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Seattle Public Schools

Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)
(aka: Commonwealth Annuity)

This Vendor Page has not been approved by Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable),
but the information provided should be useful to you.

Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) (aka: Commonwealth Annuity) - General Status

Commonwealth Annuity 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.

Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) (aka: Commonwealth Annuity) Web Homepage

Commonwealth Annuity has NOT provided any link to its home office webpage. As soon as Commonwealth Annuity provides a weblink, we'll post it here immediately.

Investment Fund Information

The following web links have been provided by Commonwealth Annuity 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:

  • End of List

403(b) Investment Options

Commonwealth Annuity offers the following type of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Commonwealth Annuity does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Commonwealth Annuity are marketed using the following approaches:

  • End of List Declared by Commonwealth Annuity

Helpful Employee Resources

Commonwealth Annuity 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 Commonwealth Annuity 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 Commonwealth Annuity, please visit our General Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) 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.

 

Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) (aka: Commonwealth Annuity) - Seattle Public Schools Status

Commonwealth (aka Kemper) replaced the Active Payroll Slot held by Protective Life on 8/31/2009.

Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) Plan Number

When contacting Commonwealth Annuity or its local contacts, have ready your Seattle Public Schools - Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) GROUP NUMBER: C8853

Seattle Public Schools EIN

When contacting Commonwealth Annuity or its local contacts, you may require the Seattle Public Schools EIN: 916001541

Seattle Public Schools 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 Commonwealth Annuity on Seattle Public Schools list of authorized vendors.

Request Additional Information from Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)

Commonwealth Annuity has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) 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 Seattle Public Schools 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable) does not require any monthly contribution amount .

Vendor Forms

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

Seattle Public Schools Vendor Information Page

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