PARTICIPATION AGREEMENT Among PUTNAM VARIABLE TRUST PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP And THRIVENT FINANCIAL FOR LUTHERANSParticipation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Massachusetts
THIS AGREEMENT, made and entered into as of this 3rd day of June, 2020, among THRIVENT FINANCIAL FOR LUTHERANS (the “Company”), a fraternal benefit society, on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto, as such Schedule may be amended from time to time (each such account hereinafter referred to as the “Account”), PUTNAM VARIABLE TRUST (the “Trust”), a Massachusetts business trust, and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (the “Underwriter”), a Massachusetts limited partnership.
PIMCO INVESTMENTS LLC New York, NY 10019 SELLING AGREEMENT FOR ADVISOR CLASS SHARES OF PIMCO VARIABLE INSURANCE TRUST AND PIMCO EQUITY SERIES VITSelling Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • New York
PIMCO Investments LLC (“we” or “us”) is the distributor of the Advisor Class shares (the “Shares”) of those series of PIMCO Variable Insurance Trust and PIMCO Equity Series VIT (each a “Trust” and together the “Trusts”) set forth in Schedule A (collectively, the “Funds”). Shares are offered pursuant to the then-current prospectus, including any supplements or amendments thereto and any summary prospectus, of each of the Funds (the “Prospectus”). To the extent that a Prospectus contains provisions that are inconsistent with the terms of this Agreement, the terms of the Prospectus shall be controlling. We have the exclusive right to distribute shares of the Funds, including the Shares. As agent for the Funds, we hereby offer to sell Shares of the Funds to you, upon the following terms and conditions:
FUND PARTICIPATION AGREEMENTFund Participation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • New York
THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the 21st day of May 2020, by and between Eaton Vance Variable Trust (the “Trust”), a Massachusetts business trust, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio” and collectively, the “Portfolios”), Eaton Vance Distributors, Inc. (the “Distributor”), and Thrivent Financial for Lutherans (the “Company”), a fraternal benefit society organized under the laws of the state of Wisconsin and licensed to sell insurance.
Amendment to Fund Participation AgreementFund Participation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
Thrivent Financial for Lutherans (the “Company”), on its behalf and on behalf of certain segregated asset accounts (“Accounts”) of the Company and Janus Aspen Series (the “Fund”), have previously entered into a Fund Participation Agreement dated June 29, 2017, (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
Goldman, Sachs Asset Management, L.P. New York, NY 10282 May 29, 2020Administrative Services Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Delaware
This letter sets forth the agreement (the “Agreement”) between Thrivent Financial for Lutherans (“you” or the “Company”) and the undersigned (“we” or “Goldman, Sachs Asset Management, L.P.”, or “GSAM”) concerning certain administrative services to be provided by you, with respect to the Goldman Sachs Variable Insurance Trust (the “Trust”).
FIRST AMENDMENTParticipation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Iowa
The parties have previously entered into the Agreement and have now agreed to amend the Agreement by the terms of this Amendment (this “Amendment”).
NSCC TRADING AGREEMENTNSCC Trading Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Massachusetts
This NSCC Trading Agreement is entered into this 3rd day of June, 2020 (the “Agreement”) by and between Thrivent Financial for Lutherans,( the “Company”), Putnam Retail Management Limited Partnership (“PRM”) and Putnam Investor Services, Inc. (“PSERV”).
RULE 22c-2 AGREEMENTRule 22c-2 Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
This Rule 22c-2 Agreement dated June 3rd, 2020 is entered into by and between Putnam Investor Services, Inc. (“PSERV”), transfer agent, dividend-disbursing agent and shareholder servicing agent for the Fund, Putnam Retail Management Limited Partnership (“PRM”), underwriter and distributor of the Fund, Thrivent Financial for Lutherans (the “Intermediary”).
AMENDMENT TO ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
This AMENDMENT (the “Amendment”) is dated as of May 19, 2020 by and among Thrivent Financial for Lutherans (the “Insurer”) and John Hancock Variable Trust Advisers LLC (formerly, John Hancock Investment Management Services, LLC (the “Adviser” or “JHIMS”).
Amendment No. 1 to Administrative Services AgreementAdministrative Services Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
THIS AMENDMENT is made by and between Franklin Templeton Services, LLC (the “Fund Administrator”) and Thrivent Financial for Lutherans (the “Company”).
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
This First Amendment (“Amendment”), effective as of May 27, 2020, amends the Fund Participation and Service Agreement (the “Agreement”), dated June 6, 2017, by and among Thrivent Financial for Lutherans (“Insurance Company”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”) and American Funds Insurance Series (the “Series”).
12b-1 AGREEMENT12b-1 Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Massachusetts
This Agreement is made as of May 21st, 2020, by and between Eaton Vance Distributors, Inc. (the “Distributor”), a Massachusetts corporation, and Thrivent Financial for Lutherans, a fraternal benefit society organized under Wisconsin law (the “Company”).
PARTICIPATION AGREEMENTParticipation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Delaware
THIS AGREEMENT, made and entered into this 29th day of May, 2020 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 Thrivent Financial for Lutherans, a fraternal benefit society organized under the laws of the state of Wisconsin and licensed to sell insurance (the “Company”), on its own behalf and on behalf of each separate account of the Company identified herein.
EATON VANCE VARIABLE TRUST SHAREHOLDER SERVICING AGREEMENTShareholder Servicing Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Massachusetts
This SHAREHOLDER SERVICE AGREEMENT is being entered into as of the 21st day of May, 2020 between EATON VANCE VARIABLE TRUST (the “Trust”), in respect of the Shares of its Portfolios set forth on Schedule A hereto, and Thrivent Financial for Lutherans (the “Service Organization”). In consideration of the mutual covenants hereinafter contained, it is hereby agreed by and between the parties hereto as follows:
MFS Investment Management 111 Huntington Avenue Boston, Massachusetts 02199 T +1 617 954 5000Letter Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
The purpose of this Letter Agreement is to confirm certain financial arrangements between MFS Fund Distributors, Inc. (“MFD”), the principal underwriter to the Trusts, and Thrivent Financial for Lutherans (the “Company”), on behalf of certain of its separate accounts (“Separate Accounts”) and in connection with Company’s investment in shares (“Shares”) of certain portfolios of the Trusts (“Portfolios”) and performance of the shareholder services described in Schedule A attached hereto. Effective June 6, 2017, MFD agrees to pay, or cause an affiliate to pay, a services fee to Company equal, on an annualized basis, to ___% of the net assets of the Trust attributable to variable life or variable annuity contracts (“Policies”) offered by Company. MFD will also pay to the Company a quarterly fee equal on an annual basis to the amount designated as “Distribution and Service (12b-1) Fees” in the Service Share fee table of the applicable Fund prospectus, which may be amended in the sole discre
June 5, 2020 Lisa J. Flanary SVP, Chief Growth Officer Thrivent Financial for Lutherans Minneapolis, MN 55415Administrative Services Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Colorado
This letter sets forth the agreement between Thrivent Financial for Lutherans (the “Company”) and Janus Capital Management LLC (the “Adviser”) concerning certain administrative services.
FORM OF DISTRIBUTION SUB-AGREEMENTDistribution Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • New York
BLACKROCK VARIABLE SERIES FUNDS, INC. and BLACKROCK VARIABLE SERIES FUNDS II, INC. (each, the “Company”), each on behalf of its series as may be amended from time to time (the “Portfolios”), and THRIVENT FINANCIAL FOR LUTHERANS (the “Insurance Company”) mutually agree to the arrangements set forth in this Agreement (the “Agreement”) dated as of May 28, 2020.
Goldman Sachs Variable Insurance Trust Service Class Services AgreementService Class Services Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • New York
The undersigned, Goldman Sachs & Co. LLC (“Goldman Sachs”), 200 West Street, New York, New York 10282, is the principal distributor of the shares of each series of the Trust listed on Schedule A to this Agreement (each a “Fund” and, collectively, the “Funds”). Goldman Sachs Asset Management, a separate operating division of Goldman Sachs, or an affiliate thereof, acts as an investment adviser to the Trust, which is an open-end management investment company that offers its shares exclusively to separate accounts of life insurance companies and various qualifying retirement plans or accounts. Shares of each Fund are divided into separate classes. This Agreement relates to the Service Class Shares of the Funds (“Service Shares”).
DISTRIBUTION AND SHAREHOLDER SERVICES AGREEMENT Service Shares of Janus Aspen Series (for Insurance Companies)Distribution and Shareholder Services Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Colorado
This Distribution and Shareholder Services Agreement (this “Agreement”) is made as of June 5, 2020 by and between Janus Distributors LLC (the “Distributor”), a Delaware limited liability company, and Thrivent Financial for Lutherans (the “Company”), a Wisconsin life insurance company.
MARKETING AND ADMINISTRATIVE SERVICES AGREEMENTMarketing and Administrative Services Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I • Massachusetts
THRIVENT FINANCIAL FOR LUTHERANS ( the “Firm”), and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (“Distributor”) mutually agree to the arrangements set forth in this Marketing and Administrative Services Agreement (the “Agreement”) dated June 3rd, 2020. Firm and the Distributor are referred to collectively herein as the “Parties.”
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
This AMENDMENT (the “Amendment”) is dated as of May 19, 2020 by and among Thrivent Financial for Lutherans (the “Company”) , on behalf of itself and its variable annuity insurance separate accounts set forth on Schedule A hereto as may be amended from time to time (each an “Account;” collectively, the “Accounts”), Thrivent Investment Management Inc. (“Contract Distributor”), John Hancock Variable Insurance Trust (the “Trust”), and John Hancock Distributors, LLC (the “Underwriter”).
AMENDMENT NO. 1 TO PARTICIPATION AGREEMENTParticipation Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
THIS AMENDMENT NO. 1 TO THE PARTICIPATION AGREEMENT is made as of this 30th day of June, 2020 by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (the “Trust I”), MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (the “Trust II”), MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (the “Trust III”)( (Trust I, Trust II and Trust III each referred to individually, as the “Trust” and, collectively the “Trusts”), MFS FUND DISTRIBUTORS, INC., a Delaware corporation (“MFD”), and THRIVENT FINANCIAL FOR LUTHERANS, a Wisconsin fraternal benefit society (the “Company”), on its own behalf and on behalf of each segregated asset accounts of the Company as set forth on Schedule A of the Agreement (defined below) (the “Accounts”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
