PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and THRIVENT FINANCIAL FOR LUTHERANSParticipation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
THIS AGREEMENT, made and entered into as of the day of June, 2017 by and among Thrivent Financial for Lutherans, (hereinafter the “Company”), a fraternal benefits society organized in Wisconsin, 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, 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”).
Participation AgreementParticipation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • California
As provided by Schedule C of the Agreement, this Notice proposes to Franklin Templeton Variable Insurance Products Trust, and Franklin/Templeton Distributors, Inc. the addition as of the offering date(s) listed below of the following Portfolios as additional investment options listed on Schedule C:
PARTICIPATION AGREEMENT AMONG THRIVENT FINANCIAL FOR LUTHERANS, MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, MFS VARIABLE INSURANCE TRUST III, AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
THIS AGREEMENT, made and entered into this 6 day of June 2017, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (“Trust I”); MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (“Trust II”); MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (“Trust III”) (Trust I, Trust II and Trust III each referred to, individually, as the “Trust” and, collectively, as the “Trusts”); MFS Fund Distributors, Inc., a Delaware corporation (“MFD”); and Thrivent Financial for Lutherans, a Wisconsin corporation (the “Company”) on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the “Accounts”).
PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC and THRIVENT FINANCIAL FOR LUTHERANSParticipation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
THIS AGREEMENT, made and entered into this 12 day of May 2017, by and among Thrivent Financial for Lutherans (the “Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”); DFA Investment Dimensions Group Inc. (the “Fund”); the Fund’s investment adviser, Dimensional Fund Advisors LP (the “Adviser”); and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
THIS AGREEMENT is executed as of , 2017, and effective as of , 2017 (the “Effective Date”), by and among BLACKROCK VARIABLE SERIES FUNDS, INC. an open-end management investment company organized as a Maryland corporation (the “Fund”), BLACKROCK INVESTMENTS, LLC (“BRIL” or the “Underwriter”), a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the “1934 Act”), and THRIVENT FINANCIAL FOR LUTHERANS, a fraternal benefit society organized under the laws of the state of Wisconsin and licensed to sell insurance (the “Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (each separate account hereinafter referred to individually as an Account” and collectively as the “Accounts”).
PARTICIPATION AGREEMENT Among THRIVENT FINANCIAL FOR LUTHERANS, PIMCO VARIABLE INSURANCE TRUST, PIMCO EQUITY SERIES VIT, and PIMCO INVESTMENTS LLCParticipation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
THIS AGREEMENT, dated as of the 5 day of June, 2017, by and among Thrivent Financial for Lutherans, (the “Company”), a Wisconsin life insurance 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 account hereinafter referred to individually and collectively as the “Account”), PIMCO Variable Insurance Trust and PIMCO Equity Series VIT (each a “Fund” and together the “Funds”), each a Delaware statutory trust and PIMCO Investments LLC (the “Underwriter”), a Delaware limited liability company.
PARTICIPATION AGREEMENT Among VANGUARD VARIABLE INSURANCE FUND and THE VANGUARD GROUP, INC. and VANGUARD MARKETING CORPORATION and THRIVENT FINANCIAL FOR LUTHERANSParticipation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
THIS AGREEMENT, made and entered into as of the day of June, 2017, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. the Fund’s investment adviser and sponsor (hereinafter the “Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the “Distributor”), a Pennsylvania corporation, and THRIVENT FINANCIAL FOR LUTHERANS (hereinafter the “Company”), a Wisconsin corporation, on its own behalf and on behalf of each segregated asset account of the Company named in Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”).
PARTICIPATION AGREEMENTParticipation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • Delaware
THIS AGREEMENT is made and entered into this day of , 2017 between Thrivent Financial for Lutherans (the “Company”), a Wisconsin life insurance company, on behalf of itself and its variable annuity insurance separate accounts set forth on Schedule A hereto as may be amended from time to time (each an “Account;” collectively, the “Accounts”), Thrivent Investment Management Inc. (“Contract Distributor”), JOHN HANCOCK VARIABLE INSURANCE TRUST, a business trust organized under the laws of the Commonwealth of Massachusetts (the “Trust”), and JOHN HANCOCK DISTRIBUTORS, LLC, a limited liability company organized under the laws of Delaware (the “Distributor”, and together with the Company and the Trust, “Parties”, and each individually, a “Party”).
Shareholder Information AgreementShareholder Information Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I
This Shareholder Information Agreement (“Agreement”) is entered into as of June 16, 2017, and is among Franklin/Templeton Distributors, Inc. (“Distributors”) on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under “Definitions,” below.
Administrative Services AgreementAdministrative Services Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • California
THIS AGREEMENT, by and between Franklin Templeton Services, LLC (the “Fund Administrator”), and Thrivent Financial for Lutherans (the “Company”), concerning certain administrative services with respect to each series (“Fund” or “Funds”) of Franklin Templeton Variable Insurance Products Trust (the “Trust”), which Funds are specified in the Participation Agreement, as may be amended from time to time, among the Company, the Trust, and Franklin Templeton Distributors, Inc. (the “Underwriter”), among others, dated June 16, 2017 (the “Participation Agreement”).
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • Delaware
Thrivent Financial for Lutherans (the “Insurer”) and John Hancock Investment Management Services, LLC (“JHIMS” or the “Adviser”) (collectively, the “Parties”), mutually agree to the arrangements set forth in this Administrative Services Agreement (the “Agreement”), effective the of , 2017.
Participation Agreement AddendumParticipation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Thrivent Financial for Lutherans and Thrivent Investment Management Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated June 16, 2017, as amended (the “Agreement”).
AMERICAN FUNDS RULE 22c-2 AGREEMENTThrivent Variable Annuity Account I • June 29th, 2017
WHEREAS, American Funds Service Company (“AFS”) serves as transfer agent for the American Funds group of mutual funds (the “Funds”);
PIMCO SERVICES AGREEMENT FOR INSTITUTIONAL CLASS SHARES OF PIMCO VARIABLE INSURANCE TRUST AND PIMCO EQUITY SERIES VITPimco Services Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I
The terms and conditions of this Services Agreement between Pacific Investment Management Company LLC (“PIMCO”) and Thrivent Financial for Lutherans (the “Company”) are effective as of June 5, 2017.
PARTICIPATION AGREEMENTParticipation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
THIS AGREEMENT is made this 15 day of June, 2017 among PRINCIPAL VARIABLE CONTRACTS FUNDS, INC., an open-end management investment company organized under the laws of the State of Maryland (“PVC”), PRINCIPAL FUNDS DISTRIBUTOR, INC. (“PFDI”), a principal underwriter for the shares of PVC, organized under the laws of the State of Washington, and Thrivent Financial for Lutherans, a life insurance company organized under the laws of the State of Wisconsin (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as may be amended from time to time (the “Accounts”).
RULE 22c-2 AGREEMENT22c-2 Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
This Rule 22c-2 Agreement (“Agreement”) is made as of June , 2017 by and between Janus Distributors LLC, doing business as Janus Henderson Distributors, Janus Services LLC (collectively, “Janus”), and Thrivent Financial for Lutherans (the “Intermediary”).
RULE 22c-2 SHAREHOLDER INFORMATION AGREEMENTShareholder Information Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I
This Agreement entered into by and between MFS Fund Distributors, Inc. (“MFD”) and Thrivent Financial (“Intermediary”) with an effective date of June 6, 2017.
JANUS ASPEN SERIES FUND PARTICIPATION AGREEMENT (Institutional Shares)Fund Participation Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
THIS AGREEMENT is made this day of June 2017, between JANUS ASPEN SERIES, an open-end management investment company organized as a Delaware statutory trust (the “Trust”), JANUS DISTRIBUTORS LLC, doing business as Janus Henderson Distributors, a limited liability company organized under the laws of the State of Delaware (the “Distributor”), and Thrivent Financial for Lutherans, a life insurance company organized under the laws of the State of Wisconsin (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as may be amended from time to time (the “Accounts”).
SERVICE AGREEMENTService Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
This Agreement is entered into effective as of the day of , 2017, by and between FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, INC. (“FIIOC”), FIDELITY DISTRIBUTORS CORPORATION (“FDC”) (collectively, “FIDELITY”) and THRIVENT FINANCIAL FOR LUTHERANS (“Company”).
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
Thrivent Financial for Lutherans (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 6 day of June 2017, that Class 1 shares of the Funds (“Class 1 Shares” or the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”) to be offered by the Insurance Company subject to the following provisions:
BUSINESS AGREEMENTBusiness Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
This Agreement is entered into as of the 6 day of June, 2017 (the “Effective Date”) by and among Thrivent Financial for Lutherans (“Insurance Company”), a life insurance company organized under the laws of the State of Wisconsin (on behalf of itself and certain of its separate accounts); Thrivent Investment Management Inc. (the “Distributor”), a corporation organized under the laws of the State of Delaware; American Funds Distributors, Inc. (“AFD”), a corporation organized under the laws of the State of California; and Capital Research and Management Company (“CRMC”), a corporation organized under the laws of the State of Delaware.
