EX-99.(H)(4)(XXII) 33 dex99h4xxii.htm AMDMT 13 DTD 8-16-10 TO PARTICIP AGRMT AMNG TRUST, AXA, AXA DISTR & AXA ADVISORS Amdmt 13 dtd 8-16-10 to Particip Agrmt amng Trust, AXA, AXA Distr & AXA Advisors

Exhibit (h)(4)(xxii)

AMENDMENT NO. 13

AMENDED AND RESTATED PARTICIPATION AGREEMENT

Amendment No. 13, dated as of August 16, 2010 (“Amendment No. 13”), to the Amended and Restated Participation Agreement, dated as of July 15, 2002, as amended (“Agreement”), by and among EQ Advisors Trust (“Trust”), AXA Equitable Life Insurance Company, AXA Distributors, LLC and AXA Advisors, LLC (collectively, the “Parties”).

The Parties hereby agree to modify and amend the Agreement as follows:

 

  1. New Portfolios. The Trust hereby includes the ATM Core Bond Portfolio and ATM Government Bond Portfolio in the Agreement from and after the date hereof for all purposes on the terms and conditions contained in the Agreement.

 

  2. Removed Portfolios. The following Portfolios of the Trust are hereby deleted in their entirety from the Agreement: Crossings Aggressive Allocation Portfolio, Crossings Conservative Allocation Portfolio, Crossings Conservative-Plus Allocation Portfolio, Crossings Moderate Allocation Portfolio and Crossings Moderate-Plus Allocation Portfolio.

 

  3. Name Changes. Effective May 1, 2010 the names of EQ/Evergreen Omega Portfolio and EQ/Van Kampen Mid Cap Growth Portfolio were changed to EQ/Wells Fargo Advantage Omega Growth Portfolio and EQ/Morgan Stanley Mid Cap Growth Portfolio, respectively. Effective August 1, 2010 the names of AXA Tactical Manager 500 Portfolio-II, AXA Tactical Manager 400 Portfolio-II, AXA Tactical Manager 2000 Portfolio-II and AXA Tactical Manager International Portfolio-II were changed to ATM Large Cap Portfolio, ATM Mid Cap Portfolio, ATM Small Cap Portfolio and ATM International Portfolio, respectively.

 

  4. Schedule B. Schedule B to the Agreement, setting forth the Portfolios of the Trust participating on behalf of which the Trust is entering into the Agreement is hereby replaced in its entirety by Schedule B attached hereto.

Except as modified and amended hereby, the Agreement is hereby ratified and confirmed in full force and effect in accordance with its terms.

IN WITNESS WHEREOF, the parties have executed and delivered this Amendment No. 13 as of the date first above set forth.

 

 

EQ ADVISORS TRUST

  AXA EQUITABLE LIFE INSURANCE COMPANY
 

By:

 

  /s/ Brian Walsh

    By:  

  /s/ Steven M. Joenk

   

Name: Brian Walsh

Title:   Chief Financial Officer and Treasurer

     

Name: Steven M. Joenk

Title:   Senior Vice President

 

AXA DISTRIBUTORS, LLC

  AXA ADVISORS, LLC
 

By:

 

  /s/ James Shepherdson

    By:  

  /s/ Andrew McMahon

   

Name: James Shepherdson

Title:   Chief Executive Officer

     

Name: Andrew McMahon

Title:   Chairman


SCHEDULE B

AMENDMENT NO. 13

AMENDED AND RESTATED PARTICIPATION AGREEMENT

 

AXA Balanced Strategy Portfolio

  EQ/Davis New York Venture Portfolio

AXA Conservative Growth Strategy Portfolio

  EQ/Equity 500 Index Portfolio

AXA Conservative Strategy Portfolio

  EQ/Equity Growth PLUS Portfolio

AXA Growth Strategy Portfolio

  EQ/Franklin Core Balanced Portfolio

AXA Moderate Growth Strategy Portfolio

  EQ/Franklin Templeton Allocation Portfolio

AXA Tactical Manager 2000 Portfolio-I, III

  EQ/Global Bond PLUS Portfolio

ATM Small Cap Portfolio (formerly, AXA Tactical

  EQ/Global Multi-Sector Equity Portfolio

Manager 2000 Portfolio-II)

  EQ/Intermediate Government Bond Index Portfolio

AXA Tactical Manager 400 Portfolio-I, III

  EQ/International Core PLUS Portfolio

ATM Mid Cap Portfolio (formerly, AXA Tactical

  EQ/International ETF Portfolio

Manager 400 Portfolio-II)

  EQ/JPMorgan Value Opportunities Portfolio

AXA Tactical Manager 500 Portfolio-I, III

  EQ/Large Cap Core PLUS Portfolio

ATM Large Cap Portfolio (formerly, AXA Tactical

  EQ/Large Cap Growth Index Portfolio

Manager 500 Portfolio-II)

  EQ/Large Cap Growth PLUS Portfolio

AXA Tactical Manager International Portfolio-I, III

  EQ/Large Cap Value Index Portfolio

ATM International Portfolio (formerly, AXA Tactical

  EQ/Large Cap Value PLUS Portfolio

Manager International Portfolio-II)

  EQ/Lord Abbett Growth and Income Portfolio

ATM Core Bond Portfolio

  EQ/Lord Abbett Large Cap Core Portfolio

ATM Government Bond Portfolio

  EQ/Mid Cap Index Portfolio

EQ/AllianceBernstein International Portfolio

  EQ/Mid Cap Value PLUS Portfolio

EQ/AllianceBernstein Small Cap Growth Portfolio

  EQ/Money Market Portfolio

EQ/AXA Franklin Small Cap Value Core Portfolio

 

EQ/Morgan Stanley Mid Cap Growth Portfolio

EQ/BlackRock Basic Value Equity Portfolio

 

(formerly, EQ/Van Kampen Mid Cap Growth Portfolio)

EQ/BlackRock International Value Portfolio

  EQ/Mutual Large Cap Equity Portfolio

EQ/Calvert Socially Responsible Portfolio

  EQ/Oppenheimer Global Portfolio

EQ/Capital Guardian Growth Portfolio

  EQ/Quality Bond PLUS Portfolio

EQ/Capital Guardian Research Portfolio

  EQ/Small Company Index Portfolio

EQ/Common Stock Index Portfolio

  EQ/Templeton Global Equity Portfolio

EQ/Core Bond Index

  EQ/Van Kampen Comstock Portfolio
 

EQ/EQ/Wells Fargo Advantage Omega Growth Portfolio

 

(formerly, EQ/Evergreen Omega Portfolio)