Fund Participation Agreement Sample Contracts
FIRST AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 18th, 2019 • Forethought Life Insurance Co Separate Account A
AMENDMENT TO THE FUND PARTICIPATION AGREEMENT This AMENDMENT, dated as of September 12, 2012 between HARTFORD LIFE INSURANCE COMPANY, located at 200 Hopemeadow Street, Simsbury, CT 06089 (the "Company"), and NEUBERGER BERMAN MANAGEMENT LLC located at...Fund Participation Agreement • September 22nd, 2015 • Hartford Life Insurance Co Separate Account 11
FUND PARTICIPATION AGREEMENT THIS FUND PARTICIPATION AGREEMENT ("Agreement") is made as of the day of December, 2016, by and among: Calvert Variable Products, Inc. (the "Fund"), a Maryland corporation, on its behalf and on behalf of each Portfolio (as...Fund Participation Agreement • April 18th, 2019 • Forethought Life Insurance Co Separate Account A
SERVICE SHARES)Fund Participation Agreement • April 22nd, 2019 • Commonwealth Annuity Separate Account A
Exhibit (8)(d) FUND PARTICIPATION AGREEMENT ---------------------------- This Fund Participation Agreement (the "Agreement"), effective as of December 31, 2007, is made by and among Pruco Life Insurance Company ("Company"), JPMorgan Insurance Trust...Fund Participation Agreement • August 19th, 2015 • Pruco Life Flexible Premium Variable Annuity Account • Massachusetts
WITNESSETH:Fund Participation Agreement • April 26th, 2018 • Separate Account Va-K of Commonwealth Annuity & Life Insurance Co • Indiana
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2025 • Talcott Resolution Life Insurance Co Separate Account 11
THIS AGREEMENT, made as of April 29, 2024, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), and Talcott Resolution Life Insurance Company, by Empower Annuity Insurance Company of America, its Administrator (“Company”), a life insurance company organized under the laws of the State of Colorado CO.
Exhibit 28(h)(4)(b) AMENDMENT TO FUND PARTICIPATION AGREEMENT This Amendment to the Fund Participation Agreement ("Agreement") dated the 1st day of May, 2003, by and between Lincoln Variable Insurance Products Trust, an open-end management investment...Fund Participation Agreement • July 29th, 2010 • Lincoln Variable Insurance Products Trust
WITNESSETH:Fund Participation Agreement • November 6th, 2013 • Forethought Life Insurance Co Separate Account A • Indiana
FUND PARTICIPATION AGREEMENT The Northwestern Mutual Life Insurance Company Columbia Funds Variable Insurance Trust Columbia Funds Variable Series Trust II Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors,...Fund Participation Agreement • May 1st, 2025 • Northwestern Mutual Variable Life Account II • Massachusetts
THIS AGREEMENT, made and entered into as of this 1st day of May, 2025, by and among THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY (the “Company”), a Wisconsin life insurance company, on its own behalf and on behalf of its separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE INSURANCE TRUST and COLUMBIA FUNDS VARIABLE SERIES TRUST II, both open-end management investment companies organized under the laws of the Commonwealth of Massachusetts (each a “Fund”); COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (the “Adviser”), a Minnesota limited liability company; and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (the “Distributor”), a Delaware corporation.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2023 • Horace Mann Life Insurance Co Separate Account • Massachusetts
This Fund Participation Agreement (the "Agreement"), effective as of 24th day of April, 2009, is made by and among Horace Mann Life Insurance Company ("Company"), JPMorgan Insurance Trust (the "Trust"), the Trust's investment advisors, JPMorgan Investment Advisors Inc. and J. P. Morgan Investment Management Inc. (the "Advisers"), and the Trust's administrator, JPMorgan Funds Management, Inc. (the "Administrator").
FUND PARTICIPATION AGREEMENTFund Participation Agreement • February 6th, 2025 • Protective NY Variable Life Separate Account
THIS AGREEMENT is made as of December 1, 2020, between Northern Lights Variable Trust, an open-end management investment company organized as a Delaware business trust (the "Trust"), and Protective Life and Annuity Insurance Company, a life insurance company organized under the laws of the State of Alabama (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as the parties hereto may amend it from time to time (the "Accounts") (individually, a "Party", and collectively, the "Parties").
JANUS ASPEN SERIES Amended and Restated FUND PARTICIPATION AGREEMENT (Institutional Shares) For Registered Separate AccountsFund Participation Agreement • September 1st, 2023 • C M Life Variable Life Separate Account I
THIS AMENDED AND RESTATED FUND PARTICIPATION AGREEMENT is made this 7th day of August, 2023 between JANUS ASPEN SERIES, an open-end management investment company organized as a Delaware statutory trust (the “Trust”), and C.M. Life Insurance Company, a Connecticut life insurance company (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”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • November 3rd, 2016 • Allstate Assurance Co Variable Life Separate Account • Colorado
THIS AGREEMENT, made and entered into this 19th day of August, 2016 (the “Agreement”) by and among Allstate Assurance Company, organized under the laws of the State of Illinois (the “Company”), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement, as may be amended from time to time (each account referred to as the “Account” and collectively as the “Accounts”); ALPS Variable Investment Trust, an open-end management investment company organized under the laws of the State of Delaware (the “Fund”); ALPS Advisors, Inc., a corporation organized under the laws of the State of Colorado and investment adviser to the Fund (the “Adviser”); and ALPS Portfolio Solutions Distributor, Inc., a corporation organized under the laws of the State of Colorado and principal underwriter/distributor of the Fund (the “Distributor”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 29th, 2025 • Prudential Discovery Premier Group Variable Contract Account • Delaware
THIS AGREEMENT, made and entered into this day of February, 2005 (the "Agreement"), by and among The Prudential Insurance Company of America, an insurance Company organized under ·the laws of the State of New Jersey (the "Company"), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement, as may be amended from time to time (each such separate account being hereinafter referred to as a "Separate Account" and, collectively, as the "Separate Accounts"); Delaware VIP Trust, an
FUND PARTICIPATION AGREEMENTFund Participation Agreement • May 1st, 2025 • Northwestern Mutual Variable Life Account II
THIS AGREEMENT is effective as of the 1st day of May, 2025 (the “Effective Date”), by and among each of BLACKROCK VARIABLE SERIES FUNDS, INC. AND BLACKROCK VARIABLE SERIES FUNDS II, Inc., each an open-end management investment company (each, 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 The Northwestern Mutual Life Insurance Company, a life insurance company organized under the laws of the state of Wisconsin (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”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2014 • Neuberger Berman Advisers Management Trust • New York
THIS AGREEMENT, made as of the ___ day of ___________, 2013, by and between NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST ("TRUST"), NEUBERGER BERMAN MANAGEMENT LLC ("NB MANAGEMENT"), a New York limited liability company, and _______________________ ("LIFE COMPANY"), a life insurance company organized under the laws of the State of ___________.
FUND PARTICIPATION AGREEMENT ---------------------------- THIS AGREEMENT is executed as of November 17, 2014, and effective as of November 17, 2014 (the "Effective Date"), by and among BLACKROCK VARIABLE SERIES FUNDS, INC. an open- end management...Fund Participation Agreement • November 18th, 2014 • Metlife Investors Usa Separate Account A • New York
This Agreement dated as of the _____ day of __________, 200__ is made by and among Nationwide Financial Services, Inc. on behalf of its subsidiary life insurance companies listed on Exhibit A (collectively, “Nationwide”) and the current and any future...Fund Participation Agreement • May 19th, 2006 • Nationwide Provident Vli Separate Account 1 • Ohio
WHEREAS, Nationwide is engaged in developing and offering variable annuity and variable life insurance products (collectively “Variable Products ”) through its Variable Accounts; and
FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 9th, 2019 • Nationwide Variable Account-15 • Ohio
This Agreement dated as of the 7th day of June, 2018 is made by and among Nationwide Financial Services. Inc. on behalf of its subsidiaries listed on Exhibit A (collectively, “Nationwide”) and the current and any future Nationwide separate accounts as applicable (“Variable Accounts”) and Probabilities Fund Management LLC (the “Company”) which serves as adviser/distributor to the mutual funds (each such fund, a “Fund” and collectively, the “Funds”) listed on Exhibit B.
AMENDED AND RESTATED FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2017 • Annuity Investors Variable Account C • Delaware
This agreement is made as of the 1st day of October, 2016 by WILSHIRE VARIABLE INSURANCE TRUST, a Delaware Statutory Trust (the “Trust”), on its own behalf and on behalf of each of the series of portfolios set forth on Schedule A, as may be amended from time to time (each a “Fund” and collectively, the “Funds”), ULTIMUS FUND DISTRIBUTORS, LLC, an Ohio limited liability company, (the “Distributor”) and ANNUITY INVESTORS LIFE INSURANCE COMPANY, an Ohio life insurance company (the “Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule B, as may be amended from time to time (each an “Account” and collectively the “Accounts”’).
AMENDMENT TO FUND PARTICIPATION AGREEMENT Regarding THE TAILORED SHAREHOLDER REPORTS RULEFund Participation Agreement • April 29th, 2025 • Separate Account Va Bny
This Amendment (the “Amendment”) is entered into as of July 24, 2024 (the “Effective Date”), by and among Transamerica Financial Life Insurance Company (the “Company”), on its own behalf and on behalf of each separate account of the Company as set forth in the Fund Participation Agreement, as may be amended from time to time (individually and collectively, the “Accounts”), American Funds Insurance Series (“Series”), and Capital Research and Management Company (“CRMC”) (collectively, the “Parties”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2023 • Horace Mann Life Insurance Co Separate Account
This Agreement is entered into as of the 1st day of May, 2004, between Horace Mann Life Insurance Company, a life insurance company organized under the laws of the State of Illinois ("Insurance Company"), Dreyfus Investment Portfolios: MidCap Stock Portfolio (the "Fund"), and Dreyfus Service Corporation, a New York Corporation.
AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • May 10th, 2007 • American Equity Life Annuity Account
The insurance company executing this Amendment, American Equity Investment Life Insurance Company (“Insurance Company”), and J.P. Morgan Series Trust II (the “Trust”), on behalf of itself and each of its series (each a “Fund”, collectively, the “Funds”), hereby agree to amend the Fund Participation Agreement dated September 14, 2001, to which they are parties (the “Agreement”), as of April 16, 2007, by adding the following provisions effective as of October 16, 2007, as mandated by Rule 22c-2 of the Investment Company Act of 1940 (the “Investment Company Act”). This Amendment supplements the Agreement; to the extent terms of this Amendment conflict with the terms of the Agreement, the terms of this Amendment shall control.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • May 27th, 2011 • Pacific Select Exec Separate Acct Pacific Life Ins • New York
THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the ___day of , 2010, by and between Lord Abbett Series Fund, Inc. (the “Fund”) a Maryland Corporation, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio”) and collectively, the “Portfolios”) Lord Abbett Distributor LLC, a New York limited liability company (the “Distributor”), and Pacific Life Insurance Company (the “Company”), a life insurance company organized under the laws of the State of Nebraska.
FORM OF FUND PARTICIPATION AGREEMENTFund Participation Agreement • January 23rd, 2007 • Ing Investors Trust • Delaware
THIS AGREEMENT, made and entered into as of this 1st day of January, 2007 by and among ReliaStar Life Insurance Company (the “Company”), a Minnesota life insurance corporation, on its own behalf and on behalf of its Separate Account(s) (the “Account(s)”) as set forth on Schedule A hereto; ING Investors Trust, an open-end management investment company and business trust organized under the laws of Massachusetts (hereinafter the “Trust”); and ING Funds Distributor, LLC (hereinafter the “Distributor”), a Delaware limited liability corporation.
This AGREEMENT is made thisFund Participation Agreement • April 30th, 2014 • Symetra SEPARATE ACCOUNT C • Pennsylvania
, on its behalf and on behalf of certain segregated asset accounts of the Insurer listed on Exhibit A to this Agreement (the "Separate Accounts"); Federated Insurance Series (the "Investment Company"), a Massachusetts business trust; and Federated Securities Corp. (the "Distributor"), a Pennsylvania corporation.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 27th, 2010 • Guardian Separate Acct N of the Guardian Ins & Annuity Co • New York
THIS AGREEMENT is executed as of December 15th 2008, and effective as of January 1st 2009, by and among BLACKROCK VARIABLE SERIES FUNDS, INC. an open-end management investment company organized as a Maryland corporation (the “Fund”), BLACKROCK INVESTMENTS, INC.(“BII”), a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the “Underwriter”), and THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC., a life insurance company organized under the laws of the state of Delaware (“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 (the “Accounts”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 19th, 2024 • Protective Variable Annuity Separate Account • New York
THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the 9th day of November, 2020, by and between Calvert Variable Products, Inc. and Calvert Variable Series, Inc. (collectively, the “Corporations”), each a Maryland corporation, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio” and collectively, the “Portfolios”), Eaton Vance Distributors, Inc. (the “Distributor”), and Protective Life Insurance Company (the “Company”), an insurance company organized under the laws of Tennessee.
FORETHOUGHT LIFE INSURANCE COMPANY HARTFORD FUNDS MANAGEMENT COMPANY, LLC HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY, LLC AND EACH OF THE INVESTMENT COMPANIES LISTED ON SCHEDULE A ATTACHED HERETOFund Participation Agreement • April 16th, 2013 • Forethought Life Insurance Co Separate Account A • Connecticut
FUND PARTICIPATION AGREEMENT Among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, MAXIM SERIES FUND, INC. GW CAPITAL MANAGEMENT, LLC, and GWFS EQUITIES, INC.Fund Participation Agreement • April 25th, 2019 • COLI VUL-2 Series Account of Great-West Life & Annuity Insurance Co of New York • Colorado
THIS AGREEMENT (this “Agreement”) effective this 15th day of December, 2011 by and among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (hereinafter “GWL&A”), a Colorado life insurance company, on its own behalf and on behalf of its separate accounts identified on Schedule A attached hereto and incorporated herein be reference, FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (hereinafter “FGWL&A”), a New York life insurance company, on its own behalf and on behalf of its separate accounts identified on Schedule A, Maxim Series Fund, Inc., a corporation organized under the laws of Maryland (hereinafter the “Fund”), GW Capital Management, LLC, doing business as Maxim Capital Management, LLC (hereinafter the “Adviser”), a limited liability company organized under the laws of Colorado, and GWFS Equities, Inc., a corporation organized under the laws of Delaware (hereinafter the “Distributor”). GWL&A and FGWL&A are collectively referred to herein as “Insurer” and the separate accounts identif
FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 21st, 2021 • Protective NY COLI VUL • New York
THIS FUND PARTICIPATION AGREEMENT ("Agreement") made as of the 9th day of November, 2020, by and between Eaton Vance Variable Trust (the "Trust"), a Massachusetts business trust, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a "Portfolio" and collectively, the "Portfolios"), Eaton Vance Distributors, Inc. (the "Distributor"), and Protective Life and Annuity Insurance Company (the "Company"), a life insurance company organized under the laws of Alabama.
AMENDMENT NO. 1 TO FUND PARTICIPATION AGREEMENT This Amendment (the "Amendment"), is made and entered into this 6th day of March 2018, by and among Forethought Life Insurance Company, an Indiana corporation (the "Company"), acting herein for and on...Fund Participation Agreement • April 18th, 2019 • Forethought Life Insurance Co Separate Account A
Exhibit (h.2) FUND PARTICIPATION AGREEMENT THIS AGREEMENT, made as of the 22nd day of September, 2008, by and between ULTRA SERIES FUND ("TRUST") a Massachusetts business trust, CUNA BROKERAGE SERVICES, INC. ("DISTRIBUTOR"), a Wisconsin corporation,...Fund Participation Agreement • December 18th, 2008 • Ultra Series Fund • Wisconsin
AMENDED AND RESTATED FUND PARTICIPATION AGREEMENT PHL Variable Insurance Company Wanger Advisors Trust Columbia Wanger Asset Management, LLPFund Participation Agreement • April 30th, 2008 • PHL Variable Accumulation Account • Massachusetts