Master Participation Agreement Sample Contracts

AMENDED AND RESTATED MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • November 1st, 2012 • Hartford Life Insurance Co Separate Account Three • Connecticut
CONFIRMATION AND AMENDMENT OF MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • March 17th, 2022 • Home Point Capital Inc. • Mortgage bankers & loan correspondents • Indiana

THIS CONFIRMATION AND AMENDMENT OF MASTER PARTICIPATION AGREEMENT (“Confirmation and Amendment”), is executed to be effective as of the 12th day of October, 2021, by and between HOME POINT FINANCIAL CORPORATION, a New Jersey corporation (hereinafter referred to as "Seller"), and MERCHANTS BANK OF INDIANA (hereinafter referred to as "Participant");

MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • August 29th, 2023 • Barings Private Credit Corp • New York

Master Participation and Assignment Agreement (as amended from time to time, this “Agreement”), dated as of August 23, 2023, between BPC Funding LLC, a Delaware limited liability company (the “Financing Subsidiary”), and Barings Private Credit Corporation CLO 2023-1 Ltd., an exempted company incorporated with limited liability under the laws of Bermuda (the “Issuer”).

WESTERN HEALTHCARE INSURANCE TRUST
Master Participation Agreement • August 21st, 2020

This is an application for (check one): Effective Date: Vimly Account Number (Internal Use Only): Annual Renewal Existing Employer Change New Participating Employer SECTION I: GROUP INFORMATION EMPLOYER INFORMATION Legal Name of Business Doing Business As (DBA) Business Physical Address City: State: Zip: Mailing PO Box City: State: Zip: Federal Tax ID Number State of Legal Domicile Type of Legal Entity Tax Exempt: YES NO Governmental Entity: YES NO Does your group cover Non-Registered Domestic Partners? YES NO We allow the following Domestic Partnerships. Same Sex Opposite Sex Both Group Benefits Administrator (This contact will be the primary contact for benefit updates and administration) Name & Title Phone: Email: Group Billing Administrator (This contact will be the primary contact for billing updates ) Name & Title Phone: Email: Insurance Producer (as applicable) Does your organization use an insurance producer for WHIT plans? YES (if YES, complete the fo

MASTER PARTICIPATION AGREEMENT between HOME POINT FINANCIAL CORPORATION (“Seller”) and MERCHANTS BANK OF INDIANA (“Participant”) May 31, 2017
Master Participation Agreement • January 8th, 2021 • Home Point Capital Inc. • Mortgage bankers & loan correspondents • Indiana

THIS MASTER PARTICIPATION AGREEMENT (the “Agreement”) is made as of May 31, 2017, by and between HOME POINT FINANCIAL CORPORATION, having a principal place of business at 1194 Oak Valley Drive, Suite 80, Ann Arbor, Michigan 48108; Attention: [***] (“Seller”), and MERCHANTS BANK OF INDIANA, having an office at 11555 N. Meridian Street, Suite 400, Carmel, Indiana 46032; Attention: [***] (“Participant”).

MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • May 5th, 2020 • New York

This is a Master Participation Agreement, dated as of July 25, 2008 (“Master Participation Agreement”), among the United States Department of Education (“Department”), an individual Eligible Lender or the holder of beneficial interests in Loans (such entity, “Sponsor”), and if the latter, the related Eligible Lender Trustee, each made party to this Master Participation Agreement by executing an Adoption Agreement in the form attached hereto as Exhibit A (“Adoption Agreement”), and the Sponsor’s Custodian made party to this Master Participation Agreement by executing the Adoption Agreement (“Custodian”).

AMENDED AND RESTATED MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • April 18th, 2019 • Talcott Resolution Life & Annuity Insurance Co Separate Account Ten • Connecticut

THIS AGREEMENT, made and entered into as of the 1st of January, 2000, among HARTFORD LIFE and ANNUITY INSURANCE COMPANY ("HLAI"), a Connecticut corporation, HARTFORD LIFE INSURANCE COMPANY, a Connecticut corporation ("HLIC"; HLAI and HLIC are collectively referred to herein as the Companies or individually as a "Company"), each of the Companies on its own behalf and on behalf of each separate account set forth under its name on Schedule A. as it may be amended from time to time (each such separate account an "Account"), PUTNAM VARIABLE TRUST (the "Trust"), a Massachusetts business trust, and PUTNAM MUTUAL FUNDS CORP. (the "Underwriter"), a Massachusetts corporation.

AMENDED AND RESTATED MASTER PARTICIPATION AGREEMENT Among PUTNAM VARIABLE TRUST PUTNAM MUTUAL FUNDS CORP. HARTFORD LIFE AND ANNUITY COMPANY and HARTFORD LIFE INSURANCE COMPANY
Master Participation Agreement • April 29th, 2021 • Talcott Resolution Life & Annuity Insur Co Separate Account Three • Connecticut

THIS AGREEMENT, made and entered into as of the 1st of January, 2000, among HARTFORD LIFE and ANNUITY INSURANCE COMPANY ("HLAI"), a Connecticut corporation, HARTFORD LIFE INSURANCE COMPANY, a Connecticut corporation ("HLIC"; HLAI and HLIC are collectively referred to herein as the Companies or individually as a "Company"), each of the Companies on its own behalf and on behalf of each separate account set forth under its name on Schedule A. as it may be amended from time to time (each such separate account an "Account"), PUTNAM VARIABLE TRUST (the "Trust"), a Massachusetts business trust, and PUTNAM MUTUAL FUNDS CORP. (the "Underwriter"), a Massachusetts corporation.

MORTGAGE PARTNERSHIP FINANCE® PROGRAM LIQUIDITY OPTION AND MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • December 14th, 2005 • Federal Home Loan Bank of Chicago • Federal & federally-sponsored credit agencies

This MORTGAGE PARTNERSHIP FINANCE® PROGRAM LIQUIDITY OPTION AND MASTER PARTICIPATION AGREEMENT (the “Agreement”) is entered into this 15th day of September, 2000, among the FEDERAL HOME LOAN BANKS that now and hereafter execute this Agreement, effective for each on the date set below such Bank’s signature (individually, an “MPF Bank” and collectively, the “MPF Banks”), each a corporation of the United States of America, and the FEDERAL HOME LOAN BANK OF CHICAGO (the “MPF Provider”), a corporation of the United States of America.

MASTER PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and UNION SECURITY INSURANCE COMPANY
Master Participation Agreement • April 15th, 2014 • Union Security Insurance Co Variable Account C • Massachusetts

THIS AGREEMENT, made and entered into as of the 18 day of August, 2013 by and among UNION SECURITY INSURANCE COMPANY, (hereinafter the "Company"), a Kansas 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 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 V, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the "Fund").

AMENDMENT ONE TO MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • April 15th, 2014 • Union Security Insurance Co Variable Account C

This AMENDMENT (this “Amendment”) is made and entered into as of the 18th day of September, 2013 by and among UNION SECURITY INSURANCE COMPANY (the “Company”), a Kansas corporation; FIDELITY DISTRIBUTORS CORPORATION (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, a “Fund”)

EX-10.1 2 c13067exv10w1.htm FORM OF MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • May 5th, 2020 • New York

Exhibit 10.1 MASTER PARTICIPATION AGREEMENT THIS MASTER PARTICIPATION AGREEMENT (this “Agreement”) dated as of the second day of March, 2007, is made by and between GREAT LAKES GAMING OF MICHIGAN, LLC, a Minnesota limited liability company (the “Seller”), and (the “Participant”) (each of the Seller and the Participant, a “Party” and, collectively, the “Parties”). RECITALS WHEREAS, the Seller has made the Loans (as defined below); and WHEREAS, the Seller wishes to sell a Participation (as defined below) in the Loans to the Participant, subject to the terms and conditions of this Agreement. In consideration of the mutual covenants contained herein, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as follows: 1. Definitions. “Assignment and Assumption Agreement” means the Assignment and Assumption Agreement dated May 25, 2006 among the Band, the Obligor, the Seller, Lakes, Pokagon Properties, LLC and Filb

THE NEUROFIBROMATOSIS RESEARCH INITIATIVE (NFRI) AT BOSTON CHILDREN’S HOSPITAL GENOMICS OF MPNST (GEM) CONSORTIUM MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • August 29th, 2017

This MASTER PARTICIPATION AGREEMENT (“Agreement”) is by and between ____________ (“Participating Site”) and THE NEUROFIBROMATOSIS RESEARCH INITIATIVE (“NFRI”) directed by Dr. David Miller at Boston Children’s Hospital. Throughout this Agreement, the parties will be referred to as “___________” and “NFRI”. This Agreement shall become effective as of __________ (the “Effective Date”).

MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • November 6th, 2019 • Bain Capital Specialty Finance, Inc. • New York

Master Participation and Assignment Agreement (as amended from time to time, this “Agreement”), dated as of August 28, 2019, between BCSF I, LLC, a Delaware limited liability company (the “Closing Date Seller”), and BCC Middle Market CLO 2019-1, LLC, a Cayman Islands limited liability company (the “Issuer”).

MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • October 3rd, 2018

, and the Illinois Finance Authority, (the “Authority”), an Illinois body politic and corporate, having its principal office at 160 North LaSalle Street, Chicago, Illinois 60601-3124.

MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • August 9th, 2006 • Ares Capital Corp • New York

This Master Participation Agreement (this “Agreement”) is entered into as of July 7, 2006, between Ares Capital CP Funding LLC (“Seller”) and Ares Capital Corporation (“Purchaser”).

MASTER PARTICIPATION AGREEMENT TRANSACTION SPECIFIC TERMS
Master Participation Agreement • July 17th, 2024 • Monroe Capital Income Plus Corp

THIS MASTER PARTICIPATION AGREEMENT is dated as of the Agreement Date set forth below and entered into by and between Seller and Buyer to govern the purchase and sale of the Participation in the Loans, the commitments (if any) and the other Transferred Rights, in accordance with the terms, conditions and agreements set forth in the LSTA Standard Terms and Conditions for Participations for Par/Near Par Trades, published as of July 21, 2023 (the “Standard Terms”). The Standard Terms are incorporated herein by reference without any modification whatsoever except as otherwise agreed herein by the Parties and as specifically supplemented and modified by the terms and elections set forth in the Transaction Summary and Sections A through I below. The Standard Terms and the Transaction Specific Terms set forth herein (the “Transaction Specific Terms”) together constitute a single integrated Participation Agreement for Par/Near Par Trades governing the Transaction (the Standard Terms and the Tr

WESTERN HEALTHCARE INSURANCE TRUST
Master Participation Agreement • October 2nd, 2013
Master Participation Agreement for the intellecents Collective Investment Trust
Master Participation Agreement • April 22nd, 2022 • Aul American Unit Trust • South Dakota

This Participation Agreement (the “Agreement”), is entered into on June 10, 2021, by and between Alta Trust Company, as trustee of the Trust referred to below (including any successor thereto, the “Trustee”), and American United Life Insurance Co. as described above (the “Insurance Company”) acting on its own behalf and on behalf of its separate accounts (“Separate Accounts”), with reference to the following:

MASTER PARTICIPATION AGREEMENT FOR TRADE TRANSACTIONS
Master Participation Agreement • November 9th, 2020 • England
FIRST AMENDMENT TO MASTER PARTICIPATION AGREEMENT among SOCIEDAD MINERA CERRO VERDE, S.A.A., as Borrower, and CALYON NEW YORK BRANCH, as Administrative Agent Dated as of December 16, 2005
Master Participation Agreement • February 27th, 2006 • Phelps Dodge Corp • Primary smelting & refining of nonferrous metals

This FIRST AMENDMENT TO MASTER PARTICIPATION AGREEMENT (“First Amendment”), dated as of December 16, 2005, is made and entered between SOCIEDAD MINERA CERRO VERDE, S.A.A., a Peruvian sociedad anónima abierta listed on the Lima Stock Exchange and organized under the laws of Peru (the “Borrower”) and CALYON NEW YORK BRANCH, a licensed branch of a banking corporation organized and existing under the laws of the French Republic, in its capacity as Administrative Agent (the “Administrative Agent”, and collectively with the Borrower, the “Parties”).

MASTER PARTICIPATION AGREEMENT TRANSACTION SPECIFIC TERMS
Master Participation Agreement • August 12th, 2025 • HPS Corporate Lending Fund

THIS MASTER PARTICIPATION AGREEMENT is dated as of the Agreement Date set forth below and entered into by and between Seller and Buyer to govern the purchase and sale of the Participation in the Loans, the commitments (if any) and the other Transferred Rights, in accordance with the terms, conditions and agreements set forth in the LSTA Standard Terms and Conditions for Participations for Par/Near Par Trades, published as of December 1, 2021 (the “Standard Terms”). The Standard Terms are incorporated herein by reference without any modification whatsoever except as otherwise agreed herein by the Parties and as specifically supplemented and modified by the terms and elections set forth in the Transaction Summary and Sections A through I below. The Standard Terms and the Transaction Specific Terms set forth herein (the “Transaction Specific Terms”) together constitute a single integrated Participation Agreement for Par/Near Par Trades governing the Transaction (the Standard Terms and the

CONFIRMATION AND AMENDMENT OF MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • May 12th, 2022 • Home Point Capital Inc. • Mortgage bankers & loan correspondents • Indiana

THIS CONFIRMATION AND AMENDMENT OF MASTER PARTICIPATION AGREEMENT (“Confirmation and Amendment”), is executed to be effective as of March 8, 2022, by and between HOME POINT FINANCIAL CORPORATION, a New Jersey corporation (hereinafter referred to as “Seller”), and MERCHANTS BANK OF INDIANA (hereinafter referred to as “Participant”);

MASTER PARTICIPATION AGREEMENT FOR ASPS/PSF DATA REGISTRIES
Master Participation Agreement • September 16th, 2016

The undersigned, (“You” or “Participant”) has chosen to participate in one or more clinical data registries owned and operated by the American Society of Plastic Surgeons (“ASPS”) or the Plastic Surgery Foundation (“PSF”)(each such clinical data registry, a “Registry”).

CALIFORNIA MENTAL HEALTH SERVICES AUTHORITY MASTER PARTICIPATION AGREEMENT COVER SHEET
Master Participation Agreement • February 29th, 2024 • California
MASTER PARTICIPATION AGREEMENT FOR PAR/NEAR PAR TRADES TRANSACTION SPECIFIC TERMS
Master Participation Agreement • January 17th, 2025 • Stepstone Private Credit Fund LLC
Master Participation Agreement United States Department of Education July 25, 2008 Participation Interests in Eligible Loans Made Pursuant to the Federal Family Education Loan Program
Master Participation Agreement • November 10th, 2008 • Nelnet Inc • Short-term business credit institutions • New York

This is a Master Participation Agreement, dated as of July 25, 2008 (“Master Participation Agreement”), among the United States Department of Education (“Department”), an individual Eligible Lender or the holder of beneficial interests in Loans (such entity, “Sponsor”), and if the latter, the related Eligible Lender Trustee, each made party to this Master Participation Agreement by executing an Adoption Agreement in the form attached hereto as Exhibit A (“Adoption Agreement”), and the Sponsor’s Custodian made party to this Master Participation Agreement by executing the Adoption Agreement (“Custodian”).

WESTERN HEALTHCARE INSURANCE TRUST
Master Participation Agreement • September 5th, 2023

This is an application for (check one):Annual Renewal Existing Employer Change New Participating Employer Effective Date: Vimly Account Number (Internal Use Only): SECTION I: GROUP INFORMATION EMPLOYER INFORMATION Legal Name of Business Doing Business As (DBA) Business Physical Address City: State: Zip: Mailing PO Box City: State: Zip: Federal Tax ID Number State of Legal Domicile Type of Legal Entity Tax Exempt: YES NO Governmental Entity: YES NO Does your group cover Non-Registered YES NO Domestic Partners? We allow the following Same Sex Opposite Sex Domestic Partnerships. Both Group Benefits Administrator (This contact will be the primary contact for benefit updates and administration) Name & Title Phone: Email: Group Billing Administrator (This contact will be the primary contact for billing updates) Name & Title Phone: Email: Insurance Producer (as applicable) Does your organization use an insurance producer for WHIT plans? YES (if YES, complete the following) NO Ag

MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • February 2nd, 2022 • Missouri

For good and valuable consideration, the receipt and adequacy of which are acknowledged by the parties, the parties agree as follows:

CONFIRMATION AND AMENDMENT OF MASTER PARTICIPATION AGREEMENT
Master Participation Agreement • May 13th, 2021 • Home Point Capital Inc. • Mortgage bankers & loan correspondents • Indiana

THIS CONFIRMATION AND AMENDMENT OF PARTICIPATION AGREEMENT (“Confirmation and Amendment”), is executed to be effective as of the 18th day of March, 2021, by and between HOME POINT FINANCIAL CORPORATION, a New Jersey corporation (hereinafter referred to as "Seller"), and MERCHANTS BANK OF INDIANA (hereinafter referred to as "Participant");

MASTER PARTICIPATION AGREEMENT FOR PAR/NEAR PAR TRADES TRANSACTION SPECIFIC TERMS
Master Participation Agreement • March 4th, 2026 • Vista Credit Strategic Lending Corp.

THIS MASTER PARTICIPATION AGREEMENT FOR PAR/NEAR PAR TRADES is dated as of the Agreement Date and entered into by and between Sellers and Buyer to govern the purchase and sale of the Participation in the Loans, the Commitments (if any) and the other Transferred Rights, in accordance with the terms, conditions and agreements set forth in Annex A hereto (the “Standard Terms”). The Standard Terms are incorporated herein by reference without any modification whatsoever except as specifically supplemented and modified by the terms and elections set forth in the Transaction Summary and Sections A through H below. The Standard Terms and the Transaction Specific Terms together constitute a single integrated Master Participation Agreement for Par/Near Par Trades governing the Transaction. With respect to the Transaction, the Parties agree to be bound by the Standard Terms and the Transaction Specific Terms set forth herein.

CALIFORNIA MENTAL HEALTH SERVICES AUTHORITY MASTER PARTICIPATION AGREEMENT COVER SHEET
Master Participation Agreement • June 27th, 2023 • California
APPENDIX I TO MASTER PARTICIPATION AGREEMENT, MASTER LEASE AND DEVELOPMENT AGREEMENT AND LOAN AGREEMENT
Master Participation Agreement • August 14th, 1998 • Eagle Usa Airfreight Inc • Arrangement of transportation of freight & cargo
CERTAIN IDENTIFIED INFORMATION HAS BEEN EXCLUDED FROM THE EXHIBIT BECAUSE IT IS BOTH NOT MATERIAL AND WOULD LIKELY CAUSE COMPETITIVE HARM TO THE REGISTRANT IF PUBLICLY DISCLOSED. [***] INDICATES THAT INFORMATION HAS BEEN REDACTED. CONFIRMATION AND...
Master Participation Agreement • August 17th, 2022 • Home Point Capital Inc. • Mortgage bankers & loan correspondents • Indiana

THIS CONFIRMATION AND AMENDMENT OF MASTER PARTICIPATION AGREEMENT (“Confirmation and Amendment”), is executed to be effective as of August 15, 2022, by and between HOME POINT FINANCIAL CORPORATION, a New Jersey corporation (hereinafter referred to as "Seller"), and MERCHANTS BANK OF INDIANA (hereinafter referred to as "Participant");