Fund Participation Agreement Sample Contracts

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Fund Participation Agreement • April 22nd, 2019 • Commonwealth Annuity Separate Account A
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FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 24th, 2024 • Protective COLI VUL

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 PROTECTIVE LIFE INSURANCE COMPANY (“Company”), a Tennessee corporation.

FUND PARTICIPATION AGREEMENT [ABC Insurance Company] Columbia Funds Variable Insurance Trust Columbia Funds Variable Series Trust II Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc.
Fund Participation Agreement • April 25th, 2024 • Massachusetts Mutual Variable Annuity Separate Account 4 • Massachusetts

THIS AGREEMENT, made and entered into as of this ___ day of _______, 2021, by and among [ABC INSURANCE COMPANY] (the “Company”), a [__________] life insurance company, on its own behalf and on behalf of its separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE INSURANCE TRUST and COLUMBIA FUNDS VARIABLE SERIES TRUST II, both open-end management investment companies organized under the laws of the Commonwealth of Massachusetts (each a “Fund”); COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (the “Adviser”), a Minnesota limited liability company; and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (the “Distributor”), a Delaware corporation.

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 28th, 2023 • Horace Mann Life Insurance Co Separate Account • Massachusetts

This Fund Participation Agreement (the "Agreement"), effective as of 24th day of April, 2009, is made by and among Horace Mann Life Insurance Company ("Company"), JPMorgan Insurance Trust (the "Trust"), the Trust's investment advisors, JPMorgan Investment Advisors Inc. and J. P. Morgan Investment Management Inc. (the "Advisers"), and the Trust's administrator, JPMorgan Funds Management, Inc. (the "Administrator").

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • March 22nd, 2022 • Aul American Individual Variable Life Unit Trust • New York

THIS AGREEMENT is made as of July 1. 2014, between Northern Lights Variable Trust, an open-end management investment company organized as a Delaware business trust (the “Trust”), and American United Life Insurance Company, a life insurance company organized under the laws of the State of Indiana (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as the parties hereto may amend it from time to time (the “Accounts”) (individually, a “Party”, and collectively, the “Parties”).

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • September 1st, 2023 • C M Life Variable Life Separate Account I

THIS AGREEMENT is effective as of April 26, 2023 (the “Effective Date”), by and among World Funds Trust, an open-end management investment company (the “Fund”), Foreside Fund Services, LLC (“DIST” or the “Underwriter”), a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the “1934 Act”), Massachusetts Mutual Life Insurance Company, a life insurance company organized under the laws of Massachusetts (“MassMutual”), and C.M. Life Insurance Company, a life insurance company organized under the laws of Connecticut (“C.M. Life” and together with MassMutual, the “Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (each separate account hereinafter referred to individually as an “Account” and collectively as the “Accounts”).

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 30th, 2014 • Neuberger Berman Advisers Management Trust • New York

THIS AGREEMENT, made as of the ___ day of ___________, 2013, by and between NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST ("TRUST"), NEUBERGER BERMAN MANAGEMENT LLC ("NB MANAGEMENT"), a New York limited liability company, and _______________________ ("LIFE COMPANY"), a life insurance company organized under the laws of the State of ___________.

JANUS ASPEN SERIES Amended and Restated FUND PARTICIPATION AGREEMENT (Institutional Shares) For Registered Separate Accounts
Fund Participation Agreement • September 1st, 2023 • C M Life Variable Life Separate Account I

THIS AMENDED AND RESTATED FUND PARTICIPATION AGREEMENT is made this 7th day of August, 2023 between JANUS ASPEN SERIES, an open-end management investment company organized as a Delaware statutory trust (the “Trust”), and C.M. Life Insurance Company, a Connecticut life insurance company (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as may be amended from time to time (the “Accounts”).

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 30th, 2024 • Mutual of America Separate Account No 2

THIS AGREEMENT, made as of April 29, 2024, 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 MUTUAL OF AMERICA LIFE INSURANCE COMPANY (“Company”), a life insurance company organized under the laws of the State of NEW YORK.

This Agreement dated as of the _____ day of __________, 200__ is made by and among Nationwide Financial Services, Inc. on behalf of its subsidiary life insurance companies listed on Exhibit A (collectively, “Nationwide”) and the current and any future...
Fund Participation Agreement • May 19th, 2006 • Nationwide Provident Vli Separate Account 1 • Ohio

WHEREAS, Nationwide is engaged in developing and offering variable annuity and variable life insurance products (collectively “Variable Products ”) through its Variable Accounts; and

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • September 9th, 2019 • Nationwide Variable Account-15 • Ohio

This Agreement dated as of the 7th day of June, 2018 is made by and among Nationwide Financial Services. Inc. on behalf of its subsidiaries listed on Exhibit A (collectively, “Nationwide”) and the current and any future Nationwide separate accounts as applicable (“Variable Accounts”) and Probabilities Fund Management LLC (the “Company”) which serves as adviser/distributor to the mutual funds (each such fund, a “Fund” and collectively, the “Funds”) listed on Exhibit B.

AMENDED AND RESTATED FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 28th, 2017 • Annuity Investors Variable Account C • Delaware

This agreement is made as of the 1st day of October, 2016 by 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, as may be amended from time to time (each a “Fund” and collectively, the “Funds”), ULTIMUS FUND DISTRIBUTORS, LLC, an Ohio limited liability company, (the “Distributor”) and ANNUITY INVESTORS LIFE INSURANCE COMPANY, an Ohio life insurance company (the “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”’).

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 28th, 2023 • Horace Mann Life Insurance Co Separate Account

This Agreement is entered into as of the 1st day of May, 2004, between Horace Mann Life Insurance Company, a life insurance company organized under the laws of the State of Illinois ("Insurance Company"), Dreyfus Investment Portfolios: MidCap Stock Portfolio (the "Fund"), and Dreyfus Service Corporation, a New York Corporation.

AMENDMENT TO FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • May 10th, 2007 • American Equity Life Annuity Account

The insurance company executing this Amendment, American Equity Investment Life Insurance Company (“Insurance Company”), and J.P. Morgan Series Trust II (the “Trust”), on behalf of itself and each of its series (each a “Fund”, collectively, the “Funds”), hereby agree to amend the Fund Participation Agreement dated September 14, 2001, to which they are parties (the “Agreement”), as of April 16, 2007, by adding the following provisions effective as of October 16, 2007, as mandated by Rule 22c-2 of the Investment Company Act of 1940 (the “Investment Company Act”). This Amendment supplements the Agreement; to the extent terms of this Amendment conflict with the terms of the Agreement, the terms of this Amendment shall control.

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FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • May 27th, 2011 • Pacific Select Exec Separate Acct Pacific Life Ins • New York

THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the ___day of , 2010, by and between Lord Abbett Series Fund, Inc. (the “Fund”) a Maryland Corporation, 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”) Lord Abbett Distributor LLC, a New York limited liability company (the “Distributor”), and Pacific Life Insurance Company (the “Company”), a life insurance company organized under the laws of the State of Nebraska.

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • November 3rd, 2016 • Allstate Assurance Co Variable Life Separate Account • Colorado

THIS AGREEMENT, made and entered into this 19th day of August, 2016 (the “Agreement”) by and among Allstate Assurance Company, organized under the laws of the State of Illinois (the “Company”), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement, as may be amended from time to time (each account referred to as the “Account” and collectively as the “Accounts”); ALPS Variable Investment Trust, an open-end management investment company organized under the laws of the State of Delaware (the “Fund”); ALPS Advisors, Inc., a corporation organized under the laws of the State of Colorado and investment adviser to the Fund (the “Adviser”); and ALPS Portfolio Solutions Distributor, Inc., a corporation organized under the laws of the State of Colorado and principal underwriter/distributor of the Fund (the “Distributor”).

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 27th, 2010 • Guardian Separate Acct N of the Guardian Ins & Annuity Co • New York

THIS AGREEMENT is executed as of December 15th 2008, and effective as of January 1st 2009, by and among BLACKROCK VARIABLE SERIES FUNDS, INC. an open-end management investment company organized as a Maryland corporation (the “Fund”), BLACKROCK INVESTMENTS, INC.(“BII”), a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the “Underwriter”), and THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC., a life insurance company organized under the laws of the state of Delaware (“Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (the “Accounts”).

AMENDMENT TO FUND PARTICIPATION AGREEMENT Regarding RULE 498A And FUND DISCLOSURE DOCUMENTS
Fund Participation Agreement • April 25th, 2023 • Protective Variable Life Separate Account

Protective Life Insurance Company (the “Company”), BlackRock Variable Series Funds, Inc. and BlackRock Variable Series Funds II, Inc. (each, the “Fund”), each an open-end management investment company organized as a Maryland corporation, and BlackRock Investments, LLC (the “Underwriter”), entered into a certain participation agreement dated December 1, 2020 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of April 1, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 19th, 2024 • Protective Variable Annuity Separate Account • New York

THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the 9th day of November, 2020, by and between Calvert Variable Products, Inc. and Calvert Variable Series, Inc. (collectively, the “Corporations”), each a Maryland corporation, 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 Protective Life Insurance Company (the “Company”), an insurance company organized under the laws of Tennessee.

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • December 28th, 2012 • Variable Annuity Account A • Pennsylvania

This AGREEMENT is made this 21st day of August, 2012, by and between First Security Benefit Life Insurance and Annuity Company of New York (the “Insurer”), a life insurance company domiciled in New York, on its behalf and on behalf of certain segregated asset accounts of the Insurer listed on Exhibit A to this Agreement, which may be updated from time to time for the convenience of the parties (the “Separate Accounts”); Federated Insurance Series (the “Investment Company”), a Massachusetts business trust; and Federated Securities Corp. (the “Distributor”), a Pennsylvania corporation.

FUND PARTICIPATION AGREEMENT Among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, MAXIM SERIES FUND, INC. GW CAPITAL MANAGEMENT, LLC, and GWFS EQUITIES, INC.
Fund Participation Agreement • April 25th, 2019 • COLI VUL-2 Series Account of Great-West Life & Annuity Insurance Co of New York • Colorado

THIS AGREEMENT (this “Agreement”) effective this 15th day of December, 2011 by and among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (hereinafter “GWL&A”), a Colorado life insurance company, on its own behalf and on behalf of its separate accounts identified on Schedule A attached hereto and incorporated herein be reference, FIRST GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (hereinafter “FGWL&A”), a New York life insurance company, on its own behalf and on behalf of its separate accounts identified on Schedule A, Maxim Series Fund, Inc., a corporation organized under the laws of Maryland (hereinafter the “Fund”), GW Capital Management, LLC, doing business as Maxim Capital Management, LLC (hereinafter the “Adviser”), a limited liability company organized under the laws of Colorado, and GWFS Equities, Inc., a corporation organized under the laws of Delaware (hereinafter the “Distributor”). GWL&A and FGWL&A are collectively referred to herein as “Insurer” and the separate accounts identif

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • September 21st, 2021 • Protective NY COLI VUL • New York

THIS FUND PARTICIPATION AGREEMENT ("Agreement") made as of the 9th day of November, 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 Protective Life and Annuity Insurance Company (the "Company"), a life insurance company organized under the laws of Alabama.

SECOND AMENDMENT TO FUND PARTICIPATION AGREEMENT Regarding RULE 498A And FUND DISCLOSURE DOCUMENTS
Fund Participation Agreement • April 28th, 2023 • Coli Vul 2 Series Account

Great-West Life & Annuity Insurance Company and Great-West Life & Annuity Insurance Company of New York (collectively the “Company”), Legg Mason Partners Variable Equity Trust and Legg Mason Partners Variable Income Trust (each a “Fund”, collectively the “Funds”), Legg Mason Partners Advisor, LLC (the “Advisor”), and Franklin Distributors, LLC, (the “Distributor”), entered into a certain Participation Agreement dated May 20, 2014, as amended (the “Fund Participation Agreement”). This Amendment (the “Amendment”) to the Fund Participation Agreement is entered into as of March 15, 2022, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Fund Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Distributor (collectively, the “Parties”).

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 29th, 2016 • National Variable Annuity Account Ii • New York

THIS AGREEMENT is executed as of May 1, 2016, and effective as of May 1, 2016 (the “Effective Date”), by and among BLACKROCK VARIABLE SERIES FUNDS, INC. an open-end management investment company organized as a Maryland corporation (the “Fund”), BLACKROCK INVESTMENTS, LLC (“BRIL” or the “Underwriter”), a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the “1934 Act”), and NATIONAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the state of Vermont (the “Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (each separate account hereinafter referred to individually as an Account” and collectively as the “Accounts”).

FUND PARTICIPATION AGREEMENT Among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK LEGG MASON PARTNERS VARIABLE EQUITY TRUST, LEGG MASON PARTNERS VARIABLE INCOME TRUST, LEGG MASON PARTNERS FUND...
Fund Participation Agreement • June 24th, 2015 • Variable Annuity-2 Series Account • New York

THIS FUND PARTICIPATION AGREEMENT is made and entered into as of this 20th day of May, 2014 by and among GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (hereinafter "GWL&A"), a Colorado life insurance company, on its own behalf and on behalf of its separate account(s) listed on Schedule B attached hereto (the "GWL&A Account(s)"); GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK (hereinafter "GWL&ANY"), a New York life insurance company, on its own behalf and on behalf of its separate account(s) listed on Schedule B (the "GWL&ANY Account(s)"); (the GWL&A Account(s) and the GWL&ANY Account(s) may be referred to herein individually, or collectively as the "Accounts") (GWL&A and GWL&ANY may be referred to herein individually, each as an "Insurance Party," or collectively as the "Insurance Parties"); LEGG MASON PARTNERS VARIABLE EQUITY TRUST and LEGG MASON PARTNERS VARIABLE INCOME TRUST (hereinafter the "Fund", or collectively the "Funds"), corporations organized under the laws of Maryl

FUND PARTICIPATION AGREEMENT
Fund Participation Agreement • April 28th, 2023 • Horace Mann Life Insurance Co Separate Account • New York

THIS AGREEMENT made as of the 30th day of April, 2004, by and between Lord Abbett Series Fund, Inc. (the "Fund"), a Maryland Corporation, 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"), Lord Abbett Distributor LLC, a New York limited liability company (the "Distributor"), and Horace Mann Life Insurance Company (the "Company"), a life insurance company organized under the laws of the State of Illinois.

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