AMENDMENT NUMBER 2 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
This Amendment Number 2 to the Fund Participation Agreement (“Agreement”), dated April 24, 2009, as amended, between JPMorgan Insurance Trust (the “Trust”), JPMorgan Investment Management, Inc. (the “Adviser”), JPMorgan Funds Management, Inc. (the “Administrator”) and Delaware Life Insurance Company and Delaware Life Insurance Company of New York (collectively the “Company”) is effective May 29 , 2018.
AMENDMENT NUMBER 1 TO PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, MFS VARIABLE INSURANCE TRUST III, SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK AND...Participation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
This Amendment Number 1 (the “Amendment”) to the Participation Agreement dated December 1, 2012 (the “Agreement”) by and among MFS Variable Insurance Trust, MFS Variable Insurance Trust II, MFS Variable Insurance Trust III (each referred to, individually, as the “Trust” and, collectively, the “Trusts”), SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, (collectively, the “Company”), and MFS Fund Distributors, Inc., (“MFD”) is made and entered into as of September 8, 2014 and is effective on such date unless otherwise set forth herein.
AMENDMENT NUMBER 1 TO PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
THIS AMENDMENT NUMBER 1 (the “Amendment”) dated May 16, 2018 by and among Putnam Variable Trust (the “Trust”), Putnam Retail Management Limited Partnership (the “Underwriter”), Delaware Life Insurance Company of New York and Delaware Life Insurance Company (collectively the “Company”).
Participation Agreement between the issuer and GOLDMAN SACHS VARIABLE INSURANCE TRUST and GOLDMAN SACHS & CO. LLC, dated September 27, 2018. AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Delaware
THE FORMER PARTICIPATION AGREEMENT AND AMENDMENTS are hereby amended in their entirety and restated by this AGREEMENT, made and entered into this 27th day of September, 2018 by and between GOLDMAN SACHS VARIABLE INSURANCE TRUST, a statutory trust formed under the laws of Delaware (the “Trust”), GOLDMAN SACHS & CO. LLC, a New York limited partnership (the “Distributor”), and DELAWARE LIFE INSURANCE COMPANY(formerly known as Sun Life Assurance Company of Canada (U.S.)), a Delaware corporation, and DELAWARE LIFE INSURANCE COMPANY OF NY(formerly known as Sun Life Insurance and Annuity Company of New York), a New York corporation, a Delaware life insurance company (collectively, the “Company”), on its own behalf and on behalf of each separate account of the Company identified herein.
Amendment Four to the Fund Participation AgreementFund Participation Agreement • October 1st, 2018 • Delaware Life Variable Account F • New York
THIS AMENDMENT FOUR TO THE FUND PARTICIPATION AGREEMENT (the “Amendment”) is made and entered into as of the 19th day of June, 2018, by and among BlackRock Variable Series Funds, Inc. (the “Fund”), BlackRock Advisors, LLC (“BAL”), BlackRock Investments, LLC (“BRIL”), Delaware Life Insurance Company, formerly known as Sun Life Assurance Company of Canada (U.S.) (“DLIC”), and Delaware Life Insurance Company of New York, formerly known as Sun Life Insurance and Annuity Company of New York (together with DLIC, the “Company”), on behalf of the Company and on behalf of each separate account of the Company as set forth on Schedule A (each an “Account” and collectively the “Accounts”).
AMENDMENT NUMBER 2 TO FUND PARTICIPATION AGREEMENT COLUMBIA FUNDS VARIABLE INSURANCE TRUSTFund Participation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
THIS AMENDMENT NUMBER 2 to the Fund Participation Agreement by and among Delaware Life Insurance Company, Delaware Life Insurance Company of New York, Delaware Life Insurance and Annuity Company (Bermuda) Ltd. (each a “Company” and collectively, the “Companies”), Columbia Funds Variable Insurance Trust (the “Fund”), Columbia Management Investment Advisers, LLC (the “Adviser”), and Columbia Management Investment Distributors, Inc. (the “Distributor”) is effective as of July 1, 2018.
AMENDMENT NO. 3 PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
This Amendment, effective as of May 7, 2018 amends the Participation Agreement (the “Agreement”), dated the 1st day of October, 2008, as amended, by and among Delaware Life Insurance Company and Delaware Life Insurance Company of New York (fka Sun Life Assurance Company of Canada (U.S.) and Sun Life Insurance and Annuity Company of New York, (each a “Company” and collectively, “the Companies”), American Funds Insurance Series, and Capital Research and Management Company. All capitalized terms used herein and not otherwise defined shall have the same meaning ascribed such terms in the Agreement.
AMENDMENT NO. 17 PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Maryland
AMENDMENT NO. 8 TO PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Delaware
This Amendment Number 8 to the Participation Agreement, dated December 3 2007, by and among Delaware Life Insurance Company and Delaware Life Insurance Company of New York (“Insurance Company”) Lazard Asset Management Securities LLC (“Lazard”), and Lazard Retirement Series, Inc. (the “Fund”) with respect to the Fund’s Portfolios and share classes named on Schedule 1 (each a “Portfolio”), as amended (the “Participation Agreement”), is effective as of May 1, 2018.
Participation Agreement between the issuer and Lord Abbett Series Fund, Inc. and Lord, Abbett & Co. LLC, dated February 17, 1998 , as amended through July 23, 2018. AMENDMENT NUMBER 11 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • October 1st, 2018 • Delaware Life Variable Account F • New York
This Amendment to Fund Participation Agreement (the “Amendment”) is entered into as of July 23, 2018 by and among Lord Abbett Series Fund, Inc. (the “Fund”), Lord, Abbett & Co. LLC (the “Advisor”), Delaware Life Insurance Company (formerly known as Sun Life Assurance Company of Canada (U.S.)), and Delaware Life Insurance Company of New York (formerly known as Sun Life Insurance and Annuity Company of New York (collectively, the “Company”). The Fund, the Advisor, and the Company shall be collectively referred to herein as the “Parties.”
AMENDMENT NUMBER 15 TO PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • New York
THIS AMENDMENT NUMBER 15 (the “Amendment”) TO THE PARTICIPATION AGREEMENT dated May 1, 2001 among DELAWARE LIFE INSURANCE COMPANY (the “Insurer”), CLARENDON INSURANCE AGENCY, INC. (the “Contracts Distributor”), ALLIANCEBERNSTEIN L.P. (the “Adviser”), and ALLIANCEBERNSTEIN INVESTMENTS, INC. (the “Distributor”), as amended (the “Agreement”) is effective as of March 26, 2018.
SIXTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • New York
This Sixth Amendment to Participation Agreement (“Amendment”) effective August 2, 2018 is entered into by and among Legg Mason Partners Fund Advisor, LLC (the “Adviser”), Legg Mason Partners Variable Equity Trust and Legg Mason Partners Variable Income Trust (each a “Fund”, collectively the “Funds”) and Delaware Life Insurance Company, (the “Life Company”), collectively (the “Parties”), and Delaware Life Insurance Company of New York.
AMENDMENT NUMBER 8 To PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • New York
(This and related steps may occur later in the chronological process due to possible uncertainties relating to the proposals.)
AMENDMENT NUMBER 11 To PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • California
This Amendment Number 11 (the “Amendment”) to the Participation Agreement dated September 16, 2002, by and among PIMCO Variable Insurance Trust (“Fund”), PIMCO Investments (as successor to PIMCO Funds Distributors LLC) (“Underwriter”), Delaware Life Insurance Company (f/k/a Sun Life Assurance Company of Canada (U.S.)) and Delaware Life Insurance Company of New York (f/k/a Sun Life Insurance and Annuity Company of New York) (each a “Company” and collectively, “the Companies”) as amended (the “Agreement”) is effective as of September 17, 2014.
