FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust • Massachusetts
This Fund Participation Agreement (the “Agreement”), effective as of 24th day of April, 2009, is made by and among The Lincoln National Life Insurance Company (“Lincoln Life”), Lincoln Life and Annuity Company of New York (“Lincoln New York”) (Lincoln Life and Lincoln New York collectively referred to as “Company”), JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisors, JPMorgan Investment Advisors Inc. and J. P. Morgan Investment Management Inc. (the “Advisers”), and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”).
JPMORGAN DISTRIBUTION SERVICES, INC. JPMORGAN INSURANCE TRUST DISTRIBUTION FEE AGREEMENTDistribution Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust • Ohio
THIS AGREEMENT is made as of the 1st day of December, 2014 by and between JPMorgan Distribution Services, Inc. (“JPMDS”), and Pacific Select Distributors, Inc (the “Financial Intermediary”).
3rd Amendment to Fund Participation AgreementFund Participation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
WHEREAS, Lincoln National Life Insurance Company, Lincoln Life & Annuity Company of New York (collectively referred to as the “Company”), JPMorgan Insurance Trust (“Trust”), J.P. Morgan Investment Management Inc (the “Adviser”), and JPMorgan Funds Management, Inc. (the “Administrator”) entered into a Fund Participation Agreement dated April 24, 2009, as amended April 15, 2011 (the “Agreement”); and
AMENDMENT NO. 1 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
WHEREAS, Pacific Life Insurance Company (“Company”), JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisor, J. P. Morgan Investment Management Inc. (the “Adviser”), and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”) have entered into a Fund Participation Agreement dated June 10, 2004 (the “Agreement”); and
JPMORGAN DISTRIBUTION SERVICES, INC. JPMORGAN INSURANCE TRUST DISTRIBUTION FEE AGREEMENTDistribution Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust • New York
THIS AGREEMENT is effective as of the 1stday of May, 2014 by and between JPMorgan Distribution Services, Inc. (“JPMDS”), and Lincoln Financial Distributors, Inc. (the “Financial Intermediary”).
2nd Amendment to Fund Participation AgreementFund Participation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
WHEREAS, Lincoln National Life Insurance Company, Lincoln Life and Annuity Company of New York (collectively referred to as the “Company”), JPMorgan Insurance Trust (“Trust”), J.P. Morgan Investment management Inc (the “Adviser”), and JPMorgan Funds Management, Inc. (the “Administrator”) entered into a Fund Participation Agreement dated April 24, 2009, as amended April 15, 2011 (the “Agreement”); and
4th Amendment to Fund Participation AgreementFund Participation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
WHEREAS, Lincoln National Life Insurance Company, Lincoln Life & Annuity Company of New York (collectively referred to as the “Company”), JPMorgan Insurance Trust (“Trust”), J.P. Morgan Investment Management Inc (the “Adviser”), and JPMorgan Funds Management, Inc. (the “Administrator”) entered into a Fund Participation Agreement dated April 24, 2009, as amended (the “Agreement”); and
FIRST AMENDMENT TO DISTRIBUTION FEE AGREEMENTDistribution Fee Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
WHEREAS, Lincoln Financial Distributors, Inc. (the “Financial Intermediary”), and JPMorgan Distribution Services (“JPMDS”) have entered into a Distribution Fee Agreement dated May 1, 2014 (the “Agreement”); and
May 1, 2015 JPMorgan Insurance TrustExpense Limitation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
FIFTH AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
WHEREAS, Lincoln National Life Insurance Company, Lincoln Life and Annuity Company of New York (collectively referred to as the “Company”), JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisor, J. P. Morgan Investment Management Inc. (the “Adviser”), and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”) have entered into a Fund Participation Agreement dated April 24, 2009, as amended (the “Agreement”); and
AMENDMENT NO. 1 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
WHEREAS, Pacific Life & Annuity Company (“Company”), JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisor, J. P. Morgan Investment Management Inc. (the “Adviser”), and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”) have entered into a Fund Participation Agreement dated August 1, 2005 (the “Agreement”); and
Amendment to Fund Participation AgreementFund Participation Agreement • April 23rd, 2015 • Jpmorgan Insurance Trust
Reference is made to the Fund Participation Agreement dated as of April 24, 2009 among The Lincoln National Life Insurance Company, Lincoln Life and Annuity Company of New York (collectively referred to as the “Company”), JPMorgan Insurance Trust (“Trust”), J. P. Morgan Investment Management Inc. (the “Adviser”), and JPMorgan Funds Management, Inc. (the “Administrator).
