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?
30Newberg School District 8American CenturyNo Known AliasesYesNo
30Newberg School District 9American FidelityNo Known AliasesNoNo
30Newberg School District 10American FundsCapitol Guardian Trust Company/ American FundsNoNo
30Newberg School District 2American General LifeNo Known AliasesNoNo
30Newberg School District 341American National Insurance CompanyNo Known AliasesNoNo
30Newberg School District 12American United LifeNo Known AliasesNoNo
30Newberg School District 13AmeripriseNo Known AliasesNoNo
30Newberg School District 125ASPireNo Known AliasesYesNo
30Newberg School District 14Aviva LifeNo Known AliasesNoNo
30Newberg School District 15AXA EquitableNo Known AliasesYesNo
30Newberg School District 16Brecek & YoungNo Known AliasesYesNo
30Newberg School District 168Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)No Known AliasesNoNo
30Newberg School District 30FidelityNo Known AliasesYesNo
30Newberg School District 31First InvestorsNo Known AliasesYesNo
30Newberg School District 34Franklin TempletonNo Known AliasesNoNo
30Newberg School District 159FTJ Fund ChoiceNo Known AliasesNoNo
30Newberg School District 36Great AmericanNo Known AliasesNoNo
30Newberg School District 39Horace Mann No Known AliasesYesNo
30Newberg School District 123Industrial Alliance PacificNo Known AliasesNoNo
30Newberg School District 41ING (ILIAC) (Rebranding to Voya Financial in 2014)No Known AliasesYesNo
30Newberg School District 85ING (RLIC)No Known AliasesYesNo
30Newberg School District 42Integrity LifeNo Known AliasesNoNo
30Newberg School District 44Jackson National No Known AliasesNoNo
30Newberg School District 46Jefferson NationalNo Known AliasesNoNo
30Newberg School District 48Kansas City LifeNo Known AliasesYesNo
30Newberg School District 97Legend GroupNo Known AliasesYesNo
30Newberg School District 50Life Insurance Company of the SouthwestNo Known AliasesNoNo
30Newberg School District 167Lincoln InvestmentNo Known AliasesNoNo
30Newberg School District 52Linsco Private LedgerNo Known AliasesNoNo
30Newberg School District 130MassMutualNo Known AliasesNoNo
30Newberg School District 58MetLifeNo Known AliasesYesNo
30Newberg School District 144Midland National LifeNo Known AliasesNoNo
30Newberg School District 60MMA PraxisNo Known AliasesNoNo
30Newberg School District 347Modern Woodmen of AmericaNo Known AliasesNoNo
30Newberg School District 63National LifeNo Known AliasesNoNo
30Newberg School District 67New York LifeNo Known AliasesNoNo
30Newberg School District 174North American Life HealthNo Known AliasesNoNo
30Newberg School District 68North Coast LifeNo Known AliasesYesNo
30Newberg School District 70OppenheimerFundsNo Known AliasesYesNo
30Newberg School District 72Pacific Life No Known AliasesNoNo
30Newberg School District 104PlanMember Services CorporationNo Known AliasesYesNo
30Newberg School District 77Primerica Shareholder Services (formerly known as PFS Investments)No Known AliasesNoNo
30Newberg School District 81Protective Life Insurance Co.No Known AliasesNoNo
30Newberg School District 83Prudential No Known AliasesNoNo
30Newberg School District 84PutnamNo Known AliasesNoNo
30Newberg School District 87Security BenefitNo Known AliasesYesNo
30Newberg School District 88SEINo Known AliasesNoNo
30Newberg School District 89Sentinel FundsNo Known AliasesNoNo
30Newberg School District 91Standard InsuranceNo Known AliasesNoNo
30Newberg School District 132Sunset LifeNo Known AliasesNoNo
30Newberg School District 94SymetraNo Known AliasesYesNo
30Newberg School District 100ThriventNo Known AliasesNoNo
30Newberg School District 164Thrivent Investment ManagementNo Known AliasesNoNo
30Newberg School District 101TIAA-CREFNo Known AliasesNoNo
30Newberg School District 346Union Central Life Insurance CompanyNo Known AliasesNoNo
30Newberg School District 157USAA InvestmentNo Known AliasesNoNo
30Newberg School District 107USAA LifeNo Known AliasesNoNo
30Newberg School District 3VALICVariable Annuity LifeYesNo
30Newberg School District 110Waddell & ReedNo Known AliasesNoNo
30Newberg School District 113Wells Investment SecuritiesNo Known AliasesNoNo
30Newberg School District 178Western National Life Insurance CompanyNo Known AliasesNoNo
30Newberg School District 114Western UnitedNo Known AliasesNoNo