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Central Kitsap School District

VALIC

This Vendor Page has not been approved by VALIC,
but the information provided should be useful to you.

VALIC - General Status

VALIC will continue in the 403(b) market. VALIC has signed CCC's Umbrella ISA.

VALIC Web Homepage

VALIC Homepage may be accessed here .

Product Information

Click the link(s) below for information on VALIC investment products:

Fee Information

Click the link(s) below for information on the fees associated with VALIC accounts:

403(b) Investment Options

VALIC offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

VALIC 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 VALIC are marketed using the following approaches:

Helpful Employee Resources

VALIC 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 VALIC 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 VALIC, please visit our General VALIC 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.

 

VALIC - CKSD Status

This is a VALIC product and payroll slot (aka: Blue Cross/WEA/APA Fund (Valic)) offered through the WEA (Washington Education Association) common remitter service to school districts and ESDs in Washington State. The unique Plan ID No. specific to CKSD is a Sub-Group Number joined as a suffix to the common WEA Group No. 21000, resulting in an 11-digit unique VALIC Plan Group Number for CKSD of Group 21000 Subgroup 001160.

VALIC Plan Number

When contacting VALIC or its local contacts, have ready your CKSD - VALIC PLAN OR GROUP NUMBER: Group 21000 Subgroup 001160

CKSD EIN

When contacting VALIC or its local contacts, you may require the CKSD EIN: 916006768

CKSD 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 VALIC on CKSD list of authorized vendors.

Request Additional Information from VALIC

Contact VALIC directly if you have additional questions about VALIC products or services.

Information Sharing Agreement, If Applicable

VALIC 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 CKSD 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

VALIC does not require any monthly contribution amount .

CKSD Vendor Information Page

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