AMENDMENT # 5 TO PARTICIPATION AGREEMENT AMONG PIONEER VARIABLE CONTRACTS TRUST, SYMETRA LIFE INSURANCE COMPANY, PIONEER INVESTMENT MANAGEMENT, INC. AND PIONEER FUNDS DISTRIBUTOR, INC.
Exhibit 99.8(j)
AMENDMENT # 5 TO PARTICIPATION AGREEMENT
AMONG
PIONEER VARIABLE CONTRACTS TRUST,
SYMETRA LIFE INSURANCE COMPANY,
PIONEER INVESTMENT MANAGEMENT, INC.
AND
PIONEER FUNDS DISTRIBUTOR, INC.
THIS AMENDMENT, made and entered into this day of December, 2011 by and among PIONEER VARIABLE CONTRACTS TRUST, a Delaware business trust (the “Trust”), SYMETRA LIFE INSURANCE COMPANY, a Washington life insurance company (the “Company”) on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A, as may be amended from time to time (the “Accounts”), PIONEER INVESTMENT MANAGEMENT, INC., a Delaware corporation (“PIM”) and Pioneer Funds Distributor, Inc. (“PFD”), a corporation organized under the laws of The Commonwealth of Massachusetts. PIM and PFD are members of the UniCredito Italiano banking group, register of banking groups.
WHEREAS, the Company, the Trust, PIM and PFD entered into a Participation Agreement dated as of the 13th of December, 2004, as amended (the “Fund Participation Agreement”);
WHEREAS, the parties hereto agree that, except as expressly provided herein, no term or provision of the Fund Participation Agreement shall be deemed amended, supplemented or modified, and each term and provision of the Fund Participation Agreement shall remain in full force and effect.
NOW THEREFORE, in consideration of the premises and the agreements contained herein and other consideration the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree to amend the Fund Participation Agreement as follows:
1. | Schedule A of the Agreement is hereby deleted and replaced in its entirety with the Schedule A attached hereto. |
Except as expressly modified herein, all other provisions of the Fund Participation Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have executed this Amendment to the Fund Participation Agreement as of the date first written above.
SYMETRA LIFE INSURANCE COMPANY | ||
By its authorized officer, | ||
By: |
| |
Date: | ||
PIONEER VARIABLE CONTRACTS TRUST,on behalf of the Portfolios | ||
By its authorized officer and not individually, | ||
By: |
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Date: | ||
PIONEER INVESTMENT MANAGEMENT, INC. | ||
By its authorized officer, | ||
By: |
| |
Date: | ||
PIONEER FUNDS DISTRIBUTOR, INC. | ||
By its authorized officer, | ||
By: |
| |
Date: |
SCHEDULE A
Accounts, Contracts and Portfolios
Subject to the Participation Agreement
Name of Separate Account and Date Established by Board of Directors |
Contracts Funded by Separate Account |
Portfolios and Class of Shares Available to Contracts | ||
established February 11, 1994 |
Variable Annuity | Pioneer Equity Income VCT Portfolio – (Class I & II Shares) | ||
Symetra Separate Account SL established November 6, 1986 |
Variable Life Insurance | Pioneer Small Cap Value VCT Portfolio (Class I & II Shares) | ||
Symetra Resource Variable Account B established February 6, 1986 |
Variable Annuity | Pioneer Emerging Markets VCT Portfolio (Class I &II Shares) | ||
Symetra Deferred Variable Annuity Account established December 23, 1986
Symetra Separate Account D
Resource A
Symetra Separate Account VL |
Variable Annuity
(unregistered)
(unregistered)
(unregistered) |
Pioneer Strategic Income VCT Portfolio (Class I & II Shares)
Pioneer High Yield VCT Portfolio (Class I & II Shares)
Pioneer Growth Opportunities VCT Portfolio (Class I Shares)
Pioneer Fund VCT Portfolio (Class I Shares )
Pioneer Mid Cap Value VCT Portfolio (Class I & II Shares)
Pioneer Bond VCT Portfolio (Class I Shares)
Pioneer Money Market VCT Portfolio (Class I Shares)
Pioneer Small Cap Value II VCT Portfolio (Class I Shares)
Pioneer Real Estate VCT Portfolio (Class I & II Shares) | ||