AMENDMENT NO. 13 FOURTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT
Exhibit (h)(2)(xxix)
AMENDMENT NO. 13
FOURTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT
Amendment No. 13 to the Fourth Amended and Restated Expense Limitation Agreement, effective as of September 1, 2008, between AXA Equitable Life Insurance Company (“AXA Equitable” or the “Manager”) and EQ Advisors Trust (the “Trust”) (“Amendment No. 13”).
The Manager and Trust hereby agree to modify and amend the Fourth Amended and Restated Expense Limitation Agreement dated as of May 1, 2002, as amended, (“Agreement”), between them as follows:
1. Removed Portfolios: All references to the EQ/BlackRock Basic Value Equity Portfolio, EQ/Xxxxx New York Venture Portfolio, EQ/Evergreen International Bond Portfolio, EQ/JPMorgan Core Bond Portfolio, EQ/Small Company Index Portfolio and EQ/Xxx Xxxxxx Emerging Markets Equity Portfolio are deleted.
2. Revisions to Maximum Annual Operating Expense Limits: The Maximum Annual Operating Expense Limits for the EQ/Alliance Xxxxxxxxx International Portfolio, EQ/AllianceBernstein Value Portfolio, EQ/BlackRock International Value Portfolio, EQ/Xxxxxxx Socially Responsible Portfolio, EQ/Capital Guardian Research Portfolio, EQ/FI Mid Cap Portfolio, EQ/JPMorgan Value Opportunities Portfolio, EQ/Large Cap Core PLUS Portfolio, EQ/Large Cap Growth PLUS Portfolio, EQ/Mid Cap Value PLUS Portfolio and EQ/Xxx Xxxxxx Mid Cap Growth Portfolio are revised to reflect the limits reflected in Schedule A.
3. Effective Date of Revision: For all portfolios listed in paragraph 2 above except for the EQ/Xxxxxxx Socially Responsible Portfolio, the effective date of the revised Maximum Annual Operating Expense Limit reflected in Schedule A is September 1, 2008. With respect to the EQ/Xxxxxxx Socially Responsible Portfolio, the revised Maximum Annual Operating Expense Limit is effective November 2, 2008.
4. Schedule A. Schedule A to the Agreement, which sets forth the Portfolios of the Trust, is hereby replaced in its entirety by Amendment No. 13 to Schedule A attached hereto.
5. Schedule B. Schedule B to the Agreement, which sets forth the reimbursement periods for each of the Portfolios of the Trust is hereby replaced in its entirety by the Amendment No. 13 to Schedule B attached hereto.
Except as modified and amended hereby, the Agreement is hereby ratified and confirmed in full force and effect in accordance with its terms.
IN WITNESS WHEREOF, the parties have executed and delivered this Amendment No. 13 as of the date first above set forth.
| EQ ADVISORS TRUST | AXA EQUITABLE LIFE INSURANCE COMPANY | |||||||
| By: | /s/ Xxxxx Xxxxx | By: | /s/ Xxxxxx X. Xxxxx | |||||
| Xxxxx Xxxxx | Xxxxxx X. Xxxxx | |||||||
| Chief Financial Officer and Treasurer | Senior Vice President | |||||||
SCHEDULE A
AMENDMENT NO. 13
FOURTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT
MAXIMUM ANNUAL OPERATING EXPENSE LIMITS
This Agreement relates to the following Portfolios of the Trust:
| Maximum Annual Operating Expense Limit | ||||||
| Portfolios |
Class IA | (including amounts payable pursuant to Rule 12b-1) Class IB |
||||
| Crossings Aggressive Allocation Portfolio |
0.10 | % | 0.20 | % | ||
| Crossings Conservative Allocation Portfolio |
0.10 | % | 0.20 | % | ||
| Crossings Conservative-Plus Allocation Portfolio |
0.10 | % | 0.20 | % | ||
| Crossings Moderate Allocation Portfolio |
0.10 | % | 0.20 | % | ||
| Crossings Moderate-Plus Allocation Portfolio |
0.10 | % | 0.20 | % | ||
| EQ/AllianceBernstein International Portfolio |
0.90 | % | 1.15 | % | ||
| EQ/AllianceBernstein Large Cap Growth Portfolio |
0.80 | % | 1.05 | % | ||
| EQ/AllianceBernstein Value Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Ariel Appreciation II Portfolio |
0.90 | % | 1.15 | % | ||
| EQ/AXA Xxxxxxxxx Value Long/Short Equity Portfolio |
1.74 | %* | 1.99 | %* | ||
| EQ/BlackRock International Value Portfolio |
1.05 | % | 1.30 | % | ||
| EQ/Xxxxxxx Socially Responsible Portfolio |
0.90 | %** | 1.15 | %** | ||
| EQ/Capital Guardian Growth Portfolio |
0.70 | % | 0.95 | % | ||
| EQ/Capital Guardian Research Portfolio |
0.72 | % | 0.97 | % | ||
| EQ/Evergreen Omega Portfolio |
0.90 | % | 1.15 | % | ||
| EQ/FI Mid Cap Portfolio |
0.85 | % | 1.10 | % | ||
| EQ/Franklin Income Portfolio |
1.05 | % | 1.30 | % | ||
| EQ/Franklin Small Cap Value Portfolio |
1.05 | % | 1.30 | % | ||
| EQ/Franklin Xxxxxxxxx Founding Strategy Portfolio |
0.15 | % | 0.40 | % | ||
| EQ/International Core PLUS Portfolio |
0.85 | % | 1.10 | % | ||
| EQ/International ETF Portfolio |
0.40 | % | 0.65 | % | ||
| EQ/JPMorgan Value Opportunities Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Large Cap Core PLUS Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Large Cap Growth PLUS Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Xxxx Xxxxx Value Equity Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Lord Xxxxxx Growth and Income Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Lord Xxxxxx Large Cap Core Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Lord Xxxxxx Mid Cap Value Portfolio |
0.80 | % | 1.05 | % | ||
| EQ/Xxxxxxx Focus Portfolio |
0.90 | % | 1.15 | % | ||
| EQ/Mid Cap Value PLUS Portfolio |
0.80 | % | 1.05 | % | ||
| EQ/Mutual Shares Portfolio |
1.05 | % | 1.30 | % | ||
| EQ/Xxxxxxxxxxx Global Portfolio |
1.10 | % | 1.35 | % | ||
| XX/Xxxxxxxxxxx Xxxx Xxxxxx Xxxxxxxxxxx Xxxxxxxxx |
1.05 | % | 1.30 | % | ||
| XX/Xxxxxxxxxxx Xxxx Xxxxxx Xxxxx Xxx Portfolio |
1.05 | % | 1.30 | % | ||
| EQ/Xxxxxxxxx Growth Portfolio |
1.10 | % | 1.35 | % | ||
| EQ/Xxx Xxxxxx Xxxxxxxx Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Xxx Xxxxxx Mid Cap Growth Portfolio |
0.75 | % | 1.00 | % | ||
| EQ/Xxx Xxxxxx Real Estate Portfolio |
1.01 | % | 1.26 | % | ||
| * | Reflects contractual limitations by Manager to waive its management fee and/or bear certain expenses, excluding dividend expense. |
| ** | Effective November 2, 2008. |
SCHEDULE B
AMENDMENT NO. 13
FOURTH AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENT
REIMBURSEMENT PERIOD
Five Year Reimbursement Period:
EQ/BlackRock International Value Portfolio (formerly, the EQ/Mercury International Value Portfolio)
EQ/Capital Guardian Growth Portfolio (formerly, EQ/Xxxxxx Growth & Income Value Portfolio)
EQ/Evergreen Omega Portfolio
EQ/JPMorgan Value Opportunities Portfolio (formerly, EQ/Xxxxxx Voyager Portfolio)
EQ/Large Cap Core PLUS Portfolio (formerly, the MarketPLUS Large Cap Core Portfolio)
EQ/Mid Cap Value PLUS Portfolio (formerly ,the MarketPLUS Mid Cap Value Portfolio)
Three Year Reimbursement Period:
Crossings Conservative Allocation Portfolio
Crossings Conservative-Plus Allocation Portfolio
Crossings Moderate Allocation Portfolio
Crossings Moderate-Plus Allocation Portfolio
Crossings Aggressive Allocation Portfolio
EQ/AllianceBernstein International Portfolio
EQ/AllianceBernstein Large Cap Growth Portfolio
EQ/AllianceBernstein Value Portfolio
EQ/Ariel Appreciation II Portfolio
EQ/AXA Xxxxxxxxx Value Long/Short Equity Portfolio
EQ/Xxxxxxx Socially Responsible Portfolio
EQ/Capital Guardian Research Portfolio
EQ/FI Mid Cap Portfolio
EQ/Franklin Income Portfolio
EQ/Franklin Small Cap Value Portfolio
EQ/Franklin Xxxxxxxxx Founding Strategy Portfolio
EQ/International ETF Portfolio EQ/International Core PLUS Portfolio (formerly, MarketPLUS International Core Portfolio)
EQ/Large Cap Growth PLUS Portfolio (formerly, MarketPLUS Large Cap Growth Portfolio)
EQ/Xxxx Xxxxx Value Equity Portfolio
EQ/Lord Xxxxxx Growth and Income Portfolio
EQ/Lord Xxxxxx Mid Cap Value Portfolio
EQ/Lord Xxxxxx Large Cap Core Portfolio
EQ/Xxxxxxx Focus Portfolio
EQ/Mutual Shares Portfolio
EQ/Xxxxxxxxxxx Global Portfolio
EQ/Xxxxxxxxxxx Main Street Opportunity Portfolio
EQ/Xxxxxxxxxxx Main Street Small Cap Portfolio
EQ/Xxxxxxxxx Growth Portfolio
EQ/Xxx Xxxxxx Xxxxxxxx Portfolio
EQ/Xxx Xxxxxx Mid Cap Growth Portfolio
EQ/Xxx Xxxxxx Real Estate Portfolio
