AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • September 18th, 2014 • MFS Variable Insurance Trust • Massachusetts
Contract Type FiledSeptember 18th, 2014 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION (the “Agreement”) is made this 31st day of July, 2014, by and between MFS Variable Insurance Trust II, a Massachusetts business trust (“Trust II”), on behalf of MFS Value Portfolio, a segregated portfolio of assets (“series”) thereof (the “Acquired Fund”), and MFS Variable Insurance Trust, a Massachusetts business trust (“Trust I”), on behalf of MFS Value Series, a segregated portfolio of assets (“series”) thereof (the “Surviving Fund”), each with its principal place of business at 111 Huntington Avenue, Boston, Massachusetts 02199-7618. Each of the Acquired Fund and the Surviving Fund are also referred to herein as a “Fund” and, together, as the “Funds.”