Security Benefit Life Insurance Company (aka: Security Benefit) - General Status
Security Benefit has not yet posted a company statement or 403(b) market status update at this time.
Security Benefit Life Insurance Company (aka: Security Benefit) Web Homepage
Security Benefit Homepage may be accessed here .
Click the link(s) below for information on Security Benefit investment products:
Click the link(s) below for information on the fees associated with Security Benefit accounts:
403(b) Investment Options
Security Benefit offers the following type(s) of 403(b) investment option:
- Variable Annuities with a Fixed Account
- Variable Annuities without a Fixed Account
- 403(b)(7) Custodial Mutual Funds (Load)
- 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
- End of List
Roth 403(b) Contribution Policy
Security Benefit 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 Security Benefit are marketed using the following approaches:
- End of List Declared by Security Benefit
Helpful Employee Resources
Security Benefit provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Security Benefit, please visit our General Security Benefit 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.
Security Benefit Life Insurance Company (aka: Security Benefit) - Silver Falls Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Security Benefit Life Insurance Company Plan Number
When contacting Security Benefit or its local contacts, have ready your Silver Falls - Security Benefit Life Insurance Company GROUP NUMBER: To Be Determined
Silver Falls EIN
When contacting Security Benefit or its local contacts, you may require the Silver Falls EIN: 936009509
Silver Falls 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 Security Benefit on Silver Falls list of authorized vendors.
Request Additional Information from Security Benefit Life Insurance Company
Contact Security Benefit directly if you have additional questions about Security Benefit products or services.
Information Sharing Agreement, If Applicable
Security Benefit 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 Silver Falls 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
Security Benefit Life Insurance Company
requires a minimum monthly contribution of $25.00
, and a total minimum annual contribution of $200.00
Vendor Forms and Online Submissions Links
Security Benefit Life Insurance Company has supplied the following forms which may be PDFs or online submittals:
Please contact Security Benefit to request any other type of forms you might need.
Silver Falls Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Silver Falls 403(b) Plan and much more on the Silver Falls Information Page, available by clicking here.