{"component": "clause", "props": {"groups": [{"snippet": "All other terms and provisions of the Agreement not amended herein shall remain in full force and effect.", "snippet_links": [{"key": "provisions-of-the-agreement", "type": "clause", "offset": [20, 47]}, {"key": "full-force-and-effect", "type": "definition", "offset": [83, 104]}], "samples": [{"hash": "51j9VO5A0vc", "uri": "/contracts/51j9VO5A0vc#value-fund", "label": "Master Distribution Agreement (Aim Variable Insurance Funds (Invesco Variable Insurance Funds))", "score": 19.7556468172, "published": true}, {"hash": "4ASZLls8FVg", "uri": "/contracts/4ASZLls8FVg#value-fund", "label": "Participation Agreement (Guardian Separate Acct N of the Guardian Ins & Annuity Co)", "score": 19.0, "published": true}, {"hash": "7bCkyb7A1Yn", "uri": "/contracts/7bCkyb7A1Yn#value-fund", "label": "Participation Agreement (Metlife Investors Variable Annuity Account One)", "score": 16.0, "published": true}], "size": 14, "hash": "96fd1468d365ddc330e072d62a5daeb6", "id": 1}, {"snippet": "ANNUAL NET ASSETS RATE ---------- ------ First $250 million....................................................................................... 0.65% Over $250 million........................................................................................ 0.60%", "snippet_links": [{"key": "net-assets", "type": "clause", "offset": [7, 17]}], "samples": [{"hash": "kpAGhhMThkf", "uri": "/contracts/kpAGhhMThkf#value-fund", "label": "Master Investment Advisory Agreement (Aim Variable Insurance Funds Inc)", "score": 16.0, "published": true}], "size": 10, "hash": "dd6b8868d67244a3e67a093db440e571", "id": 2}, {"snippet": "SEPARATE ACCOUNTS UTILIZING THE FUNDS -------------------------------------", "snippet_links": [{"key": "separate-accounts-utilizing-the-funds", "type": "clause", "offset": [0, 37]}], "samples": [{"hash": "bazVLXUyZpY", "uri": "/contracts/bazVLXUyZpY#value-fund", "label": "Participation Agreement (Usl Separate Account Usl Vl-R)", "score": 18.0, "published": true}, {"hash": "7YKtXlbyreV", "uri": "/contracts/7YKtXlbyreV#value-fund", "label": "Participation Agreement (First Metlife Investors Variable Annuity Account One)", "score": 16.2847364819, "published": true}, {"hash": "bPVZz7G84Ol", "uri": "/contracts/bPVZz7G84Ol#value-fund", "label": "Participation Agreement (Prudential Variable Appreciable Account)", "score": 16.0, "published": true}], "size": 5, "hash": "9c9e3c5ccb72e249b87d6218ca026648", "id": 3}, {"snippet": "All other terms and provisions of the Agreement not amended herein shall remain in full force and effect. Dated: , 1999 ---------------------- AIM VARIABLE INSURANCE FUNDS, INC. Attest: By: ---------------------------- ------------------------------- Assistant Secretary President", "snippet_links": [{"key": "provisions-of-the-agreement", "type": "clause", "offset": [20, 47]}, {"key": "full-force-and-effect", "type": "definition", "offset": [83, 104]}, {"key": "insurance-funds", "type": "clause", "offset": [156, 171]}, {"key": "secretary-president", "type": "clause", "offset": [261, 280]}], "samples": [{"hash": "5aMb0DaxiYD", "uri": "/contracts/5aMb0DaxiYD#value-fund", "label": "Master Distribution Agreement (Aim Variable Insurance Funds Inc)", "score": 13.0, "published": true}], "size": 3, "hash": "4f36c688917ee98cc0cdb82a925fb40a", "id": 4}, {"snippet": "NET ASSETS ANNUAL RA\u2587\u2587 ---------- ----------- First $500 million ... 0.55% Next $500 million .... 0.50% Over $1 billion ..", "snippet_links": [{"key": "net-assets", "type": "clause", "offset": [0, 10]}], "samples": [{"hash": "ddkRbHjCGq5", "uri": "/contracts/ddkRbHjCGq5#value-fund", "label": "Master Investment Advisory Agreement (Aim Variable Insurance Funds (Invesco Variable Insurance Funds))", "score": 16.6598220397, "published": true}], "size": 3, "hash": "7364eec35b6346a803fd4580a84b21ab", "id": 5}, {"snippet": "All other terms and provisions of the Agreement not amended herein shall remain in full force and effect. Effective Date: July 1, 1999 AIM VARIABLE INSURANCE FUNDS, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Title: Assistant Secretary Title: President A I M DISTRIBUTORS, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: Assistant Secretary Title: President (SEAL) THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587 Title: Counsel Title: Executive Vice President (SEAL) GUARDIAN INVESTOR SERVICES CORPORATION Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587 Title: Counsel Title: Executive Vice President (SEAL) The Participation Agreement (the \u201cAgreement\u201d), dated February 2, 1998, by and among AIM Variable Insurance Funds, a Maryland corporation, A I M Distributors, Inc., a Delaware corporation, The Guardian Insurance & Annuity Company, Inc., a Delaware life insurance company and Guardian Investor Services Corporation, a New York corporation, is hereby amended as follows: Schedule A of the Agreement is hereby deleted in its entirety and replaced with the following: AIM V.I. Capital Appreciation Fund Separate Account K \u2022 Park Avenue Life AIM V.I. Global Utilities Fund AIM V.I. Government Securities Fund AIM V.I. Value Fund Separate Account M \u2022 Park Avenue VUL Separate Account E \u2022 The Guardian Investor Retirement Asset Manager Variable Annuity Contract Separate Account N \u2022 Park Avenue VUL - Millennium Series \u2022 Park Avenue SVUL - Millennium Series Separate Account D \u2022 Value Guard II - Individual and Group Variable Annuity Contract Separate Account A \u2022 Guardian Investor Individual Variable Annuity Contract All other terms and provisions of the Agreement not amended herein shall remain in full force and effect. Effective Date: May 1, 2000 AIM VARIABLE INSURANCE FUNDS, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Title: Assistant Secretary Title: President (SEAL) A I M DISTRIBUTORS, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: Assistant Secretary Title: President (SEAL) THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. By: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: Vice President and Counsel Title: Executive Vice President, Equity Products (SEAL) GUARDIAN INVESTOR SERVICES CORPORATION Attest: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. By: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: Vice President & Counsel Title: President (SEAL) The Participation Agreement (the \u201cAgreement\u201d), dated February 2, 1998, by and among AIM Variable Insurance Funds, a Delaware trust, A I M Distributors, Inc., a Delaware corporation, The Guardian Insurance & Annuity Company, Inc., a Delaware life insurance company and Guardian Investor Services Corporation, a New York corporation, is hereby amended as follows: Schedule A of the Agreement is hereby deleted in its entirety and replaced with the following: AIM V.I. Aggressive Growth Fund Separate Account K \u2022 Park Avenue Life AIM V.I. Capital Appreciation Fund AIM V.I. Global Utilities Fund AIM V.I. Government Securities Fund Separate Account M \u2022 Park Avenue VUL AIM V.I. Growth Fund AIM V.I. Value Fund Separate Account E \u2022 The Guardian Investor Retirement Asset Manager Variable Annuity Contract Separate Account N \u2022 Park Avenue VUL - Millennium Series \u2022 Park Avenue SVUL - Millennium Series Separate Account D \u2022 Value Guard II - Individual and Group Variable Annuity Contract Separate Account A \u2022 Guardian Investor Individual Variable Annuity Contract Separate Account F \u2022 Guardian Variable Annuity Contract All other terms and provisions of the Agreement not amended herein shall remain in full force and effect. Effective Date: August 1, 2000 AIM VARIABLE INSURANCE FUNDS Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Title: Assistant Secretary Title: President (SEAL) A I M DISTRIBUTORS, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: Assistant Secretary Title: President (SEAL) THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. By: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: Vice President and Counsel Title: Executive Vice President, Equity Products (SEAL) GUARDIAN INVESTOR SERVICES CORPORATION Attest: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. By: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: Vice President and Counsel Title: President (SEAL) The Participation Agreement (the \u201cAgreement\u201d), dated February 2, 1998, by and among AIM Variable Insurance Funds, a Delaware trust, A I M Distributors, Inc., a Delaware corporation, The Guardian Insurance & Annuity Company, Inc., a Delaware life insurance company and Guardian Investor Services Corporation, a New York corporation, is hereby amended as follows: Schedule A of the Agreement is hereby deleted in its entirety and replaced with the following: AIM V.I. Aggressive Growth Fund Separate Account K \u2022 Park Avenue Life AIM V.I. Capital Appreciation Fund \u2022 Park Avenue Life - Millennium Series AIM V.I. Global Utilities Fund AIM V.I. Government Securities Fund AIM V.I. Growth Fund AIM V.I. Value Fund Separate Account M \u2022 Park Avenue VUL Separate Account E \u2022 The Guardian Investor Retirement Asset Manager Variable Annuity Contract Separate Account N \u2022 Park Avenue VUL - Millennium Series \u2022 Park Avenue SVUL - Millennium Series Separate Account D \u2022 Value Guard II - Individual and Group Variable Annuity Contract Separate Account A \u2022 Guardian Investor Individual Variable Annuity Contract Separate Account F \u2022 Guardian Variable Annuity Contract All other terms and provisions of the Agreement not amended herein shall remain in full force and effect. Effective Date: December 1, 2000 AIM VARIABLE INSURANCE FUNDS Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587\u2587 Title: Assistant Secretary Title: Senior Vice President (SEAL) A I M DISTRIBUTORS, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 By: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: Assistant Secretary Title: President (SEAL) THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC. Attest: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. By: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: VP & Counsel Title: Executive Vice President Equity Products (SEAL) GUARDIAN INVESTOR SERVICES CORPORATION Attest: /s/ \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. By: /s/ \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Name: \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587\u2587\u2587, \u2587\u2587. Name: \u2587\u2587\u2587\u2587\u2587 \u2587. \u2587\u2587\u2587\u2587 Title: VP & Counsel Title: President (SEAL) The Participation Agreement (the \u201cAgreement\u201d), dated February 2, 1998, by and among AIM Variable Insurance Funds, A I M Distributors, Inc., The Guardian Insurance and Annuity Company, Inc. and Guardian Investor Services Corporation, (collectively, the \u201cParties\u201d) is hereby amended as follows. All capitalized terms not otherwise defined in this Amendment, shall have the same meaning as described in the Agreement.", "snippet_links": [{"key": "provisions-of-the-agreement", "type": "clause", "offset": [20, 47]}, {"key": "full-force-and-effect", "type": "definition", "offset": [83, 104]}, {"key": "effective-date", "type": "definition", "offset": [106, 120]}, {"key": "insurance-funds", "type": "clause", "offset": [148, 163]}, {"key": "assistant-secretary", "type": "clause", "offset": [275, 294]}, {"key": "executive-vice-president", "type": "definition", "offset": [643, 667]}, {"key": "investor-services", "type": "clause", "offset": [684, 701]}, {"key": "the-participation-agreement", "type": "clause", "offset": [858, 885]}, {"key": "maryland-corporation", "type": "definition", "offset": [974, 994]}, {"key": "delaware-corporation", "type": "clause", "offset": [1024, 1044]}, {"key": "life-insurance-company", "type": "definition", "offset": [1105, 1127]}, {"key": "new-york", "type": "definition", "offset": [1174, 1182]}, {"key": "schedule-a", "type": "clause", "offset": [1226, 1236]}, {"key": "replaced-with", "type": "clause", "offset": [1292, 1305]}, {"key": "capital-appreciation-fund", "type": "clause", "offset": [1330, 1355]}, {"key": "separate-account", "type": "definition", "offset": [1356, 1372]}, {"key": "park-avenue", "type": "definition", "offset": [1377, 1388]}, {"key": "utilities-fund", "type": "clause", "offset": [1410, 1424]}, {"key": "government-securities-fund", "type": "definition", "offset": [1434, 1460]}, {"key": "asset-manager", "type": "definition", "offset": [1572, 1585]}, {"key": "variable-annuity-contract", "type": "definition", "offset": [1586, 1611]}, {"key": "account-a", "type": "definition", "offset": [1802, 1811]}, {"key": "delaware-trust", "type": "definition", "offset": [2919, 2933]}, {"key": "aggressive-growth-fund", "type": "clause", "offset": [3269, 3291]}, {"key": "senior-vice-president", "type": "definition", "offset": [6303, 6324]}, {"key": "insurance-and-annuity", "type": "clause", "offset": [7074, 7095]}, {"key": "capitalized-terms", "type": "clause", "offset": [7218, 7235]}, {"key": "this-amendment", "type": "clause", "offset": [7261, 7275]}, {"key": "same-meaning", "type": "clause", "offset": [7292, 7304]}, {"key": "in-the-agreement", "type": "clause", "offset": [7318, 7334]}], "samples": [{"hash": "dazDMMoa9pZ", "uri": "/contracts/dazDMMoa9pZ#value-fund", "label": "Participation Agreement (Guardian Separate Acct N of the Guardian Ins & Annuity Co)", "score": 16.0, "published": true}], "size": 3, "hash": "2c3a5b994d965279946b1e8dc6cb6dbe", "id": 6}, {"snippet": "Added as of May 1, 2001 - Effective May 1, 2002, name change to AIM V.I. Premier Equity Fund Series I - Effective May 1, 2006, merged into AIM VI Core Equity Fund Series I ALLIANCE VARIABLE PRODUCT SERIES Premier Growth Portfolio - Class B - Added as of May 1, 2001 - Effective May 1, 2003, series name change to: AllianceBernstein Variable Product Series Fund, Inc. and fund name change to: AllianceBernstein Premier Growth Portfolio - Class B - As of May 2, 2005, name change to AllianceBernstein Large-Cap Growth Portfolio-Class B - Effective May 1, 2006, fund substituted by new trust: Metropolitan Series Fund; new fund name: T. Rowe Price Large Cap Growth Portfolio - (Class B Sha\u2587\u2587\u2587) \u2587MERICAN VARIABLE INSURANCE SERIES Global Growth Fund - Class 2 - Added as of May 1, 2001 Growth Fund - Class 2 - Added as of May 1, 2001 Growth Income Fund - Class 2 - Added as of May 1, 2001 Amendment XI to Automatic Reinsurance Agreement #166993US-95 effective July 1, 1995 between METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT of Hartford, Connecticut (\"the Company\") and SWISS RE LIFE & HEALTH AMERICA INC. of Stamford, Connecticut (\"the Reinsurer\"). Effective April 30, 2007, Exhibit B, Separate Account Mutual Funds, is revised as attached. All other provisions of the Reinsurance Agreement will continue unchanged. Made in duplicate and hereby executed by both parties. METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT By -s- [ILLEGIBLE] By ---------------------------- -------------------------------- Title [ILLEGIBLE] Title ----------------------------- Date 6/4/07 Date ----------------------------- SWISS RE LIFE & HEALTH AMERICA INC. By -s- [ILLEGIBLE] By -s- [ILLEGIBLE] ---------------------------- ---------------------------- Title MD Title VP Date 5/7/07 Date 5/4/07 EXHIBIT B SEPARATE ACCOUNT MUTUAL FUNDS STOCK FUNDS Smith Barney Income & Growth Portfolio - Effective May 1, \u2587\u2587\u2587\u2587, \u2587\u2587\u2587\u2587\u2587 as Smith Barney Large Cap Value Portfolio - Effect\u2587\u2587\u2587 \u2587\u2587\u2587\u2587 \u2587, 2003, Investment Objective Change - Effective May 1, 2006, name change to Legg Mason Partners Variable Large Cap Value Portfolio - EFFECTIVE APRIL 30, 2007, MERGED INTO NEW TRUST: LEGG MASON PARTNERS VARIABLE EQUITY TRUST. NEW FUND NAM\u2587: \u2587E\u2587\u2587 \u2587\u2587SON PARTNERS VARIABLE INVESTORS PORTFOLIO - (CLA\u2587\u2587 \u2587 \u2587\u2587\u2587\u2587\u2587S) Alliance Growth Portfolio - Effective September 15, 2003, name change to Strategic Equity Portfolio - Effective May 1, 2006, merged into new trust: Metropolitan Series Fund; new fund name: FI Large Cap Portfolio - (Class A Shares) American Capital Enterprise Portfolio - Effective May 1, 1997, name change to Van Kampen American Capital - Effective May 1, 1999, name \u2587\u2587\u2587\u2587\u2587\u2587 \u2587\u2587 Van Kampen American Enterprise - Effective May 1, 2006, m\u2587\u2587\u2587\u2587\u2587 \u2587\u2587\u2587\u2587 new trust: Metropolitan Series Fund; new fund name: Capital Guardian U.S. Equity Portfolio - (Class A Shares) Smith Barney International Equity Portfolio - Effective A\u2587\u2587\u2587\u2587 \u2587\u2587, \u2587\u2587\u25871, merged into Smith Barney International All Cap Growth Portfolio - \u2587\u2587\u2587\u2587\u2587tive May 1, 2006, name change to Legg Mason Partners Variable International All Cap Grow\u2587\u2587 \u2587o\u2587\u2587\u2587\u2587\u2587io - EFFECTIVE APRIL 30, 2007, TRUST NAME CHANGE TO LEGG MASON PARTNERS VARIABLE EQUITY TRUST. NEW FUND NAM\u2587: \u2587E\u2587\u2587 \u2587\u2587SON PARTNERS VARIABLE INTERNATIONAL ALL CAP OPPO\u2587\u2587\u2587\u2587I\u2587\u2587 \u2587\u2587RTFOLIO Smith Barney Pacific Basin Portfolio - Effective April 20, \u2587\u2587\u2587\u2587, \u2587\u2587\u2587\u2587ed into Smith Barney International All Cap Growth Portfolio AI\u2587 \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587\u2587preciation Portfolio - Effective May 1, 2006, merged into new trust: Met Investors Series Trust; new fund name: Met/AIM Capital Appreciation Portfolio - (Class A Shares) MFS Emerging Growth Portfolio - Effective February 25, 2005, merged into MFS Mid Cap Growth Portfolio MFS Mid Cap Growth Portfolio - Added as of February 13, 2005 - Effective May 1, 2006, merged into new trust: Metropolitan Series Fund; new fund name: BlackRock Aggressive Growth Portfolio - (Class D Shares) EXHIBIT B (CONTINUED) MFS Research Portfolio - Added as of May 1, 1998 - Effective November 15, 2003, name, subadvisor and investment objective change to Merrill Lynch Large Cap Core Portfolio - Effective May 2, \u2587\u2587\u2587\u2587, n\u2587\u2587\u2587 \u2587hange to Mercury Large Cap Core Portfolio - Effective May 1, 2006, merged into new trust: Met Investors Series Trust; new fund name: Mercury Large-Cap Core Portfolio - (Class A Shares) - Effective November 13, 2006, fund name change to BlackRock Large-Cap Core Portfolio - EFFECTIVE APRIL 30, 2007, SHARE CLASS EXCHANGE: CLASS E SHARES Dreyfus Small Cap Portfolio - Added as of May 1, 1998 - Effective January 1, 2003, name change to Dreyfus Variable Investment Fund -Developing Leaders Portfolio - Initial Shares, and investment objective change Salomon Brothers Investors Fund - Added as of May 1, 1998 - Effective May 1, 2006, name change to Legg Mason Partners Variable Investors Fund - (Class I \u2587\u2587\u2587\u2587e\u2587) \u2587mith Barney Large Cap Growth Portfolio - Added as of May \u2587, \u2587\u2587\u2587\u2587 - Effective May 1, 2006, name change to Legg Mason Partners Variable Large Cap Growth Portfolio \u2587\u2587r\u2587\u2587\u2587\u2587\u2587c Stock Portfolio - Added as of May 1, 1998 - Effective September 3, 2001, merged into Salomon Brothers Investors Fund Travelers Disciplined Mid Cap Stock Portfolio - Added as of May 1, 1998 - Effective May 1, 2006, merged into new trust: Met Investors Series Trust; new fund name: Batterymarch Mid-Cap Stock Portfolio - (Class A Shares) Travelers Disciplined Small Cap Stock Portfolio - Added as of May 1, 1998 - Effective September 3, 2001, merged into Salomon Brothers Investors Fund BOND FUNDS TBC Managed Income Portfolio - Effective May 1999, name change to Travelers Managed Income - Effective May 1, 2006, merged into new trust: Metropolitan Series Fund; new fund name: BlackRock Bond Income Portfolio - (Class E Shares) EXHIBIT B (CONTINUED) Putnam Diversified Income Portfolio - Effective July 1, 2\u2587\u2587\u2587, \u2587ame change to Pioneer Strategic Income Portfolio - Effective July 1, 2003, Subadvisor Change and Investment Objective Change - Effective May 1, 2006, merged into new trust: Met Investors Series Trust; new fund name: Pioneer Strategic Income Portfolio - (Class A Shares)", "snippet_links": [{"key": "effective-may", "type": "clause", "offset": [26, 39]}, {"key": "change-to", "type": "definition", "offset": [54, 63]}, {"key": "series-i", "type": "definition", "offset": [93, 101]}, {"key": "core-equity-fund", "type": "clause", "offset": [146, 162]}, {"key": "class-b", "type": "definition", "offset": [232, 239]}, {"key": "series-name", "type": "clause", "offset": [291, 302]}, {"key": "series-fund", "type": "clause", "offset": [349, 360]}, {"key": "fund-name-change", "type": "clause", "offset": [371, 387]}, {"key": "new-trust", "type": "definition", "offset": [579, 588]}, {"key": "new-fund", "type": "definition", "offset": [616, 624]}, {"key": "t-rowe-price", "type": "definition", "offset": [631, 644]}, {"key": "insurance-series", "type": "clause", "offset": [709, 725]}, {"key": "global-growth-fund", "type": "clause", "offset": [726, 744]}, {"key": "class-2", "type": "clause", "offset": [747, 754]}, {"key": "income-fund", "type": "clause", "offset": [836, 847]}, {"key": "reinsurance-agreement", "type": "definition", "offset": [910, 931]}, {"key": "effective-july-1", "type": "clause", "offset": [945, 961]}, {"key": "the-company", "type": "definition", "offset": [1051, 1062]}, {"key": "swiss-re-life", "type": "clause", "offset": [1069, 1082]}, {"key": "the-reinsurer", "type": "clause", "offset": [1132, 1145]}, {"key": "effective-april", "type": "clause", "offset": [1149, 1164]}, {"key": "exhibit-b", "type": "definition", "offset": [1175, 1184]}, {"key": "separate-account", "type": "definition", "offset": [1186, 1202]}, {"key": "mutual-funds", "type": "clause", "offset": [1203, 1215]}, {"key": "provisions-of-the", "type": "clause", "offset": [1251, 1268]}, {"key": "in-duplicate", "type": "clause", "offset": [1321, 1333]}, {"key": "by-both-parties", "type": "clause", "offset": [1354, 1369]}, {"key": "stock-funds", "type": "clause", "offset": [1818, 1829]}, {"key": "investment-objective", "type": "definition", "offset": [1968, 1988]}, {"key": "legg-mason", "type": "definition", "offset": [2036, 2046]}, {"key": "equity-trust", "type": "definition", "offset": [2171, 2183]}, {"key": "effective-september", "type": "clause", "offset": [2296, 2315]}, {"key": "equity-portfolio", "type": "definition", "offset": [2351, 2367]}, {"key": "class-a-shares", "type": "clause", "offset": [2483, 2497]}, {"key": "van-kampen-american-capital", "type": "definition", "offset": [2577, 2604]}, {"key": "trust-name", "type": "clause", "offset": [3095, 3105]}, {"key": "series-trust", "type": "definition", "offset": [3473, 3485]}, {"key": "capital-appreciation", "type": "definition", "offset": [3510, 3530]}, {"key": "effective-february", "type": "clause", "offset": [3592, 3610]}, {"key": "class-d-shares", "type": "definition", "offset": [3853, 3867]}, {"key": "research-portfolio", "type": "clause", "offset": [3895, 3913]}, {"key": "november-15", "type": "clause", "offset": [3952, 3963]}, {"key": "merrill-lynch", "type": "definition", "offset": [4023, 4036]}, {"key": "core-portfolio", "type": "definition", "offset": [4047, 4061]}, {"key": "share-class", "type": "clause", "offset": [4392, 4403]}, {"key": "class-e-shares", "type": "clause", "offset": [4414, 4428]}, {"key": "effective-january", "type": "clause", "offset": [4485, 4502]}, {"key": "investment-fund", "type": "clause", "offset": [4544, 4559]}, {"key": "initial-shares", "type": "clause", "offset": [4592, 4606]}, {"key": "salomon-brothers", "type": "definition", "offset": [4640, 4656]}, {"key": "class-i", "type": "definition", "offset": [4785, 4792]}, {"key": "stock-portfolio", "type": "definition", "offset": [4973, 4988]}, {"key": "bond-funds", "type": "clause", "offset": [5458, 5468]}], "samples": [{"hash": "9ToTgUdkBEo", "uri": "/contracts/9ToTgUdkBEo#value-fund", "label": "Automatic Reinsurance Agreement (Metlife of Ct Separate Account Eleven for Variable Annuities)", "score": 18.2587268994, "published": true}], "size": 3, "hash": "a438bc5c99fcfe347bc5a135193e8ade", "id": 7}, {"snippet": "SEPARATE ACCOUNTS UTILIZING THE FUNDS ------------------------------------- \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587\u2587\u2587\u2587\u2587 LIFE VARIABLE ANNUITY SEPARATE ACCOUNT A CONTRACTS FUNDED BY THE SEPARATE ACCOUNTS ----------------------------------------- \u2587\u2587\u2587\u2587\u2587\u2587\u2587 \u2587\u2587\u2587\u2587\u2587 FUNDS RETIREMENT PLUS VARIABLE ANNUITY SCHEDULE B AIM's Pricing Error Policies DETERMINATION OF MATERIALITY ---------------------------- In the event that AIM discovers an error in the calculation of the Fund's net asset value, the following policies will apply: If the amount of the error is less than $.01 per share, it is considered immaterial and no adjustments are made. If the amount of the error is $.01 per share or more, then the following thresholds are applied:", "snippet_links": [{"key": "separate-accounts-utilizing-the-funds", "type": "clause", "offset": [0, 37]}, {"key": "variable-annuity", "type": "clause", "offset": [95, 111]}, {"key": "account-a", "type": "definition", "offset": [121, 130]}, {"key": "contracts-funded-by-the-separate-accounts", "type": "clause", "offset": [131, 172]}, {"key": "schedule-b", "type": "definition", "offset": [268, 278]}, {"key": "pricing-error", "type": "clause", "offset": [285, 298]}, {"key": "determination-of-materiality", "type": "clause", "offset": [308, 336]}, {"key": "in-the-event", "type": "clause", "offset": [366, 378]}, {"key": "calculation-of-the", "type": "clause", "offset": [414, 432]}, {"key": "net-asset-value", "type": "clause", "offset": [440, 455]}, {"key": "no-adjustments", "type": "clause", "offset": [580, 594]}], "samples": [{"hash": "82PQpakbrl7", "uri": "/contracts/82PQpakbrl7#value-fund", "label": "Participation Agreement (Merrill Lynch Life Variable Annuity Separate Account A)", "score": 16.0, "published": true}], "size": 3, "hash": "b9f80d4391938127ff8fa82998956d07", "id": 8}, {"snippet": "LLANY Separate Account R - The Lincoln Life & Annuity Company of New York: for Flexible Premium Flexible Premium Variable Life Insurance Policy Variable Life Insurance On the Lives of Two Insureds LN650NY; LN655 ------------------------------------------- ----------------------------------- ---------------------------------------------------- Lincoln New York Account N - Lincoln Life & Annuity Company of New York: for Variable Annuities Delaware Lincoln New York Choice Plus Variable Annuity AN426NY ------------------------------------------- ----------------------------------- ----------------------------------------------------", "snippet_links": [{"key": "separate-account", "type": "definition", "offset": [6, 22]}, {"key": "lincoln-life", "type": "definition", "offset": [31, 43]}, {"key": "of-new-york", "type": "definition", "offset": [62, 73]}, {"key": "variable-life-insurance-policy", "type": "definition", "offset": [113, 143]}, {"key": "variable-annuity", "type": "clause", "offset": [479, 495]}], "samples": [{"hash": "ghJJu5K2TWX", "uri": "/contracts/ghJJu5K2TWX#value-fund", "label": "Participation Agreement (Lincoln Life & Annuity Flexible Prem Vari Life Acct M)", "score": 18.0, "published": true}, {"hash": "cIK1fXIWkdv", "uri": "/contracts/cIK1fXIWkdv#value-fund", "label": "Participation Agreement (Lincoln New York Account N for Variable Annuities)", "score": 13.0, "published": true}], "size": 2, "hash": "dac4203b108404919fc7a3d7baf6a2d9", "id": 9}, {"snippet": "ANNUAL NET ASSETS RATE ---------- ---- First $250 million . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.65% Over $250 million . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0.60%", "snippet_links": [{"key": "net-assets", "type": "clause", "offset": [7, 17]}], "samples": [{"hash": "1jLtB06gGOc", "uri": "/contracts/1jLtB06gGOc#value-fund", "label": "Master Investment Advisory Agreement (Aim Variable Insurance Funds Inc)", "score": 16.0, "published": true}], "size": 2, "hash": "3fc9b972102d4701e67d585539cc36b7", "id": 10}], "next_curs": "ClMSTWoVc35sYXdpbnNpZGVyY29udHJhY3Rzci8LEhZDbGF1c2VTbmlwcGV0R3JvdXBfdjU2IhN2YWx1ZS1mdW5kIzAwMDAwMDBhDKIBAmVuGAAgAA==", "clause": {"title": "Value Fund", "parents": [["value-fund", "Value Fund"]], "size": 64, "children": [["value-fund", "Value Fund"]], "id": "value-fund", "related": [["fema-fund", "FEMA Fund", "FEMA Fund"], ["income-funds", "Income Funds", "Income Funds"], ["payment-fund", "Payment Fund", "Payment Fund"], ["settlement-fund", "Settlement Fund", "Settlement Fund"], ["pre-funding-account", "Pre-Funding Account", "Pre-Funding Account"]], "related_snippets": [], "updated": "2025-07-07T12:37:53+00:00", "also_ask": [], "drafting_tip": null, "explanation": "The 'Value Fund' clause defines the establishment and operation of a fund specifically focused on investments that are considered undervalued relative to their intrinsic worth. Typically, this clause outlines the criteria for selecting assets, the investment strategy to be employed, and the management structure overseeing the fund. For example, it may specify that the fund will target stocks trading below book value or with low price-to-earnings ratios. The core function of this clause is to ensure that the fund's activities are aligned with value investing principles, providing clarity to investors and setting clear guidelines for fund managers."}, "json": true, "cursor": ""}}