PARTICIPATION AGREEMENT BY AND AMONG AIM VARIABLE INSURANCE FUNDS, A I M DISTRIBUTORS, INC., AND ON BEHALF OF ITSELF AND ITS SEPARATE ACCOUNTS.Participation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Delaware
THIS AGREEMENT, made and entered into as of the 30th day of April, 2004 (“Agreement”), by and among AIM VARIABLE INSURANCE FUNDS, a Delaware Trust (“AVIF”), A I M Distributors, Inc., a Delaware corporation (“AIM”), and C.M. LIFE INSURANCE COMPANY, a Connecticut life insurance company (“LIFE COMPANY”), on behalf of itself and each of its segregated asset accounts listed in Schedule A hereto, as the parties hereto may amend from time to time (each, an “Account,” and collectively, the “Accounts”); and (collectively, the “Parties”).
PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC and MASSMUTUAL LIFE INSURANCE COMPANYParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Texas
THIS AGREEMENT, made and entered into this _27th_ day of _January 2021, by and among MassMutual Life Insurance Company (the “Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”); DFA Investment Dimensions Group Inc. (the “Fund”); the Fund’s investment adviser, Dimensional Fund Advisors LP (the “Adviser”); and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”).
PARTICIPATION AGREEMENTParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Delaware
THIS AGREEMENT, made mad entered into this 1sT day of November, 1999 by and between GOLDMAN SACHS VARIABLE INSURANCE TRUST, an unincorporated business trust formed under the laws of Delaware (the “Trust”), GOLDMAN, SACHS & CO., a New York limited partnership (the “Distributor”), and C.M. LIFE INSURANCE COMPANY, a Connecticut life insurance company (the “Company”), on its own behalf and on behalf of each separate account of the Company identified herein.
Amendment To Participation Agreement among MassMutual Life Insurance Company, DFA Investment Dimensions Group Inc., Dimensional Fund Advisors LP and DFA Securities LLCParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
This amendment to the Participation Agreement dated as of January 27, 2021, as amended (the “Agreement”), is effective as of the 1st day of July, 2021, among MassMutual Life Insurance Company (“Company”) on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”), DFA Investment Dimensions Group Inc. (“Fund”), Dimensional Fund Advisors LP (“Adviser”), and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”). Capitalized terms used herein and not otherwise defined herein shall have the meanings assigned to such terms in the Agreement.
SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
Amended and Restated Rule 22c-2 AgreementRule 22c-2 Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
This Amended and Restated Rule 22c-2 Agreement (“Agreement”) dated November 13, 2012 is entered into by and among Waddell & Reed, Inc. (“Distributor”), as principal underwriter for the Ivy Funds Variable Insurance Portfolios (the “Trust”), and the intermediary firm which is a signatory to this Agreement below (the “Intermediary”), effective as of October 25, 2012.
FUND PARTICIPATION AGREEMENT AMONGFund Participation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Massachusetts
THIS AGREEMENT is made and entered into as of the 9th day of October, 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”); 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 (the “Agreement”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Massachusetts
THIS AGREEMENT is entered into as of the 7th day of March, 2003 among C.M. Life Insurance Company, a life insurance company organized under the laws of the State of Connecticut (on behalf of itself and certain of its separate accounts, hereinafter referred to as “C.M. Life”); AMERICAN FUNDS INSURANCE SERIES (“Series”), an open-end management investment company organized under the laws of the Commonwealth of Massachusetts, and CAPITAL RESEARCH AND MANAGEMENT COMPANY (“CRMC”), a corporation organized under the laws of the State of Delaware.
AMENDMENT NO. 2 TO PARTICIPATION AGREEMENT Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Massachusetts Mutual Life Insurance CompanyParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • California
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we” or “us”) and, Massachusetts Mutual Life Insurance Company, C.M. Life Insurance Company and MML Bay State Life Insurance Company (“you”), on your behalf and on behalf of certain Accounts, have previously entered into a Participation Agreement dated May 1, 2000 (the “Agreement”). The parties now desire to amend the Agreement in this amendment (the “Amendment”).
UNDERWRITING AND SERVICING AGREEMENTUnderwriting and Servicing Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Connecticut
This UNDERWRITING AND SERVICING AGREEMENT is made this 1st day of April, 2014, by and between MML Strategic Distributors, LLC (“MSD”) and C.M. Life Insurance Company (“C.M. Life”), on its own behalf and on behalf of C.M. Life’s variable annuity and variable life separate accounts included on Exhibit A (the “Separate Accounts”), as follows:
AMENDMENT TO PARTICIPATION AGREEMENT AMENDMENT NO. 3Participation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
This AMENDMENT is effective as of this 6th day of April 2011, by and among GOLDMAN SACHS VARIABLE INSURANCE TRUST, a statutory trust formed under the laws of Delaware (the “Trust”), GOLDMAN, SACHS & CO., a New York limited partnership (the “Distributor”), and C.M. LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Connecticut (the “Company”), on its own behalf and on behalf of each separate account of the Company identified in the Participation Agreement (as defined below).
Amendment to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Massachusetts Mutual Life Insurance CompanyParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Massachusetts Mutual Life Insurance Company, C.M. Life Insurance Company and MML Distributors, LLC, your distributor (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, as amended (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment’’). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
PARTICIPATION AGREEMENT Massachusetts Mutual Life Insurance CompanyParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Kansas
This Participation Agreement (“Agreement”), dated as of the 25 day of October, 2012, is made by and between MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (“Company”), on behalf of itself and each of the separate accounts (“Variable Accounts”), WADDELL & REED, INC. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and IVY FUNDS VARIABLE INSURANCE PORTFOLIOS (“Ivy Funds VIP”).
UNDERWRITING AND SERVICING AGREEMENTUnderwriting and Servicing Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Connecticut
This UNDERWRITING AND SERVICING AGREEMENT is made this 16thday of December, 2014, by and between MML Investors Services, LLC (“MMLIS”) and C.M. Life Insurance Company (“C.M. Life”), on its own behalf and on behalf of C.M. Life’s variable annuity and variable life separate accounts included on Exhibit A (the “Separate Accounts”), as follows:
BUSINESS AGREEMENTBusiness Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • California
THIS AGREEMENT is entered into as of the 7th day of March, 2003 (the “Effective Date”) by and among C.M. Life Insurance Company, a life insurance company organized under the laws of the State of Connecticut (on behalf of itself and certain of its separate accounts and hereinafter referred to as “C.M. Life”); MML Distributors, LLC (the “Distributor”), a limited liability company organized under the laws of the State of Connecticut; AMERICAN FUNDS DISTRIBUTORS, INC. (“AFD”), a corporation organized under the laws of the State of the California; and CAPITOL RESEARCH AND MANAGEMENT COMPANY (“CRMC”), a corporation organized under the laws of the State of Delaware.
SHAREHOLDER INFORMATION AGREEMENTShareholder Information Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
SHAREHOLDER INFORMATION AGREEMENT entered into as of March 20, 2007 by and between MFS Fund Distributors, Inc. (“MFD”), principal underwriter to the MFS funds, and Massachusetts Mutual Life Insurance Company and C.M. Life Insurance Company (each an “Intermediary”) with an effective date of October 16, 2007.
SHAREHOLDER INFORMATION AGREEMENTShareholder Information Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Massachusetts
SHAREHOLDER INFORMATION AGREEMENT entered into as of March 27, 2007 by and between American Funds Service Company (the “Fund Agent”) on behalf of the American Funds (the “Funds”) and Massachusetts Mutual Life Insurance Company and C.M. Life Insurance Company (each an “Intermediary”) with an effective date of October 16, 2007.
SHAREHOLDER INFORMATION AGREEMENTShareholder Information Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • New York
SHAREHOLDER INFORMATION AGREEMENT entered into as of April 16, 2007 by and between Goldman, Sachs & Co. (the “Fund Agent”) and Massachusetts Mutual Life Insurance Company and C.M. Life Insurance Company (each an “Intermediary”) with an effective date of October 16, 2007.
PARTICIPATION AGREEMENT Among andParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Maryland
THIS AGREEMENT, made and entered into as of this [ ]day of [ ] 1998 by and among C.M. Life Insurance Company (hereinafter, the “Company”), a Connecticut insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each account hereinafter referred to as the “Account” or “accounts,” as applicable), and the undersigned fund, a corporation organized under the laws of Maryland (each hereinafter referred to as the “Fund”) and T. Rowe Price Investment Services, Inc. (hereinafter the “Underwriter”), a Maryland corporation.
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
THIS AMENDMENT TO THE AGREEMENT, made and entered into as of this [ ] day of August, 2007 by and among C.M. Life Insurance Company (hereinafter, the “Company”), T. Rowe Price Equity Series, Inc., (each hereinafter referred to as the “Fund”) and T. Rowe Price Investment Services, Inc. (hereinafter the “Underwriter”).
FIRST AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
WHEREAS, Massachusetts Mutual Life Insurance Company (“Company”), Waddell & Reed, Inc. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and Ivy Funds Variable Insurance Portfolios (the “Ivy Funds VIP”) entered into said Participation Agreement dated October 25, 2012, (the “Agreement”) ; and
Amendment to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Massachusetts Mutual Life Insurance Company C.M. Life Insurance Company MML Bay State Life Insurance CompanyParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
The Participation agreement, dated as of May 1, 2000, by and among Franklin Templeton Variable Insurance Products Trust, Franklin Templeton Distributors, Inc., Masssachusetts Mutual Life Insurance Company, C.M. Life Insurance Company, and MML Bay State Life Insurance Company (the “Agreement”) is hereby amended as follows:
Summary Prospectus AgreementSummary Prospectus Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
This Summary Prospectus Agreement between Fidelity Distributors Corporation (the “Underwriter”) and Massachusetts Mutual Life Insurance Company, C.M. Life Insurance Company, and MML Bay State Life Insurance Company (collectively “Insurance Company”) is effective this 1st day of May, 2011.
AMENDMENT TO PARTICIPATION AGREEMENT REGARDING RULES 30e-3 AND 498AParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
Massachusetts Mutual Life Insurance Company (the “Company”), Delaware VIP Trust (the “Fund”), Delaware Management Company (the “Adviser”), a series of Macquarie Investment Management Business Trust, a Delaware statutory trust, and Delaware Distributors, L.P. ( the “Distributor” or the “Underwriter”), a Delaware limited partnership , entered into a certain participation agreement dated October 10, 2016 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of January 1, 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
AMENDMENT NO. 5 TO SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
THIS AMENDMENT NO. 5 TO SHAREHOLDER SERVICES AGREEMENT (the “Amendment”) is effective as of this 1st day of November, 2008, by and among MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (“Mass Mutual”), C.M. LIFE INSURANCE COMPANY (“C.M. Life”), MML BAY STATE LIFE INSURANCE COMPANY (“MMLBay”) (Mass Mutual, C.M. Life and MMLBay are collectively referred to as the “Company”), AMERICAN CENTURY INVESTMENT MANAGEMENT, INC. (“ACIM”) and AMERICAN CENTURY INVESTMENT SERVICES, INC. (“ACIS”) (ACIM and ACIS are collectively referred to as “American Century”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
AMENDMENT TO PARTICIPATION AGREEMENT REGARDING RULES 30e-3 AND 498AParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
Massachusetts Mutual Life Insurance Company (the "Company"), Northern Lights Variable Trust (the "Fund"), a Delaware business trust, ValMark Advisers, Inc. (the "Adviser"), an Ohio corporation, and Northern Lights Distributors, LLC (the "Underwriter"), a Nebraska limited liability company, entered into a certain participation agreement dated October 9, 2020 (the "Participation Agreement"). This Amendment (the "Amendment") to the Participation Agreement is entered into as of March 17, 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the "Accounts"), the Fund, the Adviser, and the Underwriter (collectively, the "Parties").
AMENDMENT NO. 3 TO PARTICIPATION AGREEMENT Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Massachusetts Mutual Life Insurance CompanyParticipation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we” or “us”), Massachusetts Mutual Life Insurance Company and C.M. Life Insurance Company (together the “Company” or “you”), and MML Distributors, LLC, your distributor, on your behalf and on behalf of certain Accounts, have previously entered into a Participation Agreement dated May 1, 2000 and amended April 15, 2001 and May 1, 2003, (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
Joinder to Participation AgreementJoinder to Participation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I • Texas
THIS JOINDER (“Joinder”) dated August 23, 2021 to that certain Participation Agreement (the “Participation Agreement”) made and entered into on the 27th day of January 2021, by and among Massachusetts Mutual Life Insurance Company (also known as MassMutual Life Insurance Company, the “Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”); DFA Investment Dimensions Group Inc. (the “Fund”); the Fund’s investment adviser, Dimensional Fund Advisors LP (the “Adviser”); and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”).
AMENDMENT to the FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
AMENDMENT, dated as of May 1, 2006, to the Fund Participation Agreement dated as of the 7th day of March 2003 (the “Agreement”), by and between American Funds Insurance Series (“Series”), Capital Research and Management Company (“CRMC”), and C.M. Life Insurance Company (“C.M. Life”).
AMENDMENT NO. 1 TO THE ADMINISTRATIVE SERVICES AGREEMENT BETWEEN MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY AND LORD ABBETT SERIES FUND, INC.Administrative Services Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
THIS AMENDMENT, made and entered into as of the 20th day of September, 2021, amends the Administrative Services Agreement entered into as of the 7th day of February, 2017 (the “Agreement”) by and between MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (the “Insurance Company”) and LORD ABBETT SERIES FUND, INC., a Maryland corporation (the "Fund").
AMENDMENT NO. 3 TO SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
THIS AMENDMENT NO. 3 TO SHAREHOLDER SERVICES AGREEMENT is effective as of the 1st day of January, 2000, by and among MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (“Mass Mutual”), C.M. LIFE INSURANCE COMPANY (“C.M. Life,”) and MML BAY STATE LIFE INSURANCE COMPANY (“MMLBay,”) and collectively with Mass Mutual and C.M. Life, “Company”) and AMERICAN CENTURY INVESTMENT MANAGEMENT, INC. (“ACIM”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
AMENDMENT NO. 1 TO SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
THIS AMENDMENT NO. 1 TO SHAREHOLDER SERVICES AGREEMENT is made as of the 1st day of May, 1999, by and among MASSACHUSETTS MUTUAL LIFE INSURANCE (“MassMutual”) and C.M. LIFE INSURANCE COMPANY (“C.M. Life”, and collectively with Mass Mutual, “Company”) and AMERICAN CENTURY INVESTMENT MANAGEMENT, INC. (“ACIM”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
AMENDMENT TO SERVICE CONTRACTService Contract • September 27th, 2021 • C M Life Variable Life Separate Account I
This serves as an Amendment to your Service Contract(s) (the “Agreement(s)”), by and among you and Fidelity Distributors Corporation (“FDC”). This agreement is hereby amended effective November 1, 2018, as follows:
AMENDMENT NO. 1 TO THE SHAREHOLDER SERVICING AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY AND EATON VANCE VARIABLE TRUSTShareholder Servicing Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
THIS AMENDMENT, made and entered into as of the 10th day of August, 2021, amends the Shareholder Servicing Agreement entered into as of the 30th day of January, 2017 (the “Agreement”) by and between MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the Commonwealth of Massachusetts (the “Service Organization”) and EATON VANCE VARIABLE TRUST (the "Trust"), a Massachusetts business trust.
AMENDMENT NO. 2 TO THE FUND PARTICIPATION AGREEMENT AMONG MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, EATON VANCE VARIABLE TRUST, AND EATON VANCE DISTRIBUTORS, INC.Fund Participation Agreement • September 27th, 2021 • C M Life Variable Life Separate Account I
THIS AMENDMENT, made and entered into as of the 10th day of August, 2021, 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 “Company”), EATON VANCE VARIABLE TRUST (the "Trust"), a Massachusetts business trust, and EATON VANCE DISTRIBUTORS, INC. (the “Underwriter”).
