SEI Private Trust Company (aka: SEI) - General Status

SEI 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.

SEI Private Trust Company (aka: SEI) Web Homepage

SEI has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by SEI, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.

Investment Fund Information

The following web links have been provided by SEI 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

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

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Roth 403(b) Contribution Policy

SEI does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of SEI are marketed using the following approaches:

• End of List Declared by SEI

Helpful Employee Resources

SEI 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 SEI 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 SEI, please visit our General SEI Private Trust 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.

SEI Private Trust Company (aka: SEI) - David Douglas Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

SEI Private Trust Company Plan Number

When contacting SEI or its local contacts, have ready your David Douglas - SEI Private Trust Company GROUP NUMBER: To Be Determined

David Douglas EIN

When contacting SEI or its local contacts, you may require the David Douglas EIN: 936014226

David Douglas 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 SEI on David Douglas list of authorized vendors.

• Main Online Company Contact Info

Request Additional Information from SEI Private Trust Company

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

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

Information Sharing Agreement, If Applicable

SEI Private Trust 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 David Douglas 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

SEI Private Trust Company does not require any monthly contribution amount .

Vendor Forms

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

David Douglas Vendor Information Page

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