FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust • Delaware
THIS AGREEMENT, made as of April 26, 2021, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN INVESTMENT ADVISORS CORPORATION, a Tennessee corporation (“Adviser”), and Principal Life Insurance Company (“PLIC”) and Principal National Life Insurance Company (“PNL”), each a life insurance company organized under the laws of the State of Iowa (PLIC and PNL, collectively, the “Company”).
AMENDED AND RESTATED SUB-ADVISORY AGREEMENTSub-Advisory Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust • Delaware
This Amended and Restated Sub-Advisory Agreement (the “Agreement”), effective as of August 7, 2021, is between Lincoln Investment Advisors Corporation, a Tennessee corporation (the “Adviser”), and Franklin Advisers, Inc., a California corporation (the “Sub-Adviser”).
AMENDMENT TO SCHEDULE A AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
THIS AMENDED SCHEDULE A lists the Funds and the Expense Limitation Amounts which are established pursuant to the Amended and Restated Expense Limitation Agreement dated April 26, 2019.
Fifth Amendment to Fund Participation AgreementFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This Fifth Amendment (the “Amendment”), by and between Lincoln Variable Insurance Products Trust and Lincoln Investment Advisors Corporation, (collectively, the “Company”), Lincoln Financial Distributors, Inc. (the “Distributor”) and New York Life Insurance and Annuity Corporation (“NYLIAC”), is effective as of November 1, 2019 (the “Effective Date”).
Amendment to Fund Participation AgreementFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), by and among Lincoln Variable Insurance Products Trust, Lincoln Investment Advisors Corporation, Lincoln Financial Distributors, Inc., Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York (formerly, “First-Great West Life & Annuity Insurance Company”), is effective as of March 15, 2021 (the “Effective Date”).
AMENDMENT TO SUB-SUB-INVESTMENT ADVISORY AGREEMENT Between DELAWARE INVESTMETNS FUND ADVISERS, a series of Macquarie Investment Management Business Trust and MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AGLincoln Variable Insurance Products Trust • September 7th, 2021
This Amendment (the “Amendment”), made as of this 1st day of May 2021, by and between DELAWARE INVESTMETNS FUND ADVISERS, a series of Macquarie Investment Management Business Trust (the “Sub-Advisor”), a Delaware statutory trust, and MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG, a corporation organized under the laws of Austria (the “Sub-Sub-Advisor”).
Amendment to Schedule A To the Distribution Services Agreement Dated May 1, 2008 between Lincoln Variable Insurance Products Trust and Lincoln Financial Distributors Service Class I SharesDistribution Services Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
The parties hereto have caused this SCHEDULE A to be signed by their duly authorized officers as of the 7th day of July, 2021, and effective as of the 1st day of May, 2021.
Amendment to Fund Participation AgreementFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), by and among Lincoln Variable Insurance Products Trust (“Trust”), Lincoln Investment Advisors Corporation, Lincoln Financial Distributors, Inc. and The United States Life Insurance Company in the City of New York (as successor to American International Life Assurance Company of New York), is effective as of March 15, 2021 (the “Effective Date”).
Amendment to Fund Participation AgreementFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), by and among Lincoln Variable Insurance Products Trust (“Trust”), Lincoln Investment Advisors Corporation, Lincoln Financial Distributors, Inc. and American General Life Insurance Company (as successor to American General Life Insurance Company of Delaware), is effective as of March 15, 2021 (the “Effective Date”).
FIRST AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This First Amendment (“Amendment”) dated as of March 10, 2009, is by and among Lincoln Variable Insurance Products Trust (“Trust”) on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”); Lincoln Financial Distributors, Inc. (“Distributor”); Lincoln Investment Advisors Corporation (“Adviser”); and Nationwide Financial Services, Inc., on behalf of its subsidiary life insurance companies listed on Exhibit B (collectively, “Nationwide”) and the current and any future Nationwide separate accounts, as applicable. This Amendment amends the Fund Participation Agreement (the “Agreement”) dated June 5, 2007.
Fourth Amendment to Fund Participation AgreementFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This Fourth Amendment (the “Amendment”), by and between Lincoln Variable Insurance Products Trust and Lincoln Investment Advisors Corporation, (collectively, the “Company”), Lincoln Financial Distributors, Inc. (the “Distributor”) and New York Life Insurance and Annuity Corporation (“NYLIAC”), is effective as of May 1, 2018 (the “Effective Date”).
Sixth Amendment to Fund Participation AgreementFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This Sixth Amendment (the “Amendment”) to the Fund Participation Agreement (“FPA”), executed and effective as of June 5, 2007, is entered into by and between Lincoln Variable Insurance Products Trust (the “Trust”), Lincoln Financial Distributors, Inc. (the “Distributor”), Lincoln Investment Advisors Corporation, (the “Advisor” and collectively, with the Trust and the Distributor, the “Company”) and New York Life Insurance and Annuity Corporation (the “Life Company”), and is effective as of April 10, 2021 (the “Effective Date”). Capitalized terms used herein and not otherwise defined herein shall have the meanings assigned to such terms in the FPA.
Amendment to Fund Participation AgreementFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This Amendment is to the Fund Participation Agreement dated June 5, 2007, as amended, (“Agreement”) between NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION, a life insurance company organized under the laws of the State of Delaware (“Insurance Company”), on behalf of itself and on behalf of the Separate Accounts as listed on Schedule A of the Agreement, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (the “Trust”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (the “Distributor”), and LINCOLN INVESTMENT ADVISORS CORPORATION, a Tennessee corporation (the “Adviser”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such term in the Agreement.
AMENDMENT TO SUB-ADVISORY AGREEMENTSub-Advisory Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
This Amendment dated as of June 18, 2021 (the “Amendment”) to the Sub-Advisory Agreement dated March 1, 2021 (the “Agreement”), is between Lincoln Investment Advisors Corporation, a Tennessee corporation (the “Adviser”), and Milliman Financial Risk Management LLC, a Delaware limited liability company (the “Sub-Adviser”).
AMENDMENT TO SUB-SUB-INVESTMENT ADVISORY AGREEMENT Between DELAWARE INVESTMENTS FUND ADVISERS, a series of Macquarie Investment Management Business Trust and MACQUARIE FUNDS MANAGEMENT HONG KONG LIMITEDLincoln Variable Insurance Products Trust • September 7th, 2021
This Amendment (the “Amendment”), made as of this 1st day of May, 2021, by and between DELAWARE INVESTMENTS FUND ADVISERS, a series of Macquarie Investment Management Business Trust (the “Sub-Advisor”), organized and existing under the laws of Delaware, and MACQUARIE FUNDS MANAGEMENT HONG KONG LIMITED, a company organized under the laws of Hong Kong (the “Sub-Sub-Advisor”).
AMENDMENT NO. 1 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 7th, 2021 • Lincoln Variable Insurance Products Trust
THIS AMENDMENT NO. 1 TO THE FUND PARTICIPATION AGREEMENT, effective April 30, 2012, is by and among Lincoln Variable Insurance Products Trust, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), Lincoln Investment Advisors Corporation, a Tennessee corporation (“Adviser”), and New York Life Insurance and Annuity Corporation (“Life Company”), a life insurance company organized under the laws of the State of Delaware.
AMENDMENT TO SUB-SUB-INVESTMENT ADVISORY AGREEMENT Between DELAWARE INVESTMENTS FUND ADVISERS, a series of Macquarie Investment Management Business Trust and MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITEDLincoln Variable Insurance Products Trust • September 7th, 2021
This Amendment (the “Amendment”), made as of this 1st day of May, 2021, by and between DELAWARE INVESTMENTS FUND ADVISERS, a series of Macquarie Investment Management Business Trust (the “Sub-Advisor”), organized and existing under the laws of Delaware, and MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED, a company organized under the laws of Australia (the “Sub-Sub-Advisor”).
AMENDMENT TO SUB-SUB-INVESTMENT ADVISORY AGREEMENT Between DELAWARE INVESTMENTS FUND ADVISERS, a series of Macquarie Investment Management Business Trust and MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITEDLincoln Variable Insurance Products Trust • September 7th, 2021
This Amendment (the “Amendment”), made as of this 1st day of May, 2021, by and between DELAWARE INVESTMENTS FUND ADVISERS, a series of Macquarie Investment Management Business Trust (the “Sub-Investment Advisor”), organized and existing under the laws of Delaware, and MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED, a company organized under the laws of Australia (the “Sub-Sub-Advisor”).
