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?
11Estacada School District8American CenturyNo Known AliasesYesNo
11Estacada School District9American FidelityNo Known AliasesNoNo
11Estacada School District2American General LifeNo Known AliasesNoNo
11Estacada School District341American National Insurance CompanyNo Known AliasesNoNo
11Estacada School District12American United LifeNo Known AliasesNoNo
11Estacada School District13AmeripriseNo Known AliasesNoNo
11Estacada School District125ASPireNo Known AliasesYesNo
11Estacada School District14Aviva LifeNo Known AliasesNoNo
11Estacada School District15AXA EquitableNo Known AliasesYesNo
11Estacada School District16Brecek & YoungNo Known AliasesYesNo
11Estacada School District168Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)No Known AliasesNoNo
11Estacada School District31First InvestorsNo Known AliasesYesNo
11Estacada School District34Franklin TempletonNo Known AliasesNoNo
11Estacada School District159FTJ Fund ChoiceNo Known AliasesNoNo
11Estacada School District36Great AmericanNo Known AliasesNoNo
11Estacada School District39Horace Mann No Known AliasesYesNo
11Estacada School District123Industrial Alliance PacificNo Known AliasesNoNo
11Estacada School District41ING (ILIAC) (Rebranding to Voya Financial in 2014)No Known AliasesYesNo
11Estacada School District85ING (RLIC)No Known AliasesYesNo
11Estacada School District44Jackson National No Known AliasesNoNo
11Estacada School District46Jefferson NationalNo Known AliasesNoNo
11Estacada School District48Kansas City LifeNo Known AliasesYesNo
11Estacada School District97Legend GroupNo Known AliasesYesNo
11Estacada School District50Life Insurance Company of the SouthwestNo Known AliasesNoNo
11Estacada School District51Lincoln Financial GroupLINCOLN LIFEYesNo
11Estacada School District167Lincoln InvestmentNo Known AliasesNoNo
11Estacada School District52Linsco Private LedgerNo Known AliasesNoNo
11Estacada School District130MassMutualNo Known AliasesNoNo
11Estacada School District58MetLifeNo Known AliasesYesNo
11Estacada School District144Midland National LifeNo Known AliasesNoNo
11Estacada School District60MMA PraxisNo Known AliasesNoNo
11Estacada School District347Modern Woodmen of AmericaNo Known AliasesNoNo
11Estacada School District63National LifeNo Known AliasesNoNo
11Estacada School District67New York LifeNo Known AliasesNoNo
11Estacada School District174North American Life HealthNo Known AliasesNoNo
11Estacada School District68North Coast LifeNo Known AliasesYesNo
11Estacada School District70OppenheimerFundsNo Known AliasesYesNo
11Estacada School District72Pacific Life No Known AliasesNoNo
11Estacada School District104PlanMember Services CorporationNo Known AliasesYesNo
11Estacada School District77Primerica Shareholder Services (formerly known as PFS Investments)No Known AliasesNoNo
11Estacada School District81Protective Life Insurance Co.No Known AliasesNoNo
11Estacada School District83Prudential No Known AliasesNoNo
11Estacada School District84PutnamPUTNAM INVESTMENTSNoNo
11Estacada School District87Security BenefitSECURITY BENEFIT LIFEYesNo
11Estacada School District88SEINo Known AliasesNoNo
11Estacada School District89Sentinel FundsNo Known AliasesNoNo
11Estacada School District91Standard InsuranceSTANDARD INSURANCE COMPANY TSANoNo
11Estacada School District132Sunset LifeNo Known AliasesNoNo
11Estacada School District94SymetraNo Known AliasesYesNo
11Estacada School District100ThriventNo Known AliasesNoNo
11Estacada School District164Thrivent Investment ManagementNo Known AliasesNoNo
11Estacada School District101TIAA-CREFNo Known AliasesNoNo
11Estacada School District346Union Central Life Insurance CompanyNo Known AliasesNoNo
11Estacada School District157USAA InvestmentNo Known AliasesNoNo
11Estacada School District107USAA LifeNo Known AliasesNoNo
11Estacada School District3VALICTHE VARIABLE ANNUITY LIFEYesNo
11Estacada School District99VanguardTHE VANGARD GROUPNoNo
11Estacada School District110Waddell & ReedW & R FUNDSNoNo
11Estacada School District113Wells Investment SecuritiesNo Known AliasesNoNo
11Estacada School District178Western National Life Insurance CompanyNo Known AliasesNoNo
11Estacada School District114Western UnitedNo Known AliasesNoNo