Exhibit 8(b)(iv)
EXECUTION VERSION
AMENDMENT NO. 1
TO THE
PARTICIPATION AGREEMENT
AMONG
PIMCO VARIABLE INSURANCE TRUST,
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
AND
CUNA MUTUAL INSURANCE SOCIETY
THIS AMENDMENT dated as of August 1,2008 (this "Amendment"), is made by and
between PIMCO Variable Insurance Trust ("Trust"), Allianz Global Investors
Distributors LLC ("Distributor") and CUNA Mutual Insurance Society ("Company")
and amends that certain Participation Agreement dated May 1, 2008 (the
"Agreement"). Capitalized terms not otherwise defined herein shall have the
meanings ascribed to them in the Agreement.
WITNESSETH
WHEREAS, the Trust, Distributor and Company wish to amend Schedule A of the
Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and agreements
contained herein and other good and valuable consideration, the receipt and
sufficiency of which is hereby acknowledged by the parties, the Trust,
Distributor and Company hereby agree as follows:
1. New Schedule A. Schedule A to the Agreement is hereby amended and
restated in accordance with Schedule A hereto.
2. In all other respects, the terms of the Agreement shall remain in full
force and effect.
EXECUTION VERSION
Except as expressly supplemented hereby, the Agreement shall continue in
full force and effect.
PIMCO VARIABLE INSURANCE TRUST
(STAMP) By: /s/ Xxxxxx X. Xxxxxxxx
------------------------------------
Name: Xxxxxx X. Xxxxxxxx
Title: President
ALLIANZ GLOBAL INVESTORS
DISTRIBUTORS LLC
(STAMP) By: /s/ Xxxxx Xxxxxx
------------------------------------
Name: Xxxxx Xxxxxx
Title: Managing Director, Head of Sales
CUNA MUTUAL INSURANCE SOCIETY
By: /s/ Xxxxxx X. Xxxxxxx
------------------------------------
Name: Xxxxxx X. Xxxxxxx
Title: Vice President
EXECUTION VERSION
SCHEDULE A
The term "Designated Portfolio" of the Fund will include any currently offered
class of any Portfolio of the Fund (as listed below) as well as any Portfolio of
the Fund or any share class of any Portfolio (now existing or hereafter created)
created subsequent to the date hereof.
DESIGNATED PORTFOLIOS/CLASSES:
Administrative Class Shares
---------------------------
All Asset Portfolio
All Asset All Authority
CommodityRealReturn Strategy Portfolio
Diversified Income Portfolio
Emerging Markets Bond Portfolio
Foreign Bond Portfolio (Unhedged)
Foreign Bond Portfolio (U.S. Dollar-Hedged)
Global Bond Portfolio (Unhedged)
High Yield Portfolio
Long-Term U.S. Government Portfolio
Low Duration Portfolio
Money Market Portfolio
Real Return Portfolio
RealEstateRealReturn Strategy Portfolio
SmallCap StocksPLUS(R) TR Portfolio
Short-Term Portfolio
StocksPLUS(R) Growth and Income Portfolio
StocksPLUS(R) Total Return Portfolio
Total Return Portfolio
Total Return Portfolio II
Institutional Class Shares
--------------------------
All Asset Portfolio
All Asset All Authority
CommodityRealReturn Strategy Portfolio
Diversified Income Portfolio
Emerging Markets Bond Portfolio
Foreign Bond Portfolio (Unhedged)
Foreign Bond Portfolio (U.S. Dollar-Hedged)
Global Bond Portfolio (Unhedged)
High Yield Portfolio
Long-Term U.S. Government Portfolio
Low Duration Portfolio
Money Market Portfolio
Real Return Portfolio
RealEstateRealReturn Strategy Portfolio
EXECUTION VERSION
Short-Term Portfolio
StocksPLUS(R) Growth and Income Portfolio
StocksPLUS(R) Total Return Portfolio
Total Return Portfolio
Total Return Portfolio II
Advisor Class Shares
--------------------
All Asset Portfolio
CommodityRealReturn Strategy Portfolio
Emerging Markets Bond Portfolio
Foreign Bond Portfolio (Unhedged)
Global Bond Portfolio (Unhedged)
High Yield Portfolio
Low Duration Portfolio
Real Return Portfolio
RealEstateRealReturn Strategy Portfolio
SmallCap StocksPLUS(R) TR Portfolio
StocksPLUS(R) Total Return Portfolio
Total Return Portfolio
M Class Shares
--------------
All Asset Portfolio
All Asset All Authority Portfolio