b)
☐ 60 days after filing pursuant to paragraph (a)(1)
☐ on (date) pursuant to paragraph (a)(1)
If appropriate, check the following box:
☐ this post-effective amendment designates a new effective date for a previously filed post-effective amendment.
Supplement dated December 13, 2024
to the following statutory prospectus(es):
to the following statutory prospectus(es):
Nationwide Destination All American Gold (2.0) dated May 1, 2024
|
This supplement updates certain information contained in your statutory prospectus. Please read and retain
this supplement for future reference.
|
For applications signed on or after February 7, 2025, Nationwide is making the following updates:
1)
Changes to the Group A and Group B allocation limitations under the Custom Choice Asset Rebalancing Service for Contract Owners that elect the Nationwide Lifetime Income Rider Plus Core optional benefit; and
2)
Changes to the Sub-Account that comprise Groups A, B, and C under the Custom Choice Asset Rebalancing Service for Contract Owners that elect one of the following optional benefits:
•
Nationwide Lifetime Income Rider Plus Core
•
Nationwide Lifetime Income Rider Plus Accelerated
•
Nationwide Lifetime Income Rider Plus Max
Accordingly, the following changes apply to the prospectus:
The Custom Asset Rebalancing Service Investment Optionssection under Appendix A: Underlying Mutual Funds Available Under the Contractis deleted in its entirety and replaced with the following:
Custom Choice Asset Rebalancing Service Investment Options
Contract Owners who elect to participate in the Custom Choice Asset Rebalancing Service are limited to only the investment options shown below. Allocations must meet the required minimum and maximum thresholds within each group. These tables disclose only the Sub-Accounts that currently comprise Groups A, B, and C, and the current allocation limitations.
For applications signed on or after February 7, 2025:
|
|
Nationwide Lifetime Income
Rider Plus Core Option
|
Nationwide Lifetime Income
Rider Plus Accelerated Option
|
Nationwide Lifetime Income
Rider Plus Max Option
|
|
Group A
|
30% - 100%
|
0% - 100%
|
0% - 100%
|
|
Group B
|
0% - 70%
|
0% - 100%
|
0% - 100%
|
|
Group C
|
0% - 10%
|
0% - 10%
|
0% - 10%
|
|
Total
|
100%
|
100%
|
100%
|
The following table indicates the investment options (designated with an "X") that are available in each group:
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
AllianceBernstein Variable Products Series Fund, Inc. - AB VPS Discovery Value Portfolio:
Class B
|
|
X
|
|
|
AllianceBernstein Variable Products Series Fund, Inc. - AB VPS Large Cap Growth
Portfolio: Class B
|
|
X
|
|
|
AllianceBernstein Variable Products Series Fund, Inc. - AB VPS Relative Value Portfolio:
Class A
|
|
X
|
|
|
American Funds Insurance Series® - American Funds® Global Balanced Fund: Class 4
|
|
X
|
|
|
American Funds Insurance Series® - American High-Income Trust: Class 4
|
X
|
|
|
|
American Funds Insurance Series® - Capital Income Builder®: Class 4
|
|
X
|
|
|
American Funds Insurance Series® - Global Small Capitalization Fund: Class 4
|
|
X
|
|
|
American Funds Insurance Series® - New World Fund®: Class 4
|
|
X
|
|
PROS-0928
1
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
American Funds Insurance Series® - U.S. Government Securities Fund: Class 2
|
X
|
|
|
|
American Funds Insurance Series® - Washington Mutual Investors Fund: Class 4
|
|
X
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund: Class III
|
|
X
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund: Class III
|
X
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund:
Class III
|
|
X
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund: Class III
|
|
X
|
|
|
Calvert Variable Series, Inc. - Calvert VP SRI Balanced Portfolio: Class F
|
|
X
|
|
|
Calvert Variable Trust, Inc. - CVT Nasdaq 100 Index Portfolio: Class F (formerly, Calvert
Variable Products, Inc. - Calvert VP Nasdaq 100 Index Portfolio: Class F)
|
|
X
|
|
|
Columbia Funds Variable Insurance Trust II - Columbia Variable Portfolio - Seligman
Global Technology: Class 2
|
|
X
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond
Fund: Class 2
|
|
X
|
|
|
Delaware VIP Trust - Macquarie VIP Small Cap Value Series: Service Class (formerly,
Delaware VIP Trust - Delaware VIP Small Cap Value Series: Service Class)
|
|
X
|
|
|
Fidelity Variable Insurance Products - Emerging Markets Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Balanced Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Contrafund® Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Energy Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Equity-Income Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Floating Rate High Income Portfolio: Initial
Class
|
X
|
|
|
|
Fidelity Variable Insurance Products Fund - VIP Growth & Income Portfolio: Service Class
2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Growth Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Investment Grade Bond Portfolio: Service
Class 2
|
X
|
|
|
|
Fidelity Variable Insurance Products Fund - VIP Overseas Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Value Strategies Portfolio: Service Class 2
|
|
X
|
|
|
Goldman Sachs Variable Insurance Trust - Goldman Sachs Multi-Strategy Alternatives
Portfolio: Service Shares
|
|
X
|
|
|
Invesco - Invesco V.I. Main Street Small Cap Fund: Series II
|
|
X
|
|
|
Ivy Variable Insurance Portfolios - Macquarie VIP Mid Cap Growth Series: Service Class
(formerly, Ivy Variable Insurance Portfolios - Delaware Ivy Mid Cap Growth: Class II)
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Balanced Portfolio: Service Shares
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Enterprise Portfolio: Service Shares
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Flexible Bond Portfolio: Service Shares
|
X
|
|
|
|
Janus Aspen Series - Janus Henderson Global Research Portfolio: Service Shares
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Global Sustainable Equity Portfolio: Institutional
Shares
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Global Technology and Innovation Portfolio:
Service Shares
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Overseas Portfolio: Service Shares
|
|
X
|
|
|
Legg Mason Partners Variable Equity Trust - ClearBridge Variable Small Cap Growth
Portfolio: Class II
|
|
X
|
|
|
Lord Abbett Series Fund, Inc. - Total Return Portfolio: Class VC
|
X
|
|
|
PROS-0928
2
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
MFS® Variable Insurance Trust - MFS New Discovery Series: Service Class
|
|
X
|
|
|
MFS® Variable Insurance Trust - MFS Value Series: Service Class
|
|
X
|
|
|
MFS® Variable Insurance Trust II - MFS International Growth Portfolio: Service Class
|
|
X
|
|
|
MFS® Variable Insurance Trust II - MFS International Intrinsic Value Portfolio: Service
Class
|
|
X
|
|
|
MFS® Variable Insurance Trust II - MFS Research International Portfolio: Service Class
|
|
X
|
|
|
MFS® Variable Insurance Trust III - MFS Limited Maturity Portfolio: Service Class
|
X
|
|
|
|
MFS® Variable Insurance Trust III - MFS Mid Cap Value Portfolio: Service Class
|
|
X
|
|
|
Morgan Stanley Variable Insurance Fund, Inc. - Growth Portfolio: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Asset Allocation Fund: Class
II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Bond Fund: Class II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Global Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Growth-Income Fund: Class
II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Amundi Multi Sector Bond Fund: Class I
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT AQR Large Cap Defensive Style Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT BlackRock Equity Dividend Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT BlackRock Managed Global Allocation Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Aggressive Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Balanced Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Capital Appreciation Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Conservative Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Managed Growth & Income
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Managed Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Moderate Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Moderately Aggressive Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Moderately Conservative Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT BNY Mellon Core Plus Bond Fund: Class P
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT BNY Mellon Dynamic U.S. Core Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT BNY Mellon Dynamic U.S. Equity Income:
Class Z
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Calvert Equity Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Columbia Overseas Value Fund: Class Z
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT DoubleLine Total Return Tactical Fund: Class
II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT Federated High Income Bond Fund: Class I
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class I
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT International Equity Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT International Index Fund: Class VIII
|
|
X
|
|
PROS-0928
3
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
Nationwide Variable Insurance Trust - NVIT Invesco Small Cap Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Aggressive Fund: Class
II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Balanced Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Capital Appreciation
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Conservative Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Managed Growth &
Income Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Managed Growth Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Moderate Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Moderately Aggressive
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Moderately Conservative
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT iShares® Fixed Income ETF Fund: Class II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT iShares® Global Equity ETF Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT J.P. Morgan U.S. Equity Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Jacobs Levy Large Cap Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Loomis Short Term Bond Fund: Class II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT Managed American Funds Asset Allocation
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Managed American Funds Growth-Income
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Mid Cap Index Fund: Class I
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Multi-Manager Small Cap Value Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Multi-Manager Small Company Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT NS Partners International Focused Growth
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Real Estate Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT S&P 500® Index Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Small Cap Index Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Victory Mid Cap Value Fund: Class II
|
|
X
|
|
|
PIMCO Variable Insurance Trust - All Asset Portfolio: Advisor Class
|
|
X
|
|
|
PIMCO Variable Insurance Trust - Emerging Markets Bond Portfolio: Advisor Class
|
|
X
|
|
|
PIMCO Variable Insurance Trust - Income Portfolio: Advisor Class
|
X
|
|
|
|
PIMCO Variable Insurance Trust - International Bond Portfolio (U.S. Dollar-Hedged):
Advisor Class
|
X
|
|
|
|
PIMCO Variable Insurance Trust - Real Return Portfolio: Advisor Class
|
|
X
|
|
|
PIMCO Variable Insurance Trust - Short-Term Portfolio: Advisor Class
|
X
|
|
|
|
Pioneer Variable Contracts Trust - Pioneer Fund VCT Portfolio: Class II
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT George Putnam Balanced Fund: Class IB
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT International Equity Fund: Class IB
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT International Value Fund: Class IB
|
|
X
|
|
PROS-0928
4
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
Putnam Variable Trust - Putnam VT Large Cap Value Fund: Class IB
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT Sustainable Leaders Fund: Class IB
|
|
X
|
|
|
T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio: II
|
|
X
|
|
|
T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio: II
|
|
X
|
|
|
VanEck VIP Trust - VanEck VIP Global Resources Fund: Class S
|
|
X
|
|
|
Virtus Variable Insurance Trust - Virtus Duff & Phelps Real Estate Securities Series: Class
A
|
|
X
|
|
For applications signed before February 7, 2025:
|
|
Nationwide Lifetime Income
Rider Plus Core Option
|
Nationwide Lifetime Income
Rider Plus Accelerated Option
|
Nationwide Lifetime Income
Rider Plus Max Option
|
|
Group A
|
40% - 100%
|
0% - 100%
|
0% - 100%
|
|
Group B
|
0% - 60%
|
0% - 100%
|
0% - 100%
|
|
Group C
|
0% - 10%
|
0% - 10%
|
0% - 10%
|
|
Total
|
100%
|
100%
|
100%
|
The following table indicates the investment options (designated with an "X") that are available in each group:
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
AllianceBernstein Variable Products Series Fund, Inc. - AB VPS Discovery Value Portfolio:
Class B
|
|
X
|
|
|
AllianceBernstein Variable Products Series Fund, Inc. - AB VPS Large Cap Growth
Portfolio: Class B
|
|
X
|
|
|
AllianceBernstein Variable Products Series Fund, Inc. - AB VPS Relative Value Portfolio:
Class A
|
|
X
|
|
|
American Funds Insurance Series® - American Funds® Global Balanced Fund: Class 4
|
|
X
|
|
|
American Funds Insurance Series® - American High-Income Trust: Class 4
|
X
|
|
|
|
American Funds Insurance Series® - Capital Income Builder®: Class 4
|
|
X
|
|
|
American Funds Insurance Series® - Global Small Capitalization Fund: Class 4
|
|
X
|
|
|
American Funds Insurance Series® - New World Fund®: Class 4
|
|
X
|
|
|
American Funds Insurance Series® - U.S. Government Securities Fund: Class 2
|
X
|
|
|
|
American Funds Insurance Series® - Washington Mutual Investors Fund: Class 4
|
|
X
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund: Class III
|
|
X
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund: Class III
|
X
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund:
Class III
|
|
X
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund: Class III
|
|
X
|
|
|
Calvert Variable Series, Inc. - Calvert VP SRI Balanced Portfolio: Class F
|
|
X
|
|
|
Calvert Variable Trust, Inc. - CVT Nasdaq 100 Index Portfolio: Class F (formerly, Calvert
Variable Products, Inc. - Calvert VP Nasdaq 100 Index Portfolio: Class F)
|
|
X
|
|
|
Columbia Funds Variable Insurance Trust II - Columbia Variable Portfolio - Seligman
Global Technology: Class 2
|
|
|
X
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond
Fund: Class 2
|
|
X
|
|
|
Delaware VIP Trust - Macquarie VIP Small Cap Value Series: Service Class (formerly,
Delaware VIP Trust - Delaware VIP Small Cap Value Series: Service Class)
|
|
X
|
|
|
Eaton Vance Variable Trust - Eaton Vance VT Floating-Rate Income Fund: Initial Class
|
X
|
|
|
|
Fidelity Variable Insurance Products - Emerging Markets Portfolio: Service Class 2
|
|
|
X
|
PROS-0928
5
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
Fidelity Variable Insurance Products Fund - Fidelity VIP Freedom Fund 2010 Portfolio:
Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - Fidelity VIP Freedom Fund 2020 Portfolio:
Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - Fidelity VIP Freedom Fund 2030 Portfolio:
Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Balanced Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Contrafund® Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Energy Portfolio: Service Class 2
|
|
|
X
|
|
Fidelity Variable Insurance Products Fund - VIP Equity-Income Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Floating Rate High Income Portfolio: Initial
Class
|
X
|
|
|
|
Fidelity Variable Insurance Products Fund - VIP Growth & Income Portfolio: Service Class
2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Growth Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Investment Grade Bond Portfolio: Service
Class 2
|
X
|
|
|
|
Fidelity Variable Insurance Products Fund - VIP Overseas Portfolio: Service Class 2
|
|
X
|
|
|
Fidelity Variable Insurance Products Fund - VIP Real Estate Portfolio: Service Class 2
|
|
|
X
|
|
Fidelity Variable Insurance Products Fund - VIP Value Strategies Portfolio: Service Class 2
|
|
X
|
|
|
Goldman Sachs Variable Insurance Trust - Goldman Sachs Multi-Strategy Alternatives
Portfolio: Service Shares
|
|
|
X
|
|
Invesco - Invesco V.I. Global Fund: Series II
|
|
X
|
|
|
Invesco - Invesco V.I. Main Street Small Cap Fund: Series II
|
|
X
|
|
|
Ivy Variable Insurance Portfolios - Macquarie VIP Mid Cap Growth Series: Service Class
(formerly, Ivy Variable Insurance Portfolios - Delaware Ivy Mid Cap Growth: Class II)
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Balanced Portfolio: Service Shares
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Enterprise Portfolio: Service Shares
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Flexible Bond Portfolio: Service Shares
|
X
|
|
|
|
Janus Aspen Series - Janus Henderson Global Research Portfolio: Service Shares
|
|
X
|
|
|
Janus Aspen Series - Janus Henderson Global Sustainable Equity Portfolio: Institutional
Shares
|
|
|
X
|
|
Janus Aspen Series - Janus Henderson Global Technology and Innovation Portfolio:
Service Shares
|
|
X
|
|
|
Legg Mason Partners Variable Equity Trust - ClearBridge Variable Small Cap Growth
Portfolio: Class II
|
|
X
|
|
|
Lincoln Variable Insurance Products Trust - LVIP American Century Inflation Protection
Fund: Service Class
|
X
|
|
|
|
Lincoln Variable Insurance Products Trust - LVIP American Century Mid Cap Value Fund:
Service Class
|
|
X
|
|
|
Lord Abbett Series Fund, Inc. - Total Return Portfolio: Class VC
|
X
|
|
|
|
MFS® Variable Insurance Trust - MFS New Discovery Series: Service Class
|
|
X
|
|
|
MFS® Variable Insurance Trust - MFS Value Series: Service Class
|
|
X
|
|
|
MFS® Variable Insurance Trust II - MFS International Growth Portfolio: Service Class
|
|
X
|
|
|
MFS® Variable Insurance Trust II - MFS International Intrinsic Value Portfolio: Service
Class
|
|
X
|
|
|
MFS® Variable Insurance Trust II - MFS Research International Portfolio: Service Class
|
|
X
|
|
PROS-0928
6
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
MFS® Variable Insurance Trust III - MFS Limited Maturity Portfolio: Service Class
|
X
|
|
|
|
MFS® Variable Insurance Trust III - MFS Mid Cap Value Portfolio: Service Class
|
|
X
|
|
|
Morgan Stanley Variable Insurance Fund, Inc. - Growth Portfolio: Class II
|
|
|
X
|
|
Nationwide Variable Insurance Trust - NVIT Allspring Discovery Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Asset Allocation Fund: Class
II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Bond Fund: Class II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Global Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT American Funds Growth-Income Fund: Class
II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Amundi Multi Sector Bond Fund: Class I
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT AQR Large Cap Defensive Style Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT BlackRock Equity Dividend Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT BlackRock Managed Global Allocation Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Aggressive Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Balanced Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Capital Appreciation Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Conservative Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Managed Growth & Income
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Managed Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Moderate Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Moderately Aggressive Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Blueprint(SM) Moderately Conservative Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT BNY Mellon Core Plus Bond Fund: Class P
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT BNY Mellon Dynamic U.S. Core Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT BNY Mellon Dynamic U.S. Equity Income:
Class Z
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Calvert Equity Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Columbia Overseas Value Fund: Class Z
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Core Bond Fund: Class II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT DoubleLine Total Return Tactical Fund: Class
II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT Federated High Income Bond Fund: Class I
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class I
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT International Index Fund: Class VIII
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Invesco Small Cap Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Aggressive Fund: Class
II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Balanced Fund: Class II
|
|
X
|
|
PROS-0928
7
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Capital Appreciation
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Conservative Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Managed Growth &
Income Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Managed Growth Fund:
Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Moderate Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Moderately Aggressive
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Investor Destinations Moderately Conservative
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT iShares® Fixed Income ETF Fund: Class II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT iShares® Global Equity ETF Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT J.P. Morgan U.S. Equity Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Jacobs Levy Large Cap Core Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Jacobs Levy Large Cap Growth Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Loomis Short Term Bond Fund: Class II
|
X
|
|
|
|
Nationwide Variable Insurance Trust - NVIT Managed American Funds Asset Allocation
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Managed American Funds Growth-Income
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Mid Cap Index Fund: Class I
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Multi-Manager Small Cap Value Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Multi-Manager Small Company Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT NS Partners International Focused Growth
Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Real Estate Fund: Class II
|
|
|
X
|
|
Nationwide Variable Insurance Trust - NVIT S&P 500® Index Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Small Cap Index Fund: Class II
|
|
X
|
|
|
Nationwide Variable Insurance Trust - NVIT Victory Mid Cap Value Fund: Class II
|
|
X
|
|
|
PIMCO Variable Insurance Trust - All Asset Portfolio: Advisor Class
|
|
|
X
|
|
PIMCO Variable Insurance Trust - Emerging Markets Bond Portfolio: Advisor Class
|
|
|
X
|
|
PIMCO Variable Insurance Trust - Income Portfolio: Advisor Class
|
X
|
|
|
|
PIMCO Variable Insurance Trust - International Bond Portfolio (U.S. Dollar-Hedged):
Advisor Class
|
X
|
|
|
|
PIMCO Variable Insurance Trust - Real Return Portfolio: Advisor Class
|
|
X
|
|
|
PIMCO Variable Insurance Trust - Short-Term Portfolio: Advisor Class
|
X
|
|
|
|
Pioneer Variable Contracts Trust - Pioneer Fund VCT Portfolio: Class II
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT George Putnam Balanced Fund: Class IB
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT International Equity Fund: Class IB
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT International Value Fund: Class IB
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT Large Cap Value Fund: Class IB
|
|
X
|
|
|
Putnam Variable Trust - Putnam VT Sustainable Leaders Fund: Class IB
|
|
X
|
|
|
T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio: II
|
|
|
X
|
PROS-0928
8
|
Underlying Mutual Fund
|
Group A
|
Group B
|
Group C
|
|
T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio: II
|
|
|
X
|
|
VanEck VIP Trust - VanEck VIP Global Resources Fund: Class S
|
|
|
X
|
|
Virtus Variable Insurance Trust - Virtus Duff & Phelps Real Estate Securities Series: Class
A
|
|
|
X
|
PROS-0928
9
Incorporation by Reference
The prospectus supplements dated May 1, 2024, June 7, 2024 and October 11, 2024, the prospectus, except as modified herein, and the Statement of Additional Information, that were effective May 1, 2024, previously filed with the Commission under SEC file No. 333-177729, are hereby incorporated by reference and made a part of this registration statement.
Prospectus Supplement:
1)
2)
3)
Prospectus:
1)
Statement of Additional Information (SAI):
0
PART C. OTHER INFORMATION
Item 27. Exhibits
a)
b)
Not Applicable.
c)
Amended and Restated Distribution Agreement dated November 1, 2022 between Nationwide Life Insurance Company, Nationwide Life and Annuity Insurance Company, Jefferson National Life Insurance Company, and Nationwide Investment Services Corporation - Filed previously with Post-Effective Amendment No. 29 on November 1, 2022 (333-124048) and hereby incorporated by reference.
d)
1)
2)
3)
4)
5)
6)
7)
8)
9)
Form of Nationwide Lifetime Income Rider PlusSM Core ("Nationwide L.inc Plus Core" Option) Guaranteed Lifetime Withdrawal Benefit ("GLWB") Option - Filed previously on February 10, 2020 with Post-Effective Amendment No. 31 to the registration statement (File No. 333-177729) and hereby incorporated by reference.
10)
Form of Nationwide Lifetime Income Rider PlusSM Accelerated ("Nationwide L.inc Plus Accelerated" Option) Guaranteed Lifetime Withdrawal Benefit ("GLWB") Option - Filed previously on February 10, 2020 with Post-Effective Amendment No. 31 to the registration statement (File No. 333-177729) and hereby incorporated by reference.
11)
Form of Nationwide Lifetime Income Rider PlusSM Max ("Nationwide L.inc Plus Max" Option) Guaranteed Lifetime Withdrawal Benefit ("GLWB") Option - Filed previously on February 10, 2020 with Post-Effective Amendment No. 31 to the registration statement (File No. 333-177729) and hereby incorporated by reference.
12)
e)
f)
Depositor's Certificate of Incorporation and By-Laws.
1)
2)
3)
g)
Not Applicable.
h)
Form of Participation Agreements -
Unless indicated as attached hereto, the following fund participation agreements were previously filed and are hereby incorporated by reference.
1)
2)
3)
Fund Participation Agreement (Amended and Restated) with Alliance Capital Management L.P. and Alliance-Bernstein Investment Research and Management, Inc. dated June 1, 2003 with the registration statement under 333-137202, pre-effective amendment number 3 filed on September 27, 2007 as document alliancebernsteinfpa.htm
4)
5)
6)
7)
8)
Participation Agreement among Nationwide Financial Services, Inc., Calvert Variable Products, Inc., and Eaton Vance Distributors, Inc., as amended, dated January 1, 2017 with the registration statement under 333-177439, post-effective amendment number 42 filed on April 25, 2024 as document d777109dex99h8.htm.Portions of this exhibit have been redacted.
10)
11)
12)
13)
14)
Participation Agreement among (Fidelity) Variable Insurance Products Funds, Fidelity Distributors Company LLC, Nationwide Life Insurance Company, Nationwide Life and Annuity Insurance Company, Jefferson National Life Insurance Company, and Jefferson National Life Insurance Company of New York dated October 11, 2023 with the registration statement under 333-177439, post-effective amendment number 42 filed on April 25, 2024 as document d777109dex99h14.htm.
15)
This field is intentionally blank.
16)
This field is intentionally blank.
17)
Amended and Restated Fund Participation Agreement with Franklin Templeton Variable Insurance Products Trust and Franklin/Templeton Distributors, Inc., as amended, dated May 1, 2003 with the registration statement under 333-140608, pre-effective amendment number 1 filed on July 17, 2007 as document frankfpa99h8.htm
18)
19)
20)
21)
22)
Fund Participation Agreement with Legg Mason Investor Services, LLC (formerly, Salomon Brothers Variable Series Funds Inc., Salomon Brothers Asset Management Inc.), as amended, dated September, 1999 with the registration statement under 333-137202, pre-effective amendment number 3 filed on September 27, 2007 as document leggmasonfpa.htm
23)
24)
25)
Participation Agreement Among MFS Variable Insurance Trust, MFS Variable Insurance Trust II, Nationwide Financial Services, Inc., and MFS Fund Distributors, Inc., dated May 2, 2011 with the registration statement under 333-227783, post-effective amendment number 3 filed on September 9, 2019 as document d737458dex9924b24.htm
26)
Fund Participation Agreement with Nationwide Variable Insurance Trust (formerly, Gartmore Variable Insurance Trust), American Funds Insurance Series, and Capital Research and Management Company dated May 1, 2007 with the registration statement under 333-140608, pre-effective amendment number 1 filed on July 17, 2007 as document nwfpa99h12b.htm
27)
28)
29)
30)
31)
Fund Participation Agreement with Pioneer Variable Contracts Trust, Pioneer Investment Management, Inc. and Pioneer Funds Distributor, Inc., as amended, dated September 27, 2002 with the registration statement under 333-137202, pre-effective amendment number 3 filed on September 27, 2007 as document pioneerfpa.htm
32)
33)
34)
35)
36)
Fund Participation Agreement with T. Rowe Price Equity Series, Inc., T. Rowe Price International Series, Inc., T. Rowe Price Fixed Income Series, Inc., and T. Rowe Price Investment Services, Inc., as amended, dated October 1, 2002 with the registration statement under 333-140608, pre-effective amendment number 1 filed on July 17, 2007 as document trowefpa99h15.htm
37)
Fund Participation Agreement with Van Eck Investment Trust, Van Eck Associates Corporation, and Van Eck Securities Corporation, as amended, dated September 1, 1989 with the registration statement under 333-137202, pre-effective amendment number 3 filed on September 27, 2007 as document vaneckfpa.htm
38)
39)
Fund Participation Agreement with The Universal Institutional Funds, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley Investment Management Inc., as amended, dated February 1, 2002 with the registration statement under 333-140608, pre-effective amendment number 1 filed on July 17, 2007 as document univfpa99h16.htm
41)
42)
43)
44)
45)
Fund Participation Agreement with Nationwide Financial Services, Inc., Mutual Fund & Variable Insurance Trust, and Northern Lights Distributors, LLC, dated January 25, 2019, filed on February 7, 2019 with post effective amendment number 20 of registration statement (333-124048) under document "d699044dex99nnn.htm"
46)
i)
Form of Administrative Contracts -
Unless indicated as attached hereto, the following administrative contracts were previously filed and are hereby incorporated by reference.
1)
2)
Service Agreement with ALPS Advisor, Inc., ALPS Portfolio Solutions Distributor, Inc. and ALPS Variable Investment Trust, as amended, dated October 10, 2013 with the registration statement under 333-227783, post-effective amendment number 9 filed on December 1, 2021 as document d145743dex99i32.htm. Portions of this exhibit have been redacted.
3)
4)
5)
Administrative Services Agreement with BlackRock (formerly FAM Distributors, Inc., and Merrill Lynch Variable Series Funds, Inc.), as amended, dated April 13, 2004 with the registration statement under 333-137202, pre-effective amendment number 3 filed on September 27, 2007 as document blackrockasa.htm
6)
(Calvert) Administrative Service Agreement between Nationwide Financial Services, Inc. and Eaton Vance Management, as amended, dated January 1, 2017 with the registration statement under 333-177439, post-effective amendment number 42 filed on April 25, 2024 as document d777109dex99i6.htm.Portions of this exhibit have been redacted.
7)
9)
10)
11)
12)
13)
Service Agreement between Fidelity Investments Institutional Operations Company LLC and Nationwide Investment Services Corporation dated October 11, 2023 with the registration statement under 333-177439, post-effective amendment number 42 as document d777109dex99i13.htm.Portions of this exhibit have been redacted.
14)
15)
16)
17)
18)
19)
20)
21)
22)
23)
24)
26)
27)
28)
(MainStay) Administrative Service Agreement with New York Life Investment Management LLC and NYLIFE Distributors LLC (Mainstay), as amended, dated May 1, 2016 with the registration statement under 333-227783, post-effective amendment number 9 filed on December 1, 2021 as document d145743dex99i37.htm. Portions of this exhibit have been redacted.
29)
30)
31)
32)
Fund Participation Agreement with Nationwide Variable Insurance Trust (formerly, Gartmore Variable Insurance Trust), American Funds Insurance Series, and Capital Research and Management Company dated May 1, 2007 with the registration statement under 333-140608, pre-effective amendment number 1 filed on July 17, 2007 as document nwfpa99h12b.htm
33)
34)
35)
36)
37)
Fund Participation Agreement with Pioneer Variable Contracts Trust, Pioneer Investment Management, Inc. and Pioneer Funds Distributor, Inc., as amended, dated September 27, 2002 with the registration statement under 333-137202, pre-effective amendment number 3 filed on September 27, 2007 as document pioneerfpa.htm
38)
39)
41)
42)
43)
Fund Administrative Services Agreement with Gemini Fund Services, LLC, Mutual Fund and Variable Insurance Trust, and Rational Advisors, Inc. as amended dated January 25, 2019 with the registration statement under 333-258296, pre-effective amendment number 2 filed on December 17, 2021 as document d259685dex99i40.htm.Portions of this exhibit have been redacted.
44)
j)
Not Applicable.
k)
l)
Consent of Independent Registered Public Accounting Firm - Attached hereto.
m)
Not Applicable.
n)
Not Applicable.
o)
99)
Power of Attorney - Attached hereto.
Item 28. Directors and Officers of the Depositor
The business address of the Directors and Officers of the Depositor is:
One Nationwide Plaza, Columbus, Ohio 43215
One Nationwide Plaza, Columbus, Ohio 43215
|
|
|
|
President and Chief Operating Officer and Director
|
Carter, John L.
|
|
Executive Vice President-Chief Human Resources Officer
|
Clements, Vinita J.
|
|
Executive Vice President-Nationwide Chief Technology Officer
|
Fowler, James R.
|
|
Executive Vice President and Director
|
Frommeyer, Timothy G.
|
|
Executive Vice President-Chief Legal Officer
|
Howard, Mark S.
|
|
Executive Vice President-Chief Marketing Officer
|
Jones, Ramon
|
|
Executive Vice President-Chief Customer, Strategy and Innovation Officer
|
Mahaffey, Michael W.
|
|
Executive Vice President-Chief Transformation Officer
|
Shore, Amy T.
|
|
Senior Vice President-NF Strategic Customer Solutions
|
Ambrozy, Tina S.
|
|
Senior Vice President-Strategic Planning
|
Amodeo, Daniel W.
|
|
Senior Vice President-Marketing Management - Financial Services
|
Bair, Ann S.
|
|
Senior Vice President-Corporate Controller and Chief Accounting Officer
|
Benson, James D.
|
|
Senior Vice President-Human Resources - IT & Legal
|
Bretz, Angela D.
|
|
Senior Vice President-Internal Audit
|
Burchwell, Jason E.
|
|
Senior Vice President-Nationwide Pet
|
Carnes, Joel R.M.
|
|
Senior Vice President-Chief Technology Officer - Nationwide Financial
|
Carrel, Michael W.
|
|
Senior Vice President-Chief Investment Officer
|
Coleman, Joel L.
|
|
Senior Vice President-Chief Compliance Officer
|
Dankovic, Rae Ann
|
|
Senior Vice President-Chief Risk Officer
|
Diem, Klaus K.
|
|
Senior Vice President-External Affairs
|
English, Steven M.
|
|
Senior Vice President-Trial Division
|
Failor, Scott E.
|
|
Senior Vice President-Chief Financial Officer - Nationwide Financial and Director
|
Ginnan, Steven A.
|
|
Senior Vice President-Annuity Distribution
|
Guymon, Rona
|
|
Senior Vice President-Nationwide Annuity and Director
|
Hawley, Craig A.
|
|
Senior Vice President-Legal - NF
|
Innis-Thompson, Janice
|
|
Senior Vice President-Investment Management Group
|
Jestice, Kevin T.
|
|
Senior Vice President-Chief Innovation and Digital Officer
|
Kandhari, Chetan D.
|
|
Senior Vice President-Chief Technology Officer - Technology Strategy, Data &
Innovation
|
Kolp, Melanie A.
|
|
Senior Vice President and Treasurer
|
LaPaul, David
|
|
Senior Vice President-Chief Information Security Officer
|
Lukens, Todd
|
|
Senior Vice President-Marketing Management - P&C
|
MacKenzie, Jennifer B.
|
|
Senior Vice President-Technology CFO & Procurement
|
O'Brien, Kevin G.
|
|
Senior Vice President-Corporate Solutions
|
Perez, Juan J.
|
|
Senior Vice President-Talent & Organization Effectiveness
|
Pheister, Erin R.
|
|
Senior Vice President-Nationwide Retirement Institute
|
Rodriguez, Kristi L.
|
|
Senior Vice President-Finance & Strategy Legal and Corporate Secretary
|
Skingle, Denise L.
|
|
Senior Vice President-Nationwide Life and Director
|
Snyder, Holly R.
|
|
Senior Vice President-Total Rewards
|
Sonneman, Christopher P.
|
|
Senior Vice President-Retirement Solutions
|
Stevenson, Eric
|
|
Senior Vice President-Chief Technology Officer - Property & Casualty
|
Vasudeva, Guruprasad C.
|
|
Senior Vice President-Human Resources - NF
|
Webster, Cynthia S.
|
|
Director
|
Walker, Kirt A.
|
Item 29. Persons Controlled by or Under Common Control with the Depositor or Registrant.
Following is a list of entities directly or indirectly controlled by or under common control with the depositor or registrant. Ownership is indicated through indentation. Unless otherwise indicated, each subsidiary is either wholly-owned or majority-owned by the parent company immediately preceding it. (For example, Nationwide Fund Distributors, LLC is either wholly-owned or majority owned by NFS Distributors, Inc.) Separate accounts that have been established pursuant to board resolution but are not, and have never been, active are omitted.
|
Company
|
Jurisdiction
of Domicile
|
Brief Description of Business
|
|
Nationwide Financial Services, Inc.
|
Delaware
|
The company acts primarily as a holding company for
companies within the Nationwide organization that offer or
distribute life insurance, long-term savings and retirement
products.
|
|
NFS Distributors, Inc.
|
Delaware
|
The company acts primarily as a holding company for
Nationwide Financial Services, Inc. companies.
|
|
Nationwide Financial General Agency, Inc.
|
Pennsylvania
|
The company is a multi-state licensed insurance agency.
|
|
Nationwide Fund Distributors, LLC
|
Delaware
|
The company is a limited purpose broker-dealer.
|
|
Nationwide Fund Management, LLC
|
Delaware
|
The company provides administration, transfer and
dividend disbursing agent services to various mutual fund
entities.
|
|
Nationwide Retirement Solutions, Inc.
|
Delaware
|
The company markets and administers deferred
compensation plans for public employees.
|
|
Nationwide Securities, LLC
|
Delaware
|
The company is a general purpose broker-dealer and
investment adviser registered with the Securities and
Exchange Commission.
|
|
Nationwide Trust Company, FSB
|
Federal
|
This is a federal savings bank chartered by the Office of
Thrift Supervision in the United States Department of
Treasury to exercise deposit, lending, agency, custody
and fiduciary powers and to engage in activities
permissible for federal savings banks under the Home
Owners' Loan Act of 1933.
|
|
Nationwide Financial Services Capital Trust
|
Delaware
|
The trust's sole purpose is to issue and sell certain
securities representing individual beneficial interests in the
assets of the trust
|
|
525 Cleveland Avenue, LLC
|
Ohio
|
This is a limited liability company organized under the
laws of the State of Ohio. The company was formed to
provide remedial real property cleanup prior to sale.
|
|
Nationwide Life Insurance Company 2
|
Ohio
|
The corporation provides individual life insurance, group
and health insurance, fixed and variable annuity products
and other life insurance products.
|
|
Jefferson National Life Insurance Company2,3
|
Texas
|
The company provides life, health and annuity products.
|
|
Company
|
Jurisdiction
of Domicile
|
Brief Description of Business
|
|
Jefferson National Life Annuity Company C2,3
|
|
A separate account issuing variable annuity products.
|
|
Jefferson National Life Annuity Account E2,3
|
|
A separate account issuing variable annuity products.
|
|
Jefferson National Life Annuity Account F2,3
|
|
A separate account issuing variable annuity products.
|
|
Jefferson National Life Annuity Account G2,3
|
|
A separate account issuing variable annuity products.
|
|
Jefferson National Life Insurance Company of
New York2,3
|
New York
|
The company provides variable annuity products.
|
|
Jefferson National Life of New York Annuity
Account 12,3
|
|
A separate account issuing variable annuity products.
|
|
MFS Variable Account2,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Multi-Flex Variable Account2,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account2,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-II2,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-32,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-42,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-52,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-62,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-72,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-82,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-92,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-102,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-112,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-122,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-132,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-142,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Variable Account-152,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Provident VA Separate Account 12,3
|
Pennsylvania
|
A separate account issuing variable annuity contracts.
|
|
Nationwide VLI Separate Account2,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide VLI Separate Account-22,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide VLI Separate Account-32,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide VLI Separate Account-42,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide VLI Separate Account-52,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide VLI Separate Account-62,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide VLI Separate Account-72,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide Provident VLI Separate Account 12,3
|
Pennsylvania
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide Investment Services Corporation3
|
Oklahoma
|
This is a limited purpose broker-dealer and distributor of
variable annuities and variable life products for
Nationwide Life Insurance Company and Nationwide Life
and Annuity Insurance Company. The company also
provides educational services to retirement plan sponsors
and its participants.
|
|
Nationwide Financial Assignment Company3
|
Ohio
|
The company is an administrator of structured
settlements.
|
|
Nationwide Investment Advisors, LLC3
|
Ohio
|
The company provides investment advisory services.
|
|
Eagle Captive Reinsurance, LLC3
|
Ohio
|
The company is engaged in the business of insurance
|
|
Nationwide Life and Annuity Insurance
Company2,3
|
Ohio
|
The company engages in underwriting life insurance and
granting, purchasing and disposing of annuities.
|
|
Nationwide VA Separate Account-A2,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide VA Separate Account-B2,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide VA Separate Account-C2,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Company
|
Jurisdiction
of Domicile
|
Brief Description of Business
|
|
Nationwide VA Separate Account-D2,3
|
Ohio
|
A separate account issuing variable annuity contracts.
|
|
Nationwide Provident VA Separate Account
A2,3
|
Delaware
|
A separate account issuing variable annuity contracts.
|
|
Nationwide VL Separate Account-C2,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide VL Separate Account-D2,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide VL Separate Account-G2,3
|
Ohio
|
A separate account issuing variable life insurance
policies.
|
|
Nationwide Provident VLI Separate Account
A2,3
|
Delaware
|
A separate account issuing variable life insurance
policies.
|
|
Olentangy Reinsurance, LLC3
|
Vermont
|
The company is a captive life reinsurance company.
|
|
Nationwide SBL, LLC
|
Ohio
|
The company is a lender offering securities-back lines of
credit.
|
|
Registered Investment Advisors Services, Inc.
|
Texas
|
The company is a technology company that facilitates
third-party money management services for registered
investment advisors
|
|
Nationwide Fund Advisors4
|
Delaware
|
The trust acts as a registered investment advisor.
|
1
This subsidiary/entity is controlled by its immediate parent through contractual association.
2
This subsidiary/entity files separate financial statements.
3
Information for this subsidiary/entity is included in the consolidated financial statements of its immediate parent.
4
This subsidiary/entity is a business trust.
Item 30. Indemnification
Provision is made in Nationwide's Amended and Restated Code of Regulations and expressly authorized by the General Corporation Law of the State of Ohio, for indemnification by Nationwide of any person who was or is a party or is threatened to be made a party to any threatened, pending or completed action, suit or proceeding, whether civil, criminal, administrative or investigative by reason of the fact that such person is or was a director, officer or employee of Nationwide, against expenses, including attorneys fees, judgments, fines and amounts paid in settlement actually and reasonably incurred by such person in connection with such action, suit or proceeding, to the extent and under the circumstances permitted by the General Corporation Law of the State of Ohio.
Insofar as indemnification for liabilities arising under the Securities Act of 1933 ("Act") may be permitted to directors, officers or persons controlling Nationwide pursuant to the foregoing provisions, Nationwide has been informed that in the opinion of the Securities and Exchange Commission such indemnification is against public policy as expressed in the Act and is, therefore, unenforceable. In the event that a claim for indemnification against such liabilities (other than the payment by the registrant of expenses incurred or paid by a director, officer or controlling person of the registrant in the successful defense of any action, suit or proceeding) is asserted by such director, officer or controlling person in connection with the securities being registered, the registrant will, unless in the opinion of its counsel the matter has been settled by controlling precedent, submit to a court of appropriate jurisdiction the question whether such indemnification by it is against public policy as expressed in the Act and will be governed by the final adjudication of such issue.
Item 31. Principal Underwriter
Nationwide Investment Services Corporation ("NISC")
a)
NISC serves as principal underwriter and general distributor for the following separate investment accounts of Nationwide or its affiliates:
|
Jefferson National Life Annuity Account C
|
Nationwide Variable Account-14
|
|
Jefferson National Life Annuity Account E
|
Nationwide Variable Account-15
|
|
Jefferson National Life Annuity Account F
|
Nationwide VA Separate Account-A
|
|
Jefferson National Life Annuity Account G
|
Nationwide VA Separate Account-B
|
|
Jefferson National Life of New York Annuity Account 1
|
Nationwide VA Separate Account-C
|
|
MFS Variable Account
|
Nationwide VA Separate Account-D
|
|
Multi-Flex Variable Account
|
Nationwide VLI Separate Account
|
|
Nationwide Variable Account
|
Nationwide VLI Separate Account-2
|
|
Nationwide Variable Account-II
|
Nationwide VLI Separate Account-3
|
|
Nationwide Variable Account-3
|
Nationwide VLI Separate Account-4
|
|
Nationwide Variable Account-4
|
Nationwide VLI Separate Account-5
|
|
Nationwide Variable Account-5
|
Nationwide VLI Separate Account-6
|
|
Nationwide Variable Account-6
|
Nationwide VLI Separate Account-7
|
|
Nationwide Variable Account-7
|
Nationwide VL Separate Account-C
|
|
Nationwide Variable Account-8
|
Nationwide VL Separate Account-D
|
|
Nationwide Variable Account-9
|
Nationwide VL Separate Account-G
|
|
Nationwide Variable Account-10
|
Nationwide Provident VA Separate Account 1
|
|
Nationwide Variable Account-11
|
Nationwide Provident VA Separate Account A
|
|
Nationwide Variable Account-12
|
Nationwide Provident VLI Separate Account 1
|
|
Nationwide Variable Account-13
|
Nationwide Provident VLI Separate Account A
|
b)
Directors and Officers of NISC:
|
President and Director
|
Ambrozy, Tina S.
|
|
Senior Vice President and Secretary
|
Skingle, Denise L.
|
|
Vice President-Tax
|
Eppley, Daniel P.
|
|
Vice President and Assistant Secretary
|
Garman, David A.
|
|
Vice President-Chief Compliance Officer
|
Rabenstine, James J.
|
|
Vice President-CFO - Life Insurance
|
Wild, Keith D.
|
|
Associate Vice President-NF Compliance - Strategic Customer Solutions
|
Deleget, J. Brian
|
|
Associate Vice President and Treasurer
|
Roswell, Ewan T.
|
|
Associate Vice President and Assistant Treasurer
|
Hacker, Hope C.
|
|
Associate Vice President and Assistant Treasurer
|
Radabaugh, Nathan
|
|
Associate Vice President and Assistant Treasurer
|
Walker, Tonya G.
|
|
Assistant Secretary
|
Bowman, Heidi K.
|
|
Assistant Secretary
|
Dokko, David H.
|
|
Assistant Secretary
|
Hartman, Mark E.
|
|
Director
|
Hawley, Craig A.
|
|
Director
|
Stevenson, Eric
|
The business address of the Directors and Officers of NISC is:
One Nationwide Plaza, Columbus, Ohio 43215.
One Nationwide Plaza, Columbus, Ohio 43215.
c)
|
Name of Principal Underwriter
|
Net Underwriting
Discounts
|
Compensation on
Redemption
|
Brokerage
Commissions
|
Other
Compensation
|
|
Nationwide Investment Services Corporation
|
N/A
|
N/A
|
N/A
|
N/A
|
Item 32. Location of Accounts and Records
Steven A. Ginnan
Nationwide Life Insurance Company
One Nationwide Plaza
Columbus, OH 43215
Nationwide Life Insurance Company
One Nationwide Plaza
Columbus, OH 43215
Item 33. Management Services
Not Applicable
Item 34. Fee Representation
Nationwide Life Insurance Company represents that the fees and charges deducted under the contract in the aggregate are reasonable in relation to the services rendered, the expenses expected to be incurred and risks assumed by Nationwide Life Insurance Company.
SIGNATURES
Pursuant to the requirements of the Securities Act of 1933 and the Investment Company Act of 1940, the Registrant certifies that it meets the requirements of Rule 485(b) under the Securities Act of 1933 for effectiveness of the Registration Statement and has duly caused this registration statement to be signed on its behalf by the undersigned, duly authorized, in the City of Columbus, and State of Ohio, on December 13, 2024.
|
Nationwide Variable Account-II
|
|
(Registrant)
|
|
By: /s/ John L. Carter*
|
|
John L. Carter
President and Chief Operating Officer
|
|
Nationwide Life Insurance Company
|
|
(Depositor)
|
|
By: /s/ John L. Carter*
|
|
John L. Carter
President and Chief Operating Officer
|
Pursuant to the requirements of the Securities Act of 1933, this registration statement has been signed by the following persons in the capacities indicated, on December 13, 2024.
|
/s/ JOHN L. CARTER*
|
|
|
John L. Carter, President and Chief Operating Officer
and Director (Principal Executive Officer)
|
|
|
/s/ HOLLY R. SNYDER*
|
|
|
Holly R. Snyder, Senior Vice President and Director
|
|
|
/s/ TIMOTHY G. FROMMEYER*
|
|
|
Timothy G. Frommeyer, Executive Vice President and
Director
|
|
|
/s/ CRAIG A. HAWLEY*
|
|
|
Craig A. Hawley, Senior Vice President-Nationwide
Annuity and Director
|
|
|
/s/ STEVEN A. GINNAN*
|
|
|
Steven A. Ginnan, Senior Vice President-Chief Financial
Officer-Nationwide Financial and Director
(Chief Financial Officer)
|
|
|
/s/ KIRT A. WALKER*
|
|
|
Director
|
|
|
/s/ JAMES D. BENSON*
|
|
|
James D. Benson, Senior Vice President-Corporate
Controller and Chief Accounting Officer
(Principal Accounting Officer)
|
|
|
|
*By: /s/ Jamie Ruff Casto
|
|
|
Jamie Ruff Casto
Attorney-in-Fact
Pursuant to Power of Attorney
|