AMENDMENT NO. 8 TO PARTICIPATION AGREEMENT
Exhibit 8(d)
AMENDMENT NO. 8 TO PARTICIPATION AGREEMENT
The Participation Agreement made and entered into as of the 11th day of April 1997 by and among MFS Variable Insurance Trust (“Trust”), Prudential Insurance Company of America (“Company”), and Massachusetts Financial Services Company (“MFS”), as amended to date (the “Participation Agreement”), is hereby amended as follows effective March 28th, 2015:
WHEREAS, MFS desires to assign all rights and obligations under the Agreement to its affiliate, MFS Fund Distributors, Inc. (“MFD”) and MFD and the Company hereby consent to such assignment; and
WHEREAS, the parties desire to add an open-end management investment company for which MFD serves as principal underwriter.
NOW, THEREFORE, in consideration of the above premises and mutual covenants set forth herein, the Company, the Trusts and MFD hereby agree as follows:
1. | MFS does hereby assign all its rights, duties and obligations under the Agreement to MFD. |
2. | MFD for itself and its successors and assigns, hereby agrees to succeed to and to assume and perform all the rights, duties and obligations of MFS under the Agreement. |
3. | All references to “Massachusetts Financial Services Company” and “MFS” are hereby replaced with “MFS Fund Distributors, Inc.” and “MFD”, respectively. |
4. | MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (“Trust II”) and MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (“Trust III”) are hereby added as parties and all references to “Trust(s)” now include, as the context may require, Trust II and Trust III. Trust II and Trust III each hereby agrees to be bound by all terms and conditions set forth in the Agreement, as amended hereby. |
5. | Section 5.4 is hereby deleted in its entirety. |
6. | Article XII, “Notices,” is hereby restated in its entirety as follows: |
ARTICLE XII. NOTICES
Any notice shall be sufficiently given when sent by registered or certified mail, overnight courier, email or facsimile to the other party at the address of such party set forth below or at such other address as such party may from time to time specify in writing to the other party.
If to Trusts:
MFS Variable Insurance Trust I, MFS Variable Insurance Trust II and MFS
Variable Insurance Trust III
000 Xxxxxxxxxx Xxxxxx
Xxxxxx, Xxxxxxxxxxxxx 00000
email: XXXXXXxxxxxXxx@XXX.xxx
Facsimile No.: (000) 000-0000
Attn: Xxxxx X. Xxxxxx, Assistant Secretary
If to Company:
Prudential Insurance Company of America
000 Xxxxx Xxxxxx, 00 Xxxxx
Xxxxxx, XX 00000-0000
Attn: Deputy Chief Legal Officer
If to MFD:
MFS Fund Distributors, Inc.
000 Xxxxxxxxxx Xxxxxx
Xxxxxx, Xxxxxxxxxxxxx 00000
email: XXXXXXxxxxxXxx@XXX.xxx
Attn: General Counsel
7. | The first sentence of Section 13.8 is hereby restated as follows: |
“A copy of Trust I’s and Trust II’s Declaration of Trust is on file with the Secretary of State of The Commonwealth of Massachusetts.”
8. | Schedule A is hereby deleted in its entirety and replaced with the Schedule A attached hereto. |
Except as expressly amended hereby, the Participation Agreement shall continue in full force and effect and unamended.
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to the Participation Agreement to be executed in its name and on its behalf by its duly authorized representative:
PRUDENTIAL INSURANCE COMPANY OF AMERICA | MFS FUND DISTRIBUTORS, INC. | |||||||
By its authorized officer and individually, | ||||||||
By: | /s/ Xxxxxxxx X Xxxxx |
By: | /s/ Xxxxx X. Xxxxxx | |||||
Name: | Xxxxxxxx X Xxxxx | Name: | Xxxxx X. Xxxxxx | |||||
Title: | Vice President | Title: | President | |||||
MFS VARIABLE INSURANCE TRUST | MASSACHUSETTS FINANCIAL SERVICES COMPANY | |||||||
MFS VARIABLE INSURANCE TRUST II | ||||||||
MFS VARIABLE INSURANCE TRUST III | ||||||||
By: | /s/ Xxxxx Xxxxxx |
By: | /s/ Xxxxxxx Xxxxxxx | |||||
Name: | Xxxxx Xxxxxx | Name: | Xxxxxxx Xxxxxxx | |||||
Title: | Assistant Secretary | Title: | President |
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SCHEDULE A
PORTFOLIOS
SUBJECT TO THE PARTICIPATION AGREEMENT
March 28th, 2015
Separate Account Depositor |
Share Classes Available |
Trust I Portfolios Participating In The Applicable Separate Account |
Trust II Portfolios Participating In The Applicable Separate Account
|
Trust III Portfolios Participating In The Applicable | ||||
Prudential Insurance Company of America | Initial And Service Class Shares | See Below | See Below | See Below | ||||
Prudential Retirement and Annuity Company | Initial And Service Class Shares | See Below | See Below | See Below | ||||
Pruco Life | Initial And Service Class Shares | See Below | See Below | See Below | ||||
Pruco Life of New Jersey | Initial And Service Class Shares | See Below | See Below | See Below |
Portfolios Available to Policies:
VITI |
VIT II | |
MFS Global Equity Series |
MFS Blended Research Core Equity Portfolio | |
MFS Growth Series |
MFS Bond Portfolio** | |
MFS Investors Trust Series |
MFS Core Equity Portfolio | |
MFS Mid Cap Growth Series |
MFS Emerging Markets Equity Portfolio | |
MFS New Discovery Series |
MFS Global Governments Portfolio | |
MFS Research Bond Series* |
MFS Global Growth Portfolio | |
MFS Research Series |
MFS Global Research Portfolio | |
MFS Total Return Series |
MFS Global Tactical Allocation Portfolio | |
MFS Utilities Series |
MFS Government Securities Portfolio | |
MFS Value Series |
MFS High Yield Portfolio MFS International Growth Portfolio MFS International Value Portfolio MFS Massachusetts Investors Growth Stock Portfolio MFS Money Market Portfolio MFS Research International Portfolio MFS Strategic Income Portfolio MFS Technology Portfolio | |
VIT III |
||
MFS Inflation-Adjusted Bond Portfolio | ||
MFS Blended Research Small Cap Equity Portfolio |
MFS Limited Maturity Portfolio | |
MFS Conservative Allocation Portfolio |
MFS Mid Cap Value Portfolio | |
MFS Global Real Estate Portfolio |
MFS Moderate Allocation Portfolio | |
MFS Growth Allocation Portfolio |
MFS New Discovery Value Portfolio |
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and any other Portfolios or series of shares of the Trusts that are available and open to new investors on or after the effective date of this Amendment.
* MFS Research Bond Series will be renamed MFS Total Return Bond Series effective April 30th, 2015
** MFS Bond Portfolio will be renamed MFS Corporate Bond Portfolio effective April 30th, 2015
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