Carruth Compliance Consulting

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Please Note - This list includes all Vendors "associated" with this Employer in any of several relationships, including: Active Payroll Slot; Inactive Payroll Slot; Umbrella ISA; Direct to Employer ISA; Orphaned; Grandfathered Contribution; and/or Grandfathered Exchange. A Vendor with a CCC Umbrella ISA in force is "associated" with all Full Service CCC Employer Clients, but this does not mean that the Vendor is eligible to receive contributions in the 403(b) Plans of all of these Employers. For the list of Vendors that hold Active Payroll Slots, click on the blue "For Employers" button at the top of the page, scroll down to the "CCC's Current Client List" heading, click on the desired Employer's link, and then click on the "403(b) List of Vendors" link.

Employer IDEmployer Vendor IDVendor's Current Name Vendor Also Known AsVendor Accepts Roth?Employer Allows Roth?
103Ione School District8American CenturyNo Known AliasesYesNo
103Ione School District9American FidelityNo Known AliasesNoNo
103Ione School District2American General LifeNo Known AliasesNoNo
103Ione School District341American National Insurance CompanyNo Known AliasesNoNo
103Ione School District12American United LifeNo Known AliasesNoNo
103Ione School District13AmeripriseNo Known AliasesNoNo
103Ione School District125ASPireNo Known AliasesYesNo
103Ione School District14Athene Annuity and Life Company (formerly Aviva)No Known AliasesNoNo
103Ione School District15AXA EquitableNo Known AliasesYesNo
103Ione School District16Brecek & YoungNo Known AliasesYesNo
103Ione School District168Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)No Known AliasesNoNo
103Ione School District31First InvestorsNo Known AliasesYesNo
103Ione School District34Franklin TempletonNo Known AliasesNoNo
103Ione School District159FTJ Fund ChoiceNo Known AliasesNoNo
103Ione School District36Great AmericanNo Known AliasesNoNo
103Ione School District39Horace Mann No Known AliasesYesNo
103Ione School District123Industrial Alliance PacificNo Known AliasesNoNo
103Ione School District41ING (ILIAC) (Rebranding to Voya Financial in 2014)No Known AliasesYesNo
103Ione School District85ING (RLIC)No Known AliasesYesNo
103Ione School District44Jackson National No Known AliasesNoNo
103Ione School District46Jefferson NationalNo Known AliasesNoNo
103Ione School District48Kansas City LifeNo Known AliasesYesNo
103Ione School District97Legend GroupNo Known AliasesYesNo
103Ione School District50Life Insurance Company of the SouthwestNo Known AliasesNoNo
103Ione School District167Lincoln InvestmentNo Known AliasesNoNo
103Ione School District52Linsco Private LedgerNo Known AliasesNoNo
103Ione School District130MassMutualNo Known AliasesNoNo
103Ione School District58MetLifeNo Known AliasesYesNo
103Ione School District144Midland National LifeNo Known AliasesNoNo
103Ione School District60MMA PraxisNo Known AliasesNoNo
103Ione School District347Modern Woodmen of AmericaNo Known AliasesNoNo
103Ione School District63National LifeNo Known AliasesNoNo
103Ione School District67New York LifeNo Known AliasesNoNo
103Ione School District174North American Life HealthNo Known AliasesNoNo
103Ione School District68North Coast LifeNo Known AliasesYesNo
103Ione School District70OppenheimerFundsNo Known AliasesYesNo
103Ione School District71OSGPNo Known AliasesNoNo
103Ione School District72Pacific Life No Known AliasesNoNo
103Ione School District104PlanMember Services CorporationNo Known AliasesYesNo
103Ione School District77Primerica Shareholder Services (formerly known as PFS Investments)No Known AliasesNoNo
103Ione School District81Protective Life Insurance Co.No Known AliasesNoNo
103Ione School District83Prudential No Known AliasesNoNo
103Ione School District84PutnamNo Known AliasesNoNo
103Ione School District87Security BenefitNo Known AliasesYesNo
103Ione School District88SEINo Known AliasesNoNo
103Ione School District89Sentinel FundsNo Known AliasesNoNo
103Ione School District91Standard InsuranceNo Known AliasesNoNo
103Ione School District132Sunset LifeNo Known AliasesNoNo
103Ione School District94SymetraNo Known AliasesYesNo
103Ione School District100ThriventNo Known AliasesNoNo
103Ione School District164Thrivent Investment ManagementNo Known AliasesNoNo
103Ione School District101TIAA-CREFNo Known AliasesNoNo
103Ione School District346Union Central Life Insurance CompanyNo Known AliasesNoNo
103Ione School District157USAA InvestmentNo Known AliasesNoNo
103Ione School District107USAA LifeNo Known AliasesNoNo
103Ione School District3VALICNo Known AliasesYesNo
103Ione School District110Waddell & ReedNo Known AliasesNoNo
103Ione School District113Wells Investment SecuritiesNo Known AliasesNoNo
103Ione School District178Western National Life Insurance CompanyNo Known AliasesNoNo
103Ione School District114Western UnitedNo Known AliasesNoNo