AMENDMENT ▇▇. ▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
TRAVELERS INSURANCE COMPANY
and its Subsidiary
TRAVELERS LIFE AND ANNUITY COMPANY
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as of dates shown below, or as otherwise noted on Schedule B, this
Amendment is hereby attached to and becomes a part of the above-described
Reinsurance Agreement. It is mutually agreed that:
- SCHEDULE A, PLANS OF REINSURANCE, is replaced, effective January 15, 2001,
by the attached revised Schedule A to add new form and rider numbers
covering 457 and 403(b) ERISA products.
- SCHEDULE B, INVESTMENT FUNDS, is replaced by the attached revised Schedule
B to describe revisions and additions to the fund offerings as of the dates
noted.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
TRAVELERS INSURANCE COMPANY
TRAVELERS LIFE AND ANNUITY COMPANY
By: -s- [ILLEGIBLE] Date: 10/31/01
-------------------------------
Name/Title [ILLEGIBLE] 2nd VP & Actuary
Attest: -s- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇
----------------------------
Name/Title ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇ Counsel
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇ Date: 04 October 2001
-------------------------------
▇▇▇▇▇▇▇ ▇. ▇▇▇▇, President
By: -s- ▇▇▇▇ ▇▇▇▇▇▇▇▇▇
----------------------------------------
▇▇▇▇ ▇▇▇▇▇▇▇▇▇, Assistant Vice President
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
----------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
SCHEDULE A
PLANS OF REINSURANCE
A. Quota Share Percentage: 100%
B. Issue Dates:
New Policies issued on or after May 18, 2000.
Policies issued on or after March 1, 1999 and still in force on
May 18, 2000.
C. GMDB Reinsured:
Standard (Basic) Benefit for issue ages 0-80: Return of Net Considerations
The Standard death benefit guarantees that upon death the beneficiary
receives:
1) Contract value; or
2) Total purchase payments less any withdrawal adjustments.
Optional Enhanced Benefit for issue ages 0-80
The Optional death benefit provides for the greatest of three possible
values:
1) Contract value;
2) Total purchase payments less any withdrawal adjustments; or
3) The maximum "step-up" death benefit value associated with any
contract anniversary beginning with the 5(th) anniversary and
continuing through until the contract anniversary occurring on or
before the annuitant's 76(th) birthday.
If the annuitant is age 70 through age 75 when the contract is purchased,
the Optional death benefit is the same as the above except that the step-up
death benefit value is calculated once, on the 5(th) contract anniversary.
If the annuitant is age 76 through 80 when the contract is purchased, the
Optional death benefit is the greater of 1) or 2) above.
Note: The Benefits are more fully described in the Policy Forms listed
under Paragraph D, Related Contracts, below.
D. Related Contracts:
Travelers Retirement Account Policy Forms (and state variations):
- TL-22205 / L-22205
- TL-22206 / L-22206
- TL-22229 / L-22229
- TL-22230 / L-22230
Rider Numbers (and state variations):
Form or Rider Individual Group (Discretionary & True)
-------------------------- ----------------- ---------------------------
▇▇▇ ▇▇▇▇▇ TL-14543/L14543 ▇▇-▇▇▇▇▇/▇-▇▇▇▇▇
▇▇▇ ▇▇▇▇▇ ▇▇-▇▇▇▇▇/▇-▇▇▇▇▇ TL-22210/L-22210
P/PS ▇▇▇▇▇ ▇▇-14534/L-14534 TL-22211/L-22211
457 ▇▇▇▇▇ ▇▇-22189/L-22189 TL-22189/L-22189
Transfer Endorsement ▇▇▇▇▇ ▇▇-22301/L-22301 TL-22301/L-22301
Annuity Benefits Rider** TL-22207/L-22207 TL-22207/L-22207
Nursing Home Rider** TL-22208/L-22208 TL-22208/L-22208
-----------
** Not available on 457 Contracts
Travelers Companies Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 1
SCHEDULE A
PLANS OF REINSURANCE
(continued)
FROM AND RIDER NUMBERS (AND STATE VARIATIONS) ADDED AS OF JANUARY 15, 2001:
Form or Rider Individual Group
---------------------------------------- ------------------ -------------------
Fixed Account for Existing TRA Contracts TL-22329 / L-22329 TL-22328 / L-22328
457 & 403(b) ERISA Contracts-Group Certificate Master
---------------------------------- ------------------ ------------------
Body of ▇▇▇▇▇▇▇▇ ▇▇-▇▇▇▇▇ / ▇-▇▇▇▇▇ ▇▇-▇▇▇▇▇ / ▇-▇▇▇▇▇
Fixed Account ▇▇▇▇▇ ▇▇-22315 / L-22315 TL-22316 / L-22316
Death Benefit & Credit ▇▇▇▇▇ ▇▇-22317 / L-22317 TL-22317 / L-22317
403(b) Tax Qualification ▇▇▇▇▇ ▇▇-22318 / L-22318 TL-22318 / L-22318
IRC Section ▇▇▇ ▇▇▇▇ ▇▇▇▇▇* ▇▇-▇▇▇▇▇ / L-22189 TL-22189 / L-22189
-------------
* Covered since inception of this Agreement
Travelers Companies Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 1
SCHEDULE B
INVESTMENT FUNDS
FUNDS STATUS CHANGES
------------------------------------------------ -------------------------------------
HIGH YIELD BOND TRUST
MANAGED ASSETS TRUST
MONEY MARKET PORTFOLIO
CAPITAL APPRECIATION FUND
FIXED ACCOUNT Added January 15, 2001
AIM VARIABLE INSURANCE FUNDS, INC.
AIM V.I. Value Fund Added May 1, 2001
AMERICAN ODYSSEY FUNDS, INC.
Core Equity Fund Now known as Citistreet Large Company
Stock Fund as of April 27, 2001
Emerging Opportunities Fund Now known as Citistreet Small Company
Stock Fund as of April 27, 2001
Global High-Yield Bond Fund Merged into CitiStreet Diversified
Bond Fund as of April 27, 2001
Intermediate-Term Bond Fund Merged into CitiStreet Diversified
Bond Fund as of April 27, 2001
International Equity Fund Now known as CitiStreet International
Stock Fund as of April 27, 2001
Long-Term Bond Fund Now known as CitiStreet Diversified
Bond Fund as of April 27, 2001
DELAWARE GROUP PREMIUM FUND, INC.
REIT Series
Small Cap Value Series
DREYFUS VARIABLE INVESTMENT FUND
Capital Appreciation Portfolio
Small Cap Portfolio
GREENWICH STREET SERIES FUND
Equity Index Portfolio Class II
Fundamental Value Portfolio Added May 1, 2001
Appreciation Portfolio Added May 1, 2001
JANUS ASPEN SERIES
Worldwide Growth Portolios-Service Shares
Aggressive Growth Portfolio - Service Shares Added May 1, 2001
Balanced Portfolio - Service Shares Added May 1, 2001
OCC ACCUMULATION TRUST Replaced by AIM Capital Appreciation
Equity Portfolio Portfolio as of September 17, 2001
PIMCO VARIABLE INSURANCE TRUST
Total Return Bond Portfolio Added May 1, 2001
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT International Growth Fund -
Class IB Shares Added May 1, 2001
▇▇▇▇▇▇ VT Small Cap Value Fund - Class IB Shares Added May 1, 2001
▇▇▇▇▇▇ VT Voyager II Fund - Class IB Shares Added May 1, 2001
SALOMON BROTHERS VARIABLE SERIES FUNDS, INC.
Variable Capital Fund
Variable Investors Fund
Variable Total Return Fund
Small Cap Growth Fund Added May 1, 2001
Travelers Companies Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 1
FUNDS STATUS CHANGES
------------------------------------------------ -------------------------------------
STRONG VARIABLE INSURANCE FUNDS, INC.
Strong ▇▇▇▇▇▇▇ Value Fund II
THE ▇▇▇▇▇▇▇▇▇▇ FUNDS III
▇▇▇▇▇▇▇▇▇▇ Variable Series: Growth Fund Replaced by AIM Capital Appreciation
Portfolio as of September 17, 2001
▇▇▇▇▇ ▇▇▇▇▇▇ INVESTMENT SERIES
▇▇▇▇▇ ▇▇▇▇▇▇ Large Cap Core Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ Premier Selection Added May 1, 2001
All Cap Growth Portfolio Added May 1, 2001
THE TRAVELERS SERIES TRUST
Equity Income Portfolio
Federated Stock Portfolio
Large Cap Portfolio
Lazard International Stock Portfolio
MFS Mid Cap Growth Portfolio
MFS Research Portfolio
MFS Emerging Growth Portfolio Added May 1, 2001
Social Awareness Stock Portfolio
Strategic Stock Portfolio Merged into Salomon Brothers Investors
Fund as of September 3, 2001
Disciplined Mid Cap Stock Portfolio
Disciplined Small Cap Stock Portfolio Merged into Salomon Brothers Investors
Fund as of September 3, 2001
Travelers Quality Bond Portfolio U.S.
Government Securities Portfolio
Utilities Portfolio
THE TRAVELERS SERIES FUND, INC.
Alliance Growth Portfolio
MFS Total Return Portfolio
▇▇▇▇▇▇ Diversified Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ High Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ International Equity Portfolio Now known as ▇▇▇▇▇ ▇▇▇▇▇▇ International
All Cap Growth Portfolio as of February 28, 2001
▇▇▇▇▇ ▇▇▇▇▇▇ Large Capitalization Growth Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ Aggressive Growth Portfolio Added May 1, 2001
AIM Capital Appreciation Portfolio Added May 1, 2001
VARIABLE ANNUITY PORTFOLIOS
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Growth
Opportunities Portfolio Added May 1, 2001
VARIABLE INSURANCE PRODUCTS FUND II
Asset Manager Portfolio - Service Class 2
VARIABLE INSURANCE PRODUCTS FUND III
Dynamic Capital Appreciation Added May 1, 2001
Portfolio - Service Class 2
Mid Cap Portfolio - Service Class 2 Added May 1, 2001
Contrafund(R) Portfolio - Service Class 2 Added May 1, 2001
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
Emerging Growth Portfolio Class II Shares Added May 1, 2001
Enterprise Portfolio Class II Shares Added May 1, 2001
WARBURG PINCUS TRUST
Emerging Markets Portfolio
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment ▇▇. ▇
▇▇▇▇▇▇▇▇▇ ▇▇. ▇ TO
AUTOMATIC REINSURANCE AGREEMENT NO. 2000-15, DATED MAY 18, 2000
between
TRAVELERS INSURANCE COMPANY
and its Subsidiary
TRAVELERS LIFE AND ANNUITY COMPANY
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as indicated below, this Amendment is hereby attached to and becomes
a part of the above-described Reinsurance Agreement. It is mutually agreed that:
A. SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached revised
Schedule B to describe revisions and additions to the fund offerings as of
the dates indicated.
B. For the variable annuity contracts reinsured hereunder that are issued
with any of the riders shown below, the REINSURER hereby agrees that
reinsurance coverage shall be provided under the existing terms of this
Agreement without change. The REINSURER, however, will not cover any
benefit resulting from these riders.
Description Form No. Effective Date
----------- ------- --------------
Inherited Contract L/TL-22353 December 16, 2001
Beneficiary Continuance L/TL-22334 December 16, 2001
Planned Death Benefit L/TL-22327 April 30, 2002
C. Effective August 1, 2002, certain death benefit calculations shall be
revised as described below:
1. The variable annuity contracts reinsured hereunder contain a
provision that substitutes the contract value for the contractual
death benefit if the CEDING COMPANY is notified of the
annuitant's death later than six (6) months from the annuitant's
date of death.
2. The CEDING COMPANY will waive this six-month notification
provision and will calculate the contractual death benefit as
described under the terms of the variable annuity contract as if
this provision did not exist.
3. The REINSURER hereby acknowledges and accepts the above-described
revised procedure.
4. The above-described procedure shall apply to all annuitant
deaths reported to the CEDING COMPANY on or after the effective
date shown above in this Paragraph C and will not apply
retroactively to annuitant deaths previously reported.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
TRAVELERS INSURANCE COMPANY
TRAVELERS LIFE AND ANNUITY COMPANY
By: -s- [ILLEGIBLE] Date: 2/10/03
---------------------------------------
Name/Title 2nd VP & Actuary
Attest: -s- [ILLEGIBLE]
---------------------------------------
Name/Title
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇ Date:
--------------------------------------- ---------------------
▇▇▇▇▇▇▇ ▇. ▇▇▇▇, President
By: -s- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇
---------------------------------------
▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇, Senior Vice President
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
---------------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 2
SCHEDULE B
INVESTMENT FUNDS
FUNDS STATUS CHANGES
------------------------------------------------ -------------------------------------
HIGH YIELD BOND TRUST
MANAGED ASSETS TRUST
MONEY MARKET PORTFOLIO
CAPITAL APPRECIATION FUND
FIXED ACCOUNT Added January 15, 2001
AIM VARIABLE INSURANCE FUNDS, INC.
AIM V.I. Value Fund now known as AIM V.I. Added May 1, 2001
Premier Equity Fund-Series I Name changed April 30, 2002
AIM Capital Appreciation Portfolio Added July 12, 2002
AMERICAN ODYSSEY FUNDS, INC.
Core Equity Fund now known as Citistreet
Large Company Stock Fund Name changed April 27, 2001
Emerging Opportunities Fund now known as
Citistreet Small Company Stock Fund Name changed April 27, 2001
Global High-Yield Bond Fund merged into
CitiStreet Diversified Bond Fund Merged April 27, 2001
Intermediate-Term Bond Fund merged into
CitiStreet Diversified Bond Fund Merged April 27, 2001
International Equity Fund now known as
CitiStreet International Stock Fund Name changed April 27, 2001
Long-Term Bond Fund now known as
CitiStreet Diversified Bond Fund Name changed April 27, 2001
DELAWARE VIP TRUST
REIT Series now known as VIP REIT
Series - Standard Class Name changed May 1, 2002
Small Cap Value Series now known as VIP Small
Cap Value Series - Standard Class Name changed May 1, 2002
DREYFUS VARIABLE INVESTMENT FUND
Capital Appreciation Portfolio Small Cap
Portfolio
GREENWICH STREET SERIES FUND
Equity Index Portfolio Class II
Fundamental Value Portfolio Added May 1, 2001
Appreciation Portfolio Added May 1, 2001
JANUS ASPEN SERIES
Worldwide Growth Portolios-Service Shares
Aggressive Growth Portfolio - Service Shares Added May 1, 2001
Balanced Portfolio - Service Shares Added May 1, 2001
OCC ACCUMULATION TRUST Closed to new contract owners as of
Equity Portfolio May 1, 2001; Substituted by AIM
Capital Appreciation
Portfolio July 12, 2002
PIMCO VARIABLE INSURANCE TRUST
Total Return Bond Portfolio now known as Total Added May 1, 2001
Return Portfolio - Administrative Class Name changed May 1, 2002
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT International Growth Fund - Class
IB Shares Added May 1, 2001
▇▇▇▇▇▇ VT Small Cap Value Fund - Class
IB Shares Added May 1, 2001
▇▇▇▇▇▇ VT Voyager II Fund - Class IB Shares Added May 1, 2001
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 2
FUNDS STATUS CHANGES
------------------------------------------------ -------------------------------------
SALOMON BROTHERS VARIABLE SERIES FUNDS, INC.
Variable Capital Fund
Variable Investors Fund
Variable Total Return Fund
Small Cap Growth Fund Added May 1, 2001
STRONG VARIABLE INSURANCE FUNDS, INC.
Strong ▇▇▇▇▇▇▇ Value Fund II
THE ▇▇▇▇▇▇▇▇▇▇ FUNDS III Closed to new contract owners as of
▇▇▇▇▇▇▇▇▇▇ Variable Series: Growth Fund May 1, 2001; Substituted by AIM
Capital Appreciation
Portfolio July 12, 2002
▇▇▇▇▇ ▇▇▇▇▇▇ INVESTMENT SERIES
▇▇▇▇▇ ▇▇▇▇▇▇ Large Cap Core Portfolio Added May 1, 2001
▇▇▇▇▇ ▇▇▇▇▇▇ Premier Selection All Cap
Growth Portfolio Added May 1, 2001
THE TRAVELERS SERIES TRUST
Equity Income Portfolio
Federated Stock Portfolio
Large Cap Portfolio
Lazard International Stock Portfolio
MFS Mid Cap Growth Portfolio
MFS Research Portfolio
MFS Emerging Growth Portfolio Added May 1, 2001
Social Awareness Stock Portfolio
Strategic Stock Portfolio merged into Salomon Merged September 3, 2001
Brothers Investors Fund
Disciplined Mid Cap Stock Portfolio
Disciplined Small Cap Stock Portfolio merged into Merged September 3, 2001
Salomon Brothers Investors Fund
Travelers Quality Bond Portfolio
U.S. Government Securities Portfolio
Utilities Portfolio
THE TRAVELERS SERIES FUND, INC.
Alliance Growth Portfolio
MFS Total Return Portfolio
▇▇▇▇▇▇ Diversified Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ High Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ International Equity Portfolio now Name changed February 28, 2001
known as ▇▇▇▇▇ ▇▇▇▇▇▇ International All Cap
Growth Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ Large Capitalization Growth Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ Aggressive Growth Portfolio Added May 1, 2001
AIM Capital Appreciation Portfolio Added May 1, 2001
VARIABLE ANNUITY PORTFOLIOS
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Growth
Opportunities Portfolio Added May 1, 2001
VARIABLE INSURANCE PRODUCTS FUND II
Asset Manager Portfolio - Service Class 2
VARIABLE INSURANCE PRODUCTS FUND III
Dynamic Capital Appreciation Portfolio - Service
Class 2 Added May 1, 2001
Mid Cap Portfolio - Service Class 2 Added May 1, 2001
Contrafund(R)Portfolio - Service Class 2 Added May 1, 2001
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 2
FUNDS STATUS CHANGES
--------------------------------------- ----------------------------------
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
Emerging Growth Portfolio
Class II Shares Added May 1, 2001
Enterprise Portfolio Class II Shares Added May 1, 2001
CREDIT SUISSE TRUST
Warburg Pincus Emerging Markets
Portfolio now known as Credit Suisse
Emerging Markets Portfolio Name changed December 12, 2001
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment ▇▇. ▇
▇▇▇▇▇▇▇▇▇ ▇▇. ▇ TO
AUTOMATIC REINSURANCE AGREEMENT NO. 2000-15, DATED MAY 18, 2000
between
TRAVELERS INSURANCE COMPANY
and its Subsidiary
TRAVELERS LIFE AND ANNUITY COMPANY
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as indicated below, this Amendment is hereby attached to and becomes a
part of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached
revised Schedule B to describe revisions and additions to the fund
offerings as of the dates indicated.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
TRAVELERS INSURANCE COMPANY
TRAVELERS LIFE AND ANNUITY COMPANY
By: -s- [ILLEGIBLE] Date: 9/9/03
---------------------------------------
Name/Title [ILLEGIBLE]
Attest: -s- [ILLEGIBLE] 9/11/03
---------------------------------------
Name/Title [ILLEGIBLE] Actuary
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇ Date: July 25, 2003
---------------------------------------
▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇, Senior Vice President
By: -s- ▇▇▇▇▇ ▇. ▇▇▇▇▇▇
---------------------------------------
▇▇▇▇▇ ▇. ▇▇▇▇▇▇, Assistant Vice President
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
---------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Fixed Account (added January 15, 2001)
Capital Appreciation Fund
High Yield Bond Trust
Managed Assets Trust
Money Market Portfolio
AIM VARIABLE INSURANCE FUNDS, INC.
AIM V.I. Premier Equity Fund-Series I (name changed April 30, 2002;
formerlyAIM V.I. Value Fund, added May 1, 2002)
CITISTREET FUNDS, INC. (formerly, AMERICAN ODYSSEY FUNDS, INC.)
CitiStreet Diversified Bond Fund - Class I (name changed April 27, 2001;
formerly Long-Term Bond Fund)
CitiStreet International Stock Fund - Class I (name changed April 27, 2001;
formerly International Equity Fund)
Citistreet Large Company Stock Fund - Class I (name changed April 27, 2001;
formerly Core Equity Fund)
Citistreet Small Company Stock Fund - Class I (name changed April 27, 2001;
formerly Emerging Opportunities Fund)
DELAWARE VIP TRUST
VIP REIT Series - Standard Class (name changed May 1, 2002; formerly REIT
Series)
VIP Small Cap Value Series - Standard Class (name changed May 1, 2002;
formerly Small Cap Value Series)
DREYFUS VARIABLE INVESTMENT FUND
Appreciation Portfolio - Initial Shares
Developing Leaders Portfolio - Initial Shares (name changed February 2, 2003;
formerly Dreyfus Small Cap)
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Mutual Shares Securities Fund - Class 2 Shares (added May 1, 2003)
GREENWICH STREET SERIES FUND
Appreciation Portfolio (added May 1, 2001)
Equity Index Portfolio - Class II Shares
Fundamental Value Portfolio (added May 1, 2001)
JANUS ASPEN SERIES
Balanced Portfolio - Service Shares (added May 1, 2001)
Mid Cap Growth Portfolio - Service Shares (name changed May 1, 2003; formerly
Aggressive Growth Portfolio - Service Shares, added May 1, 2001)
Worldwide Growth Portfolio - Service Shares
PIMCO VARIABLE INSURANCE TRUST
Total Return Portfolio - Administrative Class (name changed May 1, 2002;
formerly Total Return Bond Portfolio, added May 1, 2001)
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT International Equity Fund - Class IB Shares (name changed April 30,
2003; formerly ▇▇▇▇▇▇ VT International Growth Fund - Class IB Shares, added
May 1, 2001)
▇▇▇▇▇▇ VT Small Cap Value Fund - Class IB Shares (added May 1, 2001)
SALOMON BROTHERS VARIABLE SERIES FUNDS, INC.
All Cap Fund - Class I (name changed April 30, 2003; formerly Variable
Capital Fund)
Investors Fund - Class I
Small Cap Growth Fund - Class I (added May 1, 2001)
Total Return Fund - Class I
▇▇▇▇▇ ▇▇▇▇▇▇ INVESTMENT SERIES
▇▇▇▇▇ ▇▇▇▇▇▇ Large Cap Core Portfolio (added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ Premier Selections All Cap Growth Portfolio (added May 1, 2001)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 3
FUNDS AND STATUS CHANGES
THE TRAVELERS SERIES TRUST
Disciplined Mid Cap Stock Portfolio
Equity Income Portfolio
Federated Stock Portfolio
Large Cap Portfolio
Lazard International Stock Portfolio
MFS Emerging Growth Portfolio (added May 1, 2001)
MFS Mid Cap Growth Portfolio
MFS Research Portfolio
Pioneer Fund Portfolio (name and objective changed May 1, 2003; formerly
Utilities Portfolio)
Social Awareness Stock Portfolio
Travelers Quality Bond Portfolio
U.S. Government Securities Portfolio
THE TRAVELERS SERIES FUND, INC.
AIM Capital Appreciation Portfolio (added May 1, 2001)
Alliance Growth Portfolio
MFS Total Return Portfolio
▇▇▇▇▇▇ Diversified Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ Aggressive Growth Portfolio (added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ High Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ International All Cap Growth Portfolio (name changed
February 28, 2001; formerly ▇▇▇▇▇ ▇▇▇▇▇▇ International Equity Portfolio)
▇▇▇▇▇ ▇▇▇▇▇▇ Large Capitalization Growth Portfolio
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇▇▇▇▇▇ Portfolio Class II Shares (added May 1, 2003)
Emerging Growth Portfolio Class II Shares (added May 1, 2001)
Enterprise Portfolio Class II Shares (added May 1, 2001)
VARIABLE ANNUITY PORTFOLIOS
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Growth Opportunities Portfolio (added May 1, 2001)
VARIABLE INSURANCE PRODUCTS FUND II
Asset Manager Portfolio - Service Class 2
Contrafund(R) Portfolio - Service Class 2 (added May 1, 2001)
VARIABLE INSURANCE PRODUCTS FUND III
Dynamic Capital Appreciation Portfolio - Service Class 2 (added May 1, 2001)
Mid Cap Portfolio - Service Class 2 (added May 1, 2001)
CLOSED OR MERGED FUNDS - NO LONGER OFFERED
AMERICAN ODYSSEY FUNDS, INC.
Global High-Yield Bond Fund merged April 27, 2001 into CitiStreet
Diversified Bond Fund
Intermediate-Term Bond Fund merged April 27, 2001 into CitiStreet
Diversified Bond Fund
OCC ACCUMULATION TRUST
Equity Portfolio (Closed to new contract owners as of May 1, 2001;
Substituted by AIM Capital Appreciation Portfolio July 12, 2002)
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT Discovery Growth Fund - Class IB Shares (closed to new contract
owners May 1, 2003; name changed April 30, 2003; formerly ▇▇▇▇▇▇ VT
Voyager II Fund -Class IB Shares, added May 1, 2001)
STRONG VARIABLE INSURANCE FUNDS, INC.
Strong Multi CapValue Fund II (closed to new contract owners May 1, 2003;
name changed 3/12/01, formerly Strong ▇▇▇▇▇▇▇ Value Fund II)
THE ▇▇▇▇▇▇▇▇▇▇ FUNDS III
▇▇▇▇▇▇▇▇▇▇ Variable Series: Growth Fund (Closed to new contract
owners as of May 1, 2001; Substituted by AIM Capital Appreciation
Portfolio July 12, 2002)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 3
FUNDS AND STATUS CHANGES
THE TRAVELERS SERIES FUND, INC.
Strategic Stock Portfolio merged September 3, 2001 into Salomon Brothers
Investors Fund
Disciplined Small Cap Stock Portfolio merged September 3, 2001 into Salomon
Brothers Investors Fund
CREDIT SUISSE TRUST
Credit Suisse Emerging Markets Portfolio (closed to new contract owners
May 1, 2003; name changed December 12, 2001; formerly Warburg Pincus
Emerging Markets Portfolio)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment ▇▇. ▇
▇▇▇▇▇▇▇▇▇ ▇▇. ▇ TO
AUTOMATIC REINSURANCE AGREEMENT NO. 2000-15, DATED MAY 18, 2000
between
TRAVELERS INSURANCE COMPANY
and its Subsidiary
TRAVELERS LIFE AND ANNUITY COMPANY
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as indicated below, this Amendment is hereby attached to and becomes a
part of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached
revised Schedule B to describe revisions and additions to the fund
offerings as of the dates indicated.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
TRAVELERS INSURANCE COMPANY
TRAVELERS LIFE AND ANNUITY COMPANY
By: -s- [ILLEGIBLE] Date: 9/22/04
---------------------------------------
Name/Title [ILLEGIBLE], Director
Attest: -s- [ILLEGIBLE] 9/22/04
---------------------------------------
Name/Title [ILLEGIBLE] Vice President
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇ Date: 18 February 2004
---------------------------------------
▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇,
Senior Vice President
By: -s- ▇▇▇▇▇ ▇. ▇▇▇▇▇▇
---------------------------------------
▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Assistant Vice President
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
---------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇,
Assistant Vice President
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Fixed Account (added January 15, 2001)
Capital Appreciation Fund
High Yield Bond Trust
Managed Assets Trust
Money Market Portfolio
AIM VARIABLE INSURANCE FUNDS, INC.
AIM V.I. Premier Equity Fund-Series I (name changed April 30, 2002;
formerlyAIM V.I. Value Fund, added May 1, 2002)
CITISTREET FUNDS, INC. (formerly, AMERICAN ODYSSEY FUNDS, INC.)
CitiStreet Diversified Bond Fund - Class I (name changed April 27, 2001;
formerly Long-Term Bond Fund)
CitiStreet International Stock Fund - Class I (name changed April 27, 2001;
formerly International Equity Fund)
Citistreet Large Company Stock Fund - Class I (name changed April 27, 2001;
formerly Core Equity Fund)
Citistreet Small Company Stock Fund - Class I (name changed April 27, 2001;
formerly Emerging Opportunities Fund)
DELAWARE VIP TRUST
VIP REIT Series - Standard Class (name changed May 1, 2002; formerly
REIT Series)
VIP Small Cap Value Series - Standard Class (name changed May 1, 2002;
formerly Small Cap Value Series)
DREYFUS VARIABLE INVESTMENT FUND
Appreciation Portfolio - Initial Shares
Developing Leaders Portfolio - Initial Shares (name changed February 2, 2003;
formerly Dreyfus Small Cap)
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Mutual Shares Securities Fund - Class 2 Shares (added May 1, 2003)
GREENWICH STREET SERIES FUND
Appreciation Portfolio (added May 1, 2001)
Equity Index Portfolio - Class II Shares
Fundamental Value Portfolio (added May 1, 2001)
JANUS ASPEN SERIES
Balanced Portfolio - Service Shares (added May 1, 2001)
Mid Cap Growth Portfolio - Service Shares (name changed May 1, 2003; formerly
Aggressive Growth Portfolio - Service Shares, added May 1, 2001)
Worldwide Growth Portfolio - Service Shares
PIMCO VARIABLE INSURANCE TRUST
Total Return Portfolio - Administrative Class (name changed May 1, 2002;
formerly Total Return Bond Portfolio, added May 1, 2001)
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT International Equity Fund - Class IB Shares (name changed April 30,
2003; formerly ▇▇▇▇▇▇ VT International Growth Fund - Class IB
Shares, added May 1, 2001)
▇▇▇▇▇▇ VT Small Cap Value Fund - Class IB Shares (added May 1, 2001)
SALOMON BROTHERS VARIABLE SERIES FUNDS, INC.
All Cap Fund - Class I (name changed April 30, 2003; formerly Variable
Capital Fund)
Investors Fund - Class I
Small Cap Growth Fund - Class I (added May 1, 2001)
Total Return Fund - Class I
▇▇▇▇▇ ▇▇▇▇▇▇ INVESTMENT SERIES
▇▇▇▇▇ ▇▇▇▇▇▇ Large Cap Core Portfolio (added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ Premier Selections All Cap Growth Portfolio (added May 1, 2001)
Continued...
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 4
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
THE TRAVELERS SERIES TRUST
Disciplined Mid Cap Stock Portfolio
Equity Income Portfolio
Federated Stock Portfolio
Large Cap Portfolio
Lazard International Stock Portfolio
Merrill Large Cap Core Portfolio (formerly MFS Research Portfolio; change
effective November 15, 2003)
MFS Emerging Growth Portfolio (added May 1, 2001)
MFS Mid Cap Growth Portfolio
Pioneer Fund Portfolio (name and objective changed May 1, 2003;
formerly Utilities Portfolio)
Social Awareness Stock Portfolio
Travelers Quality Bond Portfolio
U.S. Government Securities Portfolio
THE TRAVELERS SERIES FUND, INC.
AIM Capital Appreciation Portfolio (added May 1, 2001)
MFS Total Return Portfolio
▇▇▇▇▇▇ Diversified Income Portfolio
SB Adjustable Rate Income Portfolio (added September 15, 2003)
▇▇▇▇▇ ▇▇▇▇▇▇ Aggressive Growth Portfolio (added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ High Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ International All Cap Growth Portfolio (name changed
February 28, 2001; formerly ▇▇▇▇▇ ▇▇▇▇▇▇ International Equity Portfolio)
▇▇▇▇▇ ▇▇▇▇▇▇ Large Capitalization Growth Portfolio
Strategic Equity Portfolio (formerly Alliance Growth Portfolio;
change effective September 15, 2003)
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇▇▇▇▇▇ Portfolio Class II Shares (added May 1, 2003)
Emerging Growth Portfolio Class II Shares (added May 1, 2001)
Enterprise Portfolio Class II Shares (added May 1, 2001)
VARIABLE ANNUITY PORTFOLIOS
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Growth Opportunities Portfolio (added May 1, 2001)
VARIABLE INSURANCE PRODUCTS FUND II
Asset Manager Portfolio - Service Class 2
Contrafund(R) Portfolio - Service Class 2 (added May 1, 2001)
VARIABLE INSURANCE PRODUCTS FUND III
Dynamic Capital Appreciation Portfolio - Service Class 2 (added May 1, 2001)
Mid Cap Portfolio - Service Class 2 (added May 1, 2001)
Continued....
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 4
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
CLOSED OR MERGED FUNDS - NO LONGER OFFERED
AMERICAN ODYSSEY FUNDS, INC.
Global High-Yield Bond Fund merged April 27, 2001 into CitiStreet
Diversified Bond Fund
Intermediate-Term Bond Fund merged April 27, 2001 into CitiStreet
Diversified Bond Fund
OCC ACCUMULATION TRUST
Equity Portfolio (Closed to new contract owners as of May 1, 2001;
Substituted by AIM Capital Appreciation Portfolio July 12, 2002)
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT Discovery Growth Fund - Class IB Shares (closed to new contract
owners May 1, 2003; name changed April 30, 2003; formerly ▇▇▇▇▇▇ VT
Voyager II Fund - Class IB Shares, added May 1, 2001)
STRONG VARIABLE INSURANCE FUNDS, INC.
Strong Multi CapValue Fund II (closed to new contract owners May 1, 2003;
name changed 3/12/01, formerly Strong ▇▇▇▇▇▇▇ Value Fund II)
THE ▇▇▇▇▇▇▇▇▇▇ FUNDS III
▇▇▇▇▇▇▇▇▇▇ Variable Series: Growth Fund (Closed to new contract owners as of
May 1, 2001; Substituted by AIM Capital Appreciation Portfolio
July 12, 2002)
THE TRAVELERS SERIES FUND, INC.
Strategic Stock Portfolio merged September 3, 2001 into Salomon Brothers
Investors Fund
Disciplined Small Cap Stock Portfolio merged September 3, 2001 into Salomon
Brothers Investors Fund
CREDIT SUISSE TRUST
Credit Suisse Emerging Markets Portfolio (closed to new contract owners
May 1, 2003; name changed December 12, 2001; formerly Warburg Pincus
Emerging Markets Portfolio)
End.
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment ▇▇. ▇
▇▇▇▇▇▇▇▇▇ ▇▇. ▇ TO
AUTOMATIC REINSURANCE AGREEMENT NO. 2000-15, DATED MAY 18, 2000
between
TRAVELERS INSURANCE COMPANY
and its Subsidiary
TRAVELERS LIFE AND ANNUITY COMPANY
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective May 3, 2004, this Amendment is hereby attached to and becomes a part
of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached
revised Schedule B to describe revisions and additions to the fund
offerings as of the dates indicated.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
TRAVELERS INSURANCE COMPANY
TRAVELERS LIFE AND ANNUITY COMPANY
By: -s- [ILLEGIBLE] Date: 11/8/2004
---------------------------------------
Name/Title [ILLEGIBLE], Director
Attest: -s- [ILLEGIBLE]
---------------------------------------
Name/Title [ILLEGIBLE], Vice President
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇ Date: 4 November 2004
---------------------------------------
▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇, Senior Vice President
By: -s- ▇▇▇▇▇ ▇. ▇▇▇▇▇▇
---------------------------------------
▇▇▇▇▇ ▇. ▇▇▇▇▇▇, Assistant Vice President
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
---------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 5
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Fixed Account (added January 15, 2001)
Capital Appreciation Fund
High Yield Bond Trust
Managed Assets Trust
Money Market Portfolio
AMERICAN FUNDS INSURANCE SERIES
American Funds Global Growth Fund - Class 2 Shares (added May 3, 2004)
American Funds Growth Fund - Class 2 Shares (added May 3, 2004)
American Funds Growth-Income Fund - Class 2 Shares (added May 3, 2004)
CITISTREET FUNDS, INC. (formerly, AMERICAN ODYSSEY FUNDS, INC.)
CitiStreet Diversified Bond Fund - Class I (name changed April 27, 2001;
formerly Long-Term Bond Fund)
CitiStreet International Stock Fund - Class I (name changed April 27, 2001;
formerly International Equity Fund)
Citistreet Large Company Stock Fund - Class I (name changed April 27, 2001;
formerly Core Equity Fund)
Citistreet Small Company Stock Fund - Class I (name changed April 27, 2001;
formerly Emerging Opportunities Fund)
DELAWARE VIP TRUST
VIP REIT Series - Standard Class (name changed May 1, 2002; formerly
REIT Series)
VIP Small Cap Value Series - Standard Class (name changed May 1, 2002;
formerly Small Cap Value Series)
DREYFUS VARIABLE INVESTMENT FUND
Appreciation Portfolio - Initial Shares
Developing Leaders Portfolio - Initial Shares (name changed February 2, 2003;
formerly Dreyfus Small Cap)
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Mutual Shares Securities Fund - Class 2 Shares (added May 1, 2003)
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund - Class 2 (added May 3, 2004)
▇▇▇▇▇▇▇▇▇ Growth Securities Fund - Class 2 (added May 3, 2004)
▇▇▇▇▇▇▇▇▇ Foreign Securities Fund - Class 2 (added May 3, 2004)
GREENWICH STREET SERIES FUND
Appreciation Portfolio (added May 1, 2001)
Equity Index Portfolio - Class II Shares
JANUS ASPEN SERIES
Mid Cap Growth Portfolio - Service Shares (name changed May 1, 2003; formerly
Aggressive Growth Portfolio - Service Shares, added May 1, 2001)
LAZARD RETIREMENT SERIES, INC.
Lazard Retirement Small Cap Portfolio (added May 3, 2004)
LORD ▇▇▇▇▇▇ SERIES FUND, INC.
Lord ▇▇▇▇▇▇ Growth & Income Portfolio (added May 3, 2004)
Lord ▇▇▇▇▇▇ Mid-Cap Value Portfolio (added May 3, 2004)
▇▇▇▇▇▇▇▇▇▇▇ VARIABLE ACCOUNT FUNDS
▇▇▇▇▇▇▇▇▇▇▇ Main Street Fund/VA - Service Shares (added May 3, 2004)
PIMCO VARIABLE INSURANCE TRUST
Total Return Portfolio - Administrative Class (name changed May 1, 2002;
formerly Total Return Bond Portfolio, added May 1, 2001)
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT Small Cap Value Fund - Class IB Shares (added May 1,2001)
SALOMON BROTHERS VARIABLE SERIES FUNDS, INC.
All Cap Fund - Class I (name changed April 30, 2003; formerly
Variable Capital Fund)
Investors Fund - Class I
Small Cap Growth Fund - Class I (added May 1, 2001)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 5 Page 1 of 3 - Schedule B
FUNDS AND STATUS CHANGES
▇▇▇▇▇ ▇▇▇▇▇▇ INVESTMENT SERIES
▇▇▇▇▇ ▇▇▇▇▇▇ Premier Selections All Cap Growth Portfolio (added May 1, 2001)
THE TRAVELERS SERIES TRUST
Disciplined Mid Cap Stock Portfolio
Equity Income Portfolio
Large Cap Portfolio
Lazard International Stock Portfolio
Merrill Large Cap Core Portfolio (formerly MFS Research Portfolio; change
effective November 15, 2003)
MFS Emerging Growth Portfolio (added May 1, 2001)
MFS Mid Cap Growth Portfolio
Pioneer Fund Portfolio (name and objective changed May 1, 2003; formerly
Utilities Portfolio)
Social Awareness Stock Portfolio
Travelers Quality Bond Portfolio
Travelers Convertible Securities Portfolio (added May 3, 2004)
U.S. Government Securities Portfolio
THE TRAVELERS SERIES FUND, INC.
AIM Capital Appreciation Portfolio (added May 1, 2001)
MFS Total Return Portfolio
MFS Value Portfolio (added May 3, 2004)
▇▇▇▇▇▇ Diversified Income Portfolio
SB Adjustable Rate Income Portfolio (added September 15, 2003)
▇▇▇▇▇ ▇▇▇▇▇▇ Aggressive Growth Portfolio (added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ High Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ Large Capitalization Growth Portfolio
Strategic Equity Portfolio (formerly Alliance Growth Portfolio;
change effective September 15, 2003)
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇▇▇▇▇▇ Portfolio Class II Shares (added May 1, 2003)
Emerging Growth Portfolio Class II Shares (added May 1, 2001)
VARIABLE ANNUITY PORTFOLIOS
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Growth Opportunities Portfolio (added May 1, 2001)
VARIABLE INSURANCE PRODUCTS FUND II
Asset Manager Portfolio - Service Class 2
Contrafund(R) Portfolio - Service Class 2 (added May 1, 2001)
VARIABLE INSURANCE PRODUCTS FUND III
Mid Cap Portfolio - Service Class 2 (added May 1, 2001)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 5 Page 2 of 3 - Schedule B
FUNDS AND STATUS CHANGES
CLOSED OR MERGED FUNDS - NO LONGER OFFERED
AIM VARIABLE INSURANCE FUNDS, INC.
AIM V.I. Premier Equity Fund-Series I (closed May 3, 2004; name changed April
30, 2002; formerlyAIM V.I. Value Fund, added May 1, 2002)
AMERICAN ODYSSEY FUNDS, INC.
Global High-Yield Bond Fund merged April 27, 2001 into CitiStreet Diversified
Bond Fund
Intermediate-Term Bond Fund merged April 27, 2001 into CitiStreet Diversified
Bond Fund
CREDIT SUISSE TRUST
Credit Suisse Emerging Markets Portfolio (closed to new contract owners
May 1, 2003; name changed December 12, 2001; formerly Warburg Pincus
Emerging Markets Portfolio)
GREENWICH STREET SERIES FUND
Fundamental Value Portfolio (closed May 3, 2004; added May 1, 2001)
JANUS ASPEN SERIES
Balanced Portfolio - Service Shares (closed May 3, 2004; added May 1, 2001)
Worldwide Growth Portfolio - Service Shares (closed May 3, 2004)
OCC ACCUMULATION TRUST
Equity Portfolio (Closed to new contract owners as of May 1, 2001;
Substituted by AIM Capital Appreciation Portfolio July 12, 2002)
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT Discovery Growth Fund - Class IB Shares (closed to new contract
owners May 1, 2003; name changed April 30, 2003; formerly ▇▇▇▇▇▇ VT Voyager
II Fund - Class IB Shares, added May 1, 2001)
▇▇▇▇▇▇ VT International Equity Fund - Class IB Shares (closed May 3, 2004;
name changed April 30, 2003; formerly ▇▇▇▇▇▇ VT International Growth
Fund - Class IB Shares, added May 1, 2001)
SALOMON BROTHERS VARIABLE SERIES FUNDS, INC.
Total Return Fund - Class I (closed May 3, 2004)
▇▇▇▇▇ ▇▇▇▇▇▇ INVESTMENT SERIES
▇▇▇▇▇ ▇▇▇▇▇▇ Large Cap Core Portfolio (closed May 3, 2004; added May 1, 2001)
STRONG VARIABLE INSURANCE FUNDS, INC.
Strong Multi CapValue Fund II (closed to new contract owners May 1, 2003;
name changed 3/12/01, formerly Strong ▇▇▇▇▇▇▇ Value Fund II)
THE ▇▇▇▇▇▇▇▇▇▇ FUNDS III
▇▇▇▇▇▇▇▇▇▇ Variable Series: Growth Fund (Closed to new contract owners as of
May 1, 2001; Substituted by AIM Capital Appreciation
Portfolio July 12, 2002)
THE TRAVELERS SERIES FUND, INC.
Strategic Stock Portfolio merged September 3, 2001 into Salomon Brothers
Investors Fund
Disciplined Small Cap Stock Portfolio merged September 3, 2001 into Salomon
Brothers Investors Fund
▇▇▇▇▇ ▇▇▇▇▇▇ International All Cap Growth Portfolio (closed May 3, 2004;
name changed February 28, 2001; formerly ▇▇▇▇▇ ▇▇▇▇▇▇ International
Equity Portfolio)
THE TRAVELERS SERIES TRUST
Federated Stock Portfolio (closed May 3, 2004)
VARIABLE INSURANCE PRODUCTS FUND III
Dynamic Capital Appreciation Portfolio - Service Class 2 (closed May 3, 2004;
added May 1, 2001)
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
Enterprise Portfolio Class II Shares (closed May 3, 2004; added May 1, 2001)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment ▇▇. ▇ ▇▇▇▇ ▇ ▇▇ ▇ - ▇▇▇▇▇▇▇▇ ▇
AMENDMENT ▇▇. ▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
TRAVELERS INSURANCE COMPANY
and its Subsidiary
TRAVELERS LIFE AND ANNUITY COMPANY
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective May 2, 2005, this Amendment is hereby attached to and becomes a part
of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached revised
Schedule B to describe revisions and additions to the fund offerings as of
the dates indicated.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
TRAVELERS INSURANCE COMPANY
TRAVELERS LIFE AND ANNUITY COMPANY
By: -s- [ILLEGIBLE] Date: 1/19/2006
--------------------------------------
Name/Title [ILLEGIBLE], Director
Attest:
--------------------------------------
Name/Title
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇ Date: 12 December 2006
--------------------------------------
▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇, Senior Vice President
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
--------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
The Travelers Companies, Agreement No. 2000-15, Effective May 18,2000
Amendment No. 6
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Fixed Account (added January 15, 2001)
Capital Appreciation Fund
High Yield Bond Trust
Managed Assets Trust
Money Market Portfolio
AMERICAN FUNDS INSURANCE SERIES
American Funds Global Growth Fund - Class 2 Shares (added May 3, 2004)
American Funds Growth Fund - Class 2 Shares (added May 3, 2004)
American Funds Growth-Income Fund - Class 2 Shares (added May 3, 2004)
CITISTREET FUNDS, INC. (formerly, AMERICAN ODYSSEY FUNDS, INC.)
CitiStreet Diversified Bond Fund - Class I (name changed April 27, 2001;
formerly Long-Term Bond Fund)
CitiStreet International Stock Fund - Class I (name changed April 27, 2001;
formerly International Equity Fund)
Citistreet Large Company Stock Fund - Class I (name changed April 27, 2001;
formerly Core Equity Fund)
Citistreet Small Company Stock Fund - Class I (name changed April 27, 2001;
formerly Emerging Opportunities Fund)
DELAWARE VIP TRUST
VIP REIT Series - Standard Class (name changed May 1, 2002; formerly REIT
Series)
VIP Small Cap Value Series - Standard Class (name changed May 1, 2002;
formerly Small Cap Value Series)
DREYFUS VARIABLE INVESTMENT FUND
Appreciation Portfolio - Initial Shares
Developing Leaders Portfolio - Initial Shares (name changed February 2,
2003; formerly Dreyfus Small Cap)
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Mutual Shares Securities Fund - Class 2 Shares (added May 1, 2003)
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund - Class 2 (added May 3, 2004)
▇▇▇▇▇▇▇▇▇ Foreign Securities Fund - Class 2 (added May 3, 2004)
▇▇▇▇▇▇▇▇▇ Growth Securities Fund - Class 2 (added May 3, 2004)
GREENWICH STREET SERIES FUND
Appreciation Portfolio (added May 1, 2001)
Equity Index Portfolio - Class II Shares
JANUS ASPEN SERIES
Mid Cap Growth Portfolio - Service Shares (name changed May 1, 2003;
formerly Aggressive Growth Portfolio - Service Shares, added May 1, 2001)
LAZARD RETIREMENT SERIES, INC.
Lazard Retirement Small Cap Portfolio (added May 3, 2004)
LORD ▇▇▇▇▇▇ SERIES FUND, INC.
Lord ▇▇▇▇▇▇ Growth & Income Portfolio (added May 3, 2004)
Lord ▇▇▇▇▇▇ Mid-Cap Value Portfolio (added May 3, 2004)
▇▇▇▇▇▇▇▇▇▇▇ VARIABLE ACCOUNT FUNDS
▇▇▇▇▇▇▇▇▇▇▇ Main Street Fund/VA - Service Shares (added May 3, 2004)
PIMCO VARIABLE INSURANCE TRUST
Real Return Portfolio - Administrative Class (added May 2, 2005)
Total Return Portfolio - Administrative Class (name changed May 1, 2002;
formerly Total Return Bond Portfolio, added May 1, 2001)
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT Small Cap Value Fund - Class IB Shares (added May 1, 2001)
SALOMON BROTHERS VARIABLE SERIES FUNDS, INC.
All Cap Fund - Class I (name changed April 30, 2003; formerly Variable
Capital Fund)
Investors Fund - Class I
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 6 Page 1 of 3
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
THE TRAVELERS SERIES TRUST
Convertible Securities Portfolio (added May 3, 2004)
Disciplined Mid Cap Stock Portfolio
Equity Income Portfolio
Large Cap Portfolio
Mercury Large Cap Core Portfolio (name changed May 2, 2005; formerly
Merrill Large Cap Core Portfolio; formerly MFS Research Portfolio; change
effective November 15, 2003)
MFS Mid Cap Growth Portfolio
MFS Value Portfolio (added May 3, 2004)
Mondrian International Stock Portfolio (name changed May 2, 2005; formerly
Lazard International Stock Portfolio)
Pioneer Fund Portfolio (name and objective changed May 1, 2003; formerly
Utilities Portfolio)
Pioneer Mid Cap Value Portfolio (added May 2, 2005)
Social Awareness Stock Portfolio
Style Focus Series: Small Cap Growth Portfolio (added May 2, 2005)
Style Focus Series: Small Cap Value Portfolio (added May 2, 2005)
Travelers Quality Bond Portfolio
U.S. Government Securities Portfolio
THE TRAVELERS SERIES FUND, INC.
AIM Capital Appreciation Portfolio (added May 1, 2001)
MFS Total Return Portfolio
Pioneer Strategic Income Portfolio (added May 3, 2004)
SB Adjustable Rate Income Portfolio (added September 15, 2003)
▇▇▇▇▇ ▇▇▇▇▇▇ Aggressive Growth Portfolio (added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ High Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ Large Capitalization Growth Portfolio
Strategic Equity Portfolio (formerly Alliance Growth Portfolio; change
effective September 15, 2003)
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇▇▇▇▇▇ Portfolio Class II Shares (added May 1, 2003)
VARIABLE ANNUITY PORTFOLIOS
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Growth Opportunities Portfolio (added May 1, 2001)
VARIABLE INSURANCE PRODUCTS FUND
Contrafund(R) Portfolio - Service Class 2 (added May 1, 2001)
Mid Cap Portfolio - Service Class 2 (added May 1, 2001)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 6 Page 2 of 3
SCHEDULE B
INVESTMENT FUNDS
CLOSED OR MERGED FUNDS - NO LONGER OFFERED
-------------------------------------------------
AIM V.I. Premier Equity Fund-Series I (closed to new sales May 3, 2004; name
changed April 30, 2002; formerlyAIM V.I. Value Fund, added May 1, 2002)
American Odyssey Global High-Yield Bond Fund merged April 27, 2001 into
CitiStreet Diversified Bond Fund
American Odyssey Intermediate-Term Bond Fund merged April 27, 2001 into
CitiStreet Diversified Bond Fund
Asset Manager Portfolio - Service Class 2 (closed to new sales May 2, 2005)
Credit Suisse Emerging Markets Portfolio (closed to new contract owners May
1, 2003; name changed December 12, 2001; formerly Warburg Pincus Emerging
Markets Portfolio)
Disciplined Small Cap Stock Portfolio merged September 3, 2001 into Salomon
Brothers Investors Fund
Dynamic Capital Appreciation Portfolio - Service Class 2 (closed to new
sales May 3, 2004; added May 1, 2001)
Federated Stock Portfolio (closed to new sales May 3, 2004)
Janus Aspen Balanced Portfolio - Service Shares (closed to new sales May 3,
2004; added May 1, 2001)
Janus Aspen Worldwide Growth Portfolio - Service Shares (closed to new sales
May 3, 2004)
MFS Emerging Growth Portfolio (merged February 25, 2005 into MFS Mid Cap
Growth Portfolio; added May 1, 2001)
▇▇▇▇▇▇▇▇▇▇ Variable Series: Growth Fund (Closed to new contract owners as of
May 1, 2001; Substituted by AIM Capital Appreciation Portfolio July 12,
2002)
OCC Equity Portfolio (Closed to new contract owners as of May 1, 2001;
Substituted by AIM Capital Appreciation Portfolio July 12, 2002)
▇▇▇▇▇▇ Diversified Income Portfolio (closed)
▇▇▇▇▇▇ VT Discovery Growth Fund - Class IB Shares (closed to new contract
owners May 1, 2003; name changed April 30, 2003; formerly ▇▇▇▇▇▇ VT Voyager
II Fund - Class IB Shares, added May 1, 2001)
▇▇▇▇▇▇ VT International Equity Fund - Class IB Shares (closed May 3, 2004;
name changed April 30, 2003; formerly ▇▇▇▇▇▇ VT International Growth Fund -
Class IB Shares, added May 1, 2001)
Salomon Brothers Small Cap Growth Fund - Class I (closed May 2, 2005; added
May 1, 2001)
Salomon Brothers Total Return Fund - Class I (closed May 3, 2004)
▇▇▇▇▇ ▇▇▇▇▇▇ Dividend Strategy Portfolio (formerly ▇▇▇▇▇ ▇▇▇▇▇▇ Large Cap
Core Portfolio; closed to new sales May 3, 2004; added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ Fundamental Value Portfolio (formerly Greenwich Street
Fundamental Value Portfolio; closed to new sales May 3, 2004; added May 1,
2001)
▇▇▇▇▇ ▇▇▇▇▇▇ International All Cap Growth Portfolio (closed to new sales May
3, 2004; name changed February 28, 2001; formerly ▇▇▇▇▇ ▇▇▇▇▇▇
International Equity Portfolio)
▇▇▇▇▇ ▇▇▇▇▇▇ Premier Selections All Cap Growth Portfolio (closed to new
sales May 2, 2005; added May 1, 2001)
Strategic Stock Portfolio merged September 3, 2001 into Salomon Brothers
Investors Fund
▇▇▇ ▇▇▇▇▇▇ Emerging Growth Portfolio Class II Shares (closed to new sales
May 2, 2005; added May 1, 2001)
▇▇▇ ▇▇▇▇▇▇ Enterprise Portfolio Class II Shares (closed to new sales May 3,
2004; added May 1, 2001)
▇▇▇▇▇ Fargo Advantage Multi Cap Value Fund (formerly Strong Multi Cap Value
Fund II; closed to new contract owners May 1, 2003; name changed 3/12/01,
formerly Strong ▇▇▇▇▇▇▇ Value Fund II)
The Travelers Companies, Agreement No. 2000-15, Effective May 18,2000
Amendment No. 6 Page 3 of 3
AMENDMENT ▇▇. ▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
TRAVELERS INSURANCE COMPANY
and its Subsidiary
TRAVELERS LIFE AND ANNUITY COMPANY
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective January 19, 2006, this Amendment is hereby attached to and becomes a
part of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached revised
Schedule B to describe revisions and additions to the fund offerings as of
the dates indicated.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
TRAVELERS INSURANCE COMPANY
TRAVELERS LIFE AND ANNUITY COMPANY
By: -s- ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇ Date: 5/16/06
------------------------------------------
Name/Title ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, AVP & Actuary
Attest: -s- ▇▇▇▇▇▇▇▇ ▇▇▇
--------------------------------------
Name/Title ▇▇▇▇▇▇▇▇ ▇▇▇, Actuary
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: 4/20/06
------------------------------------------
▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇, Senior Vice President & CFO
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
------------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 7
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Fixed Account (added January 15, 2001)
Capital Appreciation Fund
High Yield Bond Trust
Managed Assets Trust
Money Market Portfolio
AMERICAN FUNDS INSURANCE SERIES
American Funds Global Growth Fund - Class 2 Shares (added May 3, 2004)
American Funds Growth Fund - Class 2 Shares (added May 3, 2004)
American Funds Growth-Income Fund - Class 2 Shares (added May 3, 2004)
CITISTREET FUNDS, INC. (formerly, AMERICAN ODYSSEY FUNDS, INC.)
CitiStreet Diversified Bond Fund - Class I (name changed April 27, 2001;
formerly Long-Term Bond Fund)
CitiStreet International Stock Fund - Class I
(name changed April 27, 2001; formerly International Equity Fund)
Citistreet Large Company Stock Fund - Class I (name changed April 27, 2001;
formerly Core Equity Fund)
Citistreet Small Company Stock Fund - Class I
(name changed April 27, 2001; formerly Emerging Opportunities Fund)
DELAWARE VIP TRUST
VIP REIT Series - Standard Class (name changed May 1, 2002; formerly REIT
Series)
VIP Small Cap Value Series - Standard Class (name changed May 1, 2002;
formerly Small Cap Value Series)
DREYFUS VARIABLE INVESTMENT FUND
Appreciation Portfolio - Initial Shares
Developing Leaders Portfolio - Initial Shares (name changed February 2,
2003; formerly Dreyfus Small Cap)
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Mutual Shares Securities Fund - Class 2 Shares (added May 1, 2003)
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund - Class 2 (added May 3, 2004)
▇▇▇▇▇▇▇▇▇ Foreign Securities Fund - Class 2 (added May 3, 2004)
▇▇▇▇▇▇▇▇▇ Growth Securities Fund - Class 2 (added May 3, 2004)
GREENWICH STREET SERIES FUND
Appreciation Portfolio (added May 1, 2001)
Equity Index Portfolio - Class II Shares
JANUS ASPEN SERIES
Mid Cap Growth Portfolio - Service Shares (name changed May 1, 2003;
formerly Aggressive Growth Portfolio - Service Shares, added May 1, 2001)
LAZARD RETIREMENT SERIES, INC.
Lazard Retirement Small Cap Portfolio (added May 3, 2004)
LORD ▇▇▇▇▇▇ SERIES FUND, INC.
Lord ▇▇▇▇▇▇ Growth & Income Portfolio (added May 3, 2004)
Lord ▇▇▇▇▇▇ Mid-Cap Value Portfolio (added May 3, 2004)
METROPOLITAN SERIES FUND
MetLife Conservative Allocation Portfolio (added January 19, 2006)
MetLife Conservative to Moderate Allocation Portfolio (added January 19,
2006)
MetLife Moderate Allocation Portfolio (added January 19, 2006)
MetLife Moderate to Aggressive Allocation Portfolio (added January 19,
2006)
MetLife Aggressive Allocation Portfolio (added January 19, 2006)
▇▇▇▇▇▇▇▇▇▇▇ VARIABLE ACCOUNT FUNDS
▇▇▇▇▇▇▇▇▇▇▇ Main Street Fund/VA - Service Shares (added May 3, 2004)
PIMCO VARIABLE INSURANCE TRUST
Real Return Portfolio - Administrative Class (added May 2, 2005)
Total Return Portfolio - Administrative Class (name changed May 1, 2002;
formerly Total Return Bond Portfolio,added May 1, 2001)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 7 Page 1 of 3
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ VT Small Cap Value Fund - Class IB Shares (added May 1, 2001)
SALOMON BROTHERS VARIABLE SERIES FUNDS, INC.
All Cap Fund - Class I (name changed April 30, 2003; formerly Variable
Capital Fund)
Investors Fund - Class I
THE TRAVELERS SERIES TRUST
Convertible Securities Portfolio (added May 3, 2004)
Disciplined Mid Cap Stock Portfolio
Equity Income Portfolio
Large Cap Portfolio
Mercury Large Cap Core Portfolio (name changed May 2, 2005; formerly
▇▇▇▇▇▇▇ Large Cap Core Portfolio; formerly MFS Research Portfolio; change
effective November 15, 2003)
MFS Mid Cap Growth Portfolio
MFS Value Portfolio (added May 3, 2004)
Mondrian International Stock Portfolio (name changed May 2, 2005; formerly
Lazard International Stock Portfolio)
Pioneer Fund Portfolio (name and objective changed May 1, 2003; formerly
Utilities Portfolio)
Pioneer Mid Cap Value Portfolio (added May 2, 2005)
Social Awareness Stock Portfolio
Style Focus Series: Small Cap Growth Portfolio (added May 2, 2005)
Style Focus Series: Small Cap Value Portfolio (added May 2, 2005)
Travelers Quality Bond Portfolio
U.S. Government Securities Portfolio
THE TRAVELERS SERIES FUND, INC.
AIM Capital Appreciation Portfolio (added May 1, 2001)
MFS Total Return Portfolio
Pioneer Strategic Income Portfolio (added May 3, 2004)
SB Adjustable Rate Income Portfolio (added September 15, 2003)
▇▇▇▇▇ ▇▇▇▇▇▇ Aggressive Growth Portfolio (added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ High Income Portfolio
▇▇▇▇▇ ▇▇▇▇▇▇ Large Capitalization Growth Portfolio
Strategic Equity Portfolio (formerly Alliance Growth Portfolio; change
effective September 15, 2003)
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇▇▇▇▇▇ Portfolio Class II Shares (added May 1, 2003)
VARIABLE ANNUITY PORTFOLIOS
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Growth Opportunities Portfolio (added May 1, 2001)
VARIABLE INSURANCE PRODUCTS FUND
Contrafund(R) Portfolio - Service Class 2 (added May 1, 2001)
Mid Cap Portfolio - Service Class 2 (added May 1, 2001)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 7 Page 2 of 3
SCHEDULE B
INVESTMENT FUNDS
CLOSED OR MERGED FUNDS - NO LONGER OFFERED
AIM V.I. Premier Equity Fund-Series I (closed to new sales May 3, 2004;
name changed April 30, 2002; formerlyAIM V.I. Value Fund, added May 1,
2002)
American Odyssey Global High-Yield Bond Fund merged April 27, 2001 into
CitiStreet Diversified Bond Fund
American Odyssey Intermediate-Term Bond Fund merged April 27, 2001 into
CitiStreet Diversified Bond Fund
Asset Manager Portfolio - Service Class 2 (closed to new sales May 2, 2005)
Credit Suisse Emerging Markets Portfolio (closed to new contract owners May
1, 2003; name changed December 12, 2001; formerly Warburg Pincus Emerging
Markets Portfolio)
Disciplined Small Cap Stock Portfolio merged September 3, 2001 into Salomon
Brothers Investors Fund
Dynamic Capital Appreciation Portfolio - Service Class 2 (closed to new
sales May 3, 2004; added May 1, 2001)
Federated Stock Portfolio (closed to new sales May 3, 2004)
Janus Aspen Balanced Portfolio - Service Shares (closed to new sales May 3,
2004; added May 1, 2001)
Janus Aspen Worldwide Growth Portfolio - Service Shares (closed to new
sales May 3, 2004)
MFS Emerging Growth Portfolio (merged February 25,
2005 into MFS Mid Cap Growth Portfolio; added May 1, 2001)
▇▇▇▇▇▇▇▇▇▇ Variable Series: Growth Fund (Closed to new contract owners as
of May 1, 2001; Substituted by AIM Capital Appreciation Portfolio July
12, 2002)
OCC Equity Portfolio (Closed to new contract owners as of May 1, 2001;
Substituted by AIM Capital Appreciation Portfolio July 12, 2002)
▇▇▇▇▇▇ Diversified Income Portfolio (closed)
▇▇▇▇▇▇ VT Discovery Growth Fund - Class IB Shares (closed to new contract
owners May 1, 2003; name changed April 30, 2003; formerly ▇▇▇▇▇▇ VT
Voyager II Fund - Class IB Shares, added May 1, 2001)
▇▇▇▇▇▇ VT International Equity Fund - Class IB Shares (closed May 3, 2004;
name changed April 30, 2003; formerly ▇▇▇▇▇▇ VT International Growth
Fund - Class IB Shares, added May 1, 2001)
Salomon Brothers Small Cap Growth Fund - Class I (closed May 2, 2005; added
May 1, 2001)
Salomon Brothers Total Return Fund - Class I (closed May 3, 2004)
▇▇▇▇▇ ▇▇▇▇▇▇ Dividend Strategy Portfolio (formerly ▇▇▇▇▇ ▇▇▇▇▇▇ Large Cap
Core Portfolio; closed to new sales May 3, 2004; added May 1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ Fundamental Value Portfolio (formerly Greenwich Street
Fundamental Value Portfolio; closed to new sales May 3, 2004; added May
1, 2001)
▇▇▇▇▇ ▇▇▇▇▇▇ International All Cap Growth Portfolio (closed to new sales
May 3, 2004; name changed February 28, 2001; formerly ▇▇▇▇▇ ▇▇▇▇▇▇
International Equity Portfolio)
▇▇▇▇▇ ▇▇▇▇▇▇ Premier Selections All Cap Growth Portfolio (closed to new
sales May 2, 2005; added May 1, 2001)
Strategic Stock Portfolio merged September 3, 2001 into Salomon Brothers
Investors Fund
▇▇▇ ▇▇▇▇▇▇ Emerging Growth Portfolio Class II Shares (closed to new sales
May 2, 2005; added May 1, 2001)
▇▇▇ ▇▇▇▇▇▇ Enterprise Portfolio Class II Shares (closed to new sales May 3,
2004; added May 1, 2001)
▇▇▇▇▇ Fargo Advantage Multi Cap Value Fund (formerly Strong Multi CapValue
Fund II; closed to new contract owners May 1, 2003; name changed 3/12/01,
formerly Strong ▇▇▇▇▇▇▇ Value Fund II)
The Travelers Companies, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 7 Page 3 of 3
AMENDMENT ▇▇. ▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
TRAVELERS INSURANCE COMPANY *
and its Subsidiary
TRAVELERS LIFE AND ANNUITY COMPANY **
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective May 1, 2006, this Amendment is hereby attached to and becomes a part
of the above-described Reinsurance Agreement. It is mutually agreed that:
As of the effective date of this Amendment, The Travelers Insurance Company
has changed its name to MetLife Insurance Company of Connecticut, and The
Travelers Life and Annuity Company has changed its name to MetLife Life and
Annuity Company of Connecticut. Therefore this Agreement shall be deemed to
be between MetLife Insurance Company of Connecticut and MetLife Life and
Annuity Company of Connecticut, collectively the CEDING COMPANY, and AXA
Corporate Solutions Life Reinsurance Company. All references to the CEDING
COMPANY in the Agreement, including any amendments and supplements, shall
be deemed to be references collectively to MetLife Life Insurance Company
of Connecticut and MetLife Life and Annuity Company of Connecticut.
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached revised
Schedule B to reflect the current fund offerings. Due to the extensive
mergers, substitutions, and name changes resulting from the acquisition of
the CEDING COMPANY by MetLife, Schedule B has been completely replaced
rather than updated. See Amendment 7 to this Agreement for prior fund
status information.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
METLIFE INSURANCE COMPANY OF CONNECTICUT
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT
By: -s- [ILLEGIBLE] Date: 8/1/06
------------------------------------------
Name/Title [ILLEGIBLE], AVP & Actuary
Attest: -s- ▇▇▇▇▇▇▇▇ ▇▇▇
--------------------------------------
Name/Title ▇▇▇▇▇▇▇▇ ▇▇▇, Actuary
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: June 15,2006
---------------------------------------------
▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇, Senior Vice President & CFO
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
-----------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
----------
* Effective 5/1/06, name changed to Metlife Insurance Company of Connecticut
** Effective 5/1/06, name changed to Metlife Life & Annuity Company of
Connecticut
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 8
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Fixed Account
AMERICAN FUNDS INSURANCE SERIES - CLASS 2
American Funds Global Growth Fund
American Funds Growth Fund
American Funds Growth-Income Fund
DELAWARE VIP TRUST
VIP Small Cap Value Series - Standard Class
DREYFUS VARIABLE INVESTMENT FUND - INITIAL SHARES
Appreciation Portfolio
Developing Leaders Portfolio
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST - CLASS 2
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund
▇▇▇▇▇▇▇▇▇ Foreign Securities Fund
JANUS ASPEN SERIES - SERVICE SHARES
Mid Cap Growth Portfolio
LAZARD RETIREMENT SERIES, INC.
Lazard Retirement Small Cap Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS I, INC.
▇▇▇▇ ▇▇▇▇▇ Partners Variable All Cap Portfolio - Class I
▇▇▇▇ ▇▇▇▇▇ Partners Variable Investors Portfolio - Class I
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS II
▇▇▇▇ ▇▇▇▇▇ Partners Variable Appreciation Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Equity Index Portfolio - Class II
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS III, INC.
▇▇▇▇ ▇▇▇▇▇ Partners Variable Adjustable Rate Income Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Aggressive Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable High Income Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Large Cap Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Social Awareness Stock Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS V
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Opportunities Portfolio
LORD ▇▇▇▇▇▇ SERIES FUND, INC.
Lord ▇▇▇▇▇▇ Growth & Income Portfolio
Lord ▇▇▇▇▇▇ Mid-Cap Value Portfolio
MET INVESTORS SERIES TRUST
Batterymarch Mid-Cap Stock Portfolio - Class A
Dreman Small-Cap Value Portfolio - Class A
▇▇▇▇▇▇ Oakmark International Portfolio - Class A
Janus Capital Appreciation Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Managed Assets Portfolio - Class A
Lord ▇▇▇▇▇▇ Bond Debenture Portfolio - Class A
Lord ▇▇▇▇▇▇ Growth and Income Portfolio - Class B
Mercury Large-Cap Core Portfolio - Class A
Met/AIM Capital Appreciation Portfolio
Met/AIM Small Cap Growth Portfolio - Class A
MFS(R) Value Portfolio - Class A
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇ Real Estate Portfolio - Class A
Pioneer Fund Portfolio - Class A
Pioneer Mid Cap Value Portfolio - Class A
Pioneer Strategic Income Portfolio - Class A
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 8 Page 1 of 3
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
METLIFE INVESTMENT FUNDS
MetLife Investment Diversified Bond Fund - Class I
MetLife Investment International Stock Fund - Class I
MetLife Investment Large Company Stock Fund - Class I
MetLife Investment Small Company Stock Fund - Class I
METROPOLITAN SERIES FUND
BlackRock Aggressive Growth Portfolio - Class D
BlackRock Bond Income Portfolio - Class A
BlackRock Money Market Portfolio - Class A
FI Large Cap Portfolio - Class A
FI Value Leaders Portfolio - Class D
MFS(R) Total Return Portfolio - Class F
Oppenheimer Global Equity Portfolio - Class B
Western Asset Management High Yield Bond Portfolio - Class A
Western Asset Management U.S. Government Portfolio - Class A
METROPOLITAN SERIES FUND - ASSET ALLOCATION PORTFOLIOS
MetLife Conservative Allocation Portfolio
MetLife Conservative to Moderate Allocation Portfolio
MetLife Moderate Allocation Portfolio
MetLife Moderate to Aggressive Allocation Portfolio
MetLife Aggressive Allocation Portfolio
PIMCO VARIABLE INSURANCE TRUST - ADMINISTRATIVE CLASS
Real Return Portfolio
Total Return Portfolio
▇▇▇▇▇▇ VARIABLE TRUST- CLASS ▇▇
▇▇▇▇▇▇ VT Small Cap Value Fund
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST - CLASS II
▇▇▇▇▇▇▇▇ Portfolio
VARIABLE INSURANCE PRODUCTS FUND II
VIPContrafund(R) Portfolio
VARIABLE INSURANCE PRODUCTS FUND III
VIP Mid Cap Portfolio
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 8 Page 2 of 3
SCHEDULE B
INVESTMENT FUNDS
CLOSED TO NEW CONTRACT OWNERS
AIM VARIABLE INSURANCE FUND
AIM VI Core Equity Fund
CREDIT SUISSE TRUST
Credit Suisse Emerging Markets Portfolio
JANUS ASPEN SERIES
Janus Aspen Worldwide Growth Portfolio - Service Shares
▇▇▇▇ ▇▇▇▇▇ PARTNERS INVESTMENT SERIES
▇▇▇▇ ▇▇▇▇▇ Partners Variable Dividend Strategy Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Premier Selections All Cap Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS I, INC.
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Portfolio - Class I
▇▇▇▇ ▇▇▇▇▇ Partners Variable Total Return Fund - Class I
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS II
▇▇▇▇ ▇▇▇▇▇ Partners Variable Fundamental Value Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS III, INC.
▇▇▇▇ ▇▇▇▇▇ Partners Variable International All Cap Growth Portfolio
METROPOLITAN SERIES FUND
MFS(R) Total Return Portfolio
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ Diversified Income
▇▇▇▇▇▇ VT Discovery Growth Fund- Class IB Shares
▇▇▇▇▇▇ VT International Equity Fund - Class IB Shares
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇ ▇▇▇▇▇▇ Emerging Growth Portfolio Class II Shares
▇▇▇ ▇▇▇▇▇▇ Enterprise Portfolio Class II Shares
VARIABLE INSURANCE PRODUCTS FUND
Dynamic Capital Appreciation-Service Class 2
▇▇▇▇▇ FARGO VARIABLE TRUST
▇▇▇▇▇ Fargo VT Advantage Small/Mid Cap Value Fund
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 8 Page 3 of 3
AMENDMENT ▇▇. ▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
METLIFE INSURANCE COMPANY OF CONNECTICUT
and its Subsidiary
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as indicated below, this Amendment is hereby attached to and becomes a
part of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached revised
Schedule B to describe revisions and additions to the fund offerings as of the
dates indicated.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
METLIFE INSURANCE COMPANY OF CONNECTICUT
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT
By: -s- ▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: 11/30/06
------------------------------------
▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Assistant Vice President & Actuary
Attest: -s- ▇▇▇▇▇▇▇▇ ▇. ▇▇▇
------------------------------------
▇▇▇▇▇▇▇▇ ▇. ▇▇▇, Actuary
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: 11/16/06
------------------------------------
▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Vice President & Chief Actuary
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 9
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Fixed Account
AMERICAN FUNDS INSURANCE SERIES - CLASS 2
American Funds Global Growth Fund
American Funds Growth Fund
American Funds Growth-Income Fund
DELAWARE VIP TRUST
VIP Small Cap Value Series - Standard Class
DREYFUS VARIABLE INVESTMENT FUND - INITIAL SHARES
Appreciation Portfolio
Developing Leaders Portfolio
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST - CLASS 2
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund
Templeton Foreign Securities Fund
JANUS ASPEN SERIES - SERVICE SHARES
Mid Cap Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS I, INC.
▇▇▇▇ ▇▇▇▇▇ Partners Variable All Cap Portfolio - Class I
▇▇▇▇ ▇▇▇▇▇ Partners Variable Investors Portfolio - Class I
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS II
▇▇▇▇ ▇▇▇▇▇ Partners Variable Appreciation Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Equity Index Portfolio - Class II
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS III, INC.
▇▇▇▇ ▇▇▇▇▇ Partners Variable Adjustable Rate Income Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Aggressive Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable High Income Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Large Cap Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Social Awareness Stock Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS V
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Opportunities Portfolio
LORD ▇▇▇▇▇▇ SERIES FUND, INC.
Lord ▇▇▇▇▇▇ Growth & Income Portfolio
Lord ▇▇▇▇▇▇ Mid-Cap Value Portfolio
MET INVESTORS SERIES TRUST
Batterymarch Mid-Cap Stock Portfolio - Class A
BlackRock Large-Cap Portfolio - Class A (name changed October 1, 2006;
formerly Mercury Large-Cap Core Portfolio - Class A)
Dreman Small-Cap Value Portfolio - Class A
▇▇▇▇▇▇ Oakmark International Portfolio - Class A
Janus Capital Appreciation Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Managed Assets Portfolio - Class A
Lord ▇▇▇▇▇▇ Bond Debenture Portfolio - Class A
Lord ▇▇▇▇▇▇ Growth and Income Portfolio - Class B
Met/AIM Capital Appreciation Portfolio
Met/AIM Small Cap Growth Portfolio - Class A
MFS(R) Value Portfolio - Class A
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇ Real Estate Portfolio - Class A
Pioneer Fund Portfolio - Class A
Pioneer Mid Cap Value Portfolio - Class A
Pioneer Strategic Income Portfolio - Class A
Third Avenue Small Cap Value Portfolio (added November 13, 2006)
MetLife of Connecticut Companies (formerly The Travelers Companies),
Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 9 Page 1 of 3
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
METLIFE INVESTMENT FUNDS
MetLife Investment Diversified Bond Fund - Class I
MetLife Investment International Stock Fund - Class I
MetLife Investment Large Company Stock Fund - Class I
MetLife Investment Small Company Stock Fund - Class I
METROPOLITAN SERIES FUND
BlackRock Aggressive Growth Portfolio - Class D
BlackRock Bond Income Portfolio - Class A
BlackRock Money Market Portfolio - Class A
FI Large Cap Portfolio - Class A
FI Value Leaders Portfolio - Class D
MFS(R) Total Return Portfolio - Class F
Oppenheimer Global Equity Portfolio - Class B
Western Asset Management High Yield Bond Portfolio - Class A
Western Asset Management U.S. Government Portfolio - Class A
METROPOLITAN SERIES FUND - ASSET ALLOCATION PORTFOLIOS
MetLife Conservative Allocation Portfolio
MetLife Conservative to Moderate Allocation Portfolio
MetLife Moderate Allocation Portfolio
MetLife Moderate to Aggressive Allocation Portfolio
MetLife Aggressive Allocation Portfolio
PIMCO VARIABLE INSURANCE TRUST - ADMINISTRATIVE CLASS
Real Return Portfolio
Total Return Portfolio
▇▇▇▇▇▇ VARIABLE TRUST- CLASS ▇▇
▇▇▇▇▇▇ VT Small Cap Value Fund
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST - CLASS II
▇▇▇▇▇▇▇▇ Portfolio
VARIABLE INSURANCE PRODUCTS FUND II
VIPContrafund(R) Portfolio
VARIABLE INSURANCE PRODUCTS FUND III
VIP Mid Cap Portfolio
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 9 Page 2 of 3
SCHEDULE B
INVESTMENT FUNDS
CLOSED TO NEW CONTRACT OWNERS OR OTHERWISE ENDED
AIM VARIABLE INSURANCE FUND
AIM VI Core Equity Fund
CREDIT SUISSE TRUST
Credit Suisse Emerging Markets Portfolio
JANUS ASPEN SERIES
Janus Aspen Worldwide Growth Portfolio - Service Shares
LAZARD RETIREMENT SERIES, INC.
Lazard Retirement Small Cap Portfolio (November 13, 2006, substituted by an
added fund: Third Avenue Small Cap Value Portfolio)
▇▇▇▇ ▇▇▇▇▇ PARTNERS INVESTMENT SERIES
▇▇▇▇ ▇▇▇▇▇ Partners Variable Dividend Strategy Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Premier Selections All Cap Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS I, INC.
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Portfolio - Class I
▇▇▇▇ ▇▇▇▇▇ Partners Variable Total Return Fund - Class I
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS II
▇▇▇▇ ▇▇▇▇▇ Partners Variable Fundamental Value Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE PORTFOLIOS III, INC.
▇▇▇▇ ▇▇▇▇▇ Partners Variable International All Cap Growth Portfolio
METROPOLITAN SERIES FUND
MFS(R) Total Return Portfolio
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ Diversified Income
▇▇▇▇▇▇ VT Discovery Growth Fund- Class IB Shares
▇▇▇▇▇▇ VT International Equity Fund - Class IB Shares
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇ ▇▇▇▇▇▇ LIT Strategic Growth Portfolio (name changed August 15, 2006;
formerly ▇▇▇ ▇▇▇▇▇▇ Emerging Growth Portfolio - Class I Shares)
▇▇▇ ▇▇▇▇▇▇ Enterprise Portfolio Class II Shares
VARIABLE INSURANCE PRODUCTS FUND
Dynamic Capital Appreciation-Service Class 2
▇▇▇▇▇ FARGO VARIABLE TRUST
▇▇▇▇▇ Fargo VT Advantage Small/Mid Cap Value Fund
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 9 Page 3 of 3
AMENDMENT ▇▇. ▇▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
METLIFE INSURANCE COMPANY OF CONNECTICUT
and its Subsidiary
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as indicated below, this Amendment is hereby attached to and becomes a
part of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached revised
Schedule B to describe revisions and additions to the fund offerings as of
the dates indicated.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
METLIFE INSURANCE COMPANY OF CONNECTICUT
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT
By: -s- ▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: 7/17/07
---------------------------------------------------------
▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Assistant Vice President & Actuary
Attest: -s- ▇▇▇▇▇▇▇▇ ▇. ▇▇▇
----------------------------------------------
▇▇▇▇▇▇▇▇ ▇. ▇▇▇, Actuary
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: 6/27/2007
------------------------------------------------------
▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Senior Vice President & Chief Actuary
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
----------------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇,
Assistant Vice President
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 10
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Fixed Account
AMERICAN FUNDS INSURANCE SERIES - CLASS 2
American Funds Global Growth Fund
American Funds Growth Fund
American Funds Growth-Income Fund
DELAWARE VIP TRUST
VIP Small Cap Value Series - Standard Class
DREYFUS VARIABLE INVESTMENT FUND - INITIAL SHARES
Appreciation Portfolio
Developing Leaders Portfolio
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST - CLASS 2
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund
▇▇▇▇▇▇▇▇▇ Foreign Securities Fund
JANUS ASPEN SERIES - SERVICE SHARES
Mid Cap Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE EQUITY TRUST (NAME CHANGED TO EQUITY TRUST
APRIL 30, 2007)
▇▇▇▇ ▇▇▇▇▇ Partners Variable Appreciation Portfolio - Class I
▇▇▇▇ ▇▇▇▇▇ Partners Variable Equity Index Portfolio - Class II
▇▇▇▇ ▇▇▇▇▇ Partners Variable Fundamental Value Portfolio - Class I (open to
new sales April 30, 2007, due to merger from ▇▇▇▇ ▇▇▇▇▇ Partners
Variable All Cap Portfolio - Class I)
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Portfolio - Class I (open to
new sales April 30, 2007, due to merger from ▇▇▇▇ ▇▇▇▇▇ Partners
Variable Small Cap Growth Opportunities Portfolio)
▇▇▇▇ ▇▇▇▇▇ Partners Variable Large Cap Growth Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Social Awareness Portfolio (name changed
April 30, 2007; formerly ▇▇▇▇ ▇▇▇▇▇ Partners Variable Social Awareness
Stock Portfolio)
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE INCOME TRUST (NAME CHANGED TO INCOME TRUST,
APRIL 30,2007)
▇▇▇▇ ▇▇▇▇▇ Partners Variable Adjustable Rate Income Portfolio - Class X
▇▇▇▇ ▇▇▇▇▇ Partners Variable High Income Portfolio - Class X
▇▇▇▇ ▇▇▇▇▇ Partners Variable Investors Portfolio - Class I
MET INVESTORS SERIES TRUST
Batterymarch Mid-Cap Stock Portfolio - Class A
BlackRock High Yield Portfolio - Class A (added April 30, 2007, due to
merger from Western Asset Management High Yield Bond Portfolio -
Class A)
BlackRock Large-Cap Core Portfolio - Class E (changed from Class A to
Class E, April 30, 2007; name changed October 1, 2006; formerly
Mercury Large-Cap Core Portfolio - Class A)
Dreman Small-Cap Value Portfolio - Class A
▇▇▇▇▇▇ Oakmark International Portfolio - Class A
Janus Forty Portfolio (name changed April 30, 2007 from Janus Capital
Appreciation Portfolio)
Lazard Mid-Cap Portfolio - Class B (added April 30, 2007, due to merger
from Pioneer Mid-Cap Value Portfolio - Class A)
▇▇▇▇ ▇▇▇▇▇ Partners Managed Assets Portfolio - Class A
Lord ▇▇▇▇▇▇ Bond Debenture Portfolio - Class A
Lord ▇▇▇▇▇▇ Growth and Income Portfolio - Class B
Lord ▇▇▇▇▇▇ Mid-Cap Value Portfolio - Class B
Met/AIM Capital Appreciation Portfolio
Met/AIM Small Cap Growth Portfolio - Class A
MFS(R) Value Portfolio - Class A
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇ Real Estate Portfolio - Class A
PIMCO Inflation Protected Bond Portfolio - Class A (added April 30, 2007,
as substitution for PIMCO Real Return Portfolio)
Pioneer Fund Portfolio - Class A
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 10 Page 1 of 3
SCHEDULE B
INVESTMENT FUNDS
FUNDS AND STATUS CHANGES
Pioneer Strategic Income Portfolio - Class A
Third Avenue Small Cap Value Portfolio (added November 13, 2006, as a
substitution for Lazard Retirement Small Cap Portfolio)
METLIFE INVESTMENT FUNDS
MetLife Investment Diversified Bond Fund - Class I
MetLife Investment International Stock Fund - Class I
MetLife Investment Large Company Stock Fund - Class I
MetLife Investment Small Company Stock Fund - Class I
METROPOLITAN SERIES FUND
BlackRock Aggressive Growth Portfolio - Class D
BlackRock Bond Income Portfolio - Class A
BlackRock Money Market Portfolio - Class A
FI Large Cap Portfolio - Class A
FI Value Leaders Portfolio - Class D
MFS(R) Total Return Portfolio - Class F
▇▇▇▇▇▇▇▇▇▇▇ Global Equity Portfolio - Class B
Western Asset Management U.S. Government Portfolio - Class A
METROPOLITAN SERIES FUND - ASSET ALLOCATION PORTFOLIOS
MetLife Conservative Allocation Portfolio
MetLife Conservative to Moderate Allocation Portfolio
MetLife Moderate Allocation Portfolio
MetLife Moderate to Aggressive Allocation Portfolio
MetLife Aggressive Allocation Portfolio
PIMCO VARIABLE INSURANCE TRUST - ADMINISTRATIVE CLASS
Total Return Portfolio
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST - CLASS II
▇▇▇▇▇▇▇▇ Portfolio
VARIABLE INSURANCE PRODUCTS FUND II
VLPContrafund(R) Portfolio
VARIABLE INSURANCE PRODUCTS FUND III
VIP Mid Cap Portfolio
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 10
Page 2 of 3
SCHEDULE B
INVESTMENT FUNDS
CLOSED TO NEW CONTRACT OWNERS OR OTHERWISE ENDED
JANUS ASPEN SERIES
Janus Aspen Worldwide Growth Portfolio - Service Shares
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE EQUITY TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Dividend Strategy Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Aggressive Growth Portfolio - Class I (closed
to new sales April 30, 2007, due to merger from ▇▇▇▇ ▇▇▇▇▇ Partners
Variable Premier Selections All Cap Growth Portfolio)
▇▇▇▇ ▇▇▇▇▇ Partners Variable Capital and Income Portfolio - Class I (added
April 30, 2007 as merger from ▇▇▇▇ ▇▇▇▇▇ Partners Variable Total
Return Fund - Class I)
▇▇▇▇ ▇▇▇▇▇ Partners Variable International All Cap Growth Portfolio
MET INVESTORS SERIES TRUST
MFS Emerging Markets Equity Portfolio - Class A (added April 30, 2007 as
substitution for Credit Suisse Emerging Markets Portfolio)
MFS Research International Portfolio - Class B (added April 30, 2007, as
a substitution for ▇▇▇▇▇▇ VT International Equity Fund - Class IB
Shares)
METROPOLITAN SERIES FUND, INC.
Capital Guardian U.S. Equity Portfolio - Class A (added April 30, 2007 as
substitution for AIM VI Core Equity Fund)
▇▇▇▇▇▇ VARIABLE TRUST
▇▇▇▇▇▇ Diversified Income (no assets remain)
▇▇▇▇▇▇ VT Discovery Growth Fund-Class IB Shares
▇▇▇▇▇▇ VT Small Cap Value Fund (substituted April 30, 2007, by an existing
fund: Third Avenue Small Cap Value Portfolio)
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇ ▇▇▇▇▇▇ LIT Strategic Growth Portfolio (name changed August 15, 2006;
formerly ▇▇▇ ▇▇▇▇▇▇ Emerging Growth Portfolio - Class I Shares)
▇▇▇ ▇▇▇▇▇▇ Enterprise Portfolio Class II Shares
VARIABLE INSURANCE PRODUCTS FUND
Dynamic Capital Appreciation-Service Class 2
▇▇▇▇▇ FARGO VARIABLE TRUST
▇▇▇▇▇ Fargo VT Advantage Small/Mid Cap Value Fund
MetLife of Connecticut Companies (formerly The Travelers Companies), Agreement
No. 2000-15, Effective May 18, 2000
Amendment No. 10
Page 3 of 3
AMENDMENT ▇▇. ▇▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
METLIFE INSURANCE COMPANY OF CONNECTICUT
and its Subsidiary
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as indicated below, this Amendment is hereby attached to and becomes a
part of the above-described Reinsurance Agreement. It is mutually agreed that:
1. SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached
revised Schedule B to describe revisions and additions to the fund
offerings as of the dates indicated. Funds pertaining to the
Reinsurance Agreement have been identified in the column headings, by
Related Contract (as shown in Schedule A), and by Applicable Treaty.
2. MetLife Life & Annuity Company of Connecticut ("MLAC") merged into
MetLife Insurance Company of Connecticut ("MICC"), effective December
7, 2007. All the rights and obligations of MLAC under the Reinsurance
Agreement have become the rights and obligations of MICC. Therefore
this Agreement shall be deemed to be between MetLife Insurance Company
of Connecticut, the CEDING COMPANY, and AXA Corporate Solutions Life
Reinsurance Company. All references to the CEDING COMPANY in the
Agreement, including any amendments and supplements, shall be deemed
to be references to MetLife Insurance Company of Connecticut.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
METLIFE INSURANCE COMPANY OF CONNECTICUT
METLIFE INSURANCE COMPANY OF CONNECTICUT, AS SUCCESSOR IN INTEREST TO METLIFE
LIFE AND ANNUITY COMPANY OF CONNECTICUT
By: -s- ▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: [ILLEGIBLE]
-------------------------------
▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Assistant Vice President & Actuary
Attest: -s- ▇▇▇▇▇▇▇▇ ▇. ▇▇▇
-------------------------------
▇▇▇▇▇▇▇▇ ▇. ▇▇▇, Actuary
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: [ILLEGIBLE]
--------------------------------
▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Senior Vice President & Chief Actuary
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
--------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇,
Assistant Vice President
Metlife Of Connecticut (formerly The Travelers Companies). Agreement No.2000-15.
Effective May 18. 2000
Amendment No. 11
Schedule B
Investment Funds
(as of November 12, 2007)
RELATED CONTRACT & APPLICABLE TREATY
-------------------------------------
PORTFOLIO
VINTAGE ARCHITECT
XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
--------- ----------- -------- ---------- ---------- --------
AMERICAN FUNDS INSURANCE SERIES TRUST
American Funds Global Growth Fund Class 2 Shares Y Y Y Y
American Funds Growth Fund Class 2 Shares Y Y Y Y
American Funds Growth-Income Fund Class 2 Shares Y Y Y Y
DELAWARE VIP TRUST
Delaware VIP Small Cap Value Series Standard Class N N N Y
DREYFUS VARIABLE INVESTMENT FUND
Dreyfus Variable Investment Fund Appreciation Portfolio Initial Shares N Y N Y
Dreyfus Variable Investment Fund Developing Leaders Portfolio Initial Shares N Y N Y
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Franklin Income Securities Fund Class 2 Shares Y N Y N
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund Class 2 Shares Y * Y Y
▇▇▇▇▇▇▇▇▇ Foreign Securities Fund Class 2 Shares Y Y Y Y
* See closed section below
JANUS ASPEN SERIES
Mid Cap Growth Portfolio Service Shares Y N Y Y
Global Technology Portfolio Service Shares ▇ ▇ ▇ ▇
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE EQUITY TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Aggressive Growth Portfolio Class I Y Y Y *
▇▇▇▇ ▇▇▇▇▇ Partners Variable Appreciation Portfolio Class I Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Capital Portfolio (name changed
11/12/2007; formerly LMP Variable Multiple Discipline Portfolio - No Share Class Y N Y N
All Cap Growth and Value)
▇▇▇▇ ▇▇▇▇▇ Partners Variable Capital and Income Portfolio Class II Y N Y *
▇▇▇▇ ▇▇▇▇▇ Partners Variable Equity Index Portfolio Class II Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Fundamental Value Portfolio Class I Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Global Equity Portfolio (name changed
11/12/2007; formerly LMP Variable Multiple Discipline Portfolio - No Share Class Y N Y N
Global All Cap Growth and Value)
▇▇▇▇ ▇▇▇▇▇ Partners Variable International All Cap Opportunity Portfolio N N N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Investors Portfolio Class I Y Y Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Large Cap Growth Portfolio Class I Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Mid Cap Core Portfolio Class I Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Portfolio Class I N Y N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Social Awareness Portfolio No Share Class N Y N Y
* See closed section below
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE INCOME TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Adjustable Rate Income Portfolio No Share Class Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable High Income Portfolio No Share Class Y N Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Investors Portfolio Class I N N N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Money Market Portfolio No Share Class Y N Y N
MetLife Of CT (formerly The Travelers Companies), ▇▇. ▇▇▇▇-▇▇
▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇ Page 1 of 3
Schedule B
Investment Funds
(as of November 12, 2007)
RELATED CONTRACT & APPLICABLE TREATY
--------------------------------------
PORTFOLIO
VINTAGE ARCHITECT
XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
--------- ----------- -------- ---------- ---------- --------
MET INVESTORS SERIES TRUST
Batterymarch Mid-Cap Stock Portfolio Class A N Y N Y
BlackRock High Yield Portfolio Class A N Y N Y
BlackRock Large-Cap Core Portfolio Class E Y Y Y Y
Dreman Small-Cap Value Portfolio Class A Y Y Y Y
▇▇▇▇▇▇ Oakmark International Portfolio Class A Y Y Y Y
Janus Forty Portfolio Class A Y Y Y Y
Lazard Mid-Cap Portfolio Class B Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Managed Assets Portfolio Class A N Y N Y
Lord ▇▇▇▇▇▇ Bond Debenture Portfolio Class A N Y N Y
Lord ▇▇▇▇▇▇ Growth and Income Portfolio Class B Y Y Y Y
Lord ▇▇▇▇▇▇ Mid-Cap Value Portfolio Class B Y Y Y Y
Met/AIM Capital Appreciation Portfolio Class A Y Y Y Y
Met/AIM Small Cap Growth Portfolio Class A Y Y Y Y
MFS(R) Value Portfolio Class ▇ ▇ ▇ ▇ ▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇ ▇▇▇▇ ▇▇▇▇▇▇ Portfolio Class A Y Y Y Y
PIMCO Inflation Protected Bond Portfolio Class A Y Y Y Y
Pioneer Fund Portfolio Class A Y Y Y Y
Pioneer Strategic Income Portfolio Class ▇ ▇ ▇ ▇ ▇
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Value Portfolio Class B Y Y Y Y
METROPOLITAN SERIES FUND, INC.
BlackRock Aqgressive Growth Portfolio Class D Y Y Y Y
BlackRock Bond Income Portfolio Class E Y Y Y Y
BlackRock Money Market Portfolio Class A N Y N Y
Capital Guardian U.S. Equity Portfolio Class A Y * Y *
FI Large Cap Portfolio Class A Y Y Y Y
FI Value Leaders Portfolio Class D Y Y Y Y
▇▇▇▇▇▇ Brothers(R) Aggregate Bond Index Portfolio
(substituted 11/12/2007 for MetLife
Investment Diversified Bond Fund) Class A N N N Y
MetLife Stock Index Portfolio (substituted 11/12/2007
for MetLife Investment Large Company Stock Fund) Class A N N N Y
MFS(R) Total Return Portfolio Class F Y Y Y Y
▇▇▇▇▇▇ ▇▇▇▇▇▇▇ EAFE(R) Index Portfolio
(substituted 11/12/2007 for MetLife Investment
International Stock Fund) Class A N N N Y
▇▇▇▇▇▇▇▇▇▇▇ Global Equity Portfolio Class B Y Y Y Y
▇▇▇▇▇▇▇ 2000(R) Index Portfolio
(substituted 11/12/2007 for MetLife
Investment Small Company Stock Fund) Class A N N N Y
Western Asset Management U.S. Government Portfolio
* See closed section below Class A N Y N Y
METROPOLITAN SERIES FUND, INC. - ASSET ALLOCATION PORTFOLIOS
MetLife Aggressive Allocation Portfolio Class B Y Y Y Y
MetLife Conservative Allocation Portfolio Class B Y Y Y Y
MetLife Conservative to Moderate Allocation Portfolio Class B Y Y Y Y
MetLife Moderate Allocation Portfolio Class B Y Y Y Y
MetLife Moderate to Aggressive Allocation Portfolio Class B Y Y Y Y
PIMCO VARIABLE INSURANCE TRUST
Total Return Portfolio Admin Class Y Y Y Y
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇ ▇▇▇▇▇▇ LIT ▇▇▇▇▇▇▇▇ Portfolio Class II Shares N Y N Y
FIDELITY(R) VARIABLE INSURANCE PRODUCTS TRUST
VIP Contrafund(R) Portfolio Service Class Y Y Y Y
VIP Mid Cap Portfolio Service Class 2 Y Y Y Y
FIXED ACCOUNT Y
MetLife of CT (formerly The Travelers Companies), ▇▇. ▇▇▇▇-▇▇
▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇ Page 2 of 3
Schedule B
Investment Funds
(as of November 12, 2007)
RELATED CONTRACT & APPLICABLE TREATY
--------------------------------------
PORTFOLIO
VINTAGE ARCHITECT
XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
----------- ----------- ------ -------- ----------- --------
THE FOLLOWING FUNDS REMAIN CLOSED TO NEW INVESTORS:
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Franklin Small-Mid Cap Growth Securities Fund Class 2 Y N Y N
FIDELITY(R) VARIABLE INSURANCE PRODUCTS TRUST
VIP Dynamic Capital Appreciation Portfolio Service Class 2 N Y N Y
JANUS ASPEN SERIES
Global Life Sciences Portfolio Service Shares N Y N N
Worldwide Growth Portfolio Service Shares N Y N Y
▇▇▇▇ ▇▇▇▇▇ PARTNERS INVESTMENT SERIES
▇▇▇▇ ▇▇▇▇▇ Partners Variable Dividend Strategy Portfolio No Share Class Y N Y N
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE EQUITY TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Aggressive Growth Portfolio Class I N N N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Capital and Income Portfolio Class II N N N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Diversified Strategic Income Portfolio No Share Class Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Dividend Strategy Portfolio N N N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable International All Cap Opportunity Portfolio No Share Class Y N Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Portfolio Class I Y N Y N
MET INVESTORS SERIES TRUST
MFS(R) Emerging Equity Markets Portfolio Class A N Y N Y
MFS(R) Research International Portfolio Class B Y Y Y Y
METROPOLITAN SERIES FUND
▇. ▇▇▇▇ Price Large Cap Growth Portfolio Class B Y Y Y N
Capital Guardian U.S. Equity Portfolio Class A N Y N Y
PUTNAM VARIABLE TRUST
▇▇▇▇▇▇ VT Discovery Growth Fund Class IB Shares Y Y Y Y
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇ ▇▇▇▇▇▇ LIT Enterprise Portfolio Class II Shares N Y N Y
▇▇▇ ▇▇▇▇▇▇ LIT Strategic Growth Portfolio Class I Y N Y Y
▇▇▇▇▇ FARGO VARIABLE TRUST
▇▇▇▇▇ Fargo VT Advantage Small/Mid Cap Value Fund N N N Y
CLOSED TO NEW DEPOSITS (HARD CLOSE - MLI DEFINITION):
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Templeton Developing Markets Securities Fund Class 2 N Y N N
(Closed 11/12/07)
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE EQUITY TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Appreciation Portfolio
(Class II added 11/12/2007 as merge-to fund for LMP Variable Multiple
Discipline Portfolio - Large Cap Growth and Value, then immediately closed
11/07) Class II Y N Y N
MetLife of CT (formerly The Travelers Companies), ▇▇. ▇▇▇▇-▇▇
▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇ Page 3 of 3
AMENDMENT ▇▇. ▇▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
METLIFE INSURANCE COMPANY OF CONNECTICUT
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as indicated below, this Amendment is hereby attached to and becomes a
part of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached revised
Schedule B to describe revisions and additions to the fund offerings as of
the dates indicated. Funds pertaining to the Reinsurance Agreement have
been identified in the column headings, by Related Contract (as shown in
Schedule A), and by Applicable Treaty.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
METLIFE INSURANCE COMPANY OF CONNECTICUT
By: -s- ▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: 6/14/08
------------------------------------
▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Assistant Vice President & Actuary
Attest: -s- ▇▇▇▇▇▇▇▇ ▇. ▇▇▇
------------------------------------
▇▇▇▇▇▇▇▇ ▇. ▇▇▇, Actuary
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: 6/13/08
------------------------------------
▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Senior Vice President & Chief Actuary
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
MetLife of Connecticut, Agreement No. 2000-15, Effective May 18, 2000
Amendment No. 12
Schedule B
Investment Funds
(as of April 28, 2008)
RELATED CONTRACT & APPLICABLE TREATY
-------------------------------------
PORTFOLIO
VINTAGE ARCHITECT
XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
------------------------------------------------------------- ------------------ ------ ------ -------- ---------
AMERICAN FUNDS INSURANCE SERIES TRUST
American Funds Global Growth Fund Class 2 Shares Y Y Y Y
American Funds Growth Fund Class 2 Shares Y Y Y Y
American Funds Growth-Income Fund Class 2 Shares Y Y Y Y
DELAWARE VIP TRUST
Delaware VIP Small Cap Value Series Standard Class N N N Y
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Franklin Income Securities Fund Class 2 Shares Y N Y N
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund Class 2 Shares N N N Y
▇▇▇▇▇▇▇▇▇ Foreign Securities Fund Class 2 Shares Y Y Y Y
JANUS ASPEN SERIES
Mid Cap Growth Portfolio Service Shares Y N Y Y
Global Technology Portfolio Service Shares ▇ ▇ ▇ ▇
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE EQUITY TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Aggressive Growth Portfolio Class I Y Y Y *
▇▇▇▇ ▇▇▇▇▇ Partners Variable Appreciation Portfolio Class I Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Capital and Income Portfolio Class II Y N Y *
▇▇▇▇ ▇▇▇▇▇ Partners Variable Equity Index Portfolio Class II Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Fundamental Value Portfolio Class I * Y * Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Global Equity Portfolio Single Share Class Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Investors Portfolio Class I Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Large Cap Growth Portfolio Class I * Y * Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Mid Cap Core Portfolio Class I Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Portfolio Class I N Y N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Social Awareness Portfolio Single Share Class N Y N Y
*See closed section below
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE INCOME TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Adjustable Rate Income Portfolio Single Share Class Y Y Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable High Income Portfolio Single Share Class Y N Y Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Money Market Portfolio Single Share Class Y N Y N
MET INVESTORS SERIES TRUST
BlackRock High Yield Portfolio Class A N Y N Y
BlackRock Large-Cap Core Portfolio Class ▇ ▇ ▇ ▇ ▇
▇▇▇▇▇▇▇ ▇▇▇▇▇▇ ▇▇▇▇ ▇▇▇▇▇▇ Portfolio (name changed 04/28/2008;
formerly ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇ Real Estate Portfolio) Class A Y Y Y Y
Dreman Small-Cap Value Portfolio Class A Y Y Y Y
▇▇▇▇▇▇ Oakmark International Portfolio Class A Y Y Y Y
Janus Forty Portfolio Class A Y Y Y Y
Lazard Mid-Cap Portfolio (substituted 04/28/2008, for Batterymarch Class A N N N Y
Mid-Cap Stock Portfolio)
Lazard Mid-Cap Portfolio Class B Y Y Y N
▇▇▇▇ ▇▇▇▇▇ Partners Managed Assets Portfolio Class A N Y N Y
Lord ▇▇▇▇▇▇ Bond Debenture Portfolio Class A N Y N Y
Lord ▇▇▇▇▇▇ Growth and Income Portfolio Class B Y Y Y Y
Lord ▇▇▇▇▇▇ Mid-Cap Value Portfolio Class B Y Y Y Y
Met/AIM Capital Appreciation Portfolio Class A Y Y Y Y
Met/AIM Small Cap Growth Portfolio Class A Y Y Y Y
MFS Emerging Markets Equity Portfolio (added 04/28/2008, as Class B Y * Y N
substitution for ▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund)
PIMCO Inflation Protected Bond Portfolio Class A Y Y Y Y
Pioneer Fund Portfolio Class A Y Y Y Y
Pioneer Strategic Income Portfolio Class ▇ ▇ ▇ ▇ ▇
▇▇▇▇▇ ▇▇▇▇▇▇ Small Cap Value Portfolio Class B Y Y Y Y
*See closed section below
MetLife of Connecticut, No. 2000-15
Amendment No. 12
Page 1 of 3
Schedule B
Investment Funds
(as of April 28, 2008)
RELATED CONTRACT & APPLICABLE TREATY
-----------------------------------------
PORTFOLIO
VINTAGE ARCHITECT
XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
---------------------------------------------------------- ----------- ------- -------- --------- ---------
METROPOLITAN SERIES FUND, INC.
BlackRock Aggressive Growth Portfolio Class D Y Y Y Y
BlackRock Bond Income Portfolio Class A N Y N Y
BlackRock Bond Income Portfolio Class E Y N Y N
BlackRock Money Market Portfolio Class A N Y N Y
Capital Guardian U.S. Equity Portfolio Class A Y * Y *
▇▇▇▇▇ Venture Value Portfolio (added 04/28/2008, as
substitution for Dreyfus VIF Appreciation Portfolio) Class A N Y N Y
FI Large Cap Portfolio Class A Y Y Y Y
FI Value Leaders Portfolio Class D Y Y Y Y
▇▇▇▇▇▇ Brothers(R) Aggregate Bond Index Portfolio Class A N N N Y
MetLife Stock Index Portfolio Class A N N N Y
MFS(R) Total Return Portfolio Class F Y Y Y Y
MFS(R) Value Portfolio (moved 04/28/2008, from Met
Investors Series to Metropolitan Series) Class A Y Y Y Y
▇▇▇▇▇▇ ▇▇▇▇▇▇▇ EAFE(R) Index Portfolio Class A N N N Y
▇▇▇▇▇▇▇▇▇▇▇ Global Equity Portfolio (assets added
04/28/2008, from Janus Aspen Worldwide Growth Portfolio) Class ▇ ▇ ▇ ▇ ▇
▇▇▇▇▇▇▇ ▇▇▇▇(▇) Index Portfolio Class A N N N Y
▇. ▇▇▇▇ Price Small Cap Growth Portfolio (added
04/28/2008, as substitution for Dreyfus VIF Developing
Leaders Portfolio) Class B N Y N Y
Western Asset Management U.S. Government Portfolio Class A N Y N Y
*See closed section below
METROPOLITAN SERIES FUND, INC. - ASSET ALLOCATION PORTFOLIOS
MetLife Aggressive Allocation Portfolio Class B Y Y Y Y
MetLife Conservative Allocation Portfolio Class B Y Y Y Y
MetLife Conservative to Moderate Allocation Portfolio Class B Y Y Y Y
MetLife Moderate Allocation Portfolio Class B Y Y Y Y
MetLife Moderate to Aggressive Allocation Portfolio Class B Y Y Y Y
PIMCO VARIABLE INSURANCE TRUST
Total Return Portfolio Admin Class Y Y Y Y
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇ ▇▇▇▇▇▇ LIT ▇▇▇▇▇▇▇▇ Portfolio Class II Shares N Y N Y
FIDELITY(R) VARIABLE INSURANCE PRODUCTS TRUST
VIP Contrafund(R) Portfolio Service Class Y Y Y Y
VIP Mid Cap Portfolio Service Class 2 Y Y Y Y
FIXED ACCOUNT Y
MetLife of Connecticut, No. 2000-15
Amendment No. 12
Page 2 of 3
Schedule B
Investment Funds
(as of April 28, 2008)
RELATED CONTRACT & APPLICABLE TREATY
------------------------------------------
PORTFOLIO
VINTAGE ARCHITECT
XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
------------------------------------------------------------------ -------------- -------- ------- ---------- ---------
CLOSED TO NEW SALES (SOFT CLOSE - TLA DEFINITION)
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Franklin Small-Mid Cap Growth Securities Fund Class 2 Y N Y N
FIDELITY(R) VARIABLE INSURANCE PRODUCTS TRUST
VIP Dynamic Capital Appreciation Portfolio Service Class 2 N Y N Y
JANUS ASPEN SERIES
Global Life Sciences Portfolio Service Shares ▇ ▇ ▇ ▇
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE EQUITY TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Aggressive Growth Portfolio Class I N N N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Capital and Income Portfolio Class II N N N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable Diversified Strategic Income Portfolio Single Share Class Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Dividend Strategy Portfolio N N N Y
▇▇▇▇ ▇▇▇▇▇ Partners Variable International All Cap Single Share Class Y N Y Y
Opportunity Portfolio
▇▇▇▇ ▇▇▇▇▇ Partners Variable Small Cap Growth Portfolio Class I Y N Y N
MET INVESTORS SERIES TRUST
MFS(R) Emerging Equity Markets Portfolio Class A N Y N Y
MFS(R) Research International Portfolio Class ▇ ▇ ▇ ▇ ▇
▇▇▇ ▇▇▇▇▇▇ ▇▇▇ ▇▇▇ Growth Portfolio (added 04/28/2008,
as substitution for ▇▇▇▇▇▇ VT Discovery Growth Fund) Class B Y Y Y Y
METROPOLITAN SERIES FUND
Capital Guardian U.S. Equity Portfolio Class A N Y N Y
▇▇▇▇▇▇▇▇ Growth Portfolio (added 04/28/2008, as substitution for
▇▇▇ ▇▇▇▇▇▇ LIT Strategic Growth Portfolio) Class A Y N Y N
▇▇▇▇▇▇▇▇ Growth Portfolio (added 04/28/2008, as substitution for
▇▇▇ ▇▇▇▇▇▇ LIT Strategic Growth Portfolio) Class B N N N Y
▇. ▇▇▇▇ Price Large Cap Growth Portfolio Class B Y Y Y N
▇▇▇ ▇▇▇▇▇▇ LIFE INVESTMENT TRUST
▇▇▇ ▇▇▇▇▇▇ LIT Enterprise Portfolio Class II Shares N Y N Y
▇▇▇▇▇ FARGO VARIABLE TRUST
▇▇▇▇▇ Fargo VT Advantage Small/Mid Cap Value Fund N N N Y
CLOSED TO NEW DEPOSITS (HARD CLOSE - MLI DEFINITION):
MET INVESTORS SERIES TRUST
MFS Emerging Markets Equity Portfolio (added 04/28/2008,
as substitution for ▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund) Class ▇ ▇ ▇ ▇ ▇
▇▇▇▇▇▇ Mid Cap Portfolio (closed 04/28/2008, after merger
from Batterymarch Mid-Cap Stock Portfolio) Class A N Y N N
▇▇▇▇ ▇▇▇▇▇ PARTNERS VARIABLE EQUITY TRUST
▇▇▇▇ ▇▇▇▇▇ Partners Variable Appreciation Portfolio Class II Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Capital Portfolio (closed to
new deposits, 04/28/2008) Single Share Class Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Dividend Strategy Portfolio
(as of 04/28/2008, closed status changed to "hard close") Single Share Class Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Fundamental Value Portfolio
(closed 04/28/2008) Class I Y N Y N
▇▇▇▇ ▇▇▇▇▇ Partners Variable Large Cap Growth Portfolio
(closed 04/28/2008) Class ▇ ▇ ▇ ▇ ▇
▇▇▇▇▇▇▇ ▇▇ ▇▇▇▇▇▇▇▇▇▇▇, ▇▇. ▇▇▇▇-▇▇
Amendment No. 12
Page 3 of 3
AMENDMENT ▇▇. ▇▇ ▇▇
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇. ▇▇▇▇-▇▇, DATED MAY 18, 2000
between
METLIFE INSURANCE COMPANY OF CONNECTICUT
(CEDING COMPANY)
and
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
(REINSURER)
Effective as indicated below, this Amendment is hereby attached to and becomes a
part of the above-described Reinsurance Agreement. It is mutually agreed that:
SCHEDULE B, INVESTMENT FUNDS, is hereby replaced by the attached revised
Schedule B to describe revisions and additions to the fund offerings as of
the dates indicated. Funds pertaining to the Reinsurance Agreement have
been identified in the column headings, by Related Contract (as shown in
Schedule A), and by Applicable Treaty.
This Amendment does not alter, amend or modify the Reinsurance Agreement other
than as set forth in this Amendment, and it is subject otherwise to all the
terms and conditions of the Reinsurance Agreement together with all Amendments
and supplements thereto.
METLIFE INSURANCE COMPANY OF CONNECTICUT
By: -s- ▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇ Date: 9/2/09
--------------------------------
▇▇▇▇▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇,
Assistant Vice President & Actuary
Attest: -s- ▇▇▇▇▇▇▇▇ ▇. ▇▇▇
------------------------
▇▇▇▇▇▇▇▇ ▇. ▇▇▇, Actuary
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
By: -s- ▇▇▇▇▇▇ ▇▇▇▇▇▇ Date: 6/17/09
-------------------------
▇▇▇▇▇▇ ▇▇▇▇▇▇,
Senior Vice President & Chief Actuary
Attest: -s- ▇▇▇▇▇ ▇▇▇▇▇▇▇
--------------------------------------
▇▇▇▇▇ ▇▇▇▇▇▇▇, Assistant Vice President
MetLife of Connecticut, Agreement No. 2000-15, Effective May 18,2000
Amendment No. 13
Schedule B
Investment Funds
(as of May 4, 2009)
RELATED CONTRACT & APPLICABLE TREATY
------------------------------------------
PORTFOLIO
VINTAGE ARCHITECT
XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
--------- ----------- ------- ---------- ---------- ---------
AMERICAN FUNDS INSURANCE SERIES TRUST
American Funds Global Growth Fund Class 2 Shares Y Y Y Y
American Funds Growth Fund Class 2 Shares Y Y Y Y
American Funds Growth-Income Fund Class 2 Shares Y Y Y Y
DELAWARE VIP TRUST
Delaware VIP Small Cap Value Series Standard Class N N N Y
FRANKLIN ▇▇▇▇▇▇▇▇▇ VARIABLE INSURANCE PRODUCTS TRUST
Franklin Income Securities Fund Class 2 Shares Y N Y N
▇▇▇▇▇▇▇▇▇ Developing Markets Securities Fund Class 2 Shares N N N Y
▇▇▇▇▇▇▇▇▇ Foreign Securities Fund Class 2 Shares Y Y Y Y
JANUS ASPEN SERIES
Enterprise Portfolio (name changed 05/04/2009; formerly Mid
Cap Growth Portfolio) Service Shares Y N Y Y
Global Technology Portfolio Service Shares N Y N N
LEGG MASON PARTNERS VARIABLE EQUITY TRUST
Legg Mason Partners Variable Aggressive Growth Portfolio Class I Y Y Y *
Legg Mason Partners Variable Appreciation Portfolio Class I Y Y Y Y
Legg Mason Partners Variable Capital and Income Portfolio Class II Y N Y *
Legg Mason Partners Variable Fundamental Value Portfolio Class I * Y * Y
Legg Mason Partners Variable Global Equity Portfolio Single Share Class Y N Y N
Legg Mason Partners Variable Investors Portfolio Class I Y Y Y Y
Legg Mason Partners Variable Large Cap Growth Portfolio Class I * Y * Y
Legg Mason Partners Variable Mid Cap Core Portfolio Class I Y N Y N
Legg Mason Partners Variable Small Cap Growth Portfolio Class I N Y N Y
Legg Mason Partners Variable Social Awareness Portfolio Single Share Class N Y N Y
*See closed section below
LEGG MASON PARTNERS VARIABLE INCOME TRUST
Legg Mason Partners Variable Adjustable Rate Income Portfolio Single Share Class Y Y Y Y
Legg Mason Partners Variable High Income Portfolio Single Share Class Y N Y Y
Legg Mason Partners Variable Money Market Portfolio Single Share Class Y N Y N
MET INVESTORS SERIES TRUST
BlackRock High Yield Portfolio Class A N Y N Y
BlackRock Large-Cap Core Portfolio Class E Y Y Y Y
Clarion Global Real Estate Portfolio
(name changed 04/28/2008; formerly Neuberger Berman Real
Estate Portfolio) Class A Y Y Y Y
Dreman Small-Cap Value Portfolio Class A Y Y Y Y
Harris Oakmark International Portfolio Class A Y Y Y Y
Janus Forty Portfolio Class A Y Y Y Y
Lazard Mid-Cap Portfolio (substituted 04/28/2008, for
Batterymarch Mid-Cap Stock Portfolio) Class A N N N Y
Lazard Mid-Cap Portfolio Class B Y Y Y N
Lord Abbett Bond Debenture Portfolio Class A N Y N Y
Lord Abbett Growth and Income Portfolio Class B Y Y Y Y
Lord Abbett Mid-Cap Value Portfolio Class B Y Y Y Y
Met/AIM Small Cap Growth Portfolio Class A Y Y Y Y
MFS Emerging Markets Equity Portfolio (added 04/28/2008,
as substitution for Templeton Developing
Markets Securities Fund) Class B Y * Y *
PIMCO Inflation Protected Bond Portfolio Class A Y Y Y Y
PIMCO Total Return Portfolio (moved 05/04/2009, from PIMCO
Trust to Met Investors Trust due to substitution.) Class B Y Y Y Y
Pioneer Fund Portfolio Class A Y Y Y Y
Pioneer Strategic Income Portfolio Class A Y Y Y Y
Third Avenue Small Cap Value Portfolio Class B Y Y Y Y
Van Kampen Comstock Portfolio (moved 05/04/2009,
from Van Kampen Trust to Met Investors Trust
due to substitution.) Class B N Y N Y
* See closed section below
MetLife of Connecticut, No. 2000-15
Amendment No. 13 Page 1 of 3
Schedule B
Investment Funds
(as of May 4, 2009)
RELATED CONTRACT & APPLICABLE TREATY
------------------------------------
PORTFOLIO
ARCHITECT
VINTAGE XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
--------- ----------- ------------ ---------- ---------- ----------
METROPOLITAN SERIES FUND, INC.
Barclays Capital Aggregate Bond Index Portfolio
(name changed 05/04/2009; formerly Lehman
Brothers(R) Aggregate Bond Index Portfolio) Class A N N N Y
BlackRock Aggressive Growth Portfolio Class D Y Y Y Y
BlackRock Bond Income Portfolio Class A N Y N Y
BlackRock Bond Income Portfolio Class E Y N Y N
BlackRock Diversified Portfolio (added 05/04/2009 due
to merger from Legg Mason Partners
Managed Assets Portfolio) Class A N Y N Y
BlackRock Legacy Large Cap Growth Portfolio
(added 05/04/2006 as merger from FI Large Cap
Portfolio and Met/AIM Class A Y Y Y Y
Capital Appreciation Portfolio)
BlackRock Money Market Portfolio Class A N Y N Y
Davis Venture Value Portfolio
(added 04/28/2008, as substitution for Dreyfus VIF Class A N Y N Y
Appreciation Portfolio)
FI Value Leaders Portfolio Class D Y Y Y Y
MetLife Stock Index Portfolio Class A Y Y Y Y
MFS(R) Total Return Portfolio Class F Y Y Y Y
MFS(R) Value Portfolio (moved 04/28/2008,
from Met Investors Series to Metropolitan Series) Class A Y Y Y Y
Morgan Stanley EAFE(R) Index Portfolio Class A N N N Y
Oppenheimer Global Equity Portfolio
(assets added 04/28/2008,from Janus Aspen
Worldwide Growth Portfolio) Class B Y Y Y Y
Russell 2000(R) Index Portfolio Class A N N N Y
T. Rowe Price Small Cap Growth Portfolio
(added 04/28/2008, as substitution for Dreyfus
VIF Developing Leaders Portfolio) Class B N Y N Y
Western Asset Management U.S. Government Portfolio Class A N Y N Y
*See closed section below
METROPOLITAN SERIES FUND, INC. - ASSET ALLOCATION
PORTFOLIOS
MetLife Aggressive Allocation Portfolio Class B Y Y Y Y
MetLife Conservative Allocation Portfolio Class B Y Y Y Y
MetLife Conservative to Moderate Allocation Portfolio Class B Y Y Y Y
MetLife Moderate Allocation Portfolio Class B Y Y Y Y
MetLife Moderate to Aggressive Allocation Portfolio Class B Y Y Y Y
FIDELITY(R) VARIABLE INSURANCE PRODUCTS TRUST
VIP Contrafund(R) Portfolio Service Class 2 Y Y Y Y
VIP Mid Cap Portfolio Service Class 2 Y Y Y Y
FIXED ACCOUNT Y
MetLife of Connecticut, No. 2000-15
Amendment No. 13 Page 2 of 3
Schedule B
Investment Funds
(as of May 4, 2009)
RELATED CONTRACT & APPLICABLE TREATY
------------------------------------
PORTFOLIO
ARCHITECT
VINTAGE XTRA XTRA VINTAGE II MRA
FUND NAME SHARE CLASS (99031) (99031) (2000-02) (2000-15)
--------- ----------- ------------ --------- ---------- ---------
CLOSED TO NEW SALES (SOFT CLOSE - TLA DEFINITION)
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST
Franklin Small-Mid Cap Growth Securities Fund Class 2 Y N Y N
FIDELITY(R) VARIABLE INSURANCE PRODUCTS TRUST
VIP Dynamic Capital Appreciation Portfolio Service Class 2 N Y N Y
JANUS ASPEN SERIES
Global Life Sciences Portfolio Service Shares N Y N N
LEGG MASON PARTNERS VARIABLE EQUITY TRUST
Legg Mason Partners Variable Aggressive Growth
Portfolio Class I N N N Y
Legg Mason Partners Variable Capital and Income
Portfolio Class II N N N Y
Legg Mason Partners Variable Diversified Strategic
Income Portfolio Single Share Class Y N Y N
Legg Mason Partners Variable Dividend Strategy
Portfolio N N N Y
Legg Mason Partners Variable International All
Cap Opportunity Portfolio Single Share Class Y N Y Y
Legg Mason Partners Variable Small Cap Growth
Portfolio Class I Y N Y N
MET INVESTORS SERIES TRUST
MFS(R) Emerging Equity Markets Portfolio Class A N Y N Y
MFS(R) Research International Portfolio Class B Y Y Y Y
Van Kampen Mid Cap Growth Portfolio (added 04/28/2008,
as substitution for Putnam VT Discovery Growth Fund) Class B Y Y Y Y
METROPOLITAN SERIES FUND
Jennison Growth Portfolio (added 04/28/2008,
as substitution for Van Kampen LIT Strategic
Growth Portfolio) Class A Y N Y N
Jennison Growth Portfolio (added 04/28/2008,
as substitution for Van Kampen LIT Strategic
Growth Portfolio) Class B N N N Y
T. Rowe Price Large Cap Growth Portfolio Class B Y Y Y N
WELLS FARGO VARIABLE TRUST
Wells Fargo VT Advantage Small/Mid Cap Value Fund N N N Y
CLOSED TO NEW DEPOSITS (HARD CLOSE - MLI DEFINITION):
MET INVESTORS SERIES TRUST
MFS Emerging Markets Equity Portfolio (added 04/28/2008,
as substitution for Templeton Developing
Markets Securities Fund) Class B N Y N N
Lazard Mid Cap Portfolio (closed 04/28/2008,
after merger from Batterymarch Mid-Cap Stock Portfolio) Class A N Y N N
LEGG MASON PARTNERS VARIABLE EQUITY TRUST
Legg Mason Partners Variable Capital Portfolio
(closed to new deposits, 04/28/2008) Single Share Class Y N Y N
Legg Mason Partners Variable Dividend Strategy
Portfolio (as of 04/28/2008, closed status
changed to "hard close") Single Share Class Y N Y N
Legg Mason Partners Variable Fundamental Value
Portfolio (closed 04/28/2008) Class I Y N Y N
Legg Mason Partners Variable Large Cap Growth
Portfolio (closed 04/28/2008) Class I Y N Y N
NO ASSETS REMAIN
METROPOLITAN SERIES FUND
Capital Guardian U.S. Equity Portfolio
(merged 05/04/2009 into Pioneer Fund Portfolio) Class A
VAN KAMPEN LIFE INVESTMENT TRUST
Van Kampen LIT Enterprise Portfolio (portfolio
liquidated 05/04/2009; assets moved to
BlackRock Money Market Portfolio) Class II Shares
LEGG MASON PARTNERS VARIABLE EQUITY TRUST
Legg Mason Partners Variable Appreciation Portfolio
(Class II shares exchanged 05/04/2009 into Class 1) Class II
Legg Mason Partners Variable Equity Index Portfolio
(substituted 05/04/2009, into MetLife Stock Index Portfolio) Class II
Metlife of Connecticut, No. 2000-15
Amendment No. 13 Page 3 of 3
[GRAPHIC]
Debra A. Udicious
Senior Vice President & CFO
Phone (212) 314-2064
Fax (212) 707-1504
Debbie.Udicious@axa-equitable.com
May 9, 2007
VIA DHL 21467748050
Mr. Christopher A. Kremer
Assistant Vice President & Actuary
MetLife Insurance Company of Connecticut
501 Boylston Street
6th Floor
Boston, MA 02116
Re: Treaties with U.S. Ceding Companies and Ceding Companies that qualify as
U.S. "persons" under OFAC regulations.
Dear Mr. Kremer:
AXA Corporate Solutions Life Reinsurance Company (AXA CS Life) intends this
communication to become a Letter Amendment to our Reinsurance Treaty(ies),
listed on page 2, to outline AXA CS Life's compliance with OFAC regulations and
to request that you keep us informed of OFAC-related matters that may arise
under our treaties, as described hereunder.
It is the intention of the Ceding Company and the Reinsurer to comply with all
laws, statutes, regulations and rules applicable to the business reinsured under
this Agreement, including, but not limited to, the requirements of the United
States Department of the Treasury's Office of Foreign Asset Control ("OFAC").
For the purposes of this Letter Amendment, a "Prohibited Person" is a Specially
Designated National and Blocked Person as defined by OFAC and a "Sanctioned
Country" is collectively a department, agency, branch, instrumentality,
government-owned entity or representative of the government of a sanctioned or
an embargoed country as identified by OFAC.
Should either party receive information after the date of this Letter Amendment
that an underlying policy or coverage which is part of the business reinsured
under this Agreement may insure or be owned, or in any way or right controlled
by, a Prohibited Person or a department, agency, branch, instrumentality,
government-owned entity or representative of the government of a Sanctioned
Country that party shall promptly provide such information to the other party.
The Reinsurer's payment or disbursement in relation to any reinsurance claim,
and the Ceding Company's payment of any premium or other amount, with respect to
any such underlying policy or coverage involving a Prohibited Person or
Sanctioned Country shall be only as permitted by OFAC regulatory requirements or
specific instruction from OFAC. The parties will cooperate with each other to
promptly obtain any required OFAC license or other action.
Page 1 of 2
AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY
1290 Avenue of the Americas, New York, New York 10104 Telephone: (212)
314-4167 Fax: (212) 314-4205
AXA Corporate Solutions Life Reinsurance Company May 9, 2007
This Letter Amendment has been prepared in duplicate original. Kindly secure
signatures on behalf of MetLife Insurance Company of Connecticut, retain one
original and return one original to AXA CS Life Re. As evidence of our
understanding, please file a fully executed copy in your copy of our Reinsurance
Treaty(ies) and we will do likewise.
If you have any questions or concerns, please let us know.
Signed for AXA CORPORATE SOLUTIONS LIFE REINSURANCE COMPANY:
-s- Debra A. Udicious
---------------------------------------------
Debra A. Udicious, Senior Vice President & CFO
Signed for MetLife Life & Annuity Company Of Connecticut
-s- [ILLEGIBLE]
---------------------------------------------
AVP & Actuary
Signed for METLIFE INSURANCE COMPANY OF CONNECTICUT:
-s- Chris Kremer
---------------------------------------------
Name, Title Chris Kremer, AVP & Actuary
REINSURANCE TREATY(IES) LIST
MetLife Treaty ID Treaty Number Effective Date
----------------- ------------- ----------------
17502/17503 99031 November 1, 1999
17504/17505 200002 November 1, 1999
17572/17573 200015 May 18, 2000
17574/17575 200018 August 1, 2000
Page 2 of 2
A Division of Metropolitan Life Insurance Company
501 Boylston Street
Boston, Massachusetts 02116
617-578-3185 [METLIFE GRAPHIC]
ckremer@MetLife.com
June 9,2006
Julia Cornely
Assistant Vice President
AXA Corporate Solutions
Reinsurance Solution - Treaty Services
1290 Avenue of Americas
New York, NY 10104-0101
Dear Ms. Cornely,
This letter will serve as an amendment to the May 18,2000 reinsurance agreement
between MetLife Insurance Company of Connecticut, MetLife Life and Annuity
Company of Connecticut, and AXA Corporate Solutions Life Reinsurance Company.
There was an error in the reference to the ceding company names noted on the
1/19/2006 amendment to the agreement as the amendment was executed on behalf of
Travelers Insurance Company and Travelers Life and Annuity Company, however, on
the date the amendment was executed, the names had been officially changed to
MetLife Insurance Company of Connecticut and MetLife Life and Annuity Company of
Connecticut. Accordingly, unless you disagree, this letter changes the amendment
to include the correct company name at the signature line, MetLife Insurance
Company of Connecticut and MetLife Life and Annuity Company of Connecticut
(formerly Travelers Insurance Company and Travelers Life and Annuity Company).
Please sign below to acknowledge your understanding and acceptance of this
amendment.
If you have any questions or concerns please contact me at the address or phone
number listed above, or Casey Charette at Ccharette@MetLife.com.
Thank you for your assistance.
Sincerely,
-S- Christopher A. Kremer
--------------------------------------
Christopher A. Kremer
Assistant Vice President & Actuary
MetLife Insurance Company of Connecticut
MetLife Life and Annuity Company of Connecticut
Acknowledged and Agreed to by AXA Corporate Solutions Life Reinsurance Company:
Reinsurer: -s- Cheryl E. Rogers
-----------------------------------
Printed Name: Cheryl E. Rogers
Title: SVP & CFO
Date: June 15, 2006
