Western United Life (aka: Western United) - General Status
Western United Life will continue to participate in the 403(b) market in 2009. They have signed CCC's Information Sharing Agreement.
Western United Life (aka: Western United) Web Homepage
Western United has NOT provided any link to its home office webpage. As soon as Western United provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Western United 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
Western United offers the following type of 403(b) investment option:
- Fixed Annuities
- End of List
Roth 403(b) Contribution Policy
Western United does NOT accept Roth 403(b) contributions.
Investment products of Western United are marketed using the following approaches:
- End of List Declared by Western United
Helpful Employee Resources
Western United 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 Western United 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 Western United, please visit our General Western United 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.
Western United Life (aka: Western United) - Lane CC Status
To Be Determined
Western United Life Plan Number
When contacting Western United or its local contacts, have ready your Lane CC - Western United Life GROUP NUMBER: To Be Determined
Lane CC EIN
When contacting Western United or its local contacts, you may require the Lane CC EIN: 930546223
Lane CC 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 Western United on Lane CC list of authorized vendors.
Request Additional Information from Western United Life
Western United has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Western United 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 Lane CC 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
Western United Life
requires a minimum monthly contribution of $25.00
, and a total minimum annual contribution of $300.00
Western United has not provided copies of or links to any Vendor Forms. Please contact Western United to request any forms you might need.
Lane CC Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Lane CC 403(b) Plan and much more on the Lane CC Information Page, available by clicking here.