Standard Contracts
Participation Agreement between Monumental Life Insurance Company, Federated Insurance Series, and Federated Securities Corp.Participation Agreement • April 17th, 2012 • Separate Account Va Cc • Pennsylvania
Assume that the total fund expense is 100 basis points. Of such 100 basis points, Federated retains 40 basis points and pays out 60 basis points to clients. As a result, the pro-rata ratio is 40/60. With respect to a particular month’s waiver, if the waiver was 10 basis points, then the 40/60 split would be applied such that Federated’s share of the waiver would be 4 basis points and the clients (in total) would realize a 6 basis point waiver for that month. This calculation is done by considering the total amount retained by Federated and the total amount paid to all clients; the calculation is not done on a client by client basis.
EXHIBIT (8)(j)(1) Participation Agreement between TLIC, TFLIC, Monumental, TOLIC and ColumbiaParticipation Agreement • April 17th, 2012 • Separate Account Va Cc • Massachusetts
THIS PARTICIPATION AGREEMENT (“Agreement”), made and entered into as of this 1ST day of May, 2007, between Transamerica Life Insurance Company, a life insurance company organized under the laws of the State of Iowa; Transamerica Financial Life Insurance Company, a New York life insurance company; Peoples Benefit Life Insurance Company, an Iowa stock life insurance company, Transamerica Occidental Life Insurance Company, a life insurance company organized under the laws of the State of Iowa (each as the “Insurance Company”), on its own behalf and on behalf of its separate accounts (the “Accounts”); and Columbia Funds VARIABLE INSURANCE TRUST, an open-end management investment company organized under the laws of the State of Massachusetts (the “Fund”), COLUMBIA MANAGEMENT ADVISORS, LLC (the “Adviser”), a Delaware limited liability corporation, and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the “Distributor”), a Massachusetts corporation.
AMENDMENT NO. 11 TO THE FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 17th, 2012 • Separate Account Va Cc
This Amendment is to the Fund Participation Agreement dated May 1, 2001, as amended, (“Agreement”) between Transamerica Life Insurance Company, Monumental Life Insurance Company, Transamerica Financial Life Insurance Company, life insurance companies organized under the laws of the State of New York (each, “Insurance Company”), on behalf of themselves and on behalf of the Separate Accounts listed on Exhibit A of the Agreement, Dreyfus Variable Investment Fund, Dreyfus Investment Portfolios, The Dreyfus Socially Responsible Growth Fund, Inc. and the Dreyfus Stock Index Fund, Inc. (each as the “Fund”) (the “Agreement”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such term in the Agreement.
AMENDMENT OF AGREEMENTSAmendment to the Agreements (Columbia Funds) • April 17th, 2012 • Separate Account Va Cc
This amendment (the Amendment) to the agreements (individually, the “Agreement, collectively, the “Agreements) identified in Attachment A, attached hereto, is effective as of March 1st 2012.
ASSIGNMENT AND ASSUMPTION AGREEMENTAssignment and Assumption Agreement • April 17th, 2012 • Separate Account Va Cc
THIS ASSIGNMENT AND ASSUMPTION AGREEMENT (the “Agreement”) is made as of October 1,2007 by and among Peoples Benefit Life Insurance Company (“Peoples”), Monumental Life Insurance Company (“Monumental”), Transamerica Life Insurance Company (“TLIC”), Transamerica Financial Life Insurance Company (“TFLIC”). and Transamerica Occidental Life Insurance Company (together with TIJC and TFLIC, “Transamerica”), and Columbia Funds Variable Insurance Trust (the “Fund”), Columbia Management Advisors, LLC (“CMA”), and Columbia Management Distributors, Inc. (together with the Fund and CMA, “Columbia”).
EXHIBIT (8)(j)(4) Amendment No. 2 to Participation Agreement (Columbia Funds)Participation Agreement • April 17th, 2012 • Separate Account Va Cc
Amendment No. 2 dated as of April 23, 2010 to the Participation Agreement (the “Agreement”), dated as of May 1, 2007, between TRANSAMERICA LIFE INSURANCE COMPANY; TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY; MONUMENTAL LIFE INSURANCE COMPANY (each as the “Insurance Company”), on its own behalf and on behalf of its separate accounts; COLUMBIA FUNDS VARIABLE INSURANCE TRUST (the “Fund”); COLUMBIA MANAGEMENT ADVISORS, LLC (the “Adviser”); and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the “Distributor”).
EXHIBIT (8)(j)(5) Amendment No. 3 to Participation Agreement (Columbia Funds)Participation Agreement • April 17th, 2012 • Separate Account Va Cc
Amendment No.3 dated as of July 1, 2010 to the Participation Agreement (the “Agreement”), dated as of May 1, 2007, between TRANSAMERICA LIFE INSURANCE COMPANY; TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY; MONUMENTAL LIFE INSURANCE COMPANY (each as the “Insurance Company”), on its own behalf and on behalf of its separate accounts; COLUMBIA FUNDS VARIABLE INSURANCE TRUST (the “Fund”); COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (formerly known as RiverSource Investments, LLC), (the “Adviser”), as assignee of Columbia Management Advisors, LLC; and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. ..(formerly known as RiverSource Fund Distributors, Inc.) (the “Distributor”), as assignee of Columbia Management Distributors, Inc.
EXHIBIT (8)(j)(2) Amendment No. 1 to Participation Agreement (Columbia Funds)Participation Agreement • April 17th, 2012 • Separate Account Va Cc
Amendment No. 1 dated as of August 24, 2009 to the Participation Agreement (the “Agreement”), dated as of May 1, 2007 between TRANSAMERICA LIFE INSURANCE COMPANY; TRANSAMERlCA FINANCIAL LIFE INSURANCE COMPANY; MONUMENTAL LIFE INSURANCE COMPANY (each as the “Insurance Company”), on its own behalf and on behalf of its separate accounts; COLUMBIA FUNDS VARlABLE INSURANCE TRUST (the “Fund”); COLUMBIA MANAGEMENT ADVISORS, LLC (the “Adviser”); and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the “Distributor”).
