THRIVENT FINANCIAL FOR LUTHERANS A Fraternal Benefit Society Appleton, Wisconsin 54919Thrivent Variable Annuity Account I • October 1st, 2002
This certificate of membership and variable annuity is a legal contract between you and Thrivent Financial for Lutherans. We issue this contract based on the Application signed by the applicant(s) and the payment of the first premium. We will pay you the Annuity Income beginning on the Annuity Date (see page 3) if an Annuitant is living on that date and this contract is in force. If an Annuitant dies after Annuity Income payments have begun, any amount payable will depend upon the terms of the settlement option elected. We will pay the Death Proceeds to the beneficiary if the death of the Annuitant, or the death of the first Annuitant to die if this contract has two Annuitants, occurs before the Annuity Date. The Annuity Income and Death Proceeds will be paid according to the provisions of this contract. Accumulated Value, Death Proceeds and Annuity Income payments, when based on the investment experience of the Variable Account, may increase or decrease daily and are not guarantee
THRIVENT FINANCIAL FOR LUTHERANS A Fraternal Benefit Society Appleton, Wisconsin 54919Thrivent Variable Annuity Account I • May 31st, 2002
This certificate of membership and variable annuity is a legal contract between you and Thrivent Financial for Lutherans. We issue this contract based on the Application signed by the applicant(s) and the payment of the first premium. We will pay you the Annuity Income beginning on the Annuity Date (see page 3) if an Annuitant is living on that date and this contract is in force. If an Annuitant dies after Annuity Income payments have begun, any amount payable will depend upon the terms of the settlement option elected. We will pay the Death Proceeds to the beneficiary if the death of the Annuitant, or the death of the first Annuitant to die if this contract has two Annuitants, occurs before the Annuity Date. The Annuity Income and Death Proceeds will be paid according to the provisions of this contract. Accumulated Value, Death Proceeds and Annuity Income payments, when based on the investment experience of the Variable Account, may increase or decrease daily and are not guarantee
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:
AMENDATORY AGREEMENT (continued) ---------------------------------------------- ----------------------------------Amendatory Agreement • February 24th, 2005 • Thrivent Variable Annuity Account I
In the provision entitled Optional Plans of Settlement, "sex and adjusted age" is amended to read "adjusted age" and the tables for Options 4 and 5 are replaced with the following tables:
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 PUTNAM VARIABLE TRUST PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP And THRIVENT FINANCIAL FOR LUTHERANSParticipation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Massachusetts
THIS AGREEMENT, made and entered into as of this 3rd day of June, 2020, among THRIVENT FINANCIAL FOR LUTHERANS (the “Company”), a fraternal benefit society, on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto, as such Schedule may be amended from time to time (each such account hereinafter referred to as the “Account”), PUTNAM VARIABLE TRUST (the “Trust”), a Massachusetts business trust, and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (the “Underwriter”), a Massachusetts limited partnership.
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.
REGISTERED REPRESENTATIVE AGREEMENTRegistered Representative Agreement • April 18th, 2011 • Thrivent Variable Annuity Account I
This Agreement, effective 20 , is made by and between THRIVENT INVESTMENT MANAGEMENT INC., a corporation organized and existing under the laws of the State of Delaware (“Company”), and , an individual registered representative (“Representative”), referred to collectively as the “Parties” and each referred to as a “Party.” The Parties agree as follows:
PIMCO INVESTMENTS LLC New York, NY 10019 SELLING AGREEMENT FOR ADVISOR CLASS SHARES OF PIMCO VARIABLE INSURANCE TRUST AND PIMCO EQUITY SERIES VITSelling Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • New York
PIMCO Investments LLC (“we” or “us”) is the distributor of the Advisor Class shares (the “Shares”) of those series of PIMCO Variable Insurance Trust and PIMCO Equity Series VIT (each a “Trust” and together the “Trusts”) set forth in Schedule A (collectively, the “Funds”). Shares are offered pursuant to the then-current prospectus, including any supplements or amendments thereto and any summary prospectus, of each of the Funds (the “Prospectus”). To the extent that a Prospectus contains provisions that are inconsistent with the terms of this Agreement, the terms of the Prospectus shall be controlling. We have the exclusive right to distribute shares of the Funds, including the Shares. As agent for the Funds, we hereby offer to sell Shares of the Funds to you, upon the following terms and conditions:
FUND PARTICIPATION AGREEMENTFund Participation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • New York
THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the 21st day of May 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 Thrivent Financial for Lutherans (the “Company”), a fraternal benefit society organized under the laws of the state of Wisconsin and licensed to sell insurance.
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”).
PRINCIPAL UNDERWRITING AGREEMENT BY AND BETWEEN THRIVENT FINANCIAL FOR LUTHERANS AND THRIVENT INVESTMENT MANAGEMENT INC.Principal Underwriting Agreement • April 20th, 2006 • Thrivent Variable Annuity Account I • Wisconsin
This PRINCIPAL UNDERWRITING AGREEMENT made as of the 1st day of October 2002, by and between THRIVENT FINANCIAL FOR LUTHERANS, a fraternal benefit society organized under the laws of the State of Wisconsin (“Thrivent Financial”), on its own behalf and on behalf of THRIVENT FINANCIAL’S separate accounts referred to in Schedule A (the “Separate Accounts”), and THRIVENT INVESTMENT MANAGEMENT INC., a Delaware corporation (“Thrivent Investment Mgt.”).
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 AGREEMENTSecond Amendment • April 26th, 2022 • Thrivent Variable Annuity Account I • Iowa
The parties have previously entered into the Agreement and have now agreed to amend the Agreement by the terms of this Amendment (this “Amendment”).
Amendment to Fund Participation AgreementFund Participation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
Thrivent Financial for Lutherans (the “Company”), on its behalf and on behalf of certain segregated asset accounts (“Accounts”) of the Company and Janus Aspen Series (the “Fund”), have previously entered into a Fund Participation Agreement dated June 29, 2017, (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
Amendment to Administrative Services Agreement January 11, 2023Amendment to Administrative Services Agreement • April 26th, 2023 • Thrivent Variable Annuity Account I
This Amendment to Administrative Services Agreement (“Amendment”) is entered into by and among Franklin Templeton Services, LLC, a Delaware limited liability company (“FTS”), Franklin Distributors, LLC, a Delaware limited liability company (“FD, LLC”), and Thrivent Financial for Lutherans, a Wisconsin insurance company (the “Company”); FTS, FD, LLC and the Company are each a “Party,” and altogether the “Parties.”
Thrivent Investment Management, Inc. Registered Representative AgreementRegistered Representative Agreement • February 17th, 2017 • Thrivent Variable Annuity Account I • Minnesota
This Registered Representative Agreement, (“Agreement”), effective , 20 (“Effective Date”), is made by and between Thrivent Investment Management, Inc. (“TIMI”) and (“Representative”), collectively referred to as “Parties.”
Goldman, Sachs Asset Management, L.P. New York, NY 10282 May 29, 2020Thrivent Variable Annuity Account I • June 29th, 2020 • Delaware
This letter sets forth the agreement (the “Agreement”) between Thrivent Financial for Lutherans (“you” or the “Company”) and the undersigned (“we” or “Goldman, Sachs Asset Management, L.P.”, or “GSAM”) concerning certain administrative services to be provided by you, with respect to the Goldman Sachs Variable Insurance Trust (the “Trust”).
Contract Number: CONTRACT AMENDATORY AGREEMENTAmendatory Agreement • February 17th, 2017 • Thrivent Variable Annuity Account I
The provision entitled Optional Plans of Settlement describes the basis for calculating guaranteed minimum payments for Options 3, 4 and 5. Guaranteed minimum payments are shown in the table below for Option 3. Guaranteed minimum payments at selected ages, guaranteed periods and years of settlement are shown in the tables below for Options 4 and 5. Rates not shown will be provided upon request.
Contract Number: BEN_CTRC_NAmendatory Agreement • February 9th, 2018 • Thrivent Variable Annuity Account I
This amendatory agreement is included as part of this contract. The Guaranteed Lifetime Withdrawal Benefit rider that is a part of this contract is amended as described below. These amendments apply in lieu of any contract provisions to the contrary.
FIRST AMENDMENTParticipation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Iowa
The parties have previously entered into the Agreement and have now agreed to amend the Agreement by the terms of this Amendment (this “Amendment”).
Thrivent Financial for Lutherans VARIABLE SETTLEMENT AGREEMENTVariable Settlement Agreement • October 1st, 2002 • Thrivent Variable Annuity Account I • New York
This settlement agreement is a legal contract between you and Thrivent Financial for Lutherans. We issue this agreement based on your application and in consideration of the proceeds payable from the contract(s) stated on page 3. We will pay Annuity Payments as shown on page 3. If an Annuitant is living, payments will be made to the Payee. If no Annuitant is living during the Guaranteed Payment Period, payments will be made to the beneficiary until the end of the period. When based on the investment experience of the Variable Account, Annuity Payments may increase or decrease and are not guaranteed as to minimum dollar amount. Periodic payments Participating Signed for the Society
Thrivent Financial for Lutherans FLEXIBLE PREMIUM A Fraternal Benefit Society • Appleton, Wisconsin 54919-0001 DEFERRED VARIABLE ANNUITYThrivent Variable Annuity Account I • February 17th, 2017
This certificate of membership and variable annuity is a legal contract between you and Thrivent Financial for Lutherans. We issue this contract based on the Application signed by the applicant(s) and the payment of the Initial Premium shown on page 3. We will pay surrenders, Death Proceeds, and Annuity Income according to the provisions of this contract.
NSCC TRADING AGREEMENTNSCC Trading Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Massachusetts
This NSCC Trading Agreement is entered into this 3rd day of June, 2020 (the “Agreement”) by and between Thrivent Financial for Lutherans,( the “Company”), Putnam Retail Management Limited Partnership (“PRM”) and Putnam Investor Services, Inc. (“PSERV”).
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”).
RULE 22c-2 AGREEMENT2 Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
This Rule 22c-2 Agreement dated June 3rd, 2020 is entered into by and between Putnam Investor Services, Inc. (“PSERV”), transfer agent, dividend-disbursing agent and shareholder servicing agent for the Fund, Putnam Retail Management Limited Partnership (“PRM”), underwriter and distributor of the Fund, Thrivent Financial for Lutherans (the “Intermediary”).
AMENDMENT TO ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
This AMENDMENT (the “Amendment”) is dated as of May 19, 2020 by and among Thrivent Financial for Lutherans (the “Insurer”) and John Hancock Variable Trust Advisers LLC (formerly, John Hancock Investment Management Services, LLC (the “Adviser” or “JHIMS”).
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”);
Contract Number: CONTRACTAmendatory Agreement • February 17th, 2017 • Thrivent Variable Annuity Account I
The provision entitled Optional Plans of Settlement describes the basis for calculating guaranteed minimum payments for Options 3, 4 and 5. Guaranteed minimum payments are shown in the table below for Option 3. Guaranteed minimum payments at selected ages, guaranteed periods and years of settlement are shown in the tables below for Options 4 and 5. Rates not shown will be provided upon request.
