PARTICIPATION AGREEMENTParticipation Agreement • April 24th, 2002 • Lincoln Life Flexible Premium Variable Life Account S • New York
Contract Type FiledApril 24th, 2002 Company Jurisdiction
FUND PARTICIPATION AGREEMENT THIS AGREEMENT made as of the 18th day of September, 1998, by and between NEUBERGER&BERMAN ADVISERS MANAGEMENT TRUST ("TRUST"), a Delaware business trust, ADVISERS MANAGERS TRUST ("MANAGERS TRUST"), a New York common law...Fund Participation Agreement • April 25th, 2001 • Lincoln Life Flexible Premium Variable Life Account S • New York
Contract Type FiledApril 25th, 2001 Company Jurisdiction
WITNESSETH:Fund Participation Agreement • October 22nd, 1999 • Lincoln Life Flexible Premium Variable Life Account S • California
Contract Type FiledOctober 22nd, 1999 Company Jurisdiction
WITNESSETH:Fund Participation Agreement • April 25th, 2001 • Lincoln Life Flexible Premium Variable Life Account S • Colorado
Contract Type FiledApril 25th, 2001 Company Jurisdiction
SCHEDULE 2Participation Agreement • April 1st, 2014 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 1st, 2014 CompanyThis Third Amendment dated as of November 11, 2013 to the Participation Agreement (the "Agreement"), effective May 1, 2011, between WELLS FARGO VARIABLE TRUST (the "Trust"); WELLS FARGO FUNDS DISTRIBUTOR, LLC (the "Distributor"); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (the "Company"); and LINCOLN FINANCIAL DISTRIBUTORS, INC, (the "Insurance Underwriter").
PARTICIPATION AGREEMENT among LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, LEGG MASON INVESTOR SERVICES, LLC, LEGG MASON PARTNERS FUND ADVISOR, LLC and THE LINCOLN NATIONAL LIFE INSURANCE COMPANYParticipation Agreement • October 21st, 2013 • Lincoln Life Flexible Premium Variable Life Account S • Indiana
Contract Type FiledOctober 21st, 2013 Company JurisdictionTHIS AGREEMENT, made and entered into this ___ day of __________, 2013 by and among The Lincoln National Life Insurance Company, an Indiana corporation (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”), and Legg Mason Partners Variable Equity Trust, a Maryland Corporation and Legg Mason Partners Variable Income Trust, a Maryland Corporation (each a “Fund”, collectively the “Funds”), Legg Mason Investor Services, LLC, a Maryland limited liability company (the “Distributor”), and Legg Mason Partners Fund Advisor, LLC, a Maryland limited liability company (the “Adviser”).
PAGE> PARTICIPATION AGREEMENT AMONG LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, LEGG MASON INVESTOR SERVICES, LLC, LEGG MASON PARTNERS FUND ADVISOR, LLC AND THE LINCOLN NATIONAL LIFE INSURANCE COMPANY THIS...Participation Agreement • April 9th, 2018 • Lincoln Life Flexible Premium Variable Life Account S • New York
Contract Type FiledApril 9th, 2018 Company Jurisdiction
AMENDMENT TO THE PARTICIPATION AGREEMENT AMONG GOLDMAN SACHS VARIABLE INSURANCE TRUST, GOLDMAN, SACHS & CO., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY & LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKParticipation Agreement • September 27th, 2011 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledSeptember 27th, 2011 CompanyTHIS AMENDMENT TO THE PARTICIPATION AGREEMENT is made and entered into as of the 10th day of October, 2011, by and among GOLDMAN SACHS VARIABLE INSURANCE TRUST, (the “Trust”), GOLDMAN, SACHS & CO., (the “Distributor”), THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, (collectively, the “Company”), on its own behalf and on behalf of each separate account of the Company identified herein.
Page> PARTICIPATION AGREEMENT By and Among OCC ACCUMULATION TRUST And THE LINCOLN NATIONAL LIFE INSURANCE COMPANY And OCC DISTRIBUTORS THIS AGREEMENT, made and entered into this 15 day of May 1998 by and among The Lincoln National Life Insurance...Participation Agreement • April 9th, 2018 • Lincoln Life Flexible Premium Variable Life Account S • New York
Contract Type FiledApril 9th, 2018 Company Jurisdiction
FIRST AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 3rd, 2017 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 3rd, 2017 CompanyWHEREAS, The Lincoln National Life Insurance Company (“Company”), Waddell & Reed, Inc. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and Ivy Funds Variable Insurance Portfolios (the “Ivy Funds VIP”) entered into said Participation Agreement dated April 1, 2014, (the “Agreement”); and
WITNESSETH:Broker-Dealer Selling Agreement • October 22nd, 1999 • Lincoln Life Flexible Premium Variable Life Account S • Indiana
Contract Type FiledOctober 22nd, 1999 Company Jurisdiction
Page> FUND PARTICIPATION AGREEMENT THIS FUND PARTICIPATION AGREEMENT is made and entered into as of September 26, 1996 by and between LINCOLN NATIONAL LIFE INSURANCE COMPANY (the WHEREAS, the Company offers to the public certain group variable annuity...Fund Participation Agreement • April 9th, 2018 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 9th, 2018 Company
AMENDED AND RESTATED PARTICIPATION AGREEMENT AmongParticipation Agreement • April 9th, 2018 • Lincoln Life Flexible Premium Variable Life Account S • Massachusetts
Contract Type FiledApril 9th, 2018 Company JurisdictionTHIS AMENDED AND RESTATED AGREEMENT, made and entered into as of the 22nd day of May, 2017 by and among THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, (hereinafter the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”); and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the “Underwriter”), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III and VARIABLE INSURANCE PRODUCTS FUND IV and VARIABLE INSURANCE PRODUCTS FUND V each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
AMENDMENT NO. 1 TO FUND PARTICIPATION AGREEMENT Between NORTHERN LIGHTS VARIABLE TRUST And THE LINCOLN NATIONAL LIFE INSURANCE COMPANYFund Participation Agreement • April 8th, 2020 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 8th, 2020 CompanyTHIS AMENDMENT NO. 1 TO THE AGREEMENT, made and entered into as of this 21st day of October 2019, by and between The Lincoln National Life Insurance Company (the “Company”), an Indiana life insurance company, and Northern Lights Variable Trust, an open-end management investment company organized as a Delaware business trust (the “Trust”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 8th, 2020 • Lincoln Life Flexible Premium Variable Life Account S • New York
Contract Type FiledApril 8th, 2020 Company JurisdictionTHIS AGREEMENT made as of the 18th day of September, 1998, by and between NEUBERGER&BERMAN ADVISERS MANAGEMENT TRUST (“TRUST”), a Delaware business trust, ADVISERS MANAGERS TRUST (“MANAGERS TRUST”), a New York common law trust, NEUBERGER&BERMAN MANAGEMENT INCORPORATED (“N&B MANAGEMENT”), a New York corporation, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (“LIFE COMPANY”), a life insurance company organized under the laws of the State of Indiana.
Amendment No. 15 to Fund Participation AgreementFund Participation Agreement • April 8th, 2020 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 8th, 2020 CompanyThis Amendment No 15 (“Amendment”), dated as of January 21, 2020, is to the Fund Participation Agreement dated July 1, 2003, as amended (“Agreement”), between THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (“Lincoln National”), a life insurance company organized under the laws of the State of Indiana, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK ( “LNY”), a life insurance company organized under the laws of the State of New York on behalf of itself and on behalf of the Separate Accounts as listed on Appendix B of the Agreement, and AMERICAN FUNDS INSURANCE SERIES (the “Series”), an open-end management investment company organized under the laws of the Commonwealth of Massachusetts, and CAPITAL RESEARCH AND MANAGEMENT COMPANY (“CRMC”) a corporation organized under the laws of the State of Delaware. The term “Company” used in this Agreement refers to the respective undersigned life insurance company whose products are being solicited and sold. Unless otherwise stated in this Agreement, any ri
AMENDMENT TO AMENDED AND RESTATED PARTICIPATION AGREEMENT Among MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II THE LINCOLN NATIONAL LIFE INSURANCE COMPANY AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • April 12th, 2019 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 12th, 2019 CompanyTHIS AMENDMENT (the “Amendment”) to the Amended and Restated Participation Agreement (the “Agreement”) is made and entered into as of the 1st day of August, 2016 by and among MFS VARIABLE INSURANCE TRUST (“Trust I”), MFS VARIABLE INSURANCE TRUST II (“Trust II”), (collectively “Trusts”), and The Lincoln National Life Insurance Company (“the Company”) and together with MFS Fund Distributors, Inc. the “Parties”).
SECOND AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 7th, 2022 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 7th, 2022 CompanyWHEREAS, The Lincoln National Life Insurance Company (“Company”), Delaware Distributors, Inc. (“DDLP”) distributor for Ivy Variable Insurance Portfolios, and Ivy Variable Insurance Portfolios (the “Ivy VIP”) entered into said Participation Agreement dated April 1, 2014, as amended, (the “Agreement”); and
AMENDMENT NO. 6 TO PARTICIPATION AGREEMENTParticipation Agreement • April 1st, 2015 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 1st, 2015 CompanyTHIS AMENDMENT NO. 6 TO THE AGREEMENT by and among The Lincoln National Life Insurance Company (hereinafter, the “Company”), an Indiana life insurance company, and the T. Rowe Price International Series, Inc., a corporation organized under the laws of Maryland, T. Rowe Price Equity Series, Inc., a corporation organized under the laws of Maryland (which together with the T. Rowe Price International Series, Inc. shall be collectively referred to as the “Funds”) and T. Rowe Price Investment Services, Inc. (hereinafter the “Underwriter”), a Maryland corporation is effective as of March 24, 2014.
INVESTMENT ACCOUNTING AND ADMINISTRATION AGREEMENTInvestment Accounting and Administration Agreement • April 12th, 2019 • Lincoln Life Flexible Premium Variable Life Account S • New York
Contract Type FiledApril 12th, 2019 Company JurisdictionTHIS AGREEMENT is made as of June 19, 2018 with an effective date as of January 1, 2019, by and among STATE STREET BANK AND TRUST COMPANY, a Massachusetts trust company (“State Street”), THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, an Indiana insurance company, and LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, a New York insurance company (each a “Company”), with respect to each managed (each, a “Managed Separate Account”) and non-managed separate account listed on Schedule A hereto, as it may be amended from time to time (each, an “Account”).
AMENDMENT TO THE PARTICIPATION AGREEMENT AMONG GOLDMAN SACHS VARIABLE INSURANCE TRUST, GOLDMAN SACHS & CO. LLC, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY & LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKParticipation Agreement • April 11th, 2023 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 11th, 2023 CompanyTHIS AMENDMENT TO THE PARTICIPATION AGREEMENT is made and entered into as of the 10th day of March, 2022, by and among GOLDMAN SACHS VARIABLE INSURANCE TRUST (the “Trust”), GOLDMAN SACHS & CO. LLC (formerly known as Goldman, Sachs & Co.) (the “Distributor”), THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (collectively, the “Company”), on its own behalf and on behalf of each separate account of the Company identified herein.
AMENDMENT NO. 4 TO PARTICIPATION AGREEMENTParticipation Agreement • September 27th, 2011 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledSeptember 27th, 2011 CompanyTHIS AMENDMENT NO. 4 TO THE AGREEMENT by and among The Lincoln National Life Insurance Company (hereinafter, the “Company”), an Indiana life insurance company, and the T. Rowe Price International Series, Inc., a corporation organized under the laws of Maryland, T. Rowe Price Equity Series, Inc., a corporation organized under the laws of Maryland (which together with the T. Rowe Price International Series, Inc. shall be collectively referred to as the “Funds”) and T. Rowe Price Investment Services, Inc. (hereinafter the “Underwriter”), a Maryland corporation is effective as of October 10, 2011.
AMENDMENT TO FUND PARTICIPATION AGREEMENT BETWEEN DELAWARE VIP TRUST DELAWARE MANAGEMENT COMPANY DELAWARE DISTRIBUTORS, L.P. AND THE LINCOLN NATIONAL LIFE INSURANCE COMPANYFund Participation Agreement • April 7th, 2022 • Lincoln Life Flexible Premium Variable Life Account S
Contract Type FiledApril 7th, 2022 CompanyThis Amendment is made this 1st day of March 2022, by and between Delaware VIP Trust (the “Trust”), Delaware Management Company, a series of Macquarie Investment Management Business Trust (the “Adviser”), Delaware Distributors, L.P. (the “Distributor”) and The Lincoln National Life Insurance Company (the “Company”).