FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
THIS AGREEMENT, made as of May 1, 2023, 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 FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), and MIDLAND NATIONAL LIFE INSURANCE COMPANY (“Company”), a life insurance company organized under the laws of the State of Iowa.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
THIS AGREEMENT, made as of May 1, 2023, 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 FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), and MODERN WOODMEN OF AMERICA (“Society”), a fraternal benefit society organized under the laws of the State of Illinois.
EIGHTH AMENDMENT TO PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
THIS EIGHTH AMENDMENT TO THE PRINCIPAL UNDERWRITING AGREEMENT, effective as of April 11, 2023 (the “Amendment”), is between Lincoln Variable Insurance Products Trust, a business trust organized under the laws of Delaware (the “Trust”), and Lincoln Financial Distributors, Inc. a Connecticut corporation, (the “Distributor”).
AMENDMENT TO AMENDED AND RESTATED EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), effective as of the dates indicated on Schedule A, shall be between Lincoln Investment Advisors Corporation and Lincoln Variable Insurance Products Trust, a Delaware statutory trust (“Trust”), on behalf of each series (each, a “Fund”) set forth in Schedule A.
Amendment to Fund Participation AgreementFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), 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 Investment Advisors Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), Symetra Life Insurance Company (“Company”), is effective as of May 1, 2023 (the “Effective Date”).
5th AMENDMENT TO SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
THIS 5th AMENDMENT TO THE SUB-ADVISORY AGREEMENT, effective as of the 1st day of January, 2023 (this “Amendment”) is between Lincoln Investment Advisors Corporation, a Tennessee corporation (“LIAC”) and Massachusetts Financial Services Company (“MFS”), a Delaware corporation.
Second Amendment to Fund Participation AgreementFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Second Amendment (the “Amendment”), 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 Investment Advisors Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), 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, is effective as of May 1, 2023 (the “Effective Date”).
AMENDMENT TO SCHEDULE A OF SUB-ADVISORY AGREEMENT LINCOLN VARIABLE INSURANCE PRODUCT TRUSTSub-Advisory Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
THIS AMENDMENT TO SCHEDULE A, made this 1st day of January, 2023 is between Lincoln Investment Advisors Corporation, a Tennessee corporation with offices at 1300 South Clinton Street, Fort Wayne, Indiana, 46802 (“Lincoln Investment Advisors”) and BAMCO, INC., 767 Fifth Avenue, New York, New York 10153 (“BAMCO”).
THIRD AMENDMENT TO SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
THIS THIRD AMENDMENT TO THE SUB-ADVISORY AGREEMENT, effective as of April 11, 2023 (the “Amendment”), is between Lincoln Investment Advisors Corporation (the “Adviser”), a Tennessee corporation, and Franklin Advisors, Inc. (the “Sub-Adviser”), a California corporation.
SEVENTH AMENDMENT TO THE SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This SEVENTH AMENDMENT TO THE SUB-ADVISORY AGREEMENT, dated as of May 1, 2023 is by and between LINCOLN INVESTMENT ADVISORS CORPORATION, a Tennessee corporation (the “Adviser”), and J.P. MORGAN INVESTMENT MANAGEMENT INC., a Delaware corporation (the “Sub-Adviser”).
AMENDMENT TO INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), effective as of the dates indicated on Schedule A, shall be between Lincoln Investment Advisors Corporation and Lincoln Variable Insurance Products Trust, a Delaware statutory trust (“Trust”), on behalf of each series (each, a “Fund”) set forth in Schedule A.
Amendment No. 1 to Fund Participation AgreementFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), to the Fund Participation Agreement 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 Investment Advisors Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), and Delaware Life Insurance Company, a life insurance company organized under the laws of the State of Delaware, and Delaware Life Insurance Company of New York, a life insurance company organized under the laws of the State of New York (“Company”) is effective as of May 1 , 2023 (the “Effective Date”).
FOURTH AMENDMENT TO SCHEDULE A OF SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
THIS FOURTHAMENDMENT TO SCHEDULE A, made this 1st day of October, 2022, is between Lincoln Investment Advisors Corporation, a Tennessee corporation with offices at 1301 South Harrison Street, Fort Wayne, Indiana, 46802 (“LIAC”) and Wellington Management Company LLP, a Delaware limited liability partnership, with offices at 280 Congress Street, Boston, Massachusetts 02210 (“Wellington”).
AMENDMENT TO ADVISORY FEE WAIVER AGREEMENTAdvisory Fee Waiver Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), effective as of the dates indicated on Schedule A, shall be between Lincoln Investment Advisors Corporation and Lincoln Variable Insurance Products Trust, a Delaware statutory trust (“Trust”), on behalf of each series (each, a “Fund”) set forth in Schedule A.
Amendment to Fund Participation AgreementFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), 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 Investment Advisors Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), and American General Life Insurance Company (as successor to American General Life Insurance Company of Delaware) (“Company”), is effective as of May 1, 2023 (the “Effective Date”).
Amendment to Fund Participation AgreementFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), 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 Investment Advisors Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), and Principal Life Insurance Company (“PLIC”) and Principal National Life Insurance Company (“PNL”), (PLIC and PNL, collectively, the “Company”), is effective as of May 1, 2023 (the “Effective Date”).
SECOND AMENDMENT TO SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Second Amendment dated as of March 28, 2023 (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 Fund Participation AgreementFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), 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 Investment Advisors Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), and The United States Life Insurance Company in the City of New York (as successor to American International Life Assurance Company of New York) (“Company”), is effective as of May 1, 2023 (the “Effective Date”).
Amendment to Fund Participation AgreementFund Participation Agreement • April 28th, 2023 • Lincoln Variable Insurance Products Trust
This Amendment (the “Amendment”), 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”), Empower Annuity Insurance Company of America (formerly Great-West Life & Annuity Insurance Company) and Empower Life & Annuity Insurance Company of New York (formerly Great-West Life & Annuity Insurance Company of New York formerly, First-Great West Life & Annuity Insurance Company) (“Company”), is effective as of May 1, 2023 (the “Effective Date”).
