AMENDMENT NO. 13 to the VARIABLE ANNUITY GMIB REINSURANCE AGREEMENT Effective March 1, 2005 Between JACKSON NATIONAL LIFE INSURANCE COMPANY of NEW YORK (“CEDING COMPANY”) and ACE TEMPEST LIFE REINSURANCE LTD. (“REINSURER”)
EX-7o
AMENDMENT NO. 13
to the
Effective March 1, 2005
Between
XXXXXXX NATIONAL LIFE INSURANCE COMPANY of NEW YORK
(“CEDING COMPANY”)
and
ACE TEMPEST LIFE REINSURANCE LTD.
(“REINSURER”)
Effective May 3, 2010, and October 11, 2010 where specifically noted, this Amendment is hereby attached to and becomes a part of the above-described Reinsurance Agreement. It is mutually agreed that the Agreement will be amended to include new investment funds, fund name changes and fund mergers. To effect these changes, the following provision of this Agreement is hereby amended:
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§
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Schedule B-2, Subaccounts Subject to this Reinsurance Agreement, Amendment # 12, is hereby replaced by the attached Schedule B-2.
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Xxxxxxx National Life Insurance ACE Tempest Life Reinsurance Ltd.
Company of New York
By _____Lisa C. Drake___________________ By ________Huan Tseng_________________
Name ___Lisa C. Drake___________________ Name ______Huan Tseng_________________
Title __SVP & Chief Actuary______________ Title _SVP & Chief Pricing Officer_________
Date __12/23/10_________________________ Date ___12/21/2010______________________
SCHEDULE B-2
Subaccounts Subject to this Reinsurance Agreement
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Fund Name
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Comment
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Product Availability
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JNL/American Funds Global Small Capitalization Fund
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New 5/3/2010
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All
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JNL/American Funds New World Fund
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New 5/3/2010
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All
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JNL/American Funds International Fund
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New 5/3/2010
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All
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JNL/American Funds Growth-Income Fund
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New 5/3/2010
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All
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JNL/American Funds Blue Chip Income and Growth Fund
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New 5/3/2010
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All
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JNL/American Funds Global Bond Fund
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New 5/3/2010
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All
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JNL/ BlackRock Commodity Securities Fund
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New 1/16/2007 – Name changed from JNL/Credit Suisse Global Natural Resources effective 9/28/2009. Effective 10/11/2010, name changed from JNL/Credit Suisse Commodity Securities Fund.
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All
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JNL/BlackRock Global Allocation Fund
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New 10/11/2010
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All
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JNL/Capital Guardian Global Balanced Fund
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Name changed from JNL/FMR Balanced Fund effective 4/30/2007 and from JNL/FI Balanced Fund effective 12/3/2007
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All
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JNL/Capital Guardian Global Diversified Research Fund
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Name changed from JNL/Select Global Growth Fund effective 12/3/2007
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All
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JNL/Capital Guardian U.S. Growth Equity Fund
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Name changed from JNL/Select Large Cap Growth Fund effective 12/3/2007
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All
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JNL/Eagle Core Equity Fund
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All
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JNL/Eagle Small Cap Equity Fund
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All
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JNL/Franklin Xxxxxxxxx Founding Strategy
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New 1/16/2007
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All
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JNL/Franklin Xxxxxxxxx Global Growth
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New 1/16/2007
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All
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JNL/Franklin Xxxxxxxxx Income Fund
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New 5/1/2006
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All
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JNL/Franklin Xxxxxxxxx International Small Cap Growth Fund
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New 12/3/2007 – Name changed from JNL/Capital Guardian International Small Cap Fund effective 5/3/2010
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All
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JNL/Franklin Xxxxxxxxx Mutual Shares
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New 1/16/2007
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All
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JNL/Franklin Xxxxxxxxx Small Cap Value Fund
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New 5/2/05
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All
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JNL/Xxxxxxx Sachs Core Plus Bond Fund
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Name changed from JNL/Salomon Brothers Strategic Bond Fund effective 5/1/2006, from JNL/Western Strategic Bond Fund effective 1/16/2007, and from JNL/Western Asset Strategic Bond Fund effective 4/30/2007.
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All
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JNL/Xxxxxxx Xxxxx Emerging Markets Debt Fund
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New 10/6/2008
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All
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JNL/Xxxxxxx Sachs Mid Cap Value Fund
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New 5/2/05
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All
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JNL/Xxxxxxx Xxxxx U.S. Equity Flex
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New 1/16/2007. Effective 10/11/2010, name changed from JNL/Credit Suisse Long/Short.
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All
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JNL Institutional Alt 20 Fund
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New 4/6/2009
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All
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JNL Institutional Alt 35 Fund
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New 4/6/2009
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All
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JNL Institutional Alt 50 Fund
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New 4/6/2009
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All
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JNL Institutional Alt 65 Fund
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New 4/6/2009
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All
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JNL/ Invesco International Growth Fund
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Named changed from JNL/Xxxxxx International Equity Fund on 5/2/05 and from JNL/JPM International Equity Fund on 12/3/2007. Effective 10/11/2010, name changed from JNL/AIM International Growth Fund
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All
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JNL/ Invesco Large Cap Growth Fund
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Name changed from JNL/AIM Large Cap Growth Fund effective 10/11/2010.
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All
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JNL/ Invesco Global Real Estate Fund
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New 5/2/05, Name changed from JNL/AIM Real Estate Fund effective 10/6/2008. Effective 10/11/2010, name changed from JNL/AIM Global Real Estate Fund
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All
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JNL/ Invesco Small Cap Growth Fund
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Name changed from JNL/AIM Small Cap Growth Fund effective 10/11/2010.
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All
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JNL/Ivy Asset Strategy
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New 9/28/2009
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All
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JNL/JPMorgan International Value Fund
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All
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JNL/JPMorgan Mid Cap Growth Fund
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Name changed from JNL/FMR Capital Growth Fund effective 5/1/2006, from JNL/FMR Mid-Cap Equity Fund effective 4/30/2007 and from JNL/FI Mid-Cap Equity Fund effective 12/3/2007. Also, the JNL/Xxxxxx Xxxxxx Growth Fund was merged into this fund effective 12/3/2007.
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All
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JNL/ JPMorgan U.S. Government & Quality Bond Fund
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Name changed from JNL/Salomon Brothers U.S. Govt. & Quality Bond Fund effective 5/1/2006, from JNL/Western U.S. Govt. & Quality Bond Fund effective 1/16/2007, and from JNL/Western Asset U.S. Govt. & Quality Bond Fund effective 4/30/2007.
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All
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JNL/Lazard Emerging Markets Fund
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New 5/1/2006
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All
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JNL/Lazard Mid Cap Equity Fund
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Name changed from JNL/Lazard Mid Cap Value Fund effective 3/31/2008
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All
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JNL/M&G Global Basics Fund
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New 10/6/2008
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All
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JNL/M&G Global Leaders Fund
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New 10/6/2008
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All
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JNL/Mellon Capital Management 10 x 10 Fund
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New 4/30/2007
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All
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JNL/Mellon Capital Management 25 Fund
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Effective 5/1/2006, the JNY version was merged into the JNL version.
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All
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JNL/Mellon Capital Management Bond Index Fund
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All
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JNL/Mellon Capital Management Communications Sector Fund
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All
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JNL/Mellon Capital Management Consumer Brands Sector Fund
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All
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JNL/Mellon Capital Management Oil & Gas Sector Fund
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Name changed from JNL/Mellon Capital Management Energy Sector Fund on 5/2/2005.
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All
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JNL/Mellon Capital Management European 30 Fund
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New 10/6/2008
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All
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JNL/Mellon Capital Management Financial Sector Fund
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All
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JNL/Mellon Capital Management International Index Fund
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All
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JNL/Mellon Capital Management Index 5 Fund
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New 4/30/2007
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All
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JNL/Mellon Capital Management JNL 5 Fund
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Effective 4/30/2007, the JNL/Mellon Capital Management Dowsm 10 Fund , the JNL/Mellon Capital Management S&P® 10 Fund , and the JNL/Mellon Capital Management Global 15 Fund merged with this fund.
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All
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JNL/Mellon Capital Management JNL Optimized 5 Fund
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New 5/1/2006
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All
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JNL/Mellon Capital Management Healthcare Sector Fund
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Name changed from JNL/Mellon Capital Management Pharmaceutical/Healthcare Sector Fund on 5/2/05
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All
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JNL/Mellon Capital Management NYSE® International 25 Fund
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New 4/30/2007.
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All
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JNL/Mellon Capital Management Pacific Rim 30 Fund
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New 10/6/2008
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All
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JNL/Mellon Capital Management S&P ® XXxx 60 Fund
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New 4/30/2007.
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All
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JNL/Mellon Capital Management S&P ® 24 Fund
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New 5/1/2006
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All
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JNL/Mellon Capital Management S&P 400 Mid Cap Index Fund
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All
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JNL/Mellon Capital Management S&P 500 Index Fund
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Effective 4/6/2009, the JNL/Mellon Capital Management Enhanced S&P 500 Stock Index Fund was merged into this fund. Effective 9/28/2009, the JNL/PPM America Core Equity Fund was merged into this fund.
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All
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JNL/Mellon Capital Management Select Small-Cap Fund
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Effective 5/1/2006, the JNY version was merged into the JNL version.
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All
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JNL/Mellon Capital Management Small Cap Index Fund
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Effective 4/6/2009, the JNL/Lazard Small Cap Equity Fund was merged into this fund.
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All
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JNL/Mellon Capital Management Technology Sector Fund
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All
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JNL/Mellon Capital Management Xxx XX Dividend
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New 1/17/2006
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All
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JNL/Mellon Capital Management VIP Fund
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All
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JNL/Mellon Capital Mgmt Nasdaq 25® Fund
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Name changed from JNL/Mellon Capital Nasdaq® 15 Fund effective 12/3/2007
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All
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JNL/Mellon Capital Mgmt Value Line 30® Fund
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Name changed from JNL/Mellon Capital Management Value Line® 25 Fund effective 12/3/2007
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All
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JNL/Mellon Capital Management Global Alpha Fund
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New 9/28/2009
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All
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JNL/Xxxxxxxxxxx Global Growth Fund
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All
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JNL/XXX Asia ex-Japan Fund
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New 3/31/2008
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All
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JNL/XXX China-India Fund
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New 3/31/2008
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All
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JNL/PIMCO Real Return
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New 1/16/2007
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All
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JNL/PIMCO Total Return Bond Fund
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All
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JNL/ PPM America High Yield Bond Fund
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Name changed from JNL/Salomon Brothers High Yield Bond Fund effective 5/1/2006, from JNL/Western High Yield Bond Fund effective 1/16/2007, and from JNL/Western Asset High Yield Bond Fund effective 4/30/2007.
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All
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JNL/PPM America Mid-Cap Value Fund
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New 3/31/2008
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All
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JNL/PPM America Small Cap Value Fund
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New 3/31/2008
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All
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JNL/PPM America Value Equity
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Name changed from JNL/Xxxxxx Value Equity Fund effective 1/16/2007
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All
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JNL/Red Rocks Listed Private Equity Fund
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New 10/6/2008
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All
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JNL/S&P 4 Fund
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New 12/3/2007
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All
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JNL/S&P Competitive Advantage Fund
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New 12/3/2007
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All
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JNL/S&P Disciplined Growth
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New 1/16/2007
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All
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JNL/S&P Disciplined Moderate
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New 1/16/2007
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All
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JNL/S&P Disciplined Moderate Growth
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New 1/16/2007
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All
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JNL/S&P Dividend Income & Growth Fund
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New 12/3/2007
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All
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JNL/S&P Intrinsic Value Fund
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New 12/3/2007
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All
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JNL/S&P Managed Aggressive Growth Fund
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All
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JNL/S&P Managed Conservative Fund
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All
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JNL/S&P Managed Growth Fund
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Effective 9/28/2009, the JNL/S&P Retirement 2020 Fund and the JNL/S&P Retirement 2025 Fund were merged into this fund
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All
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JNL/S&P Managed Moderate Fund
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Effective 9/28/2009, the JNL/S&P Retirement Income Fund was merged into this fund.
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All
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JNL/S&P Managed Moderate Growth Fund
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Effective 9/28/2009, the JNL/S&P Retirement 2015 Fund was merged into this fund.
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All
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JNL/S&P Total Yield Fund
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New 12/3/2007
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All
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JNL/Select Balanced Fund
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All
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JNL/Select Money Market Fund
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All
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JNL/Select Value Fund
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All
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JNL/X. Xxxx Price Established Growth Fund
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JNL/Alliance Capital Growth Fund was merged with this fund 5/2/05. JNL/Xxxxx Growth Fund and JNL/Xxxxxxxxxxx Growth Fund were merged with this fund on 4/30/2007.
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All
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JNL/X. Xxxx Price Mid-Cap Growth Fund
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All
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JNL/X. Xxxx Price Short Term Bond Fund
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New 5/1/2006 – Name changed from JNL/Xxxxxxx Xxxxx Duration Bond Fund effective 9/28/2009
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All
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JNL/X. Xxxx Price Value Fund
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All
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JNL General Account
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Guaranteed Five Year Fixed
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All but Perspective A Series and Advisors II
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Guaranteed One Year Fixed
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All but Advisors II
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Guaranteed Seven Year Fixed
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All but Perspective A Series and Advisors II
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Guaranteed Three Year Fixed
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All but Perspective A Series and Advisors II
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12 Month DCA
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All
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6 Month DCA
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All
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JNL NY ACE 2005 Treaty Schedule B-2 Amendment #13
