10/18/2024 | Press release | Distributed by Public on 10/18/2024 11:12
As filed with the Securities and Exchange Commission on October 18, 2024.
Registration Nos. 333-185326
811-08946
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-4
REGISTRATION STATEMENT |
X |
|
Pre-Effective Amendment No. |
O |
|
Post-Effective Amendment No. 32 |
X |
and/or
REGISTRATION STATEMENT |
X |
Amendment No. 861 (Check appropriate box or boxes) |
X |
SEPARATE ACCOUNT A
(Exact Name of Registrant)
PACIFIC LIFE INSURANCE COMPANY
(Name of Depositor)
700 Newport Center Drive
Newport Beach, California 92660
(Address of Depositor's Principal Executive Offices) (Zip Code)
(949) 219-3011
(Depository's Telephone Number, including Area Code)
Alison Ryan
Assistant Vice President and Managing Assistant General Counsel II
Pacific Life Insurance Company
700 Newport Center Drive
Newport Beach, California 92660
(Name and Address of Agent for Service)
Approximate Date of Proposed Public Offering:
It is proposed that this filing will become effective (check appropriate box)
X immediately upon filing pursuant to paragraph (b) of Rule 485
X on October 18, 2024pursuant to paragraph (b) of Rule 485
O 60 days after filing pursuant to paragraph (a)(1) of Rule 485
O on ________ pursuant to paragraph (a)(1) of Rule 485
If appropriate, check the following box:
O This post-effective amendment designates a new effective date for a previously filed post-effective amendment.
Supplement dated October 18, 2024 to the Statutory Prospectus, Initial Summary Prospectus,
and Updating Summary Prospectus, dated May 1, 2024, for the Pacific Odyssey (issued on or after October 1, 2013) individual flexible premium deferred variable annuity contracts
issued by Pacific Life Insurance Company
The purpose of this supplement is to announce changes to Investment Options available under certain living benefits and various underlying fund changes and additions. This supplement must be preceded or accompanied by the Initial Summary Prospectus, Statutory Prospectus or Updating Summary Prospectus, as supplemented (the "Prospectus"). All information in the Prospectus dated May 1, 2024, remains in effect unless otherwise supplemented. Capitalized terms used in this supplement are defined in the Prospectus unless otherwise defined herein. ''We,'' ''us,'' or ''our'' refer to Pacific Life Insurance Company; ''you'' or ''your'' refer to the Contract Owner. You can obtain a copy of the current Prospectus by contacting us at (800) 722-4448, or online at www.PacificLife.com/Prospectuses. Please retain it for future reference.
Effective November 1, 2024, the third paragraph in the Allowable Investment Options in the LIVING BENEFIT INVESTMENT ALLOCATION REQUIREMENTS section in the APPENDIX: FUNDS AVAILABLE UNDER THE CONTRACT is amended and replaced with the following:
Currently, the allowable Investment Options for the Investment Guard (5-Year Option, 7-Year Option, or 10-Year Option) and the Future Income Generator (Single and Joint) issued on or after November 1, 2023, are all Funds listed in the APPENDIX: FUNDS AVAILABLE UNDER THE CONTRACT exceptthe below Funds. You may NOTinvest in any of the following:
Invesco V.I. NASDAQ 100 Buffer Fund - September Series
Invesco V.I. NASDAQ 100 Buffer Fund - December Series
Invesco V.I. NASDAQ 100 Buffer Fund - March Series
Invesco V.I. NASDAQ 100 Buffer Fund - June Series
Invesco V.I. S&P 500 Buffer Fund - September Series
Invesco V.I. S&P 500 Buffer Fund - December Series
Invesco V.I. S&P 500 Buffer Fund - March Series
Invesco V.I. S&P 500 Buffer Fund - June Series
Effective November 1, 2024, the APPENDIX: FUNDS AVAILABLE UNDER THE CONTRACT is amended to reflect the following changes:
● | All references to the name for the Pacific Select Fund Mid-Cap Equity Portfolio will change to the Pacific Select Fund Mid-Cap Plus Bond Alpha Portfolio. The Subadvisor will change from BlackRock Investment Management LLC to Fidelity Diversifying Solutions LLC. |
● | The Subadvisor for the Pacific Select Fund Value Portfolio will change from American Century Investment Management, Inc. to Putnam Investment Management, LLC. |
Effective November 1, 2024, the underlying fund information related to the Current Expenses in the APPENDIX: FUNDS AVAILABLE UNDER THE CONTRACT section will be deleted and replaced with the following:
Fund; Advisor (Subadvisor) | Current Expenses | |
Pacific Select Fund ESG Diversified Portfolio Class I; Pacific Life Fund Advisors, LLC |
0.77%1 |
|
Pacific Select Fund ESG Diversified Growth Portfolio Class I; Pacific Life Fund Advisors LLC |
0.75%1 |
Pacific Select Fund Mid-Cap Plus Bond Alpha Portfolio Class I; Pacific Life Fund Advisors LLC (Fidelity Diversifying Solutions LLC) | 0.64%1 | |
Pacific Select Fund Value Portfolio Class I;Pacific Life Fund Advisors LLC(Putnam Investment Management LLC) | 0.86%1 |
1 To help limit Fund expenses, Fund advisers have contractually agreed to reduce investment advisory fees or otherwise reimburse certain of their Funds which reflect temporary fee reductions. There can be no assurance that Fund expense waivers or reimbursements will be extended beyond their current terms as outlined in each Fund prospectus, and they may not cover certain expenses such as extraordinary expenses. See each Fund prospectus for complete information regarding these arrangements.
Effective November 1, 2024, the APPENDIX: FUNDS AVAILABLE UNDER THE CONTRACT is amended to add the following Funds:
Investment Objective |
Fund; Advisor (Subadvisor) |
Current Expenses |
Average Annual Total Returns (as of 12/31/2023) |
||
1 Year | 5 Year | 10 Year | |||
This Fund seeks capital appreciation. | Pacific Select Fund Bond Plus Portfolio Class I; Pacific Life Fund Advisors LLC (Fidelity Diversifying Solutions LLC) | 0.65%1 | NA | NA | NA |
This Fund seeks capital appreciation. |
Pacific Select Fund International Equity Plus Bond Alpha Portfolio Class I; Pacific Life Fund Advisors LLC (Fidelity Diversifying Solutions LLC) | 0.65%1 | NA | NA | NA |
This Fund seeks capital appreciation. |
Pacific Select Fund Large-Cap Plus Bond Alpha Portfolio Class I; Pacific Life Fund Advisors LLC (Fidelity Diversifying Solutions LLC) | 0.63%1 | NA | NA | NA |
Investment Objective |
Fund; Advisor (Subadvisor) |
Current Expenses |
Average Annual Total Returns (as of 12/31/2023) |
||
1 Year | 5 Year | 10 Year | |||
This Fund seeks capital appreciation. |
Pacific Select Fund QQ Q® Plus Bond Alpha Portfolio Class I; Pacific Life Fund Advisors LLC (Fidelity Diversifying Solutions LLC) | 0.66%1 | NA | NA | NA |
This Fund seeks capital appreciation. |
Pacific Select Fund Small-Cap Plus Bond Alpha Portfolio Class I; Pacific Life Fund Advisors LLC (Fidelity Diversifying Solutions LLC) | 0.68%1 | NA | NA | NA |
1To help limit Fund expenses, Fund advisers have contractually agreed to reduce investment advisory fees or otherwise reimburse certain of their Funds which reflect temporary fee reductions. There can be no assurance that Fund expense waivers or reimbursements will be extended beyond their current terms as outlined in each Fund prospectus, and they may not cover certain expenses such as extraordinary expenses. See each Fund prospectus for complete information regarding these arrangements.
Form No. ODY13SUPP1024
Prospectus
SAI
Part II
PART C: OTHER INFORMATION (Pacific Odyssey (2013))
Item 27. Exhibits
(1) |
Board of Directors Resolution |
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(a) |
Resolution of the Board of Directors of the Depositor authorizing establishment of Separate Account A and Memorandum establishing Separate Account A; included in Registrant's Form N-4, File No. 033-88460, Accession No. 0000898430-96-001377 filed on April 19, 1996, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/0000898430-96-001377-index.html |
|
(b) |
Resolution of the Board of Directors of Pacific Life Insurance Company authorizing conformity to the terms of the current Bylaws; included in Registrant's Form N-4, File No. 033-88460, Accession No. 0001017062-98-000945 filed on April 29, 1998, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/0001017062-98-000945.txt |
|
(2) |
Custodian Agreements |
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Inapplicable |
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(3) |
Underwriting Contracts |
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(a) |
Distribution Agreement between Pacific Life Insurance Company, Pacific Life & Annuity Company and Pacific Select Distributors, Inc. (PSD); included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x3xa.htm |
|
(b) |
Form of Selling Agreement between Pacific Life, PSD and Various Broker Dealers; included in Registrant's Form N-4, File No. 033-88460, Accession No. 0000892569-06-000528 filed on April 18, 2006, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000089256906000528/a12992exv99w3xby.htm |
|
(c) |
Distribution Agreement between Pacific Life Insurance Company, Pacific Life & Annuity Company and Pacific Select Distributors, LLC (PSD) (Amended and Restated); Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d3dc.htm |
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(4) |
Contracts |
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(a) |
Individual Flexible Premium Deferred Variable Annuity Contract (Form No. 10-17800); included in Registrant's Form N-4, File No. 333-53040, Accession No. 0001193125-03-014157 filed on June 27, 2003 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312503014157/dex994a2.txt |
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(b) |
403(b) Tax-Sheltered Annuity Rider (Form No. ICC12:20-1270); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-13-000796 filed on February 5, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012313000796/a30065a1exv99wx4yxby.htm |
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(c) |
Section 457 Plan Rider (Form No. ICC12:20-1271); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-13-000796 filed on February 5, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012313000796/a30065a1exv99wx4yxcy.htm |
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(d) |
Individual Retirement Annuity Rider (Form No. ICC12:20-1266); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-13-000796 filed on February 5, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012313000796/a30065a1exv99wx4yxdy.htm |
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(e) |
Roth Individual Retirement Annuity Rider (Form No. ICC12:20-1267); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-13-000796 filed on February 5, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012313000796/a30065a1exv99wx4yxey.htm |
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(f) |
SIMPLE Individual Retirement Annuity Rider (Form No. ICC12:20-1268); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-13-000796 filed on February 5, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012313000796/a30065a1exv99wx4yxfy.htm |
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(g) |
Qualified Retirement Plan Rider (Form No. ICC12:20-1269); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-13-000796 filed on February 5, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012313000796/a30065a1exv99wx4yxgy.htm |
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(h) |
DCA Plus Fixed Option Rider (Form No. ICC 11:20-1219); included in Registrant's Form N-4, File No. 333-175279, Accession No. 0000950123-11-063391 filed on July 1, 2011, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012311063391/a59352n4exv99w4xmy.htm |
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(i) |
Guaranteed Withdrawal Benefit XII Rider-Single Life (Form No. ICC12:20-1256); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-12-013639 filed on December 7, 2012 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312013639/a30065n4exv99wx4yxiy.htm |
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(j) |
Guaranteed Withdrawal Benefit XII Rider-Joint Life (Form No. ICC12:20-1257); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-12-013639 filed on December 7, 2012 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312013639/a30065n4exv99wx4yxjy.htm |
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(k) |
Guaranteed Withdrawal Benefit X Rider-Single Life (Form No. ICC12:20-1258); included in Registration Statement on Form N-4, File No. 333-53040, Accession No. 0000950123-13-002336 filed on April 18, 2013 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012313002336/a30004bexv99wx4yxjjy.htm |
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(l) |
Guaranteed Withdrawal Benefit X Rider-Joint Life (Form No. ICC12:20-1259); included in Registration Statement on Form N-4, File No. 333-53040, Accession No. 0000950123-13-002336 filed on April 18, 2013 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012313002336/a30004bexv99wx4yxkky.htm |
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(m) |
Guaranteed Withdrawal Benefit XIII Rider (Form No. ICC12:20-1263); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-12-013639 filed on December 7, 2012 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312013639/a30065n4exv99wx4yxmy.htm |
(n) |
Guaranteed Minimum Accumulation Benefit Rider (Form No. ICC12:20-1254); included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-12-013639 filed on December 7, 2012 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312013639/a30065n4exv99wx4yxny.htm |
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(o) |
Stepped-Up Death Benefit Rider (Form No. 20-13500); included in Registrant's Form N-4, File No. 333-53040, Accession No. 0001017062-00-002612 filed on December 29, 2001 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000101706200002612/0001017062-00-002612-0014.txt |
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(p) |
Guaranteed Withdrawal Benefit XV Rider - Single Life (Form No. ICC12:20-1501); Included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0001193125-16-460306 filed on February 12, 2016 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312516460306/d11525dex994p.htm |
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(q) |
Guaranteed Withdrawal Benefit XV Rider - Joint Life (Form No. ICC12:20-1502); Included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0001193125-16-460306 filed on February 12, 2016 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312516460306/d11525dex994q.htm |
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(r) |
Guaranteed Withdrawal Benefit XXI Rider - Single Life (Form No. ICC18:20-1425); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-18-007887 filed on February 9, 2018, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465918007887/a18-5515_1ex99d4dr.htm |
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(s) |
Guaranteed Withdrawal Benefit XXI Rider - Joint Life (Form No. ICC18:20-1426); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-18-007887 filed on February 9, 2018, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465918007887/a18-5515_1ex99d4ds.htm |
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(t) |
Guaranteed Minimum Accumulation Benefit Rider (Protected Investment Benefit (5 Year Option)) (Form No. 20-1354); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-19-035850 filed on June 17, 2019, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465919035850/a19-11226_1ex99d4t.htm |
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(u) |
Guaranteed Minimum Accumulation Benefit Rider (Protected Investment Benefit (10 Year Option)) (Form No. 20-1355); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-19-035850 filed on June 17, 2019, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465919035850/a19-11226_1ex99d4u.htm |
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(v) |
Guaranteed Withdrawal Benefit XXIII Rider-Single Life (Enhanced Income Select 2) (Form No. ICC20:20-1021); included in Registrant's Form N-4, File No. 333-236927, Accession No. 0001104659-20-029802 filed on March 6, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920029802/a20-11372_1ex99d4h.htm |
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(w) |
Guaranteed Withdrawal Benefit XXIII Rider-Joint Life (Enhanced Income Select 2) (Form No. ICC12:20-1022); included in Registrant's Form N-4, File No. 333-236927, Accession No. 0001104659-20-029802 filed on March 6, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920029802/a20-11372_1ex99d4i.htm |
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(x) |
Guaranteed Withdrawal Benefit XXII Rider-Single Life (Future Income Generator) (Form No. ICC19:20-1427); included in Registrant's Form N-4, File No. 333-236927, Accession No. 0001104659-20-029802 filed on March 6, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920029802/a20-11372_1ex99d4j.htm |
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(y) |
Guaranteed Withdrawal Benefit XXII Rider-Joint Life (Future Income Generator) (Form No. ICC19:20-1428); included in Registrant's Form N-4, File No. 333-236927, Accession No. 0001104659-20-029802 filed on March 6, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920029802/a20-11372_1ex99d4k.htm |
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(z) |
Guaranteed Minimum Accumulation Benefit Rider (Investment Guard 5-Year. 10%) (Form No. ICC22:20-1356-B); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-22-077967 filed on July 7, 2022 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465922077967/a22-20179_1ex99d4z.htm |
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(aa) |
Guaranteed Minimum Accumulation Benefit Rider (Investment Guard 7-Year. 10%) (Form No. ICC22:20-1357-B); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-22-077967 filed on July 7, 2022 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465922077967/a22-20179_1ex99d4aa.htm |
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(bb) |
Guaranteed Minimum Accumulation Benefit Rider (Investment Guard 7-Year. 15%) (Form No. ICC22:20-1358-B); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-22-077967 filed on July 7, 2022 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465922077967/a22-20179_1ex99d4bb.htm |
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(cc) |
Guaranteed Minimum Accumulation Benefit Rider (Investment Guard 10-Year. 10%) (Form No. ICC22:20-1359-B); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-22-077967 filed on July 7, 2022 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465922077967/a22-20179_1ex99d4cc.htm |
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(dd) |
Guaranteed Minimum Accumulation Benefit Rider (Investment Guard 10-Year. 15%) (Form No. ICC22:20-1360-B); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-22-077967 filed on July 7, 2022 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465922077967/a22-20179_1ex99d4dd.htm |
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(ee) |
Guaranteed Minimum Accumulation Benefit Rider (Investment Guard 10-Year. 20%) (Form No. ICC22:20-1361-B); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-22-077967 filed on July 7, 2022 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465922077967/a22-20179_1ex99d4ee.htm |
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(5) |
Applications |
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(a) |
Variable Annuity Application (Form No. 25-17850); included in Registrant's Form N-4, File No. 333-53040, Accession No. 0000892569-06-000524 filed on April 17, 2006 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000089256906000524/a12984exv99w5xayx3y.htm |
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(6) |
Depositor's Certificate of Incorporation and By-Laws |
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(a) |
Pacific Life's Articles of Incorporation; included in Registrant's Form N-4, File No. 033-88460, Accession No. 0001017062-98-000945 filed on April 29, 1998, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/0001017062-98-000939.txt |
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(b) |
By-laws of Pacific Life; included in Registrant's Form N-4, File No. 033-88460, Accession No. 0001017062-98- 000945 filed on April 29, 1998, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/0001017062-98-000945.txt |
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(c) |
Pacific Life's Restated Articles of Incorporation; included in Registrant's Form N-4, File No. 033-88460, Accession No. 0000892569-06-000528 filed on April 18, 2006, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000089256906000528/a12992exv99w6xcy.htm |
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(d) |
By-laws of Pacific Life As Amended September 1, 2005; included in Registrant's Form N-4, File No. 033-88460, Accession No. 0000892569-06-000528 filed on April 18, 2006, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000089256906000528/a12992exv99w6xdy.htm |
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(7) |
Reinsurance Contracts |
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Reinsurance Agreement with Union Hamilton; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-346562 filed on October 19, 2015 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515346562/d86009dex997b.htm |
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(8) |
Participation Agreements |
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(a) |
Pacific Select Fund Participation Agreement; included in Registrant's Form N-4, File No. 033-88460, Accession No. 0001017062-01-500083 filed on April 25, 2001, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000101706201500083/dex998a.txt |
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(b) |
Fund Participation Agreement Between Pacific Life Insurance Company, Pacific Select Distributions, Inc., American Funds Insurance Series, American Funds Distributors, and Capital Research and Management Company; included in Registrant's Form N-4, File No. 333-93059, Accession No. 0000892569-05-000253 filed on April 19, 2005, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000089256905000253/a03608a3exv99w8xey.htm |
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(c) |
AllianceBernstein Variable Products Series Fund, Inc. Participation Agreement; included in Registrant's Form N- 4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xc.htm |
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(d) |
BlackRock Variable Series Fund, Inc. (formerly called Merrill Lynch Variable Series Fund, Inc.) Participation Agreement; included in Registrant's Form N-4, File No. 333-136597, Accession No. 0000892569-08-000961 filed on July 2, 2008, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000089256908000961/a41434aexv99w8xey.htm |
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(1) |
First Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xdx1.htm |
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(2) |
Second Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xdx2.htm |
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(3) |
Third Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xdx3.htm |
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(4) |
Fourth Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-13-399384 filed on October 15, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312513399384/d608897dex998d4.htm |
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(5) |
Fifth Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998e5.htm |
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(6) |
Sixth Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659‐19‐022570 filed on April 19, 2019, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465919022570/a19-5922_1ex99d8dd6.htm |
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(e) |
Franklin Templeton Variable Insurance Products Trust Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xe.htm |
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(1) |
First Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xex1.htm |
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(2) |
Addendum to Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xex2.htm |
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(3) |
Second Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-14-148880 filed on April 18, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514148880/d655359dex998e3.htm |
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(4) |
Third Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998f4.htm |
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(5) |
Fourth Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998e5.htm |
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(6) |
Fifth Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-21-116234 filed on September 16, 2021, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465921116234/a21-27548_1ex99d8e6.htm |
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(f) |
AllianceBernstein Investments, Inc. Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xf.htm |
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(g) |
BlackRock Distributors, Inc. (formerly called FAM Distributors, Inc.) Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xg.htm |
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(1) |
First Amendment to Administrative Services Agreement; included in Registrant's Form N-4. File No. 333-236927, Accession No. 0001104659-20-029802 filed March 6, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920029802/a20-11372_1ex99d8e1.htm |
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(2) |
Second Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998h2.htm |
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(3) |
Third Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998h3.htm |
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(4) |
Fourth Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998g4.htm |
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(h) |
Franklin Templeton Services, LLC Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xh.htm |
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(1) |
First Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xhx1.htm |
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(2) |
Second Amendment to Administrative Service Agreement; included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998h2.htm |
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(3) |
Third Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998h3.htm |
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(4) |
Fourth Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998i4.htm |
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(5) |
Fifth Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998h5.htm |
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(6) |
Sixth Amendment to Administrative Services Agreement; Included in Registrant's Form N-6, File No. 333-231308 Accession No. 0001104659-19-042834 filed on July 31, 2019, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000110465919042834/a19-13236_1ex99d8n6.htm |
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(7) |
Seventh Amendment to Administrative Services Agreement; Included in the Registrant's Form N-4; File No. 333-240070 Accession No. 0001104659-20-112014 filed on October 5, 2020 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920112014/a20-32161_1ex99d8f7.htm |
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(8) |
Eighth Amendment to Administrative Services Agreement; Included in the Registrant's Form N-4, File No. File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xhx8.htm |
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(i) |
AIM Variable Insurance Funds Participation Agreement; included in Registrant's Form N-4, File No. 333-136597, Accession No. 0000892569-08-001559 filed on December 4, 2008, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000089256908001557/a50116exv99w8xny.htm |
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(1) |
First Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-168026, Accession No. 0000950123-12-006432 filed on April 24, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312006432/a59729bexv99w8xiyx1y.htm |
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(j) |
Invesco Aim Distributors, Inc. Distribution Services Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xj.htm |
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(1) |
First Amendment to Distribution Services Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8dj1.htm |
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(k) |
Invesco Aim Advisors, Inc. Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xl.htm |
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(l) |
GE Investments Funds, Inc. Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xl.htm |
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(1) |
First Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xlx1.htm |
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(2) |
Second Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998m2.htm |
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(3) |
Third Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998m3.htm |
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(m) |
GE Investment Distributors, Inc. Fund Marketing and Investor Service Agreement (Amended and Restated); included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xm.htm |
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(n) |
Van Kampen Life Investment Trust Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xn.htm |
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(o) |
Van Kampen Funds, Inc. Shareholder Service Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xo.htm |
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(p) |
Van Kampen Asset Management Administrative Services Letter Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xp.htm |
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(q) |
GE Investments Funds, Inc. Investor Services Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein.. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xq.htm |
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(1) |
First Amendment to Investor Services Agreement; included in Registrant's Form N-4, File No. 333-136597, Accession No. 0000950123-10-036152 filed on April 20, 2010, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012310036152/a52638exv99w8xryx1y.htm |
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(2) |
Second Amendment to Investor Services Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998r2.htm |
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(r) |
PIMCO Variable Insurance Trust Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xr.htm |
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(1) |
First Amendment to Participation Agreement (Novation and Amendment); included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein.This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xrx1.htm |
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(2) |
Second Amendment to Participation Agreement; included in Registrant's Form N-4 File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xrx2.htm |
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(s) |
Allianz Global Investors Distributors LLC Selling Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xs.htm |
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(1) |
First Amendment to Selling Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8ds1.htm |
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(t) |
PIMCO LLC Services Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xt.htm |
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(1) |
First Amendment to Services Agreement; included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998t1.htm |
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(2) |
Second Amendment to Services Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-14-148880 filed on April 18, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514148880/d655359dex998t2.htm |
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(3) |
Third Amendment to Services Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-18-025542 filed on April 20, 2018, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465918025542/a18-8020_1ex99d8dt3.htm |
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(u) |
MFS Variable Insurance Trust Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xu.htm |
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(1) |
First Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xux1.htm |
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(2) |
Second Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-168026, Accession No. 0000950123-11-036762 filed on April 19, 2011, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012311036762/a57716bexv99w8xvyx2y.htm |
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(3) |
Third Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998u3.htm |
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(v) |
(1) |
MFS Variable Insurance Trust Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0000950123-10-036181 filed on April 20, 2010, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012310036181/a54718exv99w8xwy.htm |
|
(2) |
MFS Variable Insurance Trust Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998v2.htm |
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(3) |
MFS Variable Insurance Trust Administrative Services Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8dv3.htm |
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(w) |
Participation Agreement with Fidelity Variable Insurance Products (Variable Insurance Products Funds, Variable Insurance Products Fund II, Variable Insurance Products Fund III and Variable Insurance Products Funds V).; included in Registrant's Form N-4, File No. 333-168026, Accession No. 0000950123-12-006432 filed on April 24, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312006432/a59729bexv99w8xwy.htm |
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(1) |
First Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-168026, Accession No. 0000950123-12-006432 filed on April 24, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312006432/a59729bexv99w8xwyx1y.htm |
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(2) |
Second Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-168026, Accession No. 0000950123-12-006432 filed on April 24, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312006432/a59729bexv99w8xwyx2y.htm |
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(3) |
Third Amendment to Participation Agreement; Included in Registrant's Form N-6, File No. 333-231308, Accession No. 0001104659-19-042834 filed on July 31, 2019, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000110465919042834/a19-13236_1ex99d8o3.htm |
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(4) |
Fourth Amendment to Participation Agreement; Included in Registrant's Form N-6, File No. 333-185326, Accession No. 0001104659-20-048068 filed on April 17, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920048068/a20-9594_1ex99d8w4.htm |
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(5) |
Fifth Amendment to Participation Agreement; Included in the Registrant's Form N-4; File No. 333-240070 Accession No. 0001104659-20-112014 filed on October 5, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920112014/a20-32161_1ex99d8n5.htm |
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(x) |
Service Contract with Fidelity Distributors Corporation; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xx.htm |
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(1) |
Amendment to Service Contract; included in Registrant's Form N-4, File No. 333-168026, Accession No. 0000950123-12-006432 filed on April 24, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312006432/a59729bexv99w8xxyx1y.htm |
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(y) |
Participation Agreement with First Trust Variable Insurance Trust; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xy.htm |
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(1) |
First Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-14-148880 filed on April 18, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514148880/d655359dex998y1.htm |
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(2) |
Second Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-346562 filed on October 19, 2015 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515346562/d86009dex998y2.htm |
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(z) |
Administrative Services Agreement with First Trust Variable Insurance Trust; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xz.htm |
(1) |
First Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-14-148880 filed on April 18, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514148880/d655359dex998z1.htm |
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(2) |
Second Amendment to Administrative Services Agreement; included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed on August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998dd2.htm |
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(3) |
Third Amendment to Administrative Services Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-346562 filed on October 19, 2015 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515346562/d86009dex998z3.htm |
||
(aa) |
Support Agreement with First Trust Advisors L.P.; included in Registrant's Form N-4, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xaa.htm |
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(1) |
First Amendment to Support Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-14-148880 filed on April 18, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514148880/d655359dex998aa1.htm |
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(2) |
Second Amendment to Support Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-346562 filed on October 19, 2015 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515346562/d86009dex998aa2.htm |
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(bb) |
American Century Investment Services, Inc. Participation Agreement; Included in Registrant's Form N-6, File No. 333-150092, Accession Number 000950123-12-006370 filed on April 23, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000095012312006370/a59859bexv99wx8yxjjy.htm |
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(cc) |
American Century Investment Services, Inc. Administrative Services Agreement; Included in Registrant's Form N-6, File No. 333-150092, Accession Number 000950123-12-006370 filed on April 23, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000095012312006370/a59859bexv99wx8yxkky.htm |
||
(1) |
First Amendment to Administrative Services Agreement; Included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998cc1.htm |
||
(dd) |
Participation Agreement with Janus Aspen Series; Included in Registrant's Form N-6, File No. 333-118913, Accession Number 000892569-07-000444 filed on April 16, 2007, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000089256907000444/a23397a1exv99wx8yxky.htm |
||
(1) |
First Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998dd1.htm |
||
(2) |
Second Amendment to Participation Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998dd2.htm |
||
(ee) |
Distribution and Shareholder Service Agreement with Janus Distributors LLC; Included in Registrant's Form N-6, File No. 333-118913, Accession Number 000892569-07-000444 filed on April 16, 2007, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000089256907000444/a23397a1exv99wx8yxly.htm |
||
(1) |
First Amendment to Distribution and Shareholder Service Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8dee1.htm |
||
(ff) |
Administrative Services Agreement with Janus Capital Management LLC; Included in Registrant's Form N-6, File No. 333-118913, Accession Number 000892569-07-000444 filed on April 16, 2007, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000089256907000444/a23397a1exv99wx8yxmy.htm |
||
(gg) |
Lord Abbett Series Fund, Inc. Fund Participation Agreement; Included in Registrant's Form N-4, File No. 333-168284, Accession No. 0000950123-10-067409 filed on July 23, 2010, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012310067409/a56357exv99w8xxy.htm |
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(hh) |
Lord Abbett Series Fund, Inc. Service Agreement; Included in Registrant's Form N-4, File No. 333-168284, Accession No. 0000950123-10-067409 filed on July 23, 2010, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012310067409/a56357exv99w8xyy.htm |
||
(ii) |
Lord Abbett Series Fund, Inc. Administrative Services Agreement; Included in Registrant's Form N-4, File No. 333-168284, Accession No. 0000950123-10-067409 filed on July 23, 2010, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012310067409/a56357exv99w8xzy.htm |
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(jj) |
Lord Abbett Series Fund, Inc. Support Payment Agreement; Included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998jj.htm |
||
(1) |
First Amendment to Support Payment Agreement; Included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998jj1.htm |
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(kk) |
Participation Agreement with Van Eck Worldwide Insurance Trust; Included in Registrant's Form N-6, File No. 033-21754, Accession No. 0000892569-05-000254 filed on April 19, 2005, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000089256905000254/a05877a1exv99wx8yxqy.htm |
(1) |
First Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998kk1.htm |
||
(ll) |
Service Agreement with Van Eck Securities Corporation; Included in Registrant's Form N-6, File No. 333-250190, Accession No. 0001104659-23-113342 filed on November 1, 2023, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465923113342/tm2329166d2_ex99-x8xll.htm |
||
(1) |
First Amendment to Service Agreement; Included in Registrant's Form N-4, File No. 333-136597, Accession No. 0001193125-12-502964 filed on December 14, 2012, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312512502964/d438041dex998ll1.htm |
||
(mm) |
Fund Participation and Service Agreement with American Funds; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-13-399384 filed on October 15, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312513399384/d608897dex998mm.htm |
||
(1) |
First Amendment to Fund Participation and Service Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-14-148880 filed on April 18, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514148880/d655359dex998mm1.htm |
||
(2) |
Second Amendment to Fund Participation and Service Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998mm2.htm |
||
(3) |
Third Amendment to Fund Participation and Service Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-346562 filed on October 19, 2015 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515346562/d86009dex998mm3.htm |
||
(4) |
Fourth Amendment to Fund Participation and Service Agreement; Filed as part of the Registration Statement on Form N-6 via EDGAR on May 9, 2019, File No. 333-231308, Accession Number 0001104659-19-028107, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000110465919028107/a19-9292_1ex99d8kk4.htm |
||
(5) |
Fifth Amendment to Fund Participation and Service Agreement; ; Included in the Registrant's Form N-4; File No. 333-240070 Accession No. 0001104659-20-112014 filed on October 5, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920112014/a20-32161_1ex99d8t5.htm |
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(nn) |
Business Agreement with American Funds; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-13-399384 filed on October 15, 2013, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312513399384/d608897dex998nn.htm |
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(oo) |
Participation Agreement with Ivy Funds Variable Insurance Portfolios; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-14-148880 filed on April 18, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514148880/d655359dex998oo.htm |
||
(1) |
First Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8doo1.htm |
||
(2) |
Second Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8doo2.htm |
||
(3) |
Third Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-18-075033 filed on December 28, 2018, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465918075033/a18-41614_1ex99doo3.htm |
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(4) |
Fourth Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-21-054355 filed on April 23, 2021, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465921054355/a21-3291_1ex99d8doo4.htm |
||
(pp) |
Distribution Fee Agreement with JPMorgan Insurance Trust; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998pp.htm |
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(qq) |
Fund Participation Agreement with JPMorgan Insurance Trust (formerly called One Group Investments Trust); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998qq.htm |
||
(1) |
First Amendment to Fund Participation Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998qq1.htm |
||
(rr) |
Supplemental Payment Agreement with JPMorgan Insurance Trust (formerly called One Group Investments Trust); included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998rr.htm |
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(1) |
First Amendment to the Supplemental Payment Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998rr1.htm |
||
(2) |
Second Amendment to the Supplemental Payment Agreement; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998rr2.htm |
(3) |
Third Amendment to Supplemental Payment Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-346562 filed on October 19, 2015 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515346562/d86009dex998rr3.htm |
||
(ss) |
Distribution and Marketing Support Agreement (Amended and Restated) with BlackRock Variable Series Fund, Inc.; included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-134853 filed on April 17, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515134853/d833345dex998ss.htm |
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(tt) |
Exhibit B to the Pacific Select Fund Participation Agreement; Included in Registrant's Form N-4, File No. 333-160772, Accession No. 0001193125-14-310473 filed August 15, 2014, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312514310473/d767546dex998qq.htm |
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(uu) |
Participation Agreement with Legg Mason Partners III; Filed as part of Post-Effective Amendment No. 9 to the Registration Statement on Form N-6 via EDGAR on April 16, 2007, File No. 333-118913, Accession Number 000892569-07-000444, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000089256907000444/a23397a1exv99wx8yxpy.htm |
||
(1) |
First Amendment to Participation Agreement; Included in Registrant's Form N-6, File No. 333-172851, Accession No. 0001193125-15-132710 filed April 16, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312515132710/d833403dex998p1.htm |
||
(2) |
Second Amendment to Participation Agreement; Included in Registrant's Form N-6, File No. 333-172851, Accession No. 0001193125-15-132710 filed April 16, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312515132710/d833403dex998p2.htm |
||
(3) |
Third Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8duu3.htm |
||
(4) |
Fourth Amendment to Participation Agreement; Included in Registrant's Form N-6 via EDGAR on May 9, 2019, File No. 333-231308, Accession Number 0001104659-19-028107, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000110465919028107/a19-9292_1ex99d8i4.htm |
||
(5) |
Fifth Amendment to Participation Agreement; Included in Registrant's Form N-6, File No. 333-185326, Accession No. 0001104659-20-048068 filed on April 17, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920048068/a20-9594_1ex99d8uu5.htm |
||
(vv) |
Service Agreement with Legg Mason Investor Services, LLC; Filed as part of Post-Effective Amendment No. 9 to the Registration Statement on Form N-6 via EDGAR on April 16, 2007, File No. 333-118913, Accession Number 000892569-07-000444, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000089256907000444/a23397a1exv99wx8yxqy.htm |
||
(1) |
First Amendment to Service Agreement; Included in Registrant's Form N-6, File No. 333-172851, Accession No. 0001193125-15-132710 filed April 16, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312515132710/d833403dex998q1.htm |
||
(2) |
Second Amendment to Service Agreement; Included in Registrant's Form N-6, File No. 333-172851, Accession No. 0001193125-15-132710 filed April 16, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312515132710/d833403dex998q2.htm |
||
(3) |
Third Amendment to Service Agreement; Included in Registrant's Form N-6, File No. 333-172851, Accession No. 0001193125-15-304332 filed August 27, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312515304332/d33130dex998q3.htm |
||
(4) |
Fourth Amendment to Service Agreement; Included in Registrant's Form N-6 via EDGAR on May 9, 2019, File No. 333-231308, Accession Number 0001104659-19-028107, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000110465919028107/a19-9292_1ex99d8j4.htm |
||
(5) |
Fifth Amendment to Service Agreement; Included in Registrant's Form N-6, File No. 333-185326, Accession No. 0001104659-20-048068 filed on April 17, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920048068/a20-9594_1ex99d8vv5.htm |
||
(6) |
Sixth Amendment to Service Agreement ; Included in the Registrant's Form N-4; File No. 333-240070 Accession No. 0001104659-20-112014 filed on October 5, 2020, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465920112014/a20-32161_1ex99d8y6.htm |
||
(ww) |
Participation Agreement with Neuberger Berman; Filed as part of the Registration Statement on Form N-6 via EDGAR on April 15, 2013, File No. 333-172851, Accession Number 0000950123-13-002255, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000095012313002255/a30080bexv99w8xrry.htm |
||
(1) |
First Amendment to Participation Agreement; Included in Registrant's Form N-6, File No. 333-172851, Accession No. 0001193125-15-304332 filed August 27, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312515304332/d33130dex998rr1.htm |
||
(xx) |
Administrative Services Agreement with Neuberger Berman; Filed as part of the Registration Statement on Form N-6 via EDGAR on April 15, 2013, File No. 333-172851, Accession Number 0000950123-13-002255, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000095012313002255/a30080bexv99w8xssy.htm |
||
(yy) |
Distribution and Administrative Services Agreement (Amended and Restated) with Neuberger Berman; Included in Registrant's Form N-6, File No. 333-172851, Accession No. 0001193125-15-304332 filed August 27, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312515304332/d33130dex998aaa.htm |
||
(zz) |
Revenue Sharing Agreement with Oppenheimer; Filed as part of the Registration Statement on Form N-6 via EDGAR on May 30, 2013, File No. 333-152224, Accession Number 0001193125-13-240969, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312513240969/d537621dex998vv.htm |
(aaa) |
Participation Agreement with Oppenheimer; Filed as part of the Registration Statement on Form N-6 via EDGAR on May 30, 2013, File No. 333-152224, Accession Number 0001193125-13-240969, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312513240969/d537621dex998uu.htm |
||
(1) |
First Amendment to Participation Agreement; Included in Registrant's Form N-6, File No. 333-172851, Accession No. 0001193125-15-132710 filed April 16, 2015, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/832908/000119312515132710/d833403dex998tt1.htm |
||
(2) |
Second Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-346562 filed on October 19, 2015 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515346562/d86009dex998aaa2.htm |
||
(3) |
Third Amendment to Participation Agreement; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8daaa3.htm |
||
(bbb) |
Revenue Sharing Agreement with Oppenheimer (Amended and Restated); Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001193125-15-346562 filed on October 19, 2015 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000119312515346562/d86009dex998bbb.htm |
||
(ccc) |
Distribution Sub-Agreement with BlackRock Variable Series Fund, Inc.; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8dccc.htm |
||
(ddd) |
Administrative Services Agreement with Invesco Advisors, Inc.; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8dddd.htm |
||
(eee) |
Financial Support Agreement with Invesco Distributors, Inc.; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8deee.htm |
||
(fff) |
Distribution and/or Service (12b-1) Fee Agreement with Legg Mason Investor Services, LLC; Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-17-024829 filed on April 20, 2017, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465917024829/a17-7673_1ex99d8dfff.htm |
||
(ggg) |
Selling Agreement with PIMCO Variable Insurance Trust (Admin Shares); Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-18-075033 filed on December 28, 2018, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465918075033/a18-41614_1ex99dggg.htm |
||
(hhh) |
Service Agreement with PIMCO Variable Insurance Trust (Admin Shares); Included in Registrant's Form N-4, File No. 333-185326, Accession No. 0001104659-18-075033 filed on December 28, 2018, and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000110465918075033/a18-41614_1ex99dhhh.htm |
(9) |
Administrative Contracts |
Inapplicable |
|
(10) |
Other Material Contracts |
Inapplicable |
|
(11) |
Legal Opinion |
Opinion and Consent of legal officer of Pacific Life Insurance Company as to the legality of Contracts being registered; included in Registration Statement on Form N-4, File No. 333-185326, Accession No. 0000950123-12-013639 filed on December 7, 2012 and incorporated by reference herein. This exhibit can be found at http://www.sec.gov/Archives/edgar/data/935823/000095012312013639/a30065n4exv99wx9y.htm |
|
(12) |
Other Opinions |
Consent of Independent Registered Public Accounting Firm and Consent of Independent Auditors; |
|
(13) |
Omitted Financial Statements |
Inapplicable |
|
(14) |
Initial Capital Agreements |
Inapplicable |
|
(15) |
Powers of Attorney;included in Registrant's Form N-4, File No. 333-282283, Accession No.0001104659-24-101961, filed on September 23, 2024, and incorporated by reference herein. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/1080429/000110465924101961/tm243661d9_ex99-xp.htm |
(16) |
Form of Initial Summary Prospectus included in Registrant's Form N-4; File No. 333-185326; Accession No. 001104659-24-048832 filed on April 18, 2024 and incorporated by reference. This exhibit can be found at https://www.sec.gov/Archives/edgar/data/935823/000110465924048832/tm243475d1_ex99-x16.htm |
EX-101.SCH XBRL TAXONOMY EXTENSION SCHEMA
EX-101.DEF XBRL TAXONOMY EXTENSION DEFINITION LINKBASE
EX-101.LAB XBRL TAXONOMY EXTENSION LABEL LINKBASE
EX-101.PRE XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE
Item 28. Directors and Officers of Pacific Life
Name and Address |
Positions and Offices with Pacific Life |
Darryl D. Button |
Director, Chairman, President and Chief Executive Officer |
Vibhu R. Sharma |
Director, Executive Vice President and Chief Financial Officer |
Adrian S. Griggs |
Director, Executive Vice President and Chief Operating Officer |
Jason Orlandi |
Director, Executive Vice President, General Counsel and Assistant Secretary |
Dawn M. Behnke |
Executive Vice President |
Carol J. Krosky |
Senior Vice President and Chief Accounting Officer |
Starla Yamauchi |
Assistant Vice President and Secretary |
Craig W. Leslie |
Senior Vice President and Treasurer |
The address for each of the persons listed above is as follows:
700 Newport Center Drive Newport Beach, California 92660
Item 29. Persons Controlled by or Under Common Control with Pacific Life or Separate Account A.
The following is an explanation of the organization chart of Pacific Life's subsidiaries:
Pacific Life is a Nebraska Stock Life Insurance Company wholly-owned by Pacific LifeCorp (a Delaware Stock Holding Company), which is, in turn, 100% owned by Pacific Mutual Holding Company (a Nebraska Mutual Insurance Holding Company).
PACIFIC LIFE, SUBSIDIARIES & AFFILIATED ENTERPRISES
LEGAL STRUCTURE
Jurisdiction of Incorporation or Organization |
Percentage of Ownership by its Immediate Parent |
||||||||
Pacific Mutual Holding Company |
Nebraska |
||||||||
Pacific LifeCorp |
Delaware |
100 |
|||||||
Pacific Life Insurance Company |
Nebraska |
100 |
|||||||
APC Asset Development I LP |
Delaware |
99.92 |
|||||||
APC Asset Development II LP |
Delaware |
99.94 |
|||||||
Pacific Life & Annuity Company |
Arizona |
100 |
|||||||
Pacific Life Purchasing LLC |
Delaware |
100 |
|||||||
Pacific Select Distributors, LLC |
Delaware |
100 |
|||||||
Pacific Asset Holding LLC |
Delaware |
100 |
|||||||
Pacific TriGuard Partners LLC |
Delaware |
100 |
|||||||
Gallery Limited Member, LLC |
Delaware |
100 |
|||||||
Gallery Place MRP-GFI Venture, LLC |
Delaware |
10 |
|||||||
Grayhawk Golf Holdings, LLC |
Delaware |
95 |
|||||||
Grayhawk Golf L.L.C. |
Arizona |
100 |
|||||||
Las Vegas Golf I, LLC |
Delaware |
100 |
|||||||
Angel Park Golf, LLC |
Nevada |
100 |
|||||||
PL/KBS Fund Member, LLC |
Delaware |
100 |
|||||||
Wildflower Member, LLC |
Delaware |
100 |
|||||||
Epoch-Wildflower, LLC |
Florida |
100 |
|||||||
PL TOR Member LLC |
Delaware |
100 |
|||||||
2803 Riverside Apartment Investors, LLC |
Delaware |
90 |
|||||||
PL Denver Member, LLC |
Delaware |
100 |
|||||||
1776 Curtis, LLC |
Delaware |
70 |
|||||||
PL Timberlake Member, LLC |
Delaware |
100 |
|||||||
80 South Gibson Road Apartment Investors, LLC |
Delaware |
90 |
|||||||
PL Van Buren Member, LLC |
Delaware |
100 |
|||||||
1035 Van Buren Holdings, L.L.C. |
Delaware |
43 |
|||||||
PL Lakemont Member, LLC |
Delaware |
100 |
|||||||
Overlook at Lakemont Venture LLC |
Delaware |
88 |
|||||||
700 Main Street LLC |
Delaware |
100 |
PL One Jefferson Member, LLC |
Delaware |
100 |
||||||
One Jefferson Venture LLC |
Delaware |
90 |
||||||
PL Redland Member, LLC |
Delaware |
100 |
||||||
Redland Road Apartment Investors, LLC |
Delaware |
90 |
||||||
PL Mortgage Fund, LLC |
Delaware |
100 |
||||||
PL Andate Member, LLC |
Delaware |
100 |
||||||
Andante Venture LLC |
Delaware |
90 |
||||||
PL Beardslee Member, LLC |
Delaware |
100 |
||||||
Village at Beardslee Investor, LLC |
Delaware |
90 |
||||||
PL Monterone Member, LLC |
Delaware |
100 |
||||||
Monterone Apartment Investor, LLC |
Delaware |
90 |
||||||
PL Reno Member, LLC |
Delaware |
100 |
||||||
NPLC BV Manager LLC |
Delaware |
82.353 |
||||||
PL Wabash Member, LLC |
Delaware |
100 |
||||||
THC 1333 S. Wabash LLC |
Delaware |
90 |
||||||
PL Kierland Member, LLC |
Delaware |
100 |
||||||
T&L Apartment Investor, LLC |
Delaware |
90 |
||||||
PL Wardman Member, LLC |
Delaware |
100 |
||||||
Wardman Hotel Owner, L.L.C. |
Delaware |
100 |
||||||
PL Peoria Member, LLC |
Delaware |
100 |
||||||
205 Peoria Street Owner, LLC |
Delaware |
100 |
||||||
PL Stonebriar Member, LLC |
Delaware |
100 |
||||||
Stonebriar Apartment Investor, LLC |
Delaware |
90 |
||||||
PL Deer Run Member, LLC |
Delaware |
100 |
||||||
Deer Run JV LLC |
Delaware |
60 |
||||||
PL Tessera Member, LLC |
Delaware |
100 |
||||||
Tessera Venture LLC |
Delaware |
90 |
||||||
PL Vantage Member, LLC |
Delaware |
100 |
||||||
Vantage Post Oak Apartments, LLC |
Delaware |
90 |
||||||
PL Fairfax Gateway Member, LLC |
Delaware |
100 |
||||||
Fairfield Fairfax Gateway LLC |
Delaware |
90 |
||||||
PL Four Westlake Owner, LLC |
Delaware |
100 |
||||||
PL 922 Washington Owner, LLC |
Delaware |
100 |
||||||
PL Hana Place Member, LLC |
Delaware |
100 |
||||||
Hana Place JV LLC |
Delaware |
60 |
||||||
PL LasCo Owner, LLC |
Delaware |
100 |
||||||
PL Wilshire Member, LLC |
Delaware |
100 |
||||||
Wilshire Apartment Investors, LLC |
Delaware |
90 |
||||||
PL Cedarwest Member, LLC |
Delaware |
100 |
||||||
Cedarwest JV LLC |
Delaware |
60 |
||||||
PL Tupelo Member, LLC |
Delaware |
100 |
||||||
Tupelo Alley Apartment Investors, LLC |
Delaware |
90 |
||||||
PL Aster Member, LLC |
Delaware |
100 |
||||||
Alston Manor Investors JV LLC |
Delaware |
90 |
||||||
PL Anthology Member, LLC |
Delaware |
100 |
||||||
Anthology Venture LLC |
Delaware |
100 |
||||||
Anthology Owner LLC |
Delaware |
100 |
||||||
Anthology CEA Owner LLC |
Delaware |
100 |
||||||
PL Trelago Member, LLC |
Delaware |
100 |
||||||
Trelago Way Investors JV LLC |
Delaware |
100 |
||||||
PL 803 Division Street Member, LLC |
Delaware |
100 |
||||||
Nashville Gulch Venture LLC |
Delaware |
100 |
||||||
Nashville Gulch Owner LLC |
Delaware |
100 |
||||||
PL Little Italy Member, LLC |
Delaware |
100 |
||||||
Little Italy Apartments LLC |
Delaware |
69.1848 |
||||||
PL Gramax Member, LLC |
Delaware |
100 |
||||||
ASI Gramax LLC |
Delaware |
90 |
||||||
PL Walnut Creek Member, LLC |
Delaware |
100 |
||||||
Del Hombre Walnut Creek Holdings LLC |
Delaware |
75 |
||||||
PL Dairies Owner, LLC |
Delaware |
100 |
||||||
PL SFR HD Member, LLC |
Delaware |
100 |
SFR JV-HD LP |
Delaware |
33.333 |
||||||||||||||
SFR JV-HD TL Equity A LLC |
Delaware |
100 |
||||||||||||||
SFR JV-HD TL Borrower A LLC |
Delaware |
100 |
||||||||||||||
SFR JV-HD TL Equity B LLC |
Delaware |
100 |
||||||||||||||
SFR JV-HD TL Borrower B LLC |
Delaware |
100 |
||||||||||||||
SFR JV-HD Equity LCC |
Delaware |
100 |
||||||||||||||
SFR JV-HD Property LLC |
Delaware |
100 |
||||||||||||||
PL Adley Member, LLC |
Delaware |
100 |
||||||||||||||
Redwood PL Adley LLC |
Delaware |
90 |
||||||||||||||
DD 6075 Roswell LLC |
Georgia |
100 |
||||||||||||||
PL GAAV Member, LLC |
Delaware |
100 |
||||||||||||||
Greystar Active Adult Venture I, LP |
Delaware |
45 |
||||||||||||||
GS AA Draper HoldCo, LLC |
Delaware |
100 |
||||||||||||||
GS AA Draper Owner, LLC |
Delaware |
100 |
||||||||||||||
GS AA Village5 HoldCo, LLC |
Delaware |
100 |
||||||||||||||
GS AA Village5 Owner, LLC |
Delaware |
100 |
||||||||||||||
GS AA Avenu Natick HoldCo, LLC |
Delaware |
100 |
||||||||||||||
GS AA Avenu Natick HoldCo, LLC |
Delaware |
100 |
||||||||||||||
GS AA Riverwalk HoldCo, LLC |
Delaware |
100 |
||||||||||||||
GS AA Riverwalk Owner, LLC |
Delaware |
100 |
||||||||||||||
GS AA Stapleton HoldCo, LLC |
Delaware |
100 |
||||||||||||||
GS AA Stapleton Owner, LLC |
Delaware |
100 |
||||||||||||||
GS AA San Marcos HoldCo, LLC |
Delaware |
100 |
||||||||||||||
GS AA San Marcos Owner, LLC |
Delaware |
100 |
||||||||||||||
GS AA Vistas HoldCo LLC |
Delaware |
100 |
||||||||||||||
GS AA Vistas Owner LLC |
Delaware |
100 |
||||||||||||||
GS AA Kierland HoldCo LLC |
Delaware |
100 |
||||||||||||||
GS AA Kierland Owner LLC |
Delaware |
100 |
||||||||||||||
GS AA Naperville HoldCo, LLC |
Delaware |
100 |
||||||||||||||
GS AA Naperville Owner, LLC |
Delaware |
100 |
||||||||||||||
PL Fountain Springs Member, LLC |
Delaware |
100 |
||||||||||||||
Fountain Springs JV LLC |
Delaware |
80 |
||||||||||||||
Fountain Springs LLC |
Colorado |
100 |
||||||||||||||
PL SFR MLS Member, LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 LP |
Delaware |
16.129 |
||||||||||||||
SFR JV-2 2022-1 Equity Owner LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 2022-1 Borrower LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 2022-1 Depositor LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 2022-2 Equity Owner LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 2022-2 Borrower LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 2022-2 Depositor LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 DDTL Equity LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 DDTL Borrower LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 NTL Equity LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 NTL Borrower LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 2023-1 Equity Owner LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 2023-1 Borrower LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 2023-1 Depositor LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 Equity LLC |
Delaware |
100 |
||||||||||||||
SFR JV-2 Property LLC |
Delaware |
100 |
||||||||||||||
PL Hawkins Press Member, LLC |
Delaware |
100 |
||||||||||||||
Hawkins Press Investors JV, LLC |
Delaware |
85 |
||||||||||||||
PL Wilder Member, LLC |
Delaware |
100 |
||||||||||||||
Redwood PL Wilder, LLC |
Delaware |
90 |
||||||||||||||
RPL Wilder, LLC |
Delaware |
100 |
||||||||||||||
PL Allston Yard Member, LLC |
Delaware |
100 |
||||||||||||||
Allston Yards Apartments, LLC |
Delaware |
80 |
||||||||||||||
PL Arkins Member, LLC |
Delaware |
100 |
||||||||||||||
2950 Arkins Owner, LLC |
Delaware |
90 |
||||||||||||||
2950 Arkins Commercial, LLC |
Delaware |
100 |
||||||||||||||
2950 Arkins Residential, LLC |
Delaware |
100 |
PL Bromwell Member, LLC |
Delaware |
100 |
||||||||||||||||||
Bromwell Investors LLC |
Delaware |
90 |
||||||||||||||||||
Bromwell Owner LLC |
Delaware |
100 |
||||||||||||||||||
PL Loso Member, LLC |
Delaware |
100 |
||||||||||||||||||
South & Hollis Investors JV LLC |
Delaware |
85 |
||||||||||||||||||
KA Loso Investors LLC |
Delaware |
73.743 |
||||||||||||||||||
KA LOSO Holdings LLC |
Delaware |
100 |
||||||||||||||||||
PL Tranquility Lake Member, LLC |
Delaware |
100 |
||||||||||||||||||
Tranquility Lake Apartment Partners, LLC |
Delaware |
90 |
||||||||||||||||||
Tranquility Lake Apartments, LLC |
Delaware |
100 |
||||||||||||||||||
PL Milieu Guarantor, LLC |
Delaware |
100 |
||||||||||||||||||
PL Park Row Member, LLC |
Delaware |
100 |
||||||||||||||||||
Park Row Apartment Partners, LLC |
Delaware |
90 |
||||||||||||||||||
Park Row Apartments, LLC |
Delaware |
100 |
||||||||||||||||||
PL Towerview Member, LLC |
Delaware |
100 |
||||||||||||||||||
Preston Ridge Holdings JV LLC |
Delaware |
85 |
||||||||||||||||||
PL DTC Member, LLC |
Delaware |
100 |
||||||||||||||||||
Legacy/PL DTC JV LLC |
Delaware |
90 |
||||||||||||||||||
Legacy DTC Owner LLC |
Delaware |
100 |
||||||||||||||||||
PL Monte Vista Member, LLC |
Delaware |
100 |
||||||||||||||||||
Monte Vista JV LLC |
Delaware |
79.984 |
||||||||||||||||||
Monte Vista Preservation LP |
California |
99.98 |
||||||||||||||||||
PL 315 Elden Member, LLC |
Delaware |
100 |
||||||||||||||||||
315 Elden Multifamily JV Investors LLC |
Delaware |
90 |
||||||||||||||||||
315 Elden Street Multifamily Partners LLC |
Delaware |
80 |
||||||||||||||||||
315 Elden Street Owner LLC |
Delaware |
100 |
||||||||||||||||||
PL 400k Member, LLC |
Delaware |
100 |
||||||||||||||||||
400 K Street, LLC |
Delaware |
49.9 |
||||||||||||||||||
PL 440k Member, LLC |
Delaware |
100 |
||||||||||||||||||
440 K Street, LLC |
Delaware |
49.9 |
||||||||||||||||||
PL Fusion Member, LLC |
Delaware |
100 |
||||||||||||||||||
Fusion MF Venture LLC |
Delaware |
90 |
||||||||||||||||||
PL Heather Estates Member, LLC |
Delaware |
100 |
||||||||||||||||||
Heather Estates JV LLC |
Delaware |
80 |
||||||||||||||||||
PL Canyon Park Member, LLC |
Delaware |
100 |
||||||||||||||||||
Canyon Park JV LLC |
Delaware |
80 |
||||||||||||||||||
PL Alta Vista Newcastle MF Member, LLC |
Delaware |
100 |
||||||||||||||||||
Alta Vista Newcastle Multifamily JV Investor LLC |
Delaware |
90 |
||||||||||||||||||
Alta Vista Newcastle Multifamily Partners LLC |
Delaware |
90 |
||||||||||||||||||
Lost Spurs Owner LLC |
Delaware |
100 |
||||||||||||||||||
Village at Bellaire Owner LLC |
Delaware |
100 |
||||||||||||||||||
PL Del Sol Member, LLC |
Delaware |
100 |
||||||||||||||||||
Bradbury/Felix Investors, LLC |
Delaware |
95 |
||||||||||||||||||
PL Evo Union Member, LLC |
Delaware |
100 |
||||||||||||||||||
Evo Union Park Venture, LLC |
Delaware |
87.5 |
||||||||||||||||||
Evo Union Park Property Owner, LLC |
Delaware |
100 |
||||||||||||||||||
PL Radian Member, LLC |
Delaware |
100 |
||||||||||||||||||
Radian Partners Group LLC |
Delaware |
66.5 |
||||||||||||||||||
Radian Partners Property Owner LLC |
Delaware |
100 |
||||||||||||||||||
PL Reed Row Member, LLC |
Delaware |
100 |
||||||||||||||||||
KJ Florida Avenue JV LLC |
Delaware |
85 |
||||||||||||||||||
KJ Florida Avenue Property LLC |
Delaware |
100 |
||||||||||||||||||
PL Brightleaf Member, LLC |
Delaware |
100 |
||||||||||||||||||
Brightleaf Venture LLC |
Delaware |
90 |
||||||||||||||||||
Brightleaf Owner LLC |
Delaware |
100 |
||||||||||||||||||
PL Highgate Member, LLC |
Delaware |
100 |
||||||||||||||||||
Amherst Investors JV LLC |
Delaware |
95 |
||||||||||||||||||
KPL Amherst Owner LLC |
Delaware |
100 |
||||||||||||||||||
PL Town Center Member, LLC |
Delaware |
100 |
||||||||||||||||||
Town Center MF Venture LLC |
Delaware |
90 |
||||||||||||||||||
PL East County Road Owner, LLC |
Delaware |
100 |
WW 1300 Keller Parkway LLC |
Delaware |
100 |
|||||||||||||
PL Pretium Trust Owner, LLC |
Delaware |
100 |
|||||||||||||
PL 283 Commerce Member, LLC |
Delaware |
100 |
|||||||||||||
283 Commerce Hub Venture, LLC |
Delaware |
90 |
|||||||||||||
PL Sky Member, LLC |
Delaware |
100 |
|||||||||||||
Sky JV LLC |
Delaware |
75 |
|||||||||||||
Sky Owner LLC |
Delaware |
100 |
|||||||||||||
PL Dean Member, LLC |
Delaware |
100 |
|||||||||||||
PL Hadley Member, LLC |
Delaware |
100 |
|||||||||||||
PL Metropolitan Member, LLC |
Delaware |
100 |
|||||||||||||
PL Moreland Member, LLC |
Delaware |
100 |
|||||||||||||
SNB HoldCo, LLC |
Delaware |
100 |
|||||||||||||
SNB 116 Owner, LLC |
Delaware |
100 |
|||||||||||||
SNB 120 Owner, LLC |
Delaware |
100 |
|||||||||||||
SNB 124/125 Owner, LLC |
Delaware |
100 |
|||||||||||||
SNB 540 Hotel Owner, LLC |
Delaware |
100 |
|||||||||||||
PL Bala Cynwyd Member, LLC |
Delaware |
100 |
|||||||||||||
Confederation Life Insurance and Annuity Company |
Georgia |
100 |
|||||||||||||
Pacific Global Asset Management LLC (Formerly known as Pacific Asset Advisors LLC) |
Delaware |
100 |
|||||||||||||
Pacific Global Advisors LLC |
Delaware |
100 |
|||||||||||||
Pacific Private Fund Advisors LLC |
Delaware |
100 |
|||||||||||||
Pacific Co-Invest Credit I GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Co-Invest Credit II GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Co-Invest Opportunities I GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Co-Invest Opportunities II GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Credit II GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Credit III GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Credit IV GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Credit V GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Credit Opportunities II GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Equity I GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Equity Opportunities II GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Equity Opportunities III GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Equity Opportunities V GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Feeder III GP, LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Feeder IV GP, LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Equity Opportunities IV GP LLC # |
Delaware |
100 |
|||||||||||||
PPFA Credit Opportunities I GP LLC # |
Delaware |
100 |
|||||||||||||
CAA-PPFA Equity Opportunities I GP LLC # |
Delaware |
100 |
|||||||||||||
CAA-PPFA Opportunities II GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Equity Opportunities Fund II-B, LLC # |
Delaware |
0.01 |
|||||||||||||
Pacific Private Equity II GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Equity II-A GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Private Equity Opportunities VI GP LLC # |
Delaware |
100 |
|||||||||||||
Pacific Life Fund Advisors LLC |
Delaware |
100 |
|||||||||||||
Pacific Life Trade Receivable GP LLC # (Formerly known as PAM Trade Receivable GP LLC) |
Delaware |
100 |
|||||||||||||
Pacific Alliance Reinsurance Company of Vermont |
Vermont |
100 |
|||||||||||||
Pacific Baleine Reinsurance Company |
Vermont |
100 |
|||||||||||||
Pacific Private Equity Incentive Allocation LLC |
Delaware |
100 |
|||||||||||||
Pacific Life & Annuity Services, Inc. |
Missouri |
100 |
|||||||||||||
Pacific Life Re Holdings LLC |
Delaware |
100 |
|||||||||||||
Pacific Life Re Global Limited (Formerly known as Pacific Life Reinsurance (Barbados) Ltd.) |
Bermuda |
100 |
|||||||||||||
Pacific Life Re International Limited |
Bermuda |
100 |
|||||||||||||
Pacific Life Re (Australia) Pty Limited |
Australia |
100 |
|||||||||||||
Pacific Life Re Holdings Limited |
England |
100 |
|||||||||||||
Pacific Life Re Limited |
England |
100 |
|||||||||||||
Pacific Life Holdings Bermuda Limited |
Bermuda |
100 |
|||||||||||||
Pacific Life Re (Shanghai) Information Consulting Services Co., Ltd. |
China |
100 |
Pacific Life Services Bermuda Limited |
Bermuda |
100 |
|||||||
Pacific Life Re Services Singapore Pte. Limited |
Singapore |
100 |
|||||||
Pacific Life Re Services Limited |
England |
100 |
|||||||
UnderwriteMe Limited |
England |
100 |
|||||||
UnderwriteMe Technology Solutions Limited |
England |
100 |
|||||||
UnderwriteMe North America Corp. |
Delaware |
100 |
|||||||
UnderwriteMe Australia Pty Limited |
Australia |
100 |
|||||||
Pacific Life Services Canada Limited |
Canada |
100 |
__________________________________
# = Abbreviated structure
Item 30. Indemnification
(a) The Distribution Agreement between Pacific Life Insurance Company, Pacific Life & Annuity Company (collectively referred to as "Pacific Life") and Pacific Select Distributors, LLC (PSD) provides substantially as follows:
Pacific Life shall indemnify and hold harmless PSD and PSD's officers, directors, agents, controlling persons, employees, subsidiaries and affiliates for all attorneys' fees, litigation expenses, costs, losses, claims, judgments, settlements, fines, penalties, damages, and liabilities incurred as the direct or indirect result of: (i) negligent, dishonest, fraudulent, unlawful, or criminal acts, statements, or omissions by Pacific Life or its employees, agents, officers, or directors; (ii) Pacific Life's breach of this Agreement; (iii) Pacific Life's failure to comply with any statute, rule, or regulation; (iv) a claim or dispute between Pacific Life and a Broker/Dealer (including its Representatives) and/or a Contract owner. Pacific Life shall not be required to indemnify or hold harmless PSD for expenses, losses, claims, damages, or liabilities that result from PSD's misfeasance, bad faith, negligence, willful misconduct or wrongful act.
PSD shall indemnify and hold harmless Pacific Life and Pacific Life's officers, directors, agents, controlling persons, employees, subsidiaries and affiliates for all attorneys' fees, litigation expenses, costs, losses, claims, judgments, settlements, fines, penalties, damages and liabilities incurred as the direct or indirect result of: (i) PSD's breach of this Agreement; and/or (ii) PSD's failure to comply with any statute, rule, or regulation. PSD shall not be required to indemnify or hold harmless Pacific Life for expenses, losses, claims, damages, or liabilities that have resulted from Pacific Life's willful misfeasance, bad
faith, negligence, willful misconduct or wrongful act.
(b) The Form of Selling Agreement between Pacific Life, Pacific Select Distributors, LLC (PSD) and Various Broker-Dealers and
Agency (Selling Entities) provides substantially as follows:
Pacific Life and PSD agree to indemnify and hold harmless Selling Entities, their officers, directors, agents and employees, against any and all losses, claims, damages, or liabilities to which they may become subject under the Securities Act, the Exchange Act, the Investment Company Act of 1940, or other federal or state statutory law or regulation, at common law or otherwise, insofar as such losses, claims, damages or liabilities (or actions in respect thereof) arise out of or are based upon any untrue statement or alleged untrue statement of a material fact or any omission or alleged omission to state a material fact required to be stated or necessary to make the statements made not misleading in the registration statement for the Contracts or for the shares of Pacific Select Fund (the "Fund") filed pursuant to the Securities Act, or any prospectus included as a part thereof, as from time to time amended and supplemented, or in any advertisement or sales literature provided by Pacific Life and PSD.
Selling Entities agree to, jointly and severally, hold harmless and indemnify Pacific Life and PSD and any of their respective affiliates, employees, officers, agents and directors (collectively, "Indemnified Persons") against any and all claims, liabilities and expenses (including, without limitation, losses occasioned by any rescission of any Contract pursuant to a "free look" provision or by any return of initial purchase payment in connection with an incomplete application), including, without limitation, reasonable attorneys' fees and expenses and any loss attributable to the investment experience under a Contract, that any Indemnified Person may incur from liabilities resulting or arising out of or based upon (a) any untrue or alleged untrue statement other than statements contained in the registration statement or prospectus relating to any Contract, (b) (i) any inaccurate or misleading, or allegedly inaccurate or misleading sales material used in connection with any marketing or solicitation relating to any Contract, other than sales material provided preprinted by Pacific Life or PSD, and (ii) any use of any sales material that either has not been specifically approved in writing by Pacific Life or PSD or that, although previously approved in writing by Pacific Life or PSD, has been disapproved, in writing by either of them, for further use, or (c) any act or omission of a Subagent, director, officer or employee of Selling Entities, including, without limitation, any failure of
Selling Entities or any Subagent to be registered as required as a broker/dealer under the 1934 Act, or licensed in accordance with the rules of any applicable SRO or insurance regulator.
(c) Insofar as indemnification for liabilities arising under the Securities Act of 1933 ("Act") may be permitted to directors, officers or persons controlling Pacific Life pursuant to the foregoing provisions, Pacific Life has been informed that in the opinion of the Securities and Exchange Commission such indemnification is against public policy as expressed in the Act and is, therefore, unenforceable. In the event that a claim for indemnification against such liabilities (other than the payment by the registrant of expenses incurred or paid by a director, officer or controlling person of the registrant in the successful defense of any action, suit or proceeding) is asserted by such director, officer or controlling person in connection with the securities being registered, the registrant will, unless in the opinion of its counsel the matter has been settled by controlling precedent, submit to a court of appropriate jurisdiction the question whether such indemnification by it is against public policy as expressed in the Act and will be governed by the final adjudication of such issue.
Item 31. Principal Underwriters
(a) |
PSD also acts as principal underwriter for Pacific Life Insurance Company, on its own behalf and on behalf of its Separate Account I, Separate Account A, Separate Account B, Pacific Select Variable Annuity Separate Account, Pacific Corinthian Variable Separate Account, Pacific Select Exec Separate Account, Pacific COLI Separate Account, Pacific COLI Separate Account II, Pacific COLI Separate Account III, Pacific COLI Separate Account IV, Pacific COLI Separate Account V, Pacific COLI Separate Account VI, Pacific COLI Separate Account X, Pacific COLI Separate Account XI, Pacific Select Separate Account, and Pacific Life & Annuity Company, on its own behalf and on behalf of its Separate Account A, Pacific Select Exec Separate Account, and Separate Account I. |
(b) |
For information regarding PSD, reference is made to Form B-D, SEC File No. 8-15264, which is herein incorporated by reference. This exhibit can be found at http://brokercheck.finra.org/firm/summary/4452 |
(c) |
PSD retains no compensation or net discounts or commissions from the Registrant. |
Item 32. Location of Accounts and Records
The accounts, books and other documents required to be maintained by Registrant pursuant to Section 31(a) of the Investment Company Act of 1940 and the rules under that section will be maintained by Pacific Life at 700 Newport Center Drive, Newport Beach, California 92660.
Item 33. Management Services
Inapplicable
Item 34. Fee Representation
REPRESENTATION PURSUANT TO SECTION 26(f) OF THE INVESTMENT COMPANY ACT OF 1940: Pacific Life Insurance Company and Registrant represent that the fees and charges to be deducted under the Variable Annuity Contract ("Contract") described in the prospectus contained in this registration statement are, in the aggregate, reasonable in relation to the services rendered, the expenses expected to be incurred, and the risks assumed in connection with the Contract.
Additional Representations
Pacific Life Insurance Company and the Registrant are relying upon American Council of Life Insurance, SEC No-Action Letter, SEC Ref. No. 1P-6-88 (November 28, 1988) with respect to annuity contracts offered as funding vehicles for retirement plans meeting the requirements of Section 403(b) of the Internal Revenue Code, and the provisions of paragraphs (1)-(4) of this letter have been complied with.
SIGNATURES
Pursuant to the requirements of the Securities Act of 1933 and the Investment Company Act of 1940, the Registrant certifies that it meets the requirements of Securities Act Rule 485(a) for effectiveness of this Registration Statement and has caused this Post-Effective Amendment No. 32 to the Registration Statement on Form N-4 to be signed on its behalf by the undersigned thereunto duly authorized in the City of Newport Beach, and the State of California on this 18th day of October, 2024.
SEPARATE ACCOUNT A |
||
(Registrant) |
||
PACIFIC LIFE INSURANCE COMPANY |
||
By: |
||
Darryl D. Button* |
||
Director, Chairman, President, and Chief Executive Officer |
||
PACIFIC LIFE INSURANCE COMPANY |
||
(Depositor) |
||
By: |
||
Darryl D. Button * |
||
Director, Chairman, President, Chief Executive Officer |
Pursuant to the requirements of the Securities Act of 1933, this Post-Effective Amendment No. 32 to the Registration Statement has been signed below by the following persons in the capacities and on the dates indicated:
Signature |
Title |
Date |
|||
Director, Chairman, President, and Chief Executive Officer |
October 18, 2024 |
||||
Darryl D. Button* |
|||||
Director, Executive Vice President and Chief Financial Officer |
October 18, 2024 |
||||
Vibhu R. Sharma* |
|||||
Director, Executive Vice President and Chief Operating Officer |
October 18, 2024 |
||||
Adrian S. Griggs* |
|||||
Director, Executive Vice President, General Counsel and Assistant Secretary |
October 18, 2024 |
||||
Jason Orlandi* |
|||||
Assistant Vice President and Secretary |
October 18, 2024 |
||||
Starla C. Yamauchi* |
|||||
Senior Vice President and Chief Accounting Officer |
October 18, 2024 |
||||
Carol J. Krosky* |
|||||
Executive Vice President |
October 18, 2024 |
||||
Dawn M. Behnke* |
|||||
Senior Vice President and Treasurer |
October 18, 2024 |
||||
Craig W. Leslie* |
|||||
*By: |
/s/ ALISON RYAN |
October 18, 2024 |
|||
Alison Ryan |
|||||
as attorney-in-fact |
(Powers of Attorney are contained in Registrant's Form N-4 File No. 333-282283, Accession Number 0001104659-24-101961 filed on September 23, 2024, as Exhibit (p) |