PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS COMPANY LLC and NATIONWIDE LIFE_INSURANCE COMPANY, NATIONWIDE LIFE AND ANNUITY INSURANCE COMPANY, JEFFERSON NATIONAL LIFE INSURANCE COMPANY, JEFFERSON NATIONAL LIFE...Participation Agreement • April 25th, 2024 • Nationwide Variable Account Ii • Massachusetts
Contract Type FiledApril 25th, 2024 Company JurisdictionTHIS AGREEMENT, made and entered into as of the 11th day of October, 2023, by and among NATIONWIDE LIFE INSURANCE COMPANY, NATIONWIDE LIFE AND ANNUITY INSURANCE COMPANY, Ohio corporations, JEFFERSON NATIONAL LIFE INSURANCE COMPANY, a Texas corporation, and JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK, a New York corporation (hereinafter, collectively, the “Company”), on its own behalf and on behalf of each current and any future Company separate accounts (each such account hereinafter referred to as the “Account”); and FIDELITY DISTRIBUTORS COMPANY LLC (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 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”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • October 26th, 2010 • Nationwide Variable Account Ii • Ohio
Contract Type FiledOctober 26th, 2010 Company JurisdictionThis Agreement dated as of the 13th day of August, 2010 is made by and among Nationwide Financial Services, Inc. on behalf of its subsidiary life insurance companies listed on Exhibit A (collectively, “Nationwide”) and the current and any future Nationwide separate accounts as applicable (“Variable Accounts”) and Unified Financial Securities, Inc. (the “Company") which serves as distributor to the mutual funds (the “Funds”) listed on Exhibit B and Huntington Asset Advisors, Inc. (“HAA”), which serves as adviser to the Funds listed at Exhibit B.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 16th, 2008 • Nationwide Variable Account Ii • New York
Contract Type FiledApril 16th, 2008 Company JurisdictionThis AGREEMENT is made on this 1st day of June, 2002, by and among Nationwide Life Insurance Company and Nationwide Life and Annuity Insurance Company (collectively, the “Insurer”), stock life insurance companies domiciled in Ohio, on their behalf and on behalf of the separate accounts of the Insurer listed on Exhibit A to this Agreement (the “Separate Accounts”); the variable annuity portfolios of Vision Group of Funds (the “Fund” or “Funds”), a Delaware business trust; M&T Asset management, a department of Manufacturers and Traders Trust Company (the “Adviser”); and Federated Securities Corp. (the “Distributor”), a Pennsylvania corporation.
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. ADMINISTRATIVE SERVICE AGREEMENTAdministrative Service Agreement • April 26th, 2022 • Nationwide Variable Account Ii • Delaware
Contract Type FiledApril 26th, 2022 Company JurisdictionThis Administrative Service Agreement (the “Agreement”), effective October 1, 2018 is made by and between Nationwide Financial Services, Inc. (“NFS”) and VP Distributors, LLC (the “Company”);
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED ADMINISTRATIVE SERVICE AGREEMENTAdministrative Service Agreement • April 25th, 2024 • Nationwide Variable Account Ii
Contract Type FiledApril 25th, 2024 CompanyThis Administrative Service Agreement (the “Agreement”), effective January 1, 2017, is made by and between Nationwide Financial Services, Inc. (“NFS”) and Eaton Vance Management (the “Company”);
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. SERVICE AGREEMENTService Agreement • April 25th, 2024 • Nationwide Variable Account Ii • Massachusetts
Contract Type FiledApril 25th, 2024 Company JurisdictionThis Agreement is entered into effective as of the 11th day of October, 2023, by and between FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC (“FIIOC”) and NATIONWIDE INVESTMENT SERVICES CORPORATION (“Company”). The parties agree that this Agreement shall terminate and supersede any and all prior Service Agreements, including the Amended and Restated Service Agreement dated April 1, 2002, by and between Fidelity Investments Institutional Operations Company and Nationwide Financial Services, Inc., as amended, and the Service Agreement dated November 10, 2010, by and between Fidelity Investments Institutional Operations Company and Jefferson National Life Insurance Company, as amended.
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 25th, 2024 • Nationwide Variable Account Ii • Ohio
Contract Type FiledApril 25th, 2024 Company JurisdictionThis Agreement dated as of the January 1, 2017, is made by and among Nationwide Financial Services, Inc. on behalf of its subsidiary life insurance companies listed on Exhibit A (collectively, “Nationwide”), the current and any future Nationwide separate accounts as applicable (“Variable Accounts”), Calvert Variable Products, Inc., a Maryland corporation, on behalf of its series, Calvert VP S&P 500 Portfolio (the “Portfolio), and Eaton Vance Distributors, Inc. (the “Company”) which serves as principal distributor of the Portfolio.
Item 24 (b) Exhibit (3) Underwriting or Distribution of contracts between the Depositor and Principal UnderwriterMarketing Coordination and Administrative Services Agreement • April 30th, 2007 • Nationwide Variable Account Ii • Ohio
Contract Type FiledApril 30th, 2007 Company JurisdictionThis Agreement entered into this 27 day of July, 2000, between Nationwide Life Insurance Company ("Nationwide"), and Nationwide Investment Services Corporation (“NISC”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 18th, 2019 • Nationwide Variable Account Ii • Delaware
Contract Type FiledApril 18th, 2019 Company JurisdictionThis Agreement dated as of the 1st day of October, 2018 is made by and among Nationwide Financial Services, Inc. on behalf of its subsidiaries listed on Exhibit A (collectively, “Nationwide”) and the current and any future Nationwide separate accounts as applicable (“Variable Accounts”) , Virtus Variable Insurance Trust on behalf of its series funds (each such fund, a “Fund” and collectively, the “Funds”) listed on Exhibit B, and VP Distributors, LLC (the “Company”) which serves as distributor to the Funds .
PARTICIPATION AGREEMENT Among NATIONWIDE FINANCIAL SERVICES, INC. SCHWAB ANNUITY PORTFOLIOS, CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. and CHARLES SCHWAB & CO., INC.Participation Agreement • April 18th, 2008 • Nationwide Variable Account Ii • California
Contract Type FiledApril 18th, 2008 Company JurisdictionTHIS AGREEMENT, made and entered into as of this ____ day of September, 2003 by and among NATIONWIDE FINANCIAL SERVICES, INC., on its own behalf and on behalf of its affiliate life insurance companies named on Exhibit A (collectively "NATIONWIDE"), the Nationwide Variable Account-II (the "Account"); SCHWAB ANNUITY PORTFOLIOS, a business trust organized under the laws of Massachusetts ("Fund"); CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. ("Adviser"), a Delaware corporation; and CHARLES SCHWAB & CO., INC., a California corporation ("Schwab” or the ”Distributor") (each a “Party,” and collectively, the “Parties”).
FUND AGREEMENTFund Agreement • May 13th, 2010 • Nationwide Variable Account Ii • Ohio
Contract Type FiledMay 13th, 2010 Company JurisdictionThis Agreement dated as of the 1st day of August, 2001 is made by and among Nationwide Financial Services, Inc. (“NFS”) (including any affiliates and/or subsidiaries listed on Exhibit A, collectively “NFS Affiliate/Subsidiary”) and INVESCO Funds Group, Inc. (adviser and transfer agent) and INVESCO Distributors, Inc. (underwriter/distributor) (collectively, the “Fund Party"), to the mutual funds (the “Funds”) listed on Exhibit B.
FUND AGREEMENTFund Agreement • April 18th, 2008 • Nationwide Variable Account Ii • Ohio
Contract Type FiledApril 18th, 2008 Company JurisdictionThis Agreement dated as of the 25th day of July, 2006 is made by and among Nationwide Financial Services, Inc., on behalf of its subsidiaries listed on Exhibit A (collectively, “Nationwide”), and Fred Alger & Company, Incorporated (the “Company") which serves as distributor to the mutual funds (the “Funds”) listed on Exhibit B.
Fund Participation AgreementFund Participation Agreement • April 22nd, 2008 • Nationwide Variable Account Ii • Delaware
Contract Type FiledApril 22nd, 2008 Company JurisdictionThis Fund Participation Agreement (“Agreement”), dated as of the 3rd day of January, 2000 is made by and among Nationwide Life Insurance Company and/or Nationwide Life and Annuity Insurance Company (separately and collectively “Nationwide”) and the Nationwide separate account(s) identified on Exhibit A which is attached hereto and may be amended from time to time, and Credit Suisse Asset Management, LLC (“Adviser”), and Provident Distributors, Inc., which serve respectively as adviser and distributor for the mutual funds (the “Funds”) listed on Exhibit A. The Funds, Credit Suisse Asset Management, LLC, and Provident Distributors, Inc., are collectively referred to throughout this Agreement as “Fund Party.”
Fund Participation AgreementFund Participation Agreement • April 20th, 2011 • Nationwide Variable Account Ii • Delaware
Contract Type FiledApril 20th, 2011 Company JurisdictionThis Fund Participation Agreement ("Agreement"), dated as of the 30th day of June, 1999 is made by and between Nationwide Life Insurance Company and Nationwide Life and Annuity Insurance Company (separately or collectively "Nationwide") on behalf of the Nationwide separate accounts identified on Exhibit A which is attached hereto, as may be amended from time to time ("Variable Accounts"), The Victory Variable Insurance Funds, an unincorporated business trust organized under the laws of the state of Delaware, on behalf of the mutual funds listed on Exhibit A (the "Funds"), Key Asset Management Inc. ("Key") and BISYS Fund Services Limited Partnership ("BISYS"), which serve respectively as adviser and distributor to the Funds.
FUND ADMINISTRATIVE SERVICES AGREEMENTFund Administrative Services Agreement • December 17th, 2021 • Nationwide Variable Account Ii • Ohio
Contract Type FiledDecember 17th, 2021 Company JurisdictionThis Fund Administrative Services Agreement dated as of the 25st day of January 25, 2019 is made by and among Nationwide Financial Services, Inc. (“NFS”), on behalf of its subsidiaries listed on Exhibit A (collectively, “Nationwide” unless otherwise indicated) and the current and any future Nationwide separate accounts as applicable (“Variable Accounts”), and Gemini Fund Services, LLC (the “Company”), which serves as the administrator and transfer agent to Mutual Fund and Variable Insurance Trust and the mutual funds listed on Exhibit B (each a “Fund” and collectively, the “Funds”), Mutual Fund & Variable Insurance Trust (the “Trust”), a Delaware statutory trust, and Rational Advisors, Inc., an Ohio corporation (the “Adviser”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 13th, 2017 • Nationwide Variable Account Ii • Delaware
Contract Type FiledApril 13th, 2017 Company JurisdictionThis Agreement dated as of the 7th day of December, 2015 is made by and among Nationwide Financial Services, Inc. on behalf of its subsidiary life insurance companies listed on Exhibit A (collectively, "Nationwide") and the current and any future Nationwide separate accounts as applicable ("Variable Accounts"), Columbia Management Investment Advisers, LLC (the "Adviser"), and Columbia Management Investment Distributors, Inc. (the "Distributor") (the Adviser and Distributor collectively referred to as the "Company").
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. ADMINISTRATIVE SERVICE AGREEMENTAdministrative Service Agreement • April 29th, 2021 • Nationwide Variable Account Ii • Delaware
Contract Type FiledApril 29th, 2021 Company JurisdictionThis Administrative Service Agreement (the “Agreement”), effective December 7, 2015 is made by and between Nationwide Financial Services, Inc. (“NFS”) and Columbia Management Investment Distributors, Inc. (the “Company”);