AMONGParticipation Agreement • April 30th, 2004 • Horace Mann Mutual Funds • Delaware
Exhibit (d)(ii) FORM OF INVESTMENT SUB-ADVISORY AGREEMENT This Agreement (Agreement) made this 29th day of October, 1998 by and between Horace Mann Investors Inc., a registered investment adviser (Adviser) and Scudder Kemper Investments, Inc., a...Investment Sub-Advisory Agreement • February 26th, 1999 • Horace Mann Mutual Funds • Illinois
AMENDMENT TO CUSTODIAN CONTRACT This Amendment to the Custodian Contract is made as of July 2, 2001 by and between each of the mutual funds listed on Exhibit A hereto (each such fund or series of a fund hereinafter referred to as the "Fund") and State...Custodian Contract • April 24th, 2002 • Horace Mann Mutual Funds
EXHIBIT 99.(e)(i) ----------------- UNDERWRITING AGREEMENT ---------------------- THIS UNDERWRITING AGREEMENT (the "Agreement") is made as of October 1, 2004 by and between PFPC DISTRIBUTORS, INC., a Massachusetts corporation ("PFPC Distributors"),...Underwriting Agreement • September 30th, 2004 • Horace Mann Mutual Funds
Letter Agreement EXHIBIT 5A.1Management Agreement • March 24th, 1997 • Horace Mann Mutual Funds
EXHIBIT (d)(iii) ---------------- INVESTMENT SUB-ADVISORY AGREEMENT This Investment Sub-Advisory Agreement ("Agreement") is made as of the 12th day of September, 2003 by and between Wilshire Associates Incorporated, a California corporation...Investment Sub-Advisory Agreement • April 30th, 2004 • Horace Mann Mutual Funds • Delaware
BY-LAWS ------- OF --By-Laws • November 8th, 1996 • Horace Mann Mutual Funds
INVESTMENT ADVISORY AGREEMENT This Investment Advisory Agreement is made as of the 28th day of April, 2006, between WILSHIRE VARIABLE INSURANCE TRUST, a Delaware statutory trust (herein called the "Company"), and WILSHIRE ASSOCIATES INCORPORATED, a...Investment Advisory Agreement • April 28th, 2006 • Wilshire Variable Insurance Trust • Delaware
EXHIBIT 99.(d)(i) ----------------- AMENDED INVESTMENT ADVISORY AGREEMENT ------------------------------------- This Investment Advisory Agreement is made as of the first day of March, 1999, as amended as of the 30th day of September, 2004, between...Investment Advisory Agreement • September 30th, 2004 • Horace Mann Mutual Funds • Delaware
Exhibit 5b. INVESTMENT SUB-ADVISORY AGREEMENT This Agreement (Agreement) made this 31st day of December, 1997 by and between Horace Mann Investors, Inc., a registered investment adviser (Adviser) and Scudder Kemper Investments, Inc., a Delaware...Investment Sub-Advisory Agreement • March 19th, 1998 • Horace Mann Mutual Funds • Illinois
TRANSFER AGENT AGREEMENT BETWEEN HORACE MANN MUTUAL FUNDS AND HORACE MANN SERVICE CORPORATIONTransfer Agent Agreement • February 20th, 1997 • Horace Mann Mutual Funds • Illinois
EXHIBIT 99.(h)(iv) ------------------ EXPENSE REIMBURSEMENT AGREEMENT EXPENSE REIMBURSEMENT AGREEMENT (the "Agreement"), effective as of September 30, 2004 by and between Wilshire Associates Incorporated, a California corporation (the "Advisor") and...Expense Reimbursement Agreement • September 30th, 2004 • Horace Mann Mutual Funds
December 20, 1996 Board of Trustees Horace Mann Mutual Funds One Horace Mann Plaza Springfield, Illinois Re: Subscription Agreement for Shares of Horace Mann Mutual Funds (the "Fund") Dear Trustees: Horace Mann Life Insurance Company offers to...Subscription Agreement • February 20th, 1997 • Horace Mann Mutual Funds
Horace Mann Life Insurance Company offers to purchase from the Fund 4,000 shares of beneficial interest in each portfolio of the Fund: the Small Cap Growth Fund, the International Equity Fund and The Socially Responsible Fund; at $10.00 per share for an aggregate purchase price of $120,000 in cash, all such shares to be validly issued, fully paid and non-assessable upon issuance of such shares and receipt by the Fund of said payment.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 2nd, 2015 • Wilshire Variable Insurance Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made as of the 20th day of May, 2014 (the “Effective Date”) by and between Wilshire Associates Incorporated, a California corporation (“Adviser”), and Guggenheim Partners Investment Management, LLC, a registered investment adviser (“Sub-Adviser”).
EXHIBIT (H)(IV) FORM OF SUPPORT SERVICES AGREEMENT This AGREEMENT is made this ____ day of _____ , 1998 by and between the Horace Mann Mutual Funds, a Delaware business trust (the "Fund"), and Horace Mann Life Insurance Company, an Illinois stock life...Support Services Agreement • February 26th, 1999 • Horace Mann Mutual Funds • Delaware
CUSTODY AGREEMENTCustody Agreement • April 30th, 2012 • Wilshire Variable Insurance Trust • Illinois
AGREEMENT dated as of ____________________, 2011, between WILSHIRE VARIABLE INSURANCE TRUST, a statutory trust organized under the laws of the State of Delaware, having its principal office and place of business at 1299 Ocean Avenue, Suite 700, Santa Monica, California 90401-1085 (the "Fund"), and THE NORTHERN TRUST COMPANY (the "Custodian"), an Illinois company with its principal place of business at 50 South LaSalle Street, Chicago, Illinois 60603.
CUSTODIAN SERVICES AGREEMENTCustodian Services Agreement • February 14th, 2006 • Wilshire Variable Insurance Trust
THIS AGREEMENT is made as of June 27, 2005 by and between PFPC TRUST COMPANY, a limited purpose trust company incorporated under the laws of Delaware (“PFPC Trust”), and WILSHIRE VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Fund”).
DISTRIBUTION AGREEMENTDistribution Agreement • April 17th, 2020 • Wilshire Variable Insurance Trust • Delaware
are subject to acceptance or rejection, and we reserve the right to suspend or limit the sale of Shares. You are not authorized to make any representations concerning Shares of any Fund except such representations as are contained in the Prospectus and in such supplemental written information that the Fund or the Distributor (acting on behalf of the Fund) may provide to you with respect to a Fund. All orders that are accepted for the purchase of Shares shall be executed at the next determined public offering price per share (i.e., the net asset value per share plus the applicable sales load, if any) and all orders for the redemption of Shares shall be executed at the next determined net asset value per share and subject to any applicable redemption fee or contingent deferred sales load, in each case as described in the Prospectus.
EXHIBIT 99.(d)(xi) ------------------ INVESTMENT SUB-ADVISORY AGREEMENT This Investment Sub-Advisory Agreement ("Agreement") is made as of the 30th of September, 2004 by and between Wilshire Associates Incorporated, a California corporation...Investment Sub-Advisory Agreement • September 30th, 2004 • Horace Mann Mutual Funds • Delaware
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust • Delaware
This agreement is made this 1st day of October 2016 by and among WILSHIRE VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Trust”), on its own behalf and on behalf of each of the series of portfolios set forth on Schedule A (each a “Fund” and collectively, the “Funds”), ULTIMUS FUND DISTRIBUTORS, LLC, An Ohio limited liability company (“Distributor”), and JEFFERSON NATIONAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the state of Texas (“Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule B, as may be amended from time to time (each an “Account” and collectively the “Accounts”).
EXHIBIT 99.(d)(x) ----------------- INVESTMENT SUB-ADVISORY AGREEMENT This Investment Sub-Advisory Agreement ("Agreement") is made as of the 30th day of September, 2004 by and between Wilshire Associates Incorporated, a California corporation...Investment Sub-Advisory Agreement • September 30th, 2004 • Horace Mann Mutual Funds • Delaware
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 15th, 2024 • Wilshire Variable Insurance Trust
EXPENSE LIMITATION AGREEMENT (the “Agreement”), effective as of May 1, 2024, by and between Wilshire Advisors, LLC, a California limited liability company (the “Adviser”) and Wilshire Variable Insurance Trust (the “Trust”), on behalf of the Wilshire Global Allocation Fund (“Fund”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • February 28th, 2014 • Wilshire Variable Insurance Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made as of the 23rd day of August, 2013 (the “Effective Date”) by and between Wilshire Associates Incorporated, a California corporation (“Adviser”), and WCM Investment Management, a registered investment adviser (“Sub-Adviser”).
AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • November 26th, 2008 • Wilshire Variable Insurance Trust
THIS AMENDMENT, dated as of _________, 2007, amends the Investment Sub-Advisory Agreement dated August 8, 2006 (the “Agreement”) by and between Wilshire Associates Incorporated (the “Adviser”) and Western Asset Management Limited, a registered investment adviser (the “Sub-Adviser”).
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 29th, 2015 • Wilshire Variable Insurance Trust
EXPENSE LIMITATION AGREEMENT (the “Agreement”), effective as of May 1, 2015 by and between Wilshire Associates Incorporated, a California corporation (the “Adviser”) and Wilshire Variable Insurance Trust (the “Trust”), on behalf of the Wilshire 2015 ETF Fund, Wilshire 2025 ETF Fund and Wilshire 2035 ETF Fund (each a “Fund” and collectively, the “Funds”).
EXHIBIT 99.(e)(ii) ------------------ SELLING/SERVICES AGREEMENT FOR WILSHIRE VARIABLE INSURANCE TRUST TO: PFPC Distributors, Inc. 760 Moore Road King of Prussia, PA 19406 FROM: _______________________________ Ladies and Gentlemen: For the mutual...Selling/Services Agreement • September 30th, 2004 • Horace Mann Mutual Funds • Pennsylvania
INVESTMENT SUB-ADVISORY AGREEMENT This Investment Sub-Advisory Agreement ("Agreement") is made as of the 17th day of October, 2001 by and between Wilshire Associates Incorporated, a California corporation ("Adviser") and Mazama Capital Management,...Investment Sub-Advisory Agreement • April 24th, 2002 • Horace Mann Mutual Funds • Delaware
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 16th, 2021 • Wilshire Variable Insurance Trust • Delaware
This Investment Advisory Agreement (the “Agreement”) is made as of the 8th day of January, 2021, between WILSHIRE VARIABLE INSURANCE TRUST, a Delaware statutory trust (herein called the “Company”), and WILSHIRE ADVISORS LLC (formerly, Wilshire Associates Incorporated), a Delaware limited liability company (herein called the “Advisor”).
FORM OF INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2000 • Horace Mann Mutual Funds • Delaware
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 16th, 2007 • Wilshire Variable Insurance Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made as of the 8th day of June, 2006 by and between Wilshire Associates Incorporated, a California corporation (“Adviser”), and Copper Rock Capital Partners, LLC, a registered investment adviser (“Sub-Adviser”).
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 30th, 2018 • Wilshire Variable Insurance Trust
EXPENSE LIMITATION AGREEMENT (the “Agreement”), effective as of May 1, 2018 by and between Wilshire Associates Incorporated, a California corporation (the “Adviser”) and Wilshire Variable Insurance Trust (the “Trust”), on behalf of the Wilshire 2015 Fund, Wilshire 2025 Fund and Wilshire 2035 Fund (each a “Fund” and collectively, the “Funds”).
EXHIBIT 5(d) INVESTMENT SUB-ADVISORY AGREEMENT This Agreement (Agreement) made this _____ day of _____ 1997 by and between Horace Mann Investors Inc., a Delaware corporation and a registered investment adviser (Adviser) and Wellington Management...Investment Sub-Advisory Agreement • March 24th, 1997 • Horace Mann Mutual Funds • Illinois
DISTRIBUTION AGREEMENTDistribution Agreement • April 23rd, 2019 • Wilshire Variable Insurance Trust • Delaware
This Agreement, dated February 1, 2019 is between Wilshire Variable Insurance Trust (the “Trust”), a Delaware statutory trust, Wilshire Mutual Funds, Inc. (the Company”), a Maryland corporation (the Trust and the Company are referred to herein as a “Fund Company” and collectively as the “Fund Companies”), and Ultimus Fund Distributors, LLC (“Distributor”), a limited liability company organized under the laws of the State of Ohio.
CUSTODIAN CONTRACT Between EACH OF THE FUNDS LISTED ON APPENDIX A and STATE STREET BANK AND TRUST COMPANYCustodian Contract • February 20th, 1997 • Horace Mann Mutual Funds • London
INVESTMENT SUB-ADVISORY AGREEMENT This Investment Sub-Advisory Agreement ("Agreement") is made as of the 1st day of October, 2000 by and between Wilshire Associates Incorporated, a California corporation ("Adviser") and Alliance Capital Management...Investment Sub-Advisory Agreement • April 27th, 2001 • Horace Mann Mutual Funds • Delaware
