ContractParticipation Agreement • April 27th, 2023 • Columbia Acorn Trust • New York
Contract Type FiledApril 27th, 2023 Company Jurisdiction[For Retail Funds) PARTICIPATION AGREEMENT among ML LIFE INSURANCE COMPANY OF NEW YORK, COLUMBIA ACORN TRUST, and COLUMBIA FUNDS DISTRIBUTOR, INC. THIS AGREEMENT, dated as of the 4th day of March, 2005, by and among ML Life Insurance Company of New York (the “Company”), an New York life insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (hereinafter referred to individually and collectively as the “Account”), Columbia Acorn Trust (the “Fund”), a Massachusetts business trust, and Columbia Funds Distributor, Inc. (the “Underwriter”), a corporation organized and existing under the laws of the Commonwealth of Massachusetts. WHEREAS, the shares of beneficial interests of the Fund are divided into several series of shares, each designated a “Portfolio” and representing the interest in a particular managed portfolio of securities and other assets; WHEREAS, the Fund is registered
COLUMBIA FUNDS AMENDED AND RESTATED CREDIT AGREEMENT Dated as of October 27, 2022 among THE FUNDS LISTED FROM TIME TO TIME ON SCHEDULE I HERETO, VARIOUS BANKS, JPMORGAN CHASE BANK, N.A., as Administrative Agent, JPMORGAN CHASE BANK, N.A., CITIBANK,...Credit Agreement • April 27th, 2023 • Columbia Acorn Trust • New York
Contract Type FiledApril 27th, 2023 Company JurisdictionAMENDED AND RESTATED CREDIT AGREEMENT, dated as of October 27, 2022 (as amended, restated, supplemented or otherwise modified from time to time, this “Agreement”) among (i) the trusts listed on Schedule I (the “Registrants”), each of which is executing this Agreement on behalf of its respective underlying series set forth beneath such Registrant’s name on Schedule I (each such series, individually, a “Borrower” or “Fund” and, collectively, the “Borrowers” or “Funds”), (ii) the several banks and other financial institutions from time to time parties to this Agreement (the “Lenders”), and (iii) JPMORGAN CHASE BANK, N.A., a national banking association, as administrative agent for the Lenders hereunder (in such capacity, the “Administrative Agent”);
COLUMBIA ACORN TRUST BYLAWSBylaws • April 27th, 2023 • Columbia Acorn Trust
Contract Type FiledApril 27th, 2023 Companyor by telephone at least twenty-four hours before the meeting. Notice of a meeting need not be given to any Trustee if a written waiver of notice, executed by him or her before or after the meeting, is filed with the records of the meeting, or to any Trustee who attends the meeting without protesting prior thereto or at its commencement the lack of notice to him or her. Neither notice of a meeting nor a waiver of a notice need specify the purposes of the meeting. [renumbered 9/15/92]
LETTERHEAD] May 1, 2023Fee Waiver and Expense Reimbursement Agreement • April 27th, 2023 • Columbia Acorn Trust
Contract Type FiledApril 27th, 2023 Company
LETTERHEAD] April 22, 2023Fee Waiver and Expense Reimbursement Agreement • April 27th, 2023 • Columbia Acorn Trust
Contract Type FiledApril 27th, 2023 Company
LETTERHEAD]Transfer Agent Fee Waiver Agreement • April 27th, 2023 • Columbia Acorn Trust
Contract Type FiledApril 27th, 2023 Company