EX-99.(H)(88) 44 d694125dex99h88.htm EX-99.(H)(88) EX-99.(H)(88)

AMENDMENT TO FUND PARTICIPATION AGREEMENT

THIS AMENDMENT TO FUND PARTICIPATION AGREEMENT is made as of this 13th day of April, 2015, by and among Great-West Life & Annuity Insurance Company (“GWL&A”) Great-West Life & Annuity Insurance Company of New York (formerly known as First Great-West Life & Annuity Insurance Company) (collectively, the “Company”) JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisors, JPMorgan Investment Advisors Inc. and J.P. Morgan Investment Management Inc. (the “Advisers”, and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”) (collectively, the “Parties”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).

RECITALS

WHEREAS, the Parties entered into to a Fund Participation Agreement dated April 24, 2009, as amended, (the “Agreement”); and

WHEREAS, the Parties desire to add additional Great-West separate accounts to the Agreement; and

WHEREAS, the Parties desire and agree to amend the Agreement by deleting in its entirety Schedule A of the Agreement and replacing it with the Schedule A attached hereto; and

WHEREAS, the Parties desire to add additional Portfolios of the Trust the Agreement; and

WHEREAS, the Parties desire and agree to amend the Agreement by deleting in its entirety Schedule B of the Agreement and replacing it with the Schedule B attached hereto.

WHEREAS, JPMorgan Investment Advisors Inc. (“JPMIA”) was a party to the Agreement and served as an investment adviser to JPMorgan Trust II; and effective January 1, 2010, JPMIA transferred its investment advisory business to JPMorgan Investment Management, Inc. (“JPMIM”) pursuant to an internal reorganization, and in connection therewith JPMIM, JPMIA and JPMorgan Trust II executed an Amendment to Investment Advisory agreement under which JPMIM assumed all of JPMIA’s rights and responsibilities as investment adviser to JPMorgan Trust II;

 

1


WHEREAS, the Company, the Advisors and the Administrator desire to amend the Agreement pursuant to Section 13 of the Agreement;

NOW, THEREFORE, in consideration of the premises and mutual covenants contained herein, the Parties hereby amend the Agreement as follows:

 

  1.

Schedule A to the Agreement is hereby deleted in its entirety and replaced with the Schedule A attached hereto; and

 

  2.

Schedule B to the Agreement is hereby deleted in its entirety and replaced with the Schedule B attached hereto; and

 

  3.

JPMIA is no longer a party to the Agreement, effective retroactively as of January 1, 2010; and

 

  4.

All other provisions of the Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the Parties have executed this Amendment as of the date entered above.

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY

 

  

By its authorized officer,

  
  

By:

  

/s/ Susan Gile

  

    

  

Name:

  

Susan Gile

  
  

Title:

  

VP - Individual Markets

  
  

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY OF

NEW YORK (formerly known as FIRST GREAT-WEST LIFE &

ANNUITY INSURANCE COMPANY)

  

By its authorized officer,

  
  

By:

  

/s/ Ron Laeyendecker

  
  

Name:

  

Ron Laeyendecker

  
  

Title:

  

Senior Vice President

  

 

2


JPMORGAN INSURANCE TRUST

By its authorized officer,

By:

 

/s/ Julie A Roach

Name:

 

Julie A Roach

Title:

 

Assistant Treasurer

JPMORGAN INVESTMENT MANAGEMENT, INC.

By its authorized officer,

By:

 

/s/ Robert L. Young

Name:

 

Robert L. Young

Title:

 

Managing Director

JPMORGAN FUNDS MANAGEMENT, INC.

By its authorized officer,

By:

 

/s/ Susan S. Montgomery

Name:

 

Susan S. Montgomery

Title:

 

President

 

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SCHEDULE A

SEPARATE ACCOUNTS AND CONTRACTS

 

Name of Separate Account   

Contract and Form Number

Funded by Separate Account

Variable Annuity-1 Series Account of Great-West Life & Annuity Insurance Company

  

Select J434

OneSource J444

OneSource Choice J465

Advisor Choice J466

Variable Annuity-1 Series Account of Great-West Life & Annuity Insurance Company of New York

  

Select J434NY

OneSource J444NY

OneSource Choice J465NY

Advisor Choice J466NY

Variable Annuity-2 Series Account of Great-West Life & Annuity Insurance Company

  

Smart Track J555

Smart Track II J777

[         ] J888

Variable Annuity-2 Series Account of Great-West Life & Annuity Insurance Company of New York

  

Smart Track J555NY

Smart Track II J777NY

[        ] J888NY

   

COLI VUL 2 Series Account

  

J355

COLI VUL-2 Series Account of Great-West Life & Annuity Insurance Company of New York

  

J355NY

COLI VUL-4 Series Account of Great-West Life & Annuity Insurance Company

  

J500

COLI VUL-7 Series Account of Great-West Life & Annuity Insurance Company

  

PPVUL

COLI VUL-1 Series Account of Great-West Life & Annuity Insurance Company of New York

  

PPVULNY

FutureFunds Series Account of Great-West Life & Annuity Insurance Company

  

FutureFunds

FutureFunds Select


SCHEDULE B

All Class 1 and Class 2 portfolios of the JPMorgan Insurance Trust.