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 has NOT provided any link to its home office webpage. As soon as Equitrust provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Equitrust to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Equitrust offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Equitrust does NOT accept Roth 403(b) contributions.
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.
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:
Important: The list below represents those Employers in whose 403(b) Plans Equitrust holds an Inactive Payroll Slot:
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:
Important: The list below represents those Employers in whose 403(b) Plans Equitrust is classified as a Grandfathered Exchange Vendor: