Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

    Login   
Skip Navigation Links.
Click here for our new wizard online voucher request system.

Equitrust Life Insurance
(aka: Equitrust)
Vendor General Information

This Vendor Page has not been approved by Equitrust Life Insurance,
but the information provided should be useful to you.

Equitrust Life Insurance (aka: Equitrust) - General Status

Equitrust Life Insurance will not be in the 403(b) market as of Jan 2009. They will not be accepting any new contributions into existing accounts and will not be accepting any new 403(b) accounts.

Equitrust Life Insurance (aka: Equitrust) Web Homepage

Equitrust Homepage may be accessed here .

Product Information

Click the link(s) below for information on Equitrust investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with Equitrust accounts:

  • End of List

403(b) Investment Options

Equitrust offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Equitrust does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Equitrust are marketed using the following approaches:

  • End of List Declared by Equitrust

Helpful Employee Resources

Equitrust has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Equitrust provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Equitrust, please visit our General Equitrust Life Insurance Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

Equitrust has not provided copies of or links to any Vendor Forms. Please contact Equitrust to request any forms you might need.

 

Employers for which Equitrust Life Insurance (aka: Equitrust) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Equitrust holds an Active Payroll Slot:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Equitrust holds an Inactive Payroll Slot:

  • End of List

Employers for which Equitrust is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Equitrust is eligible to receive exchanges, transfers, and rollover contributions because Equitrust has signed a Direct Information Sharing Agreement with Employers in this list:

Employers for which Equitrust is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Equitrust is classified as an Orphaned Vendor:

Employers for which Equitrust is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Equitrust is a Deselected Vendor.

Employers for which Equitrust is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Equitrust is classified as a Grandfathered Contribution Vendor:

  • End of List

Important: The list below represents those Employers in whose 403(b) Plans Equitrust is classified as a Grandfathered Exchange Vendor:

  • End of List