SEI Private Trust Company (aka: SEI) - General Status
SEI has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.
SEI Private Trust Company (aka: SEI) Web Homepage
SEI has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by SEI, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by SEI 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
SEI offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
SEI does NOT accept Roth 403(b) contributions.
Investment products of SEI are marketed using the following approaches:
- End of List Declared by SEI
Helpful Employee Resources
SEI 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 SEI 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 SEI, please visit our General SEI Private Trust Company 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.
SEI Private Trust Company (aka: SEI) - North Marion Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
SEI Private Trust Company Plan Number
When contacting SEI or its local contacts, have ready your North Marion - SEI Private Trust Company GROUP NUMBER: To Be Determined
North Marion EIN
When contacting SEI or its local contacts, you may require the North Marion EIN: 936000759
North Marion 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 SEI on North Marion list of authorized vendors.
Request Additional Information from SEI Private Trust Company
Contact SEI directly if you have additional questions about SEI products or services.
SEI has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
SEI Private Trust Company 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 North Marion 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
requires a minimum monthly contribution of $10.00. Some Vendors may require minimum amounts higher than this while others may not (see below).
Vendor Minimum Contribution
SEI Private Trust Company
does not require any monthly contribution amount
SEI has not provided copies of or links to any Vendor Forms. Please contact SEI to request any forms you might need.
North Marion Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the North Marion 403(b) Plan and much more on the North Marion Information Page, available by clicking here.