EX-99.E1A 9 d436717dex99e1a.htm AMENDMENT TO SCHEDULE A TO PRINCIPAL UNDERWRITING AGREEMENT, LVIP & LFD Amendment to Schedule A to Principal Underwriting Agreement, LVIP & LFD

EIGHTH AMENDMENT TO

PRINCIPAL UNDERWRITING AGREEMENT

THIS EIGHTH AMENDMENT TO THE PRINCIPAL UNDERWRITING AGREEMENT, effective as of April 11, 2023 (the “Amendment”), is between Lincoln Variable Insurance Products Trust, a business trust organized under the laws of Delaware (the “Trust”), and Lincoln Financial Distributors, Inc. a Connecticut corporation, (the “Distributor”).

WHEREAS, the Trust has contracted with the Distributor to provide distribution services to each series within the Trust pursuant to a Principal Underwriting Agreement, entered into January 1, 2012, as amended (the “Agreement”);

WHEREAS, the parties have agreed to amend the Agreement and its Schedule A to amend the list of series in the Trust.

NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:

 

  1.

Schedule A shall be deleted and replaced in its entirety with the attached Schedule A;

 

  2.

All other terms and provisions of the Agreement not amended herein shall remain in full force and effect; and

 

  3.

This Amendment may be executed in two or more counterparts, which together shall constitute one instrument.

IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed by their duly authorized officers as of the day and year first written above.

 

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST
By: /s/Benjamin A. Richer                            
Name: Benjamin A. Richer
Title: Senior Vice President
LINCOLN FINANCIAL DISTRIBUTORS, INC.
By: /s/John C. Kennedy                                
Name: John C. Kennedy
Title: CEO and President


SCHEDULE A

 

  Fund          Effective Date      

  Lincoln iShares® Fixed Income Allocation Fund

   February 1, 2017

  Lincoln iShares® Global Growth Allocation Fund

   February 1, 2017

  Lincoln iShares® U.S. Moderate Allocation Fund

   February 1, 2017

  Lincoln Nasdaq-100 Buffer Fund Jun

   June 18, 2021

  Lincoln Nasdaq-100 Buffer Fund Sep

   September 17, 2021

  Lincoln Nasdaq-100 Buffer Fund Dec

   December 17, 2021

  Lincoln Nasdaq-100 Buffer Fund Mar

   March 18, 2022

  Lincoln S&P 500 Buffer Fund May

   May 21, 2021

  Lincoln S&P 500 Buffer Fund Aug

   August 20, 2021

  Lincoln S&P 500 Buffer Fund Nov

   November 19, 2021

  Lincoln S&P 500 Buffer Fund Feb

   February 18, 2022

  Lincoln S&P 500 Ultra Buffer Fund May

   May 21, 2021

  Lincoln S&P 500 Ultra Buffer Fund Aug

   August 20, 2021

  Lincoln S&P 500 Ultra Buffer Fund Nov

   November 19, 2021

  Lincoln S&P 500 Ultra Buffer Fund Feb

   February 18, 2022

  Lincoln U.S. Hedged Equity Fund

   June 1, 2023

  LVIP American Balanced Allocation Fund

   July 30, 2010

  LVIP American Century Select Mid Cap Managed Volatility Fund

   January 2, 2014

  LVIP American Global Balanced Allocation Managed Risk Fund

   March 1, 2012

  LVIP American Global Growth Allocation Managed Risk Fund

   March 1, 2012

  LVIP American Global Growth Fund

   April 30, 2010

  LVIP American Global Small Capitalization Fund

   April 30, 2010

  LVIP American Growth Fund

   April 30, 2010

  LVIP American Growth Allocation Fund

   July 30, 2010

  LVIP American Growth-Income Fund

   April 30, 2010

  LVIP American International Fund

   April 30, 2010

  LVIP American Income Allocation Fund

   July 30, 2010

  LVIP American Preservation Fund

   August 27, 2012

  LVIP Baron Growth Opportunities Fund

   January 1, 2008

  LVIP BlackRock Dividend Value Managed Volatility Fund

   October 1, 2009

  LVIP BlackRock Global Allocation Fund

   April 26, 2019

  LVIP BlackRock Global Allocation Managed Risk Fund

   April 30, 2013

  LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund

   May 1, 2016

  LVIP BlackRock Global Real Estate Fund

   January 1, 2008


  Fund          Effective Date      

  LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund

   May 1, 2016

  LVIP BlackRock Inflation Protected Bond Fund

   April 30, 2010

  LVIP Blended Large Cap Growth Managed Volatility Fund

   January 1, 2008

  LVIP Blended Mid Cap Managed Volatility Fund

   January 1, 2008

  LVIP Channing Small Cap Value Fund

   July 18, 2022

  LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund

   January 2, 2014

  LVIP Delaware Bond Fund

   January 1, 2008

  LVIP Delaware Diversified Floating Rate Fund

   April 30, 2010

  LVIP Delaware Diversified Income Fund

   May 1, 2021

  LVIP Delaware High Yield Fund

   May 1, 2021

  LVIP Delaware Limited-Term Diversified Income Fund

   May 1, 2021

  LVIP Delaware Mid Cap Value Fund

   January 1, 2008

  LVIP Delaware REIT Fund

   May 1, 2021

  LVIP Delaware SMID Cap Core Fund

   May 1, 2021

  LVIP Delaware Social Awareness Fund

   January 1, 2008

  LVIP Delaware U.S. Growth Fund

   May 1, 2021

  LVIP Delaware Value Fund

   May 1, 2021

  LVIP Delaware Wealth Builder Fund

   May 1, 2009

  LVIP Dimensional International Core Equity Fund

   May 1, 2015

  LVIP Dimensional International Equity Managed Volatility Fund

   April 29, 2011

  LVIP Dimensional U.S. Core Equity 1 Fund

   January 1, 2008

  LVIP Dimensional U.S. Core Equity 2 Fund

   May 1, 2015

  LVIP Dimensional U.S. Equity Managed Volatility Fund

   April 29, 2011

  LVIP Fidelity Institutional AM® Select Core Equity Managed Volatility Fund

   April 30, 2013

  LVIP Franklin Templeton Global Equity Managed Volatility Fund

   January 1, 2008

  LVIP Global Income Fund

   May 1, 2009

  LVIP Global Aggressive Growth Allocation Managed Risk Fund

   November 1, 2018

  LVIP Global Conservative Allocation Managed Risk Fund

   January 1, 2008

  LVIP Global Growth Allocation Managed Risk Fund

   January 1, 2008

  LVIP Global Moderate Allocation Managed Risk Fund

   January 1, 2008

  LVIP Government Money Market Fund

   January 1, 2008

  LVIP Invesco Select Equity Income Managed Volatility Fund

   January 2, 2014

  LVIP JPMorgan Core Bond Fund

   May 1, 2023

  LVIP JPMorgan High Yield Fund

   April 30, 2010

  LVIP JPMorgan Mid Cap Value Fund

   May 1, 2023


  Fund          Effective Date      

  LVIP JPMorgan Retirement Income Fund

   May 1, 2009

  LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund

   January 1, 2008

  LVIP JPMorgan Small Cap Core Fund

   May 1, 2023

  LVIP JPMorgan U.S. Equity Fund

   May 1, 2023

  LVIP Loomis Sayles Global Growth Fund

   May 1, 2018

  LVIP MFS International Equity Managed Volatility Fund

   April 30, 2013

  LVIP MFS International Growth Fund

   January 1, 2008

  LVIP MFS Value Fund

   January 1, 2008

  LVIP Mondrian International Value Fund

   January 1, 2008

  LVIP Multi-Manager Global Equity Managed Volatility Fund

   May 1, 2014

  LVIP PIMCO Low Duration Bond Fund

   May 1, 2014

  LVIP SSGA Bond Index Fund

   January 1, 2008

  LVIP SSGA Conservative Index Allocation Fund

   July 30, 2010

  LVIP SSGA Conservative Structured Allocation Fund

   July 30, 2010

  LVIP SSGA Developed International 150 Fund

   January 1, 2008

  LVIP SSGA Emerging Markets 100 Fund

   January 1, 2008

  LVIP SSGA Emerging Markets Equity Index Fund

   November 1, 2018

  LVIP SSGA Global Tactical Allocation Managed Volatility Fund

   July 30, 2010

  LVIP SSGA International Index Fund

   January 1, 2008

  LVIP SSGA International Managed Volatility Fund

   January 2, 2014

  LVIP SSGA Large Cap 100 Fund

   January 1, 2008

  LVIP SSGA Large Cap Managed Volatility Fund

   April 30, 2013

  LVIP SSGA Mid-Cap Index Fund

   August 29, 2014

  LVIP SSGA Moderate Index Allocation Fund

   July 30, 2010

  LVIP SSGA Moderate Structured Allocation Fund

   July 30, 2010

  LVIP SSGA Moderately Aggressive Index Allocation Fund

   July 30, 2010

  LVIP SSGA Moderately Aggressive Structured Allocation Fund

   July 30, 2010

  LVIP SSGA Nasdaq-100 Index Fund

   February 1, 2021

  LVIP SSGA S&P 500 Index Fund

   January 1, 2008

  LVIP SSGA Short-Term Bond Index Fund

   May 1, 2018

  LVIP SSGA Small-Cap Index Fund

   January 1, 2008

  LVIP SSGA SMID Cap Managed Volatility Fund

   April 30, 2014

  LVIP SSGA Small-Mid Cap 200 Fund

   January 1, 2008

  LVIP T. Rowe Price Growth Stock Fund

   January 1, 2008

  LVIP T. Rowe Price Structured Mid-Cap Growth Fund

   January 1, 2008


  Fund          Effective Date      

  LVIP T. Rowe Price 2020 Fund

   January 1, 2008

  LVIP T. Rowe Price 2030 Fund

   January 1, 2008

  LVIP T. Rowe Price 2040 Fund

   January 1, 2008

  LVIP T. Rowe Price 2050 Fund

   April 29, 2011

  LVIP T. Rowe Price 2060 Fund

   May 1, 2020

  LVIP U.S. Aggressive Growth Allocation Managed Risk Fund

   November 1, 2018

  LVIP U.S. Growth Allocation Managed Risk Fund

   May 1, 2015

  LVIP Vanguard Bond Allocation Fund

   April 29, 2011

  LVIP Vanguard Domestic Equity ETF Fund

   April 29, 2011

  LVIP Vanguard International Equity ETF Fund

   April 29, 2011

  LVIP Wellington Capital Growth Fund

   January 1, 2008

  LVIP Wellington SMID Cap Value Fund

   January 1, 2008

  LVIP Western Asset Core Bond Fund

   July 1, 2016