FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust • Delaware
This agreement is made this 1st day of October 2016 by and among WILSHIRE VARIABLE INSURANCE TRUST, a Delaware statutory trust (the “Trust”), on its own behalf and on behalf of each of the series of portfolios set forth on Schedule A (each a “Fund” and collectively, the “Funds”), ULTIMUS FUND DISTRIBUTORS, LLC, An Ohio limited liability company (“Distributor”), and JEFFERSON NATIONAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the state of Texas (“Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule B, as may be amended from time to time (each an “Account” and collectively the “Accounts”).
EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust
EXPENSE LIMITATION AGREEMENT (the “Agreement”), effective as of May 1, 2017 by and between Wilshire Associates Incorporated, a California corporation (the “Adviser”) and Wilshire Variable Insurance Trust (the “Trust”), on behalf of the Wilshire Global Allocation Fund (“Fund”).
DISTRIBUTION AGREEMENTDistribution Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust • Delaware
This Agreement, dated October 1, 2016 is between Wilshire Variable Insurance Trust (the “Trust”), a Delaware statutory trust, Wilshire Mutual Funds, Inc. (the Company”), a Maryland corporation (the Trust and the Company are referred to herein as a “Fund Company” and collectively as the “Fund Companies”), and Ultimus Fund Distributors, LLC (“Distributor”), a limited liability company organized under the laws of the State of Ohio.
SECURITIES LENDING AUTHORIZATION AGREEMENTSecurities Lending Authorization Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust • Illinois
This Agreement is by and among WILSHIRE VARIABLE INSURANCE TRUST, an open-end management investment company registered under the Investment Company Act of 1940 (herein referred to as the “Company”), on behalf of its existing and future separate investment portfolios or series identified on Schedule 1 hereto (as may be amended in writing from time to time, herein referred to each as a “Lending Fund”), WILSHIRE ASSOCIATES INCORPORATED, as Adviser to the Lending Funds, and THE NORTHERN TRUST COMPANY, the custodian of each of the Lending Funds (herein referred to as “Agent”), and governs the lending of U.S. and non-U.S. securities (“Securities”) by Agent as agent of any Lending Fund from one or more accounts of such Lending Fund in the custody of Agent. This Agreement includes as attachments Schedule A, the Borrower Schedule attached thereto, Schedule B (Collateral Guidelines), Schedule C (the Fee Schedule), and the current prospectus for the Northern Institutional Funds’ Liquid Assets Por
MASTER SERVICES AGREEMENTMaster Services Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust • Delaware
This Agreement, dated October 1, 2016 (the “Effective Date”) is between Wilshire Variable Insurance Trust (the “Trust”), a Delaware statutory trust, Wilshire Mutual Funds, Inc. (the “Company”), a Maryland corporation (the Trust and the Company are referred to herein as a “Fund Company” and collectively as the “Fund Companies”) and Ultimus Fund Solutions, LLC (“Ultimus”), a limited liability company organized under the laws of the State of Ohio.
THIRD AMENDMENT TO SECURITIES LENDING AUTHORIZATION AGREEMENTSecurities Lending Authorization Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust
FIRST AMENDMENT TO SECURITIES LENDING AUTHORIZATION AGREEMENTSecurities Lending Authorization Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust
Distribution Services Addendum For Wilshire Variable Insurance Trust Wilshire Mutual Funds, Inc.Wilshire Variable Insurance Trust • April 21st, 2017
This Distribution Services Addendum, dated October 1, 2016 is between Wilshire Variable Insurance Trust (the “Trust”), a Delaware statutory trust, Wilshire Mutual Funds, Inc. (the “Company”), a Maryland corporation (the Trust and the Company are referred to herein as a “Fund Company” and collectively as the “Fund Companies”), on behalf of the Funds listed on Schedule A to Distribution Agreement, dated October 1, 2016, and Ultimus Fund Distributors, LLC (“Ultimus”).
SUB-DISTRIBUTION AND SERVICING AGREEMENTSub-Distribution and Servicing Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust • Ohio
Ultimus Fund Distributors, LLC, a limited liability company organized under the laws of the State of Ohio, serves as distributor (the “Distributor”) to the funds listed on Schedule A to this Agreement (the “Funds”). Each of the Funds listed on Schedule A is an open-end investment company registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”). The Funds offer their shares (“Shares”) to the public in accordance with the terms and conditions contained in the Funds’ prospectus. The term “Prospectus” used herein refers to all of the prospectus(es) on file with the U.S. Securities and Exchange Commission (the “SEC”), which are part of the Funds’ registration statement under the Securities Act of 1933, as amended (the “Securities Act”) and, if applicable, the most recent statement of additional information (“SAI”). In connection with the foregoing you may serve as a participating dealer for the Funds (“Participating Dealer”) and, therefore, accept order
SECOND AMENDMENT TO SECURITIES LENDING AUTHORIZATION AGREEMENTSecurities Lending Authorization Agreement • April 21st, 2017 • Wilshire Variable Insurance Trust
AMENDED SCHEDULE AWilshire Variable Insurance Trust • April 21st, 2017
THIS AMENDED SCHEDULE A, dated October 1, 2016, to the Amended and Restated Participation Agreement, dated June 20, 2005, is made between Horace Mann Life Insurance Company (the “Company”), and Wilshire Variable Insurance Trust. Below is a list of each separate account of the Company on whose behalf the Company may purchases shares in the Portfolios to fund the Contracts.
