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?
125Clackamas ESD8American CenturyNo Known AliasesYesYes
125Clackamas ESD9American FidelityNo Known AliasesNoYes
125Clackamas ESD2American General LifeNo Known AliasesNoYes
125Clackamas ESD341American National Insurance CompanyNo Known AliasesNoYes
125Clackamas ESD12American United LifeNo Known AliasesNoYes
125Clackamas ESD13AmeripriseNo Known AliasesNoYes
125Clackamas ESD125ASPireNo Known AliasesYesYes
125Clackamas ESD14Athene Annuity and Life Company (formerly Aviva)No Known AliasesNoYes
125Clackamas ESD15AXA EquitableEquitable LifeYesYes
125Clackamas ESD16Brecek & YoungNo Known AliasesYesYes
125Clackamas ESD168Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)No Known AliasesNoYes
125Clackamas ESD30FidelityNo Known AliasesYesYes
125Clackamas ESD31First InvestorsNo Known AliasesYesYes
125Clackamas ESD34Franklin TempletonNo Known AliasesNoYes
125Clackamas ESD159FTJ Fund ChoiceNo Known AliasesNoYes
125Clackamas ESD36Great AmericanNo Known AliasesNoYes
125Clackamas ESD39Horace Mann No Known AliasesYesYes
125Clackamas ESD123Industrial Alliance PacificNo Known AliasesNoYes
125Clackamas ESD41ING (ILIAC) (Rebranding to Voya Financial in 2014)No Known AliasesYesYes
125Clackamas ESD85ING (RLIC)No Known AliasesYesYes
125Clackamas ESD44Jackson National No Known AliasesNoYes
125Clackamas ESD46Jefferson NationalNo Known AliasesNoYes
125Clackamas ESD48Kansas City LifeNo Known AliasesYesYes
125Clackamas ESD97Legend GroupNo Known AliasesYesYes
125Clackamas ESD50Life Insurance Company of the SouthwestNo Known AliasesNoYes
125Clackamas ESD167Lincoln InvestmentNo Known AliasesNoYes
125Clackamas ESD52Linsco Private LedgerNo Known AliasesNoYes
125Clackamas ESD130MassMutualNo Known AliasesNoYes
125Clackamas ESD58MetLifeNo Known AliasesYesYes
125Clackamas ESD144Midland National LifeNo Known AliasesNoYes
125Clackamas ESD60MMA PraxisNo Known AliasesNoYes
125Clackamas ESD347Modern Woodmen of AmericaNo Known AliasesNoYes
125Clackamas ESD63National LifeNo Known AliasesNoYes
125Clackamas ESD67New York LifeNo Known AliasesNoYes
125Clackamas ESD174North American Life HealthNo Known AliasesNoYes
125Clackamas ESD68North Coast LifeNo Known AliasesYesYes
125Clackamas ESD70OppenheimerFundsNo Known AliasesYesYes
125Clackamas ESD72Pacific Life No Known AliasesNoYes
125Clackamas ESD104PlanMember Services CorporationNo Known AliasesYesYes
125Clackamas ESD77Primerica Shareholder Services (formerly known as PFS Investments)No Known AliasesNoYes
125Clackamas ESD81Protective Life Insurance Co.No Known AliasesNoYes
125Clackamas ESD83Prudential No Known AliasesNoYes
125Clackamas ESD84PutnamNo Known AliasesNoYes
125Clackamas ESD87Security BenefitNo Known AliasesYesYes
125Clackamas ESD88SEINo Known AliasesNoYes
125Clackamas ESD89Sentinel FundsNo Known AliasesNoYes
125Clackamas ESD91Standard InsuranceNo Known AliasesNoYes
125Clackamas ESD132Sunset LifeNo Known AliasesNoYes
125Clackamas ESD94SymetraNo Known AliasesYesYes
125Clackamas ESD95T. Rowe PriceNo Known AliasesNoYes
125Clackamas ESD100ThriventNo Known AliasesNoYes
125Clackamas ESD164Thrivent Investment ManagementNo Known AliasesNoYes
125Clackamas ESD101TIAA-CREFNo Known AliasesNoYes
125Clackamas ESD346Union Central Life Insurance CompanyNo Known AliasesNoYes
125Clackamas ESD157USAA InvestmentNo Known AliasesNoYes
125Clackamas ESD107USAA LifeNo Known AliasesNoYes
125Clackamas ESD3VALICNo Known AliasesYesYes
125Clackamas ESD99VanguardNo Known AliasesNoYes
125Clackamas ESD110Waddell & ReedNo Known AliasesNoYes
125Clackamas ESD113Wells Investment SecuritiesNo Known AliasesNoYes
125Clackamas ESD178Western National Life Insurance CompanyNo Known AliasesNoYes
125Clackamas ESD114Western UnitedNo Known AliasesNoYes