Travelers Life & Annuity/MetLife (aka: Travelers Life & Annuity/MetLife) - General Status

Travellers Life & Annuities was bought by MetLife. Travelers Life & Annuity/MetLife plans to continued in the 403(b) market. Since MetLife has signed CCC's ISA, that ISA will cover Travellers Annuity too.

Travelers Life & Annuity/MetLife (aka: Travelers Life & Annuity/MetLife) Web Homepage

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

Investment Fund Information

The following web links have been provided by Travelers Life & Annuity/MetLife 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:

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403(b) Investment Options

Travelers Life & Annuity/MetLife offers the following type of 403(b) investment option:

• Fixed Annuities
• Variable Annuities with a Fixed Account
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Roth 403(b) Contribution Policy

Travelers Life & Annuity/MetLife 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 Travelers Life & Annuity/MetLife are marketed using the following approaches:

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Helpful Employee Resources

Travelers Life & Annuity/MetLife 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 Travelers Life & Annuity/MetLife 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 Travelers Life & Annuity/MetLife, please visit our General Travelers Life & Annuity/MetLife 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.

Travelers Life & Annuity/MetLife (aka: Travelers Life & Annuity/MetLife) - Parkrose School District Status

To Be Determined

Travelers Life & Annuity/MetLife Plan Number

When contacting Travelers Life & Annuity/MetLife or its local contacts, have ready your Parkrose School District - Travelers Life & Annuity/MetLife GROUP NUMBER: To Be Determined

Parkrose School District EIN

When contacting Travelers Life & Annuity/MetLife or its local contacts, you may require the Parkrose School District EIN: 936000833

Parkrose School District 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 Travelers Life & Annuity/MetLife on Parkrose School District list of authorized vendors.

Request Additional Information from Travelers Life & Annuity/MetLife

Travelers Life & Annuity/MetLife has not provided us with any online contact methods. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Travelers Life & Annuity/MetLife has NOT signed any Direct Information Sharing Agreement with Parkrose School District or any Umbrella Information Sharing Agreement with CCC. Consequently, Travelers Life & Annuity/MetLife is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Parkrose School District 403(b) accounts.

Employer Minimum Contribution

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

Vendor Minimum Contribution

Travelers Life & Annuity/MetLife does not require any monthly contribution amount .

Vendor Forms

Travelers Life & Annuity/MetLife has not provided copies of or links to any Vendor Forms. Please contact Travelers Life & Annuity/MetLife to request any forms you might need.

Parkrose School District Vendor Information Page

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