EX-99.8C 3 d101923dex998c.htm AMENDMENT TO PARTICIPATION AGREEMENT Amendment to Participation Agreement

Exhibit 8(c)

AMENDMENT NO. 8 TO PARTICIPATION AGREEMENT

The Participation Agreement made and entered into as of the 11th day of April 1997 by and among MFS Variable Insurance Trust (“Trust”), Prudential Insurance Company of America (“Company”), and Massachusetts Financial Services Company (“MFS”), as amended to date (the “Participation Agreement”), is hereby amended as follows effective March 28th, 2015:

WHEREAS, MFS desires to assign all rights and obligations under the Agreement to its affiliate, MFS Fund Distributors, Inc. (“MFD”) and MFD and the Company hereby consent to such assignment; and

WHEREAS, the parties desire to add an open-end management investment company for which MFD serves as principal underwriter.

NOW, THEREFORE, in consideration of the above premises and mutual covenants set forth herein, the Company, the Trusts and MFD hereby agree as follows:

 

  1. MFS does hereby assign all its rights, duties and obligations under the Agreement to MFD.

 

  2. MFD for itself and its successors and assigns, hereby agrees to succeed to and to assume and perform all the rights, duties and obligations of MFS under the Agreement.

 

  3.

All references to “Massachusetts Financial Services Company” and “MFS” are hereby replaced with “MFS Fund Distributors, Inc.” and “MFD”, respectively.

 

  4.

MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (“Trust II”) and MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (“Trust III”) are hereby added as parties and all references to “Trust(s)” now include, as the context may require, Trust II and Trust III. Trust II and Trust III each hereby agrees to be bound by all terms and conditions set forth in the Agreement, as amended hereby.

 

  5. Section 5.4 is hereby deleted in its entirety.

 

  6. Article XII, “Notices,” is hereby restated in its entirety as follows:

ARTICLE XII. NOTICES

Any notice shall be sufficiently given when sent by registered or certified mail, overnight courier, email or facsimile to the other party at the address of such party set forth below or at such other address as such party may from time to time specify in writing to the other party.

If to Trusts:

MFS Variable Insurance Trust I, MFS Variable Insurance Trust II and MFS Variable Insurance Trust III

111 Huntington Avenue

Boston, Massachusetts 02199

email: DLGDSDealerSpt@MFS.com

Facsimile No.: (617) 954-5182

Attn: Susan S. Newton, Assistant Secretary


If to Company:

Prudential Insurance Company of America

751 Broad Street, 21 Plaza

Newark, NJ 07102-3777

Attn: Deputy Chief Legal Officer

If to MFD:

MFS Fund Distributors, Inc.

111 Huntington Avenue

Boston, Massachusetts 02199

email: DLGDSDealerSpt@MFS.com

Attn: General Counsel

 

  7. The first sentence of Section 13.8 is hereby restated as follows:

“A copy of Trust I’s and Trust II’s Declaration of Trust is on file with the Secretary of State of The Commonwealth of Massachusetts.”

 

  8. Schedule A is hereby deleted in its entirety and replaced with the Schedule A attached hereto.

Except as expressly amended hereby, the Participation Agreement shall continue in full force and effect and unamended.

IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to the Participation Agreement to be executed in its name and on its behalf by its duly authorized representative:

 

PRUDENTIAL INSURANCE COMPANY OF AMERICA       MFS FUND DISTRIBUTORS, INC.
By its authorized officer and not individually,         
By:   

/s/ Srinivas D Reddy

      By:   

/s/ James A. Jessee

Name:    Srinivas D Reddy       Name:    James A. Jessee
Title:    Vice President       Title:    President

MFS VARIABLE INSURANCE TRUST

MFS VARIABLE INSURANCE TRUST II

MFS VARIABLE INSURANCE TRUST III

      MASSACHUSETTS FINANCIAL SERVICES COMPANY
By:   

/s/ Susan Newton

      By:   

/s/ Michael W. Roberge

Name:    Susan Newton       Name:    Michael W. Roberge
Title:    Assistant Secretary       Title:    President


SCHEDULE A

PORTFOLIOS

SUBJECT TO THE PARTICIPATION AGREEMENT

March 28th, 2015

 

Separate Account
Depositor
  

Share Classes

Available

   Trust I Portfolios
Participating In
The Applicable
Separate Account
  

Trust II

Portfolios
Participating In
The Applicable
Separate Account

   Trust III Portfolios
Participating In
The Applicable
Separate Account
Prudential Insurance Company of America    Initial And Service Class Shares    See Below    See Below    See Below
Prudential Retirement and Annuity Company    Initial And Service Class Shares    See Below    See Below    See Below
Pruco Life    Initial And Service Class Shares    See Below    See Below    See Below
Pruco Life of New Jersey    Initial And Service Class Shares    See Below    See Below    See Below

Portfolios Available to Policies:

 

VIT I

 

MFS Global Equity Series

MFS Growth Series

MFS Investors Trust Series

MFS Mid Cap Growth Series

MFS New Discovery Series

MFS Research Bond Series*

MFS Research Series

MFS Total Return Series

MFS Utilities Series

MFS Value Series

  

VIT II

 

MFS Blended Research Core Equity Portfolio

MFS Bond Portfolio**

MFS Core Equity Portfolio

MFS Emerging Markets Equity Portfolio

MFS Global Governments Portfolio

MFS Global Growth Portfolio

MFS Global Research Portfolio

MFS Global Tactical Allocation Portfolio

MFS Government Securities Portfolio

MFS High Yield Portfolio

MFS International Growth Portfolio

MFS International Value Portfolio

MFS Massachusetts Investors Growth Stock Portfolio

MFS Money Market Portfolio

MFS Research International Portfolio

MFS Strategic Income Portfolio

MFS Technology Portfolio

VIT III

 

MFS Blended Research Small Cap Equity Portfolio

MFS Conservative Allocation Portfolio

MFS Global Real Estate Portfolio

MFS Growth Allocation Portfolio

  

MFS Inflation-Adjusted Bond Portfolio

MFS Limited Maturity Portfolio

MFS Mid Cap Value Portfolio

MFS Moderate Allocation Portfolio

MFS New Discovery Value Portfolio

 

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and any other Portfolios or series of shares of the Trusts that are available and open to new investors on or after the effective date of this Amendment.

* MFS Research Bond Series will be renamed MFS Total Return Bond Series effective April 30th, 2015

** MFS Bond Portfolio will be renamed MFS Corporate Bond Portfolio effective April 30th, 2015

 

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