AXA Equitable Life Insurance Company (aka: AXA Equitable) - General Status
AXA Equitable Life Insurance Company has a long history of working closely with school officials and districts nationwide and as of December 31, 2013, serves over 780,000 clients nationwide, including over 16,000 school systems, colleges/universities, and nonprofit organizations.
AXA Equitable, headquartered in New York, NY, is a leading financial protection company and a premier provider of life insurance, annuities and related financial services. AXA Equitable’s assets under management totaled $548.6 billion as of December 31, 2013. (This statement was provided by AXA 4/3/2014.)
AXA Equitable Life Insurance Company (aka: AXA Equitable) Web Homepage
AXA Equitable Homepage may be accessed here .
Click the link(s) below for information on AXA Equitable investment products:
Click the link(s) below for information on the fees associated with AXA Equitable accounts:
403(b) Investment Options
AXA Equitable offers the following type(s) of 403(b) investment option:
- Fixed Annuities
- Variable Annuities with a Fixed Account
- End of List
Roth 403(b) Contribution Policy
AXA Equitable 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.
Investment products of AXA Equitable are marketed using the following approaches:
- Agents Who Are Contracted with the Vendor
- Regional or Central Office Employees
- Seminars, Meetings, and/or Brochure Distribution
- End of List Declared by AXA Equitable
Helpful Employee Resources
AXA Equitable 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 AXA Equitable 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 AXA Equitable, please visit our General AXA Equitable Life Insurance 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.
AXA Equitable Life Insurance Company (aka: AXA Equitable) - Umatilla Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
AXA Equitable Life Insurance Company Plan Number
When contacting AXA Equitable or its local contacts, have ready your Umatilla - AXA Equitable Life Insurance Company GROUP NUMBER: To Be Determined
When contacting AXA Equitable or its local contacts, you may require the Umatilla EIN: 936000933
Umatilla 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 AXA Equitable on Umatilla list of authorized vendors.
Request Additional Information from AXA Equitable Life Insurance Company
Contact AXA Equitable directly if you have additional questions about AXA Equitable products or services.
Information Sharing Agreement, If Applicable
AXA Equitable Life Insurance 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 Umatilla 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
AXA Equitable Life Insurance Company
requires a minimum monthly contribution of $20.00
, and a total minimum annual contribution of $100.00
Vendor Forms and Online Submissions Links
AXA Equitable Life Insurance Company has supplied the following forms which may be PDFs or online submittals:
Please contact AXA Equitable to request any other type of forms you might need.
Umatilla Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Umatilla 403(b) Plan and much more on the Umatilla Information Page, available by clicking here.