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Gladstone School District

North Coast Life
(aka: North Coast Life)

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

North Coast Life (aka: North Coast Life) - General Status

North Coast Life has entered into a CCC Umbrella ISA.

North Coast Life (aka: North Coast Life) Web Homepage

North Coast Life has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on North Coast Life investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with North Coast Life accounts:

  • End of List

403(b) Investment Options

North Coast Life offers the following type(s) of 403(b) investment option:

  • Fixed Annuities
  • End of List

Roth 403(b) Contribution Policy

North Coast Life accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of North Coast Life are marketed using the following approaches:

  • End of List Declared by North Coast Life

Helpful Employee Resources

North Coast Life 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 North Coast Life 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 North Coast Life, please visit our General North Coast Life 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.

 

North Coast Life (aka: North Coast Life) - Gladstone Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

North Coast Life Plan Number

When contacting North Coast Life or its local contacts, have ready your Gladstone - North Coast Life GROUP NUMBER: To Be Determined

Gladstone EIN

When contacting North Coast Life or its local contacts, you may require the Gladstone EIN: 936000287

Gladstone Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for North Coast Life on Gladstone list of authorized vendors.

Request Additional Information from North Coast Life

North Coast Life has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

North Coast Life has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Gladstone 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Gladstone does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

North Coast Life does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

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

Gladstone Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Gladstone 403(b) Plan and much more on the Gladstone Information Page, available by clicking here.