FORM OF FUND PARTICIPATION AGREEMENT Schwab Annuity Portfolios PARTICIPATION AGREEMENT Among SCHWAB ANNUITY PORTFOLIOS, and CHARLES SCHWAB & CO., INC.Fund Participation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I • California
THIS AGREEMENT, made and entered into as of this [__] day of [____________], 2024 by and among [_______________________________] (“Company”), on its own behalf and on behalf of each of its segregated asset accounts named on Schedule A (the “Account”); SCHWAB ANNUITY PORTFOLIOS, a business trust organized under the laws of Massachusetts (“Fund”); and CHARLES SCHWAB & CO., INC., a California corporation (“Schwab” or the “Distributor”) (each a “Party,” and collectively, the “Parties”).
FUND PARTICIPATION AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, LEGG MASON INVESTOR SERVICES, LLC, LEGG MASON PARTNERS FUND ADVISOR, LLCAgreement • April 25th, 2024 • C M Life Variable Life Separate Account I • New York
THIS AGREEMENT is made and entered into as of the 2nd day of December, 2020 by and among MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (the “Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A attached hereto, as may be amended from time to time (each separate account hereinafter referred to individually as an “Account” and collectively as the “Accounts”); LEGG MASON PARTNERS VARIABLE EQUITY TRUST, a Maryland Corporation and LEGG MASON PARTNERS VARIABLE INCOME TRUST, a Maryland Corporation (each a “Fund”, collectively the “Funds”), LEGG MASON INVESTOR SERVICES, LLC, a Maryland limited liability company (the “Distributor” or “LMIS”), and LEGG MASON PARTNERS FUND ADVISOR, LLC, a Maryland limited liability company (the “Adviser”).
DISTRIBUTION SERVICES AGREEMENTDistribution Services Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
This Distribution Services Agreement (“Agreement”) is made as of April 29, 2024 by and between Lincoln Financial Distributors, Inc. (the “Distributor”), and MML Investors Services, LLC (“MMLIS”) and MML Strategic Distributors, LLC (“MSD”) (each referred to herein as the “Broker-Dealer” or together, the “Broker-Dealers”).
VARIABLE INSURANCE PORTFOLIO ADMINISTRATIVE FEE AGREEMENTParticipation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I • Maryland
THIS VARIABLE INSURANCE PORTFOLIO ADMINISTRATIVE FEE AGREEMENT (“Agreement”) is entered into as of May 1, 2024 (“Effective Date”) by and between T. Rowe Price Services, Inc. (“Price Services”) and Massachusetts Mutual Life Insurance Company (the “Company”).
First Amendment to Administrative Services AgreementAdministrative Services Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
This First Amendment (the “Amendment”), by and among Lincoln Financial Investments Corporation, a Tennessee corporation (“Adviser”), Lincoln National Life Insurance Company (the “Administrator”), Massachusetts Mutual Life Insurance Company, a life insurance company organized under the laws of the Commonwealth of Massachusetts (“MassMutual”), and C.M. Life Insurance Company, a life insurance company organized under the laws of the State of Connecticut (“C.M. Life” and together with MassMutual, “Company”) is effective as of April 29, 2024 (the “Effective Date”).
Amendment No. 11 to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin Distributors, LLCParticipation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
WHEREAS, Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin Distributors, LLC (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Massachusetts Mutual Life Insurance Company, C.M. Life Insurance Company, MML Distributors, LLC (“MMLD”), MML Investors Services, LLC (“MMLIS”), and MML Strategic Distributors, LLC (“MSD,” and together with MMLD and MMLIS, the “Distributors”), your distributors (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated May 1, 2000 and subsequently amended April 15, 2001, May 1, 2003, June 5, 2007, October 25, 2010, January 15, 2013, August 6, 2014, July 1, 2016, September 8, 2020, June 25, 2021, September 1, 2022, and further modified by an addendum dated March 20, 2012 (the “Agreement”).
AUTOMATIC AND FACULTATIVE YRT REINSURANCE AGREEMENT by and between MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, and SWISS RE LIFE & HEALTH AMERICA INC. Effective Date: January 1, 2023 Coverage: [ ]/ [ ]/SL18.22/[ ]/[ ] (COLI/[ ]) TAI Codes: [ ]...Automatic and Facultative Yrt Reinsurance Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I • Massachusetts
Amendment to Fund Participation AgreementFund Participation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
This Amendment (the “Amendment”), by and among Lincoln Variable Insurance Products Trust, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), Lincoln Financial Investments Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), Massachusetts Mutual Life Insurance Company, a life insurance company organized under the laws of the Commonwealth of Massachusetts (“MassMutual”), and C.M. Life Insurance Company, a life insurance company organized under the laws of the State of Connecticut (“C.M. Life” and together with MassMutual, “Company”) is effective as of April 29, 2024 (the “Effective Date”).
AMENDMENT NO. 3 TO SERVICE AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, C.M. LIFE INSURANCE COMPANY, AND DELAWARE DISTRIBUTORS, L.P.Service Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
THIS AMENDMENT is made and entered into as of the 25th day of July, 2023, amends the Service Agreement entered into as of the 10th day of October, 2016, as amended (the “Agreement”) by and between MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (“MassMutual”), C.M. LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Connecticut (“C.M. Life,” and together with MassMutual, the “Company”) and DELAWARE DISTRIBUTORS, L.P. (the “Distributor”), a limited partnership organized under the laws of the State of Delaware and principal underwriter/distributor of the Fund.
Amendment No. 7 to Administrative Services Agreement Franklin Distributors, LLC Massachusetts Mutual Life Insurance CompanyAdministrative Services Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
THIS AMENDMENT is made by and between Franklin Distributors, LLC (the "Fund Administrator"), Massachusetts Mutual Life Insurance Company and C.M. Life Insurance Company (together, the "Company").
AMENDMENT NO. 3 TO THE FUND PARTICIPATION AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, C.M. LIFE INSURANCE COMPANY, EATON VANCE VARIABLE TRUST, AND EATON VANCE DISTRIBUTORS, INC.C M Life Variable Life Separate Account I • April 25th, 2024
THIS AMENDMENT, made and entered into as of the 14th day of July, 2023, amends the Fund Participation Agreement entered into as of the 30th day of January, 2017, as amended (the “Agreement”) by and among MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (the “MassMutual”), C.M. LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Connecticut (“C.M. Life, and together with MassMutual, the “Company”), EATON VANCE VARIABLE TRUST (the “Trust”), a Massachusetts business trust, and EATON VANCE DISTRIBUTORS, INC. (the “Underwriter”).
AUTOMATIC AND FACULTATIVE YRT REINSURANCE AGREEMENT by and between MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, and HANNOVER LFE REASSURANCE COMPANY OF AMERICA Effective Date: January 1, 2023 Coverage: [ ]/[ ]/SL18.22/[ ]/[ ] (COLI/[ ]) TAI Code: [ ]...Automatic and Facultative Yrt Reinsurance Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I • Massachusetts
AMENDMENT NO. 5 FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
This Amendment, dated as of April 2 , 2024, amends the Fund Participation Agreement (the “Agreement”), dated the 7th day of March, 2003, as amended, by and among C.M. Life Insurance Company (on behalf of itself and certain of its separate accounts, hereinafter referred to as “C.M. Life”); American Funds Insurance Series (“Series”); American Funds Service Company (“Transfer Agent”); American Funds Distributors, Inc. (“AFD”), and Capital Research and Management Company (“CRMC”).
Amendment to Participation Agreement As of June 25, 2021 by and among Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Legg Mason Investor Services, LLC Massachusetts Mutual Life Insurance CompanyAmendment to Participation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
This Amendment (“Amendment”) to the Participation Agreement by and among Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc., a New York Corporation (“FTDI” and together with the Trust, “we,” “our,” or “us”), and Massachusetts Mutual Life Insurance Company, C.M. Life Insurance Company and MML Bay State Life Insurance Company (each, the “Company,” “you” or “your”), each Company on its own behalf and on behalf of certain of its Accounts, is made as of June 25, 2021, by and among the Trust, FTDI, each Company, and Legg Mason Investor Services, LLC, a registered broker dealer and affiliate of FTDI (“LMIS”, and together with the Trust, FTDI, and each Company, the “Parties”). Unless otherwise indicated, the terms defined in the Participation Agreement shall have the same meaning in this Amendment.
AMENDMENT NO. 3 TO FUND PARTICIPATION AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY NORTHERN LIGHTS VARIABLE TRUST VALMARK ADVISERS, INC. AND NORTHERN LIGHTS DISTRIBUTORS, LLCFund Participation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
THIS AMENDMENT, made and entered into as of the 26th day of June, 2023, amends the Fund Participation Agreement entered into as of the 9th day of October, 2020, as amended (the “Agreement”) by and among MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (“MassMutual”), C.M. LIFE INSURANCE COMPANY (“C.M. Life,” and together with MassMutual, the “Company”); NORTHERN LIGHTS VARIABLE TRUST, an open-end management investment company organized under the laws of Delaware (the “Fund”); VALMARK ADVISERS, INC. (the “Adviser”), an Ohio corporation; and NORTHERN LIGHTS DISTRIBUTORS, LLC (the “Underwriter”), a Nebraska limited liability company.
THIRD AMENDMENT TO BUSINESS AGREEMENTBusiness Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
This Third Amendment, dated as of April 2 , 2024, is by and among Massachusetts Mutual Life Insurance Company (“MassMutual”), MML Strategic Distributors, LLC (“MSD”), American Fund Distributors, Inc. (“AFD”), and Capital Research and Management Company (“CRMC”). This Amendment amends the Business Agreement dated March 7, 2003 as amended (the “Agreement”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed such terms in the Agreement.
SUPPLEMENT TO THE VARIABLE INSURANCE PORTFOLIO ADMINISTRATIVE FEE AGREEMENTParticipation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
THIS SUPPLEMENT TO THE VARIABLE INSURANCE PORTFOLIO ADMINISTRATIVE FEE AGREEMENT (the “Supplement”) is entered into as of May 1, 2024 by and between T. Rowe Price Associates, Inc. (“Price Associates”) and Massachusetts Mutual Life Insurance Company (the “Company”).
AMENDMENT NO. 2 TO FUND PARTICIPATION AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, FRANKLIN DISTRIBUTORS, LLC, LEGG MASON PARTNERS FUND ADVISOR, LLCFund Participation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
THIS AMENDMENT, made and entered into as of the 25th day of July, 2023, amends the Fund Participation Agreement entered into as of the 2nd day of December, 2020, as amended (the “Agreement”) by and among MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (“MassMutual”), C.M. LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Connecticut (“C.M. Life”), MML BAY STATE LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Connecticut (“MML Bay State” and together with MassMutual and C.M. Life, the “Company”); LEGG MASON PARTNERS VARIABLE EQUITY TRUST, a Maryland corporation and LEGG MASON PARTNERS VARIABLE INCOME TRUST, a Maryland corporation (each a “Fund”, collectively the “Funds”), FRANKLIN DISTRIBUTORS, LLC (formerly LEGG MASON INVESTOR SERVICES, LLC), a Maryland limited liability company (the “Distributor” or “FDLLC”), and LEGG MAS
AMENDMENT NO. 1 TO FUND PARTICIPATION AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, FRANKLIN DISTRIBUTORS, LLC, LEGG MASON PARTNERS FUND ADVISOR, LLCFund Participation Agreement • April 25th, 2024 • C M Life Variable Life Separate Account I
THIS AMENDMENT is made and entered into as of the 1st day of May, 2023, amends the Fund Participation Agreement entered into as of the 2nd day of December, 2020, (the “Agreement”) by and among MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (the “Company”); LEGG MASON PARTNERS VARIABLE EQUITY TRUST, a Maryland corporation and LEGG MASON PARTNERS VARIABLE INCOME TRUST, a Maryland corporation (each a “Fund”, collectively the “Funds”), FRANKLIN DISTRIBUTORS, LLC (formerly LEGG MASON INVESTOR SERVICES, LLC), a Maryland limited liability company (the “Distributor” or “FDLLC”), and LEGG MASON PARTNERS FUND ADVISOR, LLC, a Maryland limited liability company (the “Adviser”).
AMENDMENT NO. 3 TO THE FUND PARTICIPATION AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, DELAWARE MANAGEMENT COMPANY, AND DELAWARE DISTRIBUTORS, L.P.C M Life Variable Life Separate Account I • April 25th, 2024
THIS AMENDMENT, made and entered into as of the 25th day of July 2023, amends the Fund Participation Agreement entered into as of the 10th day of October, 2016, as amended (the “Agreement”) by and among MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (“MassMutual”), C.M. LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Connecticut (“C.M. Life,” and together with MassMutual, the “Company”), DELAWARE VIP TRUST, an open-end management investment company organized as a statutory trust under the laws of the State of Delaware (the “Fund”); DELAWARE MANAGEMENT COMPANY, (the “Adviser”), a series of Macquarie Investment Management Business Trust (formerly Delaware Management Business Trust), a statutory trust organized under the laws of the State of Delaware and investment adviser to the Fund; and DELAWARE DISTRIBUTORS, L.P. (the “Underwriter”), a limited partnership orga
