Contract
Exhibit 99.(8)(u)(1)
Amendment No. 1 to Participation Agreement
Among
MFS Variable Insurance Trust
Pacific Life Insurance Company
Massachusetts Financial Services Company
Among
MFS Variable Insurance Trust
Pacific Life Insurance Company
Massachusetts Financial Services Company
MFS Variable Insurance Trust (the “Trust”), Pacific Life Insurance Company (the “Company”
), on its behalf and on behalf of certain Accounts, and Massachusetts Financial Services Company
(“MFS”), have previously entered into a Participation Agreement dated May 1, 2007 (the
“Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
Except as modified hereby, all other terms and conditions of the Agreement shall remain in
full force and effect. Unless otherwise indicated, the terms defined in the Agreement shall have
the same meaning in this Amendment.
A M E N D M E N T
For good and valuable consideration, the receipt of which is hereby acknowledged, the parties
agree to amend the Agreement as follows:
1. | Schedules A and B of the Agreement are deleted and replaced in their entirety with the Schedules A and B attached hereto, respectively. |
2. | All other terms and provisions of the Agreement not amended herein shall remain in full force and effect. |
[Signature Page Follows]
IN WITNESS WHEREOF, each of the parties has caused its duly authorized officers to execute this
Amendment effective as of May 1, 2010.
Trust: | MFS Variable Insurance Trust | |||||
By: | /s/ Xxxxx X. Xxxxxx | |||||
Name: | ||||||
Title: | Assistant Secretary | |||||
MFS: | Massachusetts financial services company | |||||
By: | /s/ Xxxxxx X. Xxxxxxx | |||||
Name: | ||||||
Title: | Chief Executive Officer | |||||
Company: | Pacific Life Insurance Company | |||||
By: | /s/ Xxxxxxx X. Xxxxxxx | |||||
Name: | ||||||
Title: | Assistant Vice President | |||||
Attest: | /s/ Xxxxxx X. Xxxxx | |||||
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Schedule A
Separate Accounts and Associated Variable Contracts/Policies
Name of Separate Account and Date Established | Policies/Contracts Funded By | |
by Board of Directors | Separate Account | |
Separate Account A of Pacific
Life Insurance Company September 7, 1994 |
Pacific One Select Pacific One Pacific Portfolios Pacific Portfolios for Chase Pacific Voyages Pacific Value Pacific Value Edge Pacific Innovations Pacific Innovations Select Pacific Journey Pacific Odyssey Pacific Destinations |
|
Pacific Select Variable
Annuity Separate Account of
Pacific Life Insurance
Company November 30, 1989 |
Pacific Select Variable Annuity | |
Pacific Select Exec Separate
Account of Pacific Life
Insurance Company May 12, 1988 |
Pacific Select Exec Pacific Select Exec II Pacific Select Exec III Pacific Select Exec IV Pacific Select Exec V Pacific Select Accumulator M’s Versatile Product M’s Versatile Product VI M’s Versatile Product VII M’s Versatile Product VIII M’s Versatile Product-Survivorship M’s Versatile Product-Survivorship II Pacific Select Estate Preserver Pacific Select Estate Preserver II Pacific Select Estate Preserver III Pacific Select Estate Preserver IV Pacific Select Estate Preserver V Pacific Select Estate Preserver VI Pacific Select Choice Pacific Select Performer 500 Pacific Select Estate Maximizer |
|
Pacific COLI Separate Account
of Pacific Life
|
Custom COLI |
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Name of Separate Account and Date Established | Policies/Contracts Funded By | |
by Board of Directors | Separate Account | |
Insurance
Company July 17, 1992 |
Custom COLI Rider | |
Pacific COLI Separate Account
II of Pacific Life Insurance
Company October 12, 1998 |
Custom COLI II Custom COLI IV |
|
Pacific COLI Separate Account
III of Pacific Life Insurance
Company October 12, 1998 |
Custom COLI III Custom COLI V |
|
Pacific COLI Separate Account
IV of Pacific Life Insurance
Company July 8, 2008 |
Custom COLI VI | |
Pacific COLI Separate Account
V of Pacific Life Insurance
Company July 8, 2008 |
Custom COLI VII | |
Separate Account I of Pacific
Life Insurance Company August 9, 2007 |
Magnastar Magnastar — Survivorship |
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Schedule B
The Separate Account(s) shown on SCHEDULE A may invest in the following Portfolios of the MFS
Variable Insurance Trust:
MFS Utilities Series – Service Class
MFS New Discovery – Service Class
MFS Investors Growth Stock – Service Class
MFS Value – Service Class
MFS New Discovery – Service Class
MFS Investors Growth Stock – Service Class
MFS Value – Service Class
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