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?
24Jefferson School District 4AIM-InvescoNo Known AliasesNoYes
24Jefferson School District 8American CenturyNo Known AliasesYesYes
24Jefferson School District 9American FidelityNo Known AliasesNoYes
24Jefferson School District 2American General LifeNo Known AliasesNoYes
24Jefferson School District 341American National Insurance CompanyNo Known AliasesNoYes
24Jefferson School District 12American United LifeNo Known AliasesNoYes
24Jefferson School District 13AmeripriseNo Known AliasesNoYes
24Jefferson School District 125ASPireNo Known AliasesYesYes
24Jefferson School District 14Aviva LifeNo Known AliasesNoYes
24Jefferson School District 15AXA EquitableNo Known AliasesYesYes
24Jefferson School District 16Brecek & YoungNo Known AliasesYesYes
24Jefferson School District 168Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)No Known AliasesNoYes
24Jefferson School District 30FidelityNo Known AliasesYesYes
24Jefferson School District 31First InvestorsNo Known AliasesYesYes
24Jefferson School District 34Franklin TempletonNo Known AliasesNoYes
24Jefferson School District 159FTJ Fund ChoiceNo Known AliasesNoYes
24Jefferson School District 36Great AmericanNo Known AliasesNoYes
24Jefferson School District 39Horace Mann No Known AliasesYesYes
24Jefferson School District 123Industrial Alliance PacificNo Known AliasesNoYes
24Jefferson School District 41ING (ILIAC) (Rebranding to Voya Financial in 2014)No Known AliasesYesYes
24Jefferson School District 85ING (RLIC)No Known AliasesYesYes
24Jefferson School District 44Jackson National No Known AliasesNoYes
24Jefferson School District 46Jefferson NationalNo Known AliasesNoYes
24Jefferson School District 48Kansas City LifeNo Known AliasesYesYes
24Jefferson School District 97Legend GroupNo Known AliasesYesYes
24Jefferson School District 50Life Insurance Company of the SouthwestNo Known AliasesNoYes
24Jefferson School District 167Lincoln InvestmentNo Known AliasesNoYes
24Jefferson School District 52Linsco Private LedgerNo Known AliasesNoYes
24Jefferson School District 130MassMutualNo Known AliasesNoYes
24Jefferson School District 58MetLifeNo Known AliasesYesYes
24Jefferson School District 144Midland National LifeNo Known AliasesNoYes
24Jefferson School District 60MMA PraxisNo Known AliasesNoYes
24Jefferson School District 347Modern Woodmen of AmericaNo Known AliasesNoYes
24Jefferson School District 63National LifeNo Known AliasesNoYes
24Jefferson School District 67New York LifeNo Known AliasesNoYes
24Jefferson School District 174North American Life HealthNo Known AliasesNoYes
24Jefferson School District 68North Coast LifeNo Known AliasesYesYes
24Jefferson School District 70OppenheimerFundsNo Known AliasesYesYes
24Jefferson School District 71OSGPNo Known AliasesNoYes
24Jefferson School District 72Pacific Life No Known AliasesNoYes
24Jefferson School District 104PlanMember Services CorporationNo Known AliasesYesYes
24Jefferson School District 77Primerica Shareholder Services (formerly known as PFS Investments)No Known AliasesNoYes
24Jefferson School District 81Protective Life Insurance Co.No Known AliasesNoYes
24Jefferson School District 83Prudential No Known AliasesNoYes
24Jefferson School District 84PutnamNo Known AliasesNoYes
24Jefferson School District 87Security BenefitNo Known AliasesYesYes
24Jefferson School District 88SEINo Known AliasesNoYes
24Jefferson School District 89Sentinel FundsNo Known AliasesNoYes
24Jefferson School District 91Standard InsuranceNo Known AliasesNoYes
24Jefferson School District 132Sunset LifeNo Known AliasesNoYes
24Jefferson School District 94SymetraNo Known AliasesYesYes
24Jefferson School District 100ThriventNo Known AliasesNoYes
24Jefferson School District 164Thrivent Investment ManagementNo Known AliasesNoYes
24Jefferson School District 101TIAA-CREFNo Known AliasesNoYes
24Jefferson School District 151Timothy PlanNo Known AliasesNoYes
24Jefferson School District 346Union Central Life Insurance CompanyNo Known AliasesNoYes
24Jefferson School District 157USAA InvestmentNo Known AliasesNoYes
24Jefferson School District 107USAA LifeNo Known AliasesNoYes
24Jefferson School District 3VALICNo Known AliasesYesYes
24Jefferson School District 99VanguardNo Known AliasesNoYes
24Jefferson School District 110Waddell & ReedNo Known AliasesNoYes
24Jefferson School District 113Wells Investment SecuritiesNo Known AliasesNoYes
24Jefferson School District 178Western National Life Insurance CompanyNo Known AliasesNoYes
24Jefferson School District 114Western UnitedNo Known AliasesNoYes