CONTRACT DATA PAGESafeco Resource Variable Account B • April 30th, 2004
Company FiledApril 30th, 2004This is a legal Contract between the Owner (referred to in this Contract as "you" and "your") and Safeco Life Insurance Company (referred to in this Contract as "Safeco Life", "our", "us", and "we"). Safeco Life is a stock company with its Home Office in Redmond, Washington.
1 EXHIBIT 3(i) PRINCIPAL UNDERWRITER'S AGREEMENT SAFECO RESOURCE VARIABLE ACCOUNT B This Agreement is made and entered into as of the 29th day of April, 1994 between SAFECO Life Insurance Company ("SAFECO Life") on behalf of SAFECO RESOURCE VARIABLE...S Agreement • December 29th, 1995 • Safeco Resource Variable Account B • Washington
Contract Type FiledDecember 29th, 1995 Company Jurisdiction
1 EXHIBIT 4(i) [LETTERHEAD SAFECO(R) LIFE INSURANCE] MAILING ADDRESS: SAFECO LIFE INSURANCE COMPANY, PENSION DEPARTMENT P.O. BOX 34690, SEATTLE, WASHINGTON 98124-1690 STREET ADDRESS: SAFECO LIFE INSURANCE COMPANY, PENSION DEPARTMENT 15411 N.E. 51ST...Safeco Resource Variable Account B • December 29th, 1995
Company FiledDecember 29th, 1995
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2014 • Symetra Resource Variable Account B • Delaware
Contract Type FiledApril 30th, 2014 Company JurisdictionThis Fund Participation Agreement (the “Agreement”) is made this __ day of March, 2014 by and among SEI Insurance Products 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”), SEI Investments Distribution Co., a Pennsylvania corporation (“Distributor”), solely with respect to Section 4.1 SEI Investments Management Corporation (“SIMC”), and Symetra Life Insurance Company, a Washington insurance company organized under the laws of the state of Washington (“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”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2014 • Symetra Resource Variable Account B • Massachusetts
Contract Type FiledApril 30th, 2014 Company JurisdictionTHIS FUND PARTICIPATION AGREEMENT ("Agreement") made as of the ____day of _______, 2014, by and between Eaton Vance Variable Trust (the "Trust"), a Massachusetts business trust, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a "Portfolio" and collectively, the "Portfolios"), Eaton Vance Distributors, Inc. (the "Distributor"), and Symetra Life Insurance Company (the "Company"), a life insurance company organized under the laws of Washington.
PARTICIPATION AGREEMENT Among SYMETRA LIFE INSURANCE COMPANY VIRTUS VARIABLE INSURANCE TRUST and VP DISTRIBUTORS, LLCParticipation Agreement • April 30th, 2013 • Symetra Resource Variable Account B • Delaware
Contract Type FiledApril 30th, 2013 Company JurisdictionTHIS AGREEMENT, effective as of the [ ] day of [ ] 2013, by and among Symetra Life Insurance Company (the “Company”), a Washington 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 Among SYMETRA LIFE INSURANCE COMPANY, PIMCO EQUITY SERIES VIT, and PIMCO INVESTMENTS LLCParticipation Agreement • May 4th, 2012 • Symetra Resource Variable Account B • California
Contract Type FiledMay 4th, 2012 Company Jurisdiction
PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2013 • Symetra Resource Variable Account B • New York
Contract Type FiledApril 30th, 2013 Company JurisdictionTHIS 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, Symetra Life Insurance Company, a Washington 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”).
AMENDMENT TO PARTICIPATION AGREEMENTAmendment to Participation Agreement • April 30th, 2013 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2013 CompanyEffective May 1, 2013, The Participation Agreement (the “Agreement”), dated March 23, 2012 by and among Symetra Life Insurance Company (“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 Symetra Life Insurance Company THIS AGREEMENT, made and entered into as of this day of , 2012 by...Participation Agreement • May 4th, 2012 • Symetra Resource Variable Account B • Maryland
Contract Type FiledMay 4th, 2012 Company Jurisdiction
PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC and SYMETRA LIFE INSURANCE COMPANYParticipation Agreement • May 4th, 2012 • Symetra Resource Variable Account B • Texas
Contract Type FiledMay 4th, 2012 Company Jurisdiction
PARTICIPATION AGREEMENT AMONG SYMETRA LIFE INSURANCE COMPANY SYMETRA SECURITIES, INC. ALLIANCEBERNSTEIN L.P. AND ALLIANCEBERNSTEIN INVESTMENTS, INC. DATED AS OF [ ]Participation Agreement • May 4th, 2012 • Symetra Resource Variable Account B • New York
Contract Type FiledMay 4th, 2012 Company Jurisdiction
PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST MFS VARIABLE INSURANCE TRUST II SYMETRA FINANCIAL AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • May 4th, 2012 • Symetra Resource Variable Account B • Massachusetts
Contract Type FiledMay 4th, 2012 Company Jurisdiction
PARTICIPATION AGREEMENT Among VAN ECK VIP TRUST, VAN ECK SECURITIES CORPORATION, VAN ECK ASSOCIATES CORPORATION and SYMETRA LIFE INSURANCE COMPANYParticipation Agreement • April 30th, 2013 • Symetra Resource Variable Account B • New York
Contract Type FiledApril 30th, 2013 Company JurisdictionTHIS AGREEMENT, made and entered into to be effective on March , 2012 by and among Symetra Life Insurance Company (hereinafter the (“Company”), a Washington 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.
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2014 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2014 CompanyAmendment dated as of January 25, 2012 to the Participation Agreement, dated September 30, 2009, as restated April 1, 2011 Symetra Life Insurance Company (“Symetra”), Columbia Management Investment Advisers, LLC (successor to Columbia Management Advisors, Inc.) (“Columbia”), Columbia Management Investment Distributors, Inc. (successor to Columbia Management Distributors, Inc. (“CMID”) and Columbia Funds Variable Series Trust II.
AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2015 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2015 CompanyThis Amendment (the “Amendment”) to the Fund Participation Agreement (as defined below) is made as of August 27, 2013 between Janus Aspen Series, an open-end management investment company organized as a Delaware statutory trust (the “Trust”), and Symetra Life Insurance Company, a life insurance company organized under the laws of the State of Washington (the “Company”).
AMENDMENT NO. 1 TO PRINCIPAL UNDERWRITING AGREEMENT The PRINCIPAL UNDERWRITING AGREEMENT, dated as of April 29, 1994, by and between Symetra Life Insurance Company ("the Company") (formerly SAFECO Life Insurance Company) on behalf of Safeco Resource...Principal Underwriting Agreement • December 13th, 2011 • Symetra Resource Variable Account B
Contract Type FiledDecember 13th, 2011 Company
Amendment to Fund Participation AgreementFund Participation Agreement • April 30th, 2013 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2013 CompanyThis 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.
Reinsurance Agreement #1414665US-12 This Automatic Self Administered YRT Reinsurance Agreement Effective June 1, 2012 (hereinafter referred to as the “Agreement”) is made between Symetra Life Insurance Company a Washington State insurance company...Reinsurance Agreement • April 30th, 2013 • Symetra Resource Variable Account B • Washington
Contract Type FiledApril 30th, 2013 Company JurisdictionThis Agreement is an indemnity reinsurance agreement solely between the Company and the Reinsurer. The acceptance of risks under this Agreement by the Reinsurer will create no right or legal relation between the Reinsurer and the insured, owner, beneficiary, or assignee of any insurance policy of the Company.
AMENDMENT 2 TO PARTICIPATION AGREEMENT BY AND BETWEEN GOLDMAN SACHS VARIABLE INSURANCE TRUST, GOLDMAN, SACHS & CO. AND SYMETRA LIFE INSURANCE COMPANYParticipation Agreement • April 30th, 2015 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2015 CompanyThis Amendment 2 to the Participation Agreement dated November 20, 2014 (the “Amendment”), is made and entered into this 20th day of November 2014 by and between GOLDMAN SACHS VARIABLE INSURANCE TRUST, a statutory trust formed under the laws of Delaware (the “Trust”), GOLDMAN, SACHS & CO., a New York limited partnership (the “Distributor”), and SYMETRA LIFE INSURANCE COMPANY, a Washington life insurance company (the “Company”), on its own behalf and on behalf of each separate account of the Company referred to herein.
EXHIBIT 99.5Safeco Resource Variable Account B • April 30th, 2001
Company FiledApril 30th, 2001
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2014 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2014 CompanyAmendment dated as of January 25, 2012 to the Participation Agreement, dated September 30, 2009, by and among SYMETRA LIFE INSURANCE COMPANY, COLUMBIA FUNDS VARIABLE INSURANCE TRUST, COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (assignee of COLUMBIA MANAGEMENT ADVISORS LLC) and COLUMBIA MANAGEMENT INVESTMENT DISTIBUTORS, INC. (assignee of COLUMBIA FUNDS DISTRIBUTOR, INC.) (the “Agreement”).
AMENDMENT ONE TO FUND PARTICIPATION AGREEMENT Amendment One to the October 30, 2009 Fund Participation Agreement ("Agreement") is dated as of December 1, 2011, by and among BLACKROCK VARIABLE SERIES FUNDS, INC., an open-end management investment...Fund Participation Agreement • April 5th, 2012 • Symetra Resource Variable Account B
Contract Type FiledApril 5th, 2012 Company
PARTICIPATION AGREEMENT ----------------------- THIS AGREEMENT, made and entered into as of the __ day of _____, 2012 by and among Symetra Life Insurance Company (hereinafter the "Company"), a life insurance company organized under the laws of...Participation Agreement • May 4th, 2012 • Symetra Resource Variable Account B • New York
Contract Type FiledMay 4th, 2012 Company Jurisdiction
AMENDMENT TO PARTICIPATION AGREEMENT ------------------------------------ Amendment dated as of June 1, 2011 to the Participation Agreement, dated September 30, 2009, by and among SYMETRA LIFE INSURANCE COMPANY, COLUMBIA FUNDS VARIABLE INSURANCE TRUST...Participation Agreement • April 5th, 2012 • Symetra Resource Variable Account B
Contract Type FiledApril 5th, 2012 Company
FUND PARTICIPATION AGREEMENT THIS FUND PARTICIPATION AGREEMENT (the "Agreement") is made as of April 1, 2011 by and among Symetra Life Insurance Company ("Symetra"), Columbia Management Investment Advisers, LLC (successor to Columbia Management...Fund Participation Agreement • April 5th, 2012 • Symetra Resource Variable Account B • Massachusetts
Contract Type FiledApril 5th, 2012 Company Jurisdiction
FUND PARTICIPATION AGREEMENT THIS AGREEMENT, made and entered into this ___ day of April, 2012 (the "Agreement"), by and among Symetra Life Insurance Company, organized under the laws of the State of Washington (the "Company"), on behalf of itself and...Participation Agreement • May 4th, 2012 • Symetra Resource Variable Account B • Delaware
Contract Type FiledMay 4th, 2012 Company Jurisdiction
Amendment to Amended and Restated Participation AgreementParticipation Agreement • April 30th, 2014 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2014 CompanyThis Amendment, dated as of 3rd May, 2012, amends the Participation Agreement dated February 25, 2007 (the “Agreement”), among Symetra Life Insurance Company (“Company”), Fidelity Distributors Corporation (“Underwriter”) and each of Variable Insurance Products Fund, Variable Insurance Products Fund II, Variable Insurance Products Fund III, Variable Insurance Products Fund IV and Variable Insurance Products Fund V (each, a “Fund” and collectively, the “Funds”).
SYMETRA LIFE INSURANCE COMPANY SALES AGREEMENT FOR VARIABLE PRODUCTSSymetra Life Insurance Company Sales Agreement for Variable Products • April 30th, 2015 • Symetra Resource Variable Account B • Washington
Contract Type FiledApril 30th, 2015 Company JurisdictionAgreement dated as of ________________________, 20_______ ("Agreement"), by and among Symetra Life Insurance Company, an Iowa insurance company ("Symetra Life"), Symetra Securities, Inc., a Washington corporation ("SSI"), (together with SSI, "Symetra"), and ______________________________________________________________________________, a __________ corporation ("Broker-Dealer") and _____________________________________ _______________________________________, a ______________ corporation ("Insurance Agency").
AMENDMENT NO. 2 TO PARTICIPATION AGREEMENTParticipation Agreement • April 28th, 2016 • Symetra Resource Variable Account B
Contract Type FiledApril 28th, 2016 CompanyThe Participation Agreement made and entered into as of the 1st day of May 2012, by and among MFS Variable Insurance Trust, MFS Variable Insurance Trust II, MFS Fund Distributors, Inc., and Symetra Life Insurance Company, (the “Participation Agreement”), is hereby amended as follows effective January 1, 2016:
AMENDMENT NO. 1 TO PARTICIPATION AGREEMENTParticipation Agreement • May 4th, 2012 • Symetra Resource Variable Account B
Contract Type FiledMay 4th, 2012 CompanyPursuant to the Participation Agreement, made and entered into as of the 1st day of May 2012, by and among MFS® Variable Insurance TrustSM, Symetra Life Insurance Company, and MFS Fund Distributors, Inc. (the “Participation Agreement”), the parties hereby agree to an amended Schedule A as attached hereto due to scrivener’s error. Except as expressly amended hereby, the Participation Agreement shall continue in full force and effect.
JANUS ASPEN SERIES FUND PARTICIPATION AGREEMENT (Institutional Shares) THIS AGREEMENT is made this ____ day of___________, 2012, between JANUS ASPEN SERIES, an open-end management investment company organized as a Delaware statutory trust (the...Fund Participation Agreement • May 4th, 2012 • Symetra Resource Variable Account B • Colorado
Contract Type FiledMay 4th, 2012 Company Jurisdiction
FUND PARTICIPATION AND SERVICE AGREEMENT Symetra Life Insurance Company ("Insurance Company"), for itself and on behalf of one or more separate accounts of the Insurance Company ("Separate Accounts"), American Funds Distributors, Inc. ("AFD"),...Fund Participation and Service Agreement • January 30th, 2013 • Symetra Resource Variable Account B • New York
Contract Type FiledJanuary 30th, 2013 Company Jurisdiction
AMENDMENT #2 TO AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2013 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2013 CompanyTHIS AMENDMENT, dated as of the day of March, 2013, is by and among SYMETRA LIFE INSURANCE COMPANY (the “Company”), a Washington 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 TO COLUMBIA FUNDS VARIABLE SERIES TRUST II FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2013 • Symetra Resource Variable Account B
Contract Type FiledApril 30th, 2013 CompanyThis Amendment (the “Amendment”) dated as of April 26, 2013 to the Fund Participation Agreement, dated September 30, 2009, as restated April 1, 2011 by and among Symetra Life Insurance Company (“Symetra”), Columbia Management Investment Advisers, LLC (“Columbia”), Columbia Management Investment Distributors, Inc. (“CMID”) and Columbia Funds Variable Series Trust II (“CFVSTII”) (the “CFVSTII Agreement”).