2 3 Funds provide a copy of such materials in an electronic format, which the Company may use to have such materials printed together with similar materials of other Account funding media that the Company or any distributor will distribute to existing...Fund Participation Agreement • November 29th, 1996 • First Safeco National Life Insurance Co of Ny Sep Acct S • New Jersey
1 FUND PARTICIPATION AGREEMENT EXHIBIT 8.a. This AGREEMENT is made this day of , 1996, by and between First SAFECO National Life Insurance Company of New York (the "Insurer"), a life insurance company domiciled in Washington, on its behalf and on...Fund Participation Agreement • March 7th, 1997 • First Safeco National Life Insurance Co of Ny Sep Acct S • Pennsylvania
1 EXHIBIT 3(I) PRINCIPAL UNDERWRITER'S AGREEMENT FIRST SAFECO SEPARATE ACCOUNT S This Agreement is made and entered into as of the 1st day of February, 1997 between First SAFECO National Life Insurance Company of New York ("First SAFECO") on behalf of...Principal Underwriter's Agreement • March 7th, 1997 • First Safeco National Life Insurance Co of Ny Sep Acct S • Washington
Participation Agreement as of November 1, 2012 Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. First Symetra National Life Insurance Company of New York Symetra Securities, Inc. CONTENTSParticipation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • California
With respect to the following agreement(s) (altogether, the “Agreement”) (please reproduce and complete table for multiple agreements):
FUND PARTICIPATION AGREEMENT First Symetra National Life Insurance Company of New York Columbia Funds Variable Series Trust II Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. November , 2012Fund Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Massachusetts
THIS PARTICIPATION AGREEMENT, made and entered into as of this 15th day of November, 2012, by and among FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (the “Company”), a New York life insurance company, on its own behalf and on behalf of its separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE SERIES TRUST II, an open-end management investment company organized under the laws of the State of Delaware (the “Fund”); COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (the “Adviser”), a Minnesota limited liability company; and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (the “Distributor”), a Delaware corporation.
May 16, 2007 Ms. Kathryn Hendrickson First Symetra National Life Insurance Company of New York Legal Department, SC-11 777 108th Ave. NE, Suite 1200 Bellevue, WA 98004Participation Agreement • April 30th, 2008 • First Symetra National Life Insurance Co of Ny Sep Acct S • Massachusetts
Re: Participation Agreement among Variable Insurance Products Fund, Variable Insurance Products Fund II, Variable Insurance Products Fund III and Variable Insurance Products Fund IV, Fidelity Distributors Corporation (the “Underwriter”) and Insurance Company (the “Company”), dated April 30, 2007 (the “Participation Agreement”)
FUND PARTICIPATION AGREEMENTFund Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Massachusetts
This Fund Participation Agreement (the “Agreement”), effective as of 9/1, 2012, is made by and among First Symetra National Life Insurance Company of New York (“Company”), JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisor, JPMorgan Investment Management Inc. (the “Adviser”), and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”).
JANUS ASPEN SERIES FUND PARTICIPATION AGREEMENT (Institutional Shares)Fund Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Colorado
THIS AGREEMENT is made this 7th day of August, 2012, between JANUS ASPEN SERIES, an open-end management investment company organized as a Delaware statutory trust (the “Trust”), and First Symetra National Life Insurance Company of New York, a life insurance company organized under the laws of the State of New York (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 “Accounts”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Delaware
(This and related steps may occur later in the chronological process due to possible uncertainties relating to the proposals.)
PARTICIPATION AGREEMENT Among VAN ECK VIP TRUST, VAN ECK SECURITIES CORPORATION, VAN ECK ASSOCIATES CORPORATION and FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORKParticipation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • New York
THIS AGREEMENT, made and entered into to be effective on August 27,2012 by and among First Symetra National Life Insurance Company of New York (hereinafter the (“Company”), a New York corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto and incorporated herein by this reference, as such Schedule A may from time to time be amended by mutual written agreement of the parties hereto (each such account hereinafter referred to as the “Account”), and VAN ECK VIP TRUST, an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (hereinafter the “Fund”), VAN ECK SECURITIES CORPORATION (hereinafter the “Underwriter”), a Delaware corporation and VAN ECK ASSOCIATES CORPORATION (hereinafter the “Adviser”), a Delaware corporation.
PARTICIPATION AGREEMENTParticipation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • New York
THIS AGREEMENT, made and entered into as of the 21 day of August, 2012 by and among First Symetra National Life Insurance Company of New York (hereinafter the “Company”), a life insurance company organized under the laws of New York, on its own behalf and on behalf of each separate account of the Company set forth on Schedule B hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”), and ROYCE CAPITAL FUND (hereinafter the “Fund”), a Delaware statutory trust, and ROYCE FUND SERVICES, INC., a New York corporation (the “Distributor”).
PARTICIPATION AGREEMENT Among FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK, PIMCO VARIABLE INSURANCE TRUST, PIMCO EQUITY SERIES VIT, and PIMCO INVESTMENTS LLCParticipation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • California
THIS AGREEMENT, dated as of the 1st day of October, 2012, by and among First Symetra National Life Insurance Company of New York, (the “Company”), an New York 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.
PARTICIPATION AGREEMENT BY AND AMONG AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS), INVESCO DISTRIBUTORS, INC., FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK, ON BEHALF OF ITSELF AND ITS SEPARATE ACCOUNTS, AND SYMETRA...Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Delaware
THIS PARTICIPATION AGREEMENT, made and entered into as of the 1st day of November, 2012 (“Agreement”), by and among AIM Variable Insurance Funds (Invesco Variable Insurance Funds), a Delaware Trust (“AVIF (IVIF)”), Invesco Distributors, Inc., a Delaware corporation (“INVESCO”), First Symetra National Life Insurance Company of New York, a New York life insurance company (“LIFE COMPANY”), on behalf of itself and each of its segregated asset accounts listed in Schedule A hereto, as the parties hereto may amend from time to time (each, an “Account,” and collectively, the “Accounts”); and Symetra Securities, Inc., an affiliate of LIFE COMPANY and the principal underwriter of the Contracts (“UNDERWRITER”) (collectively, the “Parties”).
PARTICIPATION AGREEMENT Among SYMETRA LIFE INSURANCE COMPANY VIRTUS VARIABLE INSURANCE TRUST and VP DISTRIBUTORS, LLCParticipation Agreement • April 30th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S • Delaware
THIS AGREEMENT, effective as of the [ ] day of [ ] 2013, by and among First Symetra National Life Insurance Company of New York (the “Company”), a New York 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 as the “Account”), VIRTUS VARIABLE INSURANCE TRUST (the “Fund”), a Delaware statutory trust, and VP DISTRIBUTORS, LLC (the “Distributor”), a Delaware limited liability company.
PARTICIPATION AGREEMENT AmongParticipation Agreement • May 15th, 2007 • First Symetra National Life Insurance Co of Ny Sep Acct S • Massachusetts
THIS AGREEMENT, made and entered into as of the day of April, 2007 by and among FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK, (hereinafter the “Company”), a New York corporation, 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 and VARIABLE INSURANCE PRODUCTS FUND IV, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
1 Exhibit 4(i) 2 [SAFECO LOGO]Individual Variable Annuity Contract • March 7th, 1997 • First Safeco National Life Insurance Co of Ny Sep Acct S
PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S • New York
THIS PARTICIPATION AGREEMENT is made and entered into this day of April, 2013, by and among The Merger Fund VL, a Delaware statutory trust (the “Fund”), Westchester Capital Management, LLC, a Delaware limited liability company (the “Adviser”), for purposes of Sections 2.10, 4.2, 4.3, 8.1, 8.8, 8.9 and 11.1 only, First Symetra National Life Insurance Company of New York, a New York Company (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”).
FUND PARTICIPATION AND SERVICE AGREEMENT First Symetra National Life Insurance Company of New York ("Insurance Company"), for itself and on behalf of one or more separate accounts of the Insurance Company ("Separate Accounts"), American Funds...Fund Participation and Service Agreement • January 30th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S • New York
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S
Effective May 1, 2013, The Participation Agreement (the “Agreement”), dated October 18, 2012 by and among First Symetra National Life Insurance Company of New York (“Company”), T. Rowe Price Equity Series, Inc., T. Rowe Price International Series, Inc. and T. Rowe Price Investment Services, Inc. (collectively, the “Parties”) is hereby amended as follows:
PARTICIPATION AGREEMENT Among T. ROWE PRICE EQUITY SERIES, INC., T. ROWE PRICE INTERNATIONAL SERIES, INC., T. ROWE PRICE INVESTMENT SERVICES, INC., and First Symetra National Life Insurance Company THIS AGREEMENT, made and entered into as of this 18th...Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Maryland
PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC and FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORKParticipation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Texas
If you have questions, comments, or complaints, please contact First Symetra at [800-SYMETRA (800-796-3872)]. READ YOUR CONTRACT CAREFULLYAnnuity Contract • April 30th, 2008 • First Symetra National Life Insurance Co of Ny Sep Acct S
Annuitant The natural person(s) on whose life/lives annuity payments are based. You are the Annuitant unless you designate someone else before the Annuity Date.
PARTICIPATION AGREEMENT BETWEEN AND AMONG SYMETRA MUTUAL FUNDS TRUST SYMETRA SECURITIES, INC. AND FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORKParticipation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Washington
THIS AGREEMENT, made and entered into this 14th day of September, 2012 (the “Agreement”) by and among First Symetra National Life Insurance Company of New York, a life insurance company organized under the laws of the state of New York (the “Company”), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement (each, an “Account” and collectively, the “Accounts”); Symetra Mutual Funds Trust, a statutory trust organized under the laws of the State of Delaware (the “Trust”); and Symetra Securities, Inc., corporation organized under the laws of the State of Delaware and principal underwriter of the shares of the Trust (the “Distributor”).
PARTICIPATION AGREEMENT AMONG FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY SYMETRA SECURITIES, INC. ALLIANCEBERNSTEIN L.P. AND ALLIANCEBERNSTEIN INVESTMENTS, INC. DATED AS OF August 31, 2012Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • New York
PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST MFS VARIABLE INSURANCE TRUST II FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • Massachusetts
FUND PARTICIPATION AGREEMENT Among FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK Sentinel Variable Products Trust Sentinel Asset Management and Sentinel Financial Services, Inc.Fund Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S • New York
THIS AGREEMENT, made and entered into as of this 7th day of November, 2012 by and among FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (hereinafter “FIRST SYMETRA” and “Insurance Party,”), a New York life insurance company, on its own behalf and on behalf of its separate accounts listed on Schedule B attached hereto (the “FIRST SYMETRA Accounts”); Sentinel Variable Products Trust, a business trust organized under the laws of Delaware (hereinafter the “Fund”); Sentinel Asset Management, Inc (hereinafter the “Adviser”), a corporation organized under the laws of Vermont; and Sentinel Financial Services, Inc (hereinafter the “Distributor” or “SFSC”) a general partnership organized under the laws of Vermont.
AMENDMENT TO COLUMBIA FUNDS VARIABLE SERIES TRUST II FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S
This Amendment (the “Amendment”) dated as of April 26, 2013 to the Fund Participation Agreement, dated November 15, 2012, by and among First Symetra National Life Insurance Company of New York (“First Symetra”), Columbia Management Investment Advisers, LLC (“Columbia”), Columbia Management Investment Distributors, Inc. (“CMID”) and Columbia Funds Variable Series Trust II (“CFVSTII”) (the “CFVSTII Agreement”).
AMENDMENT # 1 TO PARTICIPATION AGREEMENTParticipation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S
Amendment to Amended and Restated Participation Agreement This Amendment, dated as of 25th day of October, 2012, amends the Participation Agreement dated April 30 2007 (the "Agreement"), among First Symetra National Life Insurance Company of New York...Participation Agreement • February 15th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S
WITNESSETH:Fund Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S
NOTICE PURSUANT TO SCHEDULE C OF PARTICIPATION AGREEMENT To: General Counsel c/o Linda Lai (Llai@frk.com) or Kevin Kirchoff (kkircho@frk.com) Fax: 650 525-7059 Franklin Templeton Investments 1 Franklin Parkway, Bldg. 920, 2nd Floor San Mateo, CA 94402...Participation Agreement • February 15th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S
To: General Counsel c/o Linda Lai (Llai@frk.com) or Kevin Kirchoff (kkircho@frk.com) Fax: 650 525-7059 Franklin Templeton Investments 1 Franklin Parkway, Bldg. 920, 2nd Floor San Mateo, CA 94402
SECOND AMENDMENT TO FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK PARTICIPATION AGREEMENT This Second amendment ("Amendment") is entered into as of the 13th day of November, 2012 by and among FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY...Participation Agreement • November 16th, 2012 • First Symetra National Life Insurance Co of Ny Sep Acct S
Amendment to Fund Participation AgreementFund Participation Agreement • April 30th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S
This Amendment to Fund Participation Agreement (the “Amendment”) is dated April 30, 2013, and is entered into by and among , a [state] insurance company (the “Company”), Financial Investors Variable Insurance Trust, a Delaware Statutory Trust (the “Trust” or the “Fund,” and each series of the Trust listed on Exhibit B, as applicable, a “Portfolio” and collectively, the “Portfolios”), ALPS Advisors, Inc. a Colorado corporation, (“AAI”), ALPS Distributors, Inc., a Colorado corporation (“ADI”) and ALPS Portfolio Solutions Distributor, Inc., a Colorado corporation.
AMENDMENT #1 TO AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S
THIS AMENDMENT, dated as of the day of March, 2013, is by and among FIRST SYMETRA NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (the “Company”), a New York life insurance company, DWS VARIABLE SERIES I, DWS VARIABLE SERIES II and DWS INVESTMENTS VIT FUNDS (individually, a “Fund”), each a Massachusetts business trust created under a Declaration of Trust, as amended, DWS INVESTMENTS DISTRIBUTORS, INC. (formerly DWS Scudder Distributors, Inc.) (the “Underwriter”), a Delaware corporation, and DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC., a Delaware corporation (the “Adviser”).
AMENDMENT NO. 1 TO PRINCIPAL UNDERWRITING AGREEMENT The PRINCIPAL UNDERWRITING AGREEMENT, dated as of February 1, 1997, by and between First Symetra National Life Insurance Company of New York ("the Company") (formerly First SAFECO National Life...Principal Underwriting Agreement • February 1st, 2007 • First Symetra National Life Insurance Co of Ny Sep Acct S
