AMENDMENT NO. 3 To PARTICIPATION AGREEMENT By and Among PACIFIC LIFE INSURANCE COMPANY And GE INVESTMENTS FUNDS, INC. And GE INVESTMENT DISTRIBUTORS, INC. And GE ASSET MANAGEMENT INCORPORATED
AMENDMENT NO. 3
To
By and Among
PACIFIC LIFE INSURANCE COMPANY
And
GE INVESTMENTS FUNDS, INC.
And
GE INVESTMENT DISTRIBUTORS, INC.
And
GE ASSET MANAGEMENT INCORPORATED
THIS AMENDMENT, effective as of June 1, 2014, amends that certain Participation Agreement dated as of December 1, 2008, as amended on November 20, 2009 and May 1, 2010 (the “Agreement”), by and among PACIFIC LIFE INSURANCE COMPANY, GE INVESTMENTS FUNDS, INC., GE INVESTMENT DISTRIBUTORS, INC. and GE ASSET MANAGEMENT INCORPORATED.
WHEREAS, the parties hereto agree that the Company intends to add variable life Policies and Contracts to the Agreement that will offer Class 3 Shares of the Portfolio named in Schedule 3 of the Agreement;
WHEREAS, the parties hereto desire to update Schedules 1, 2, 3, 4, 5, 6 and 7 to reflect additional variable life Policies and Contracts that will offer Class 3 Shares of the Portfolio named in Schedule 3 to the Agreement; and
WHEREAS, any capitalized terms set forth in this Amendment that are not otherwise defined herein shall have the meanings assigned to them in the Agreement.
NOW THEREFORE, the parties hereto hereby amend the Agreement as follows:
1. | Schedules 1, 2, 3, 4, 5, 6 and 7 to the Agreement are deleted in their entirety and replaced by Schedules 1, 2, 3, 4, 5, 6 and 7 attached hereto. |
2. | This Amendment shall become effective on June 1, 2014. |
[Signature Page Follows]
1
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to be executed in its name and behalf by its duly authorized representative as of the date specified above.
PACIFIC LIFE INSURANCE COMPANY
By: /s/ Xxxx X. Xxxxxxxx
Name: Xxxx X. Xxxxxxxx
Title: Assistant Vice President
Attest: /s/ Xxxxxxx X. Xxxx
Xxxxxxx X. Xxxx, Assistant Secretary
GE INVESTMENTS FUNDS, INC.
By: /s/ Xxxxxx X. XxXxxxx
Name: Xxxxxx X. XxXxxxx
Title: President
GE INVESTMENT DISTRIBUTORS, INC.
By: /s/ Xxxxxxx Xxxxxxxx
Name: Xxxxxxx Xxxxxxxx
Title: President
GE ASSET MANAGEMENT INCORPORATED
By: /s/ Xxxxxx X. XxXxxxx
Name: Xxxxxx X. XxXxxxx
Title: Senior Vice President and
Commercial Operations Leader
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Schedule 1
Registered Accounts
Name of Separate Account: |
Date Established by Board of Directors: | |
Separate Account A of Pacific Life Insurance Company |
September 7, 1994 | |
Pacific Select Variable Annuity Separate Account of Pacific Life Insurance Company |
November 30, 1989 | |
Pacific Select Exec Separate Account of Pacific Life Insurance Company |
May 12, 1998 |
3
Schedule 2
Unregistered Account
Name of Separate Account: |
Date Established by Board of Directors: | |
Pacific COLI Separate Account |
July 17, 1992 | |
Pacific COLI Separate Account II |
October 12, 1998 | |
Pacific COLI Separate Account III |
October 12, 1998 | |
Pacific COLI Separate Account IV |
July 8, 2008 | |
Pacific COLI Separate Account V |
July 8, 2008 | |
Pacific COLI Separate Account VI |
August 1, 2014 | |
Pacific COLI Separate Account X |
August 1, 2014 | |
Pacific COLI Separate Account XX |
Xxxxxx 0, 0000 | |
Xxxxxxxx Account I |
August 9, 2007 |
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Schedule 3
Name(s) of Portfolio
GE Investments Funds, Inc.:
Total Return Fund – Class 3
5
Schedule 4
Registered Products
Variable Annuities: |
||
Pacific Select Variable Annuity |
Pacific One | |
Pacific One Select |
Pacific Portfolios | |
Pacific Portfolios for Chase |
Pacific Voyages | |
Pacific Value |
Pacific Value Edge | |
Pacific Innovations |
Pacific Innovations Select | |
Pacific Journey |
Pacific Odyssey | |
Pacific Destinations |
Pacific Destinations B | |
Pacific Destinations O-Series |
Pacific Value Select | |
Pacific Journey Select |
Pacific Choice Variable Annuity | |
Variable Life: |
||
Pacific Select Exec |
Pacific Select Exec II | |
Pacific Select Exec III |
Pacific Select Exec IV | |
Pacific Select Exec V |
Pacific Select Accumulator | |
M’s Versatile Product |
M’s Versatile Product VI | |
M’s Versatile Product - Survivorship |
M’s Versatile Product VII | |
M’s Versatile Product - Survivorship II |
M’s Versatile Product VIII | |
Pacific Select Estate Preserver |
Pacific Select Estate Preserver II | |
Pacific Select Estate Preserver III |
Pacific Select Estate Preserver IV | |
Pacific Select Estate Preserver V |
Pacific Select Estate Preserver VI | |
Pacific Select Choice |
Pacific Select Performer 000 | |
Xxxxxxx Xxxxxx Xxxxxx Maximizer |
M’s Versatile Product VUL 10 | |
M’s Versatile Product VUL 10 LTP |
M’s Versatile Product VUL Survivorship 3 | |
Pacific Select VUL |
Pacific Select Survivorship VUL | |
Pacific Select Excel Survivorship VUL |
M’s Versatile Product IX | |
Pacific Prime VUL |
6
Schedule 5
Exempt Products
Not Applicable |
7
Schedule 6
Contracts with Accredited Investors
Pacific COLI Rider |
Pacific COLI | |
Pacific COLI II |
Pacific COLI IV | |
Pacific COLI VI |
Pacific COLI VIII | |
Pacific COLI X |
Pacific COLI III (Qualified Investors) | |
Pacific COLI V (Qualified Investors) |
Pacific COLI VII (Qualified Investors) | |
Magnastar (Qualified Investors) |
Pacific COLI IX (Qualified Investors) | |
Pacific COLI XI (Qualified Investors) |
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Schedule 7
Accounts Excluded from the Definition of Investment Company
Name of Account: |
Date of Establishment of Account: | |
Pacific COLI Separate Account |
July 17, 1992 | |
Pacific COLI Separate Account II |
October 12, 1998 | |
Pacific COLI Separate Account III |
October 12, 1998 | |
Pacific COLI Separate Account IV |
July 8, 2008 | |
Pacific COLI Separate Account V |
July 8, 2008 | |
Pacific COLI Separate Account VI |
August 1, 2014 | |
Pacific COLI Separate Account X |
August 1, 2014 | |
Pacific COLI Separate Account XX |
Xxxxxx 0, 0000 | |
Xxxxxxxx Account I |
August 9, 2007 |
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