AGREEMENTSParticipation Agreement • April 30th, 1997 • Providian Life & Health Insurance Co Separate Account V • Wisconsin
EXHIBIT 8(n)(1) ADDENDUM NO. 9 TO PARTICIPATION AGREEMENT AMONG WRL SERIES FUND, INC., PFL LIFE INSURANCE COMPANY, AND AUSA LIFE INSURANCE COMPANY, INC.Participation Agreement • September 5th, 2000 • Peoples Benefit Life Insurance Co Separate Account V
Amendment No. 9 to the Participation Agreement among WRL Series Fund, Inc., (the "Fund"), PFL Life Insurance Company ("PFL"), AUSA Life Insurance Company, Inc. ("AUSA") dated July 1, 1992 ("Participation Agreement").
EXHIBIT 8(f) June 2, 1994 Variable Insurance Products Fund II Fidelity Distributors Corporation 82 Devonshire Street Boston, Massachusetts 02109 RE: Participation Agreement Amendment Dears Sirs: This Letter Agreement will serve to confirm our...Letter Agreement • April 30th, 1997 • Providian Life & Health Insurance Co Separate Account V • Massachusetts
EXHIBIT 8(l) PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 1997 • Providian Life & Health Insurance Co Separate Account V • Kentucky
A MISSOURI STOCK COMPANY . HOME OFFICE; JEFFERSON CITY, MISSOURI 65101 ADMINISTRATIVE OFFICE: 4333 EDGEWOOD ROAD N.E., CEDAR RAPIDS, IOWA 52499 1-800-866-6007 We, Providian Life and Health Insurance Company, have issued this Contract on the life of...Providian Life & Health Insurance Co Separate Account V • June 3rd, 1998
PARTICIPATION AGREEMENT THIS AGREEMENT, made and entered into this 19th day of May, 1995 by and between WANGER ADVISORS TRUST, an unincorporated business trust formed under the laws of Massachusetts (the "Trust"), and NATIONAL HOME LIFE ASSURANCE...Participation Agreement • November 20th, 1995 • Providian Life & Health Insurance Co Separate Account V • Massachusetts
PARTICIPATION AGREEMENTParticipation Agreement • November 20th, 1995 • Providian Life & Health Insurance Co Separate Account V • New York
AMENDMENT AMENDMENTPrincipal Underwriting Agreement • January 22nd, 2004 • Peoples Benefit Life Insurance Co Separate Account V • Kentucky
EXHIBIT (8)(s) PARTICIPATION AGREEMENT (FIDELITY)Participation Agreement • April 27th, 2005 • Peoples Benefit Life Insurance Co Separate Account V • Massachusetts
THIS AGREEMENT, made and entered into as of the 1st day of December, 2000 by and among PEOPLES BENEFIT LIFE INSURANCE COMPANY (hereinafter the “Company”), an Iowa corporation, on its own behalf and on behalf of each separate 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 and VARIABLE INSURANCE PRODUCTS FUND III, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
Exhibit (8)(u) PARTICIPATION AGREEMENT (VANGUARD)Participation Agreement • April 27th, 2007 • Peoples Benefit Life Insurance Co Separate Account V • Iowa
THIS AGREEMENT, made and entered into as of the 1st day of May, 2002, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. (hereinafter the “Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the “Distributor”), a Delaware corporation, and PEOPLES BENEFIT LIFE INSURANCE COMPANY (hereinafter the “Company”), an Iowa corporation, on its own behalf and on behalf of each separate 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”).
EXHIBIT 8(q)(1) AMENDMENT TO PARTICIPATION AGREEMENT The Participation Agreement, dated as of November 1, 1999, between TRANSAMERICA VARIABLE INSURANCE FUND, INC., TRANSAMERICA INVESTMENT MANAGEMENT, LLC, and PFL LIFE INSURANCE COMPANY ("the...Participation Agreement • September 5th, 2000 • Peoples Benefit Life Insurance Co Separate Account V
The Participation Agreement, dated as of November 1, 1999, between TRANSAMERICA VARIABLE INSURANCE FUND, INC., TRANSAMERICA INVESTMENT MANAGEMENT, LLC, and PFL LIFE INSURANCE COMPANY ("the Agreement") is hereby amended as follows:
EXHIBIT (8)(a)(1) AMENDED AND RESTATED PARTICIPATION AGREEMENT (DFA)Participation Agreement • December 21st, 2007 • Separate Account Va Cc • California
THIS AGREEMENT, made and entered into this 28th day of January, 2005, by and among Peoples Benefit Life Insurance Company (“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. (“Fund”); the Fund’s investment adviser, Dimensional Fund Advisors Inc. (“Adviser”); and DFA Securities Inc. (“DFAS”) (individually, a “Party” and collectively, the “Parties”).
EXHIBIT (8)(n) PARTICIPATION AGREEMENT (ALLIANCE BERNSTEIN)Participation Agreement • April 29th, 2009 • Separate Account Va Cc • New York
THIS AGREEMENT, made and entered into as of the second day of August, 2000 (“Agreement”), by Peoples Benefit Life Insurance Company, an Iowa life insurance company (“Insurer”) (on behalf of itself and its “Separate Account,” defined below); AFSG Securities Corporation a Pennsylvania corporation (“Contracts Distributor”), the principal underwriter with respect to the Contracts referred to below; Alliance Capital Management L.P., a Delaware limited partnership (“Adviser”), the investment adviser of the Fund referred to below; and Alliance Fund Distributors, Inc., a Delaware corporation (“Distributor”), the Fund’s principal underwriter (collectively, the “Parties”),
WITNESSETH:Principal Underwriting Agreement • January 22nd, 2004 • Peoples Benefit Life Insurance Co Separate Account V • Kentucky
PARTICIPATION AGREEMENT Among TRANSAMERICA SERIES TRUST and TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY MONUMENTAL LIFE INSURANCE COMPANY WESTERN RESERVE LIFE ASSURANCE CO. OF OHIOParticipation Agreement • April 25th, 2013 • Separate Account Va Cc • Delaware
THIS AGREEMENT, made and effective as of May 1, 2013, by and among Transamerica Life Insurance Company, Transamerica Financial Life Insurance Company, Monumental Life Insurance Company, Western Reserve Life Assurance Co. of Ohio, severally and not jointly, (hereinafter, each, the “Insurance Company”), a corporation, on its own behalf and on behalf of each segregated asset account of the Insurance Company set forth on Schedule A hereto, as may be revised from time to time, (each such account hereinafter referred to as the “Account”) and Transamerica Series Trust (the “Trust”).
Exhibit (8) FORM OF PARTICIPATION AGREEMENTParticipation Agreement • September 26th, 2007 • Separate Account Va Cc • Iowa
EXHIBIT (8)(t) PARTICIPATION AGREEMENT (WELLS FARGO)Participation Agreement • April 27th, 2007 • Peoples Benefit Life Insurance Co Separate Account V • Iowa
THIS AGREEMENT, effective this 8th day of April, 2005 by and between WELLS FARGO VARIABLE TRUST, an unincorporated business trust formed under the laws of Delaware (the “Trust”), WELLS FARGO FUNDS DISTRIBUTOR, LLC, a Delaware limited liability company (the “Distributor”), and PEOPLES BENEFIT LIFE INSURANCE COMPANY, an Iowa life insurance company (the “Company”), on its own behalf and on behalf of each separate account of the Company identified herein.
AMENDMENT NO. 44 TO PARTICIPATION AGREEMENT AMONG TRANSAMERICA SERIES TRUST, TRANSAMERICA LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, AND MONUMENTAL LIFE INSURANCE COMPANYMonumental Life Insurance Company • April 29th, 2011 • Separate Account Va Cc
The Participation Agreement, dated July 1, 1992, as amended (“Agreement”) among Transamerica Series Trust (the “Fund”), Transamerica Life Insurance Company (“Transamerica”), Transamerica Financial Life Insurance Company (“TFLIC”), and Monumental Life Insurance Company (“Monumental”), (herein collectively, “the Companies”), is hereby amended as follows:
AMENDMENT NO. 42 TO PARTICIPATION AGREEMENT AMONG TRANSAMERICA SERIES TRUST, TRANSAMERICA LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, AND MONUMENTAL LIFE INSURANCE COMPANYMonumental Life Insurance Company • April 29th, 2010 • Separate Account Va Cc
The Participation Agreement, dated July 1, 1992, as amended (“Agreement”) among Transamerica Series Trust (the “Fund”), Transamerica Life Insurance Company (“Transamerica”), Transamerica Financial Life Insurance Company (“TFLIC”), and Monumental Life Insurance Company (“Monumental”) is hereby amended as follows:
EXHIBIT (8)(m)(4) AMENDMENT NO. 36 TO PARTICIPATION AGREEMENT (TST)Participation Agreement • April 29th, 2008 • Separate Account Va Cc
The Participation Agreement, dated July 1, 1992, as amended (“Agreement”) among Transamerica Series Trust (the “Fund”), Transamerica Life Insurance Company (“Transamerica”), Transamerica Financial Life Insurance Company (“TFLIC”), Monumental Life Insurance Company (“Monumental”), and Transamerica Occidental Life Insurance Company (“TOLIC”) is hereby amended as follows:
EXHIBIT (8)(n)(3) AMENDMENT NO. 32 TO PARTICIPATION AGREEMENT (ATST)Participation Agreement • April 27th, 2005 • Peoples Benefit Life Insurance Co Separate Account V
The Participation Agreement, dated July 1, 1992, as amended (“Agreement”) among AEGON/Transamerica Series Fund, Inc. (the “Fund”), Transamerica Life Insurance Company (“Transamerica”), Transamerica Financial Life Insurance Company (“TFLIC”), Peoples Benefit Life Insurance Company (“Peoples”), Transamerica Occidental Life Insurance Company (“TOLIC”), and Transamerica Life Insurance and Annuity Company (“TALIAC”) is hereby amended as follows:
Amendment No. 2 to Participation Agreement (TST)Participation Agreement • April 28th, 2015 • Separate Account Va Cc
THIS AMENDMENT, made and effective as of November 10, 2014, by and among, Transamerica Life Insurance Company, Transamerica Financial Life Insurance Company, Transamerica Premier Life Insurance Company (formerly Monumental Life Insurance Company and Western Reserve Life Assurance Co. of Ohio), severally and not jointly, (hereinafter, each, the “Insurance Company”), a corporation, on its own behalf and on behalf of each segregated asset account of the Insurance Company and Transamerica Series Trust (the “Trust”).
Exhibit (8)(r) FUND PARTICIPATION AGREEMENT (SELIGMAN)Fund Participation Agreement • April 27th, 2007 • Peoples Benefit Life Insurance Co Separate Account V • New York
THIS AGREEMENT is made this 8th day of December, 2000, between Seligman Portfolios, Inc., an open-end management investment company organized as a Maryland Corporation (the “Fund”), Seligman Advisors, Inc. (the “Distributor”), a Delaware corporation, and Peoples Benefit Life Insurance Company, a stock life insurance company organized under the laws of the State of Iowa (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 “Account”).
EXHIBIT (3)(a)(3) FORM OF AMENDMENT NO. 3 TO THE PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • September 26th, 2007 • Separate Account Va Cc
Amendment dated October 1, 2007, to the Principal Underwriting Agreement, dated as of January 25, 2007, by and between Transamerica Capital, Inc. (“TCI”) and Monumental Life Insurance Company (“MON LIFE”) (the “Agreement”).
Participation Agreement between Monumental Life Insurance Company, Federated Insurance Series, and Federated Securities Corp.Participation Agreement • April 17th, 2012 • Separate Account Va Cc • Pennsylvania
Assume that the total fund expense is 100 basis points. Of such 100 basis points, Federated retains 40 basis points and pays out 60 basis points to clients. As a result, the pro-rata ratio is 40/60. With respect to a particular month’s waiver, if the waiver was 10 basis points, then the 40/60 split would be applied such that Federated’s share of the waiver would be 4 basis points and the clients (in total) would realize a 6 basis point waiver for that month. This calculation is done by considering the total amount retained by Federated and the total amount paid to all clients; the calculation is not done on a client by client basis.
WITNESSETH: ----------Fund Participation Agreement • September 5th, 2000 • Peoples Benefit Life Insurance Co Separate Account V • Iowa
EXHIBIT (8)(j)(1) Participation Agreement between TLIC, TFLIC, Monumental, TOLIC and ColumbiaParticipation Agreement • April 17th, 2012 • Separate Account Va Cc • Massachusetts
THIS PARTICIPATION AGREEMENT (“Agreement”), made and entered into as of this 1ST day of May, 2007, between Transamerica Life Insurance Company, a life insurance company organized under the laws of the State of Iowa; Transamerica Financial Life Insurance Company, a New York life insurance company; Peoples Benefit Life Insurance Company, an Iowa stock life insurance company, Transamerica Occidental Life Insurance Company, a life insurance company organized under the laws of the State of Iowa (each as the “Insurance Company”), on its own behalf and on behalf of its separate accounts (the “Accounts”); and Columbia Funds VARIABLE INSURANCE TRUST, an open-end management investment company organized under the laws of the State of Massachusetts (the “Fund”), COLUMBIA MANAGEMENT ADVISORS, LLC (the “Adviser”), a Delaware limited liability corporation, and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the “Distributor”), a Massachusetts corporation.
EXHIBIT 8(j) AMENDMENT NO. 1 TO PARTICIPATION AGREEMENT THIS AMENDMENT NO. 1 TO PARTICIPATION AGREEMENT, made and entered into as of this 16th day of December, 1996, supplementing and amending the Participation Agreement made and entered into the 19th...Participation Agreement • April 30th, 1997 • Providian Life & Health Insurance Co Separate Account V
Exhibit (4)(a) Form of Variable Annuity Contract (A Unit)Separate Account Va Cc • September 26th, 2007
We, Providian Life and Health Insurance Company, have issued this Contract on the life of the Annuitant in consideration of our receipt of your Initial Purchase Payment.
FORM OF PARTICIPATION AGREEMENT (FIDELITY)Agreement • April 29th, 2004 • Peoples Benefit Life Insurance Co Separate Account V • Iowa
Amendment No. 5 to Participation Agreement (Columbia)Participation Agreement • April 26th, 2016 • Separate Account Va Cc
Amendment No. 5 dated as of June 1, 2015 to the Participation Agreement (the “Agreement”), dated as of May 1, 2007, between TRANSAMERICA LIFE INSURANCE COMPANY; TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY; TRANSAMERICA PREMIER LIFE INSURANCE COMPANY (each as the “Insurance Company”), on its own behalf and on behalf of its separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE INSURANCE TRUST (the “Fund”); COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (the “Adviser”), as assignee of Columbia Management Advisors, LLC; and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (the “Distributor”), as assignee of Columbia Management Distributors, Inc.
Exhibit (4)(b) Form of Variable Annuity Contract (B Unit)Separate Account Va Cc • September 26th, 2007
We, Providian Life and Health Insurance Company, have issued this Contract on the life of the Annuitant in consideration of our receipt of your Initial Purchase Payment.
AMENDMENT NO. 11 TO THE FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 17th, 2012 • Separate Account Va Cc
This Amendment is to the Fund Participation Agreement dated May 1, 2001, as amended, (“Agreement”) between Transamerica Life Insurance Company, Monumental Life Insurance Company, Transamerica Financial Life Insurance Company, life insurance companies organized under the laws of the State of New York (each, “Insurance Company”), on behalf of themselves and on behalf of the Separate Accounts listed on Exhibit A of the Agreement, Dreyfus Variable Investment Fund, Dreyfus Investment Portfolios, The Dreyfus Socially Responsible Growth Fund, Inc. and the Dreyfus Stock Index Fund, Inc. (each as the “Fund”) (the “Agreement”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such term in the Agreement.
EXHIBIT (3)(b)(1) FORM OF LIFE INSURANCE COMPANY PRODUCT SALES AGREEMENTSales Agreement • October 11th, 2007 • Separate Account Va Cc
THIS AGREEMENT is made by and among each life insurance company (“Insurer”); each principal securities underwriter for the Insurer (“Underwriter”); each selling broker/dealer (“Broker Dealer”); and each selling insurance agency (“Agency”) in the capacities as set forth on Schedule A-Signature Page which is attached to and made a part of this Agreement by this reference. This Agreement is initially effective on the date of first execution by the Insurer.
AMENDMENT OF AGREEMENTSSeparate Account Va Cc • April 17th, 2012
This amendment (the Amendment) to the agreements (individually, the “Agreement, collectively, the “Agreements) identified in Attachment A, attached hereto, is effective as of March 1st 2012.
