Carruth Compliance Consulting

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Please Note - This list includes all Vendors "associated" with this Employer in any of several relationships, including: Active Payroll Slot; Inactive Payroll Slot; Umbrella ISA; Direct to Employer ISA; Orphaned; Grandfathered Contribution; and/or Grandfathered Exchange. A Vendor with a CCC Umbrella ISA in force is "associated" with all Full Service CCC Employer Clients, but this does not mean that the Vendor is eligible to receive contributions in the 403(b) Plans of all of these Employers. For the list of Vendors that hold Active Payroll Slots, click on the blue "For Employers" button at the top of the page, scroll down to the "CCC's Current Client List" heading, click on the desired Employer's link, and then click on the "403(b) List of Vendors" link.

Employer IDEmployer Vendor IDVendor's Current Name Vendor Also Known AsVendor Accepts Roth?Employer Allows Roth?
69Bellevue School District 4054AIM-InvescoNo Known AliasesNoNo
69Bellevue School District 4058American CenturyNo Known AliasesYesNo
69Bellevue School District 4059American FidelityNo Known AliasesNoNo
69Bellevue School District 40510American FundsNo Known AliasesNoNo
69Bellevue School District 4052American General LifeNo Known AliasesNoNo
69Bellevue School District 405341American National Insurance CompanyNo Known AliasesNoNo
69Bellevue School District 40512American United LifeNo Known AliasesNoNo
69Bellevue School District 40513AmeripriseNo Known AliasesNoNo
69Bellevue School District 405125ASPireNo Known AliasesYesNo
69Bellevue School District 40514Aviva LifeNo Known AliasesNoNo
69Bellevue School District 40515AXA EquitableNo Known AliasesYesNo
69Bellevue School District 40516Brecek & YoungNo Known AliasesYesNo
69Bellevue School District 40517CalvertNo Known AliasesNoNo
69Bellevue School District 405168Commonwealth Annuity (including for Kemper / Zurich American Variable & Protective Life Variable)No Known AliasesNoNo
69Bellevue School District 405124Dain Bosworth / RBC Wealth ManagementDain Rauscher IncNoNo
69Bellevue School District 40530FidelityNo Known AliasesYesNo
69Bellevue School District 40531First InvestorsNo Known AliasesYesNo
69Bellevue School District 40534Franklin TempletonNo Known AliasesNoNo
69Bellevue School District 405159FTJ Fund ChoiceNo Known AliasesNoNo
69Bellevue School District 40536Great AmericanNo Known AliasesNoNo
69Bellevue School District 40537Great-West LifeNo Known AliasesNoNo
69Bellevue School District 40539Horace Mann No Known AliasesYesNo
69Bellevue School District 405123Industrial Alliance PacificNo Known AliasesNoNo
69Bellevue School District 40541ING (ILIAC) (Rebranding to Voya Financial in 2014)No Known AliasesYesNo
69Bellevue School District 40585ING (RLIC)No Known AliasesYesNo
69Bellevue School District 40542Integrity LifeNo Known AliasesNoNo
69Bellevue School District 40544Jackson National No Known AliasesNoNo
69Bellevue School District 40545JanusNo Known AliasesNoNo
69Bellevue School District 40546Jefferson NationalNo Known AliasesNoNo
69Bellevue School District 40547John HancockNo Known AliasesNoNo
69Bellevue School District 40548Kansas City LifeNo Known AliasesYesNo
69Bellevue School District 40597Legend GroupNo Known AliasesYesNo
69Bellevue School District 40550Life Insurance Company of the SouthwestNo Known AliasesNoNo
69Bellevue School District 40551Lincoln Financial GroupNo Known AliasesYesNo
69Bellevue School District 405167Lincoln InvestmentNo Known AliasesNoNo
69Bellevue School District 40552Linsco Private LedgerNo Known AliasesNoNo
69Bellevue School District 40538Mass Mutual (formerly Hartford Life)No Known AliasesNoNo
69Bellevue School District 405130MassMutualNo Known AliasesNoNo
69Bellevue School District 40557Merrill LynchNo Known AliasesNoNo
69Bellevue School District 40558MetLifeNo Known AliasesYesNo
69Bellevue School District 405144Midland National LifeNo Known AliasesNoNo
69Bellevue School District 40560MMA PraxisNo Known AliasesNoNo
69Bellevue School District 405347Modern Woodmen of AmericaNo Known AliasesNoNo
69Bellevue School District 405145Mutual of OmahaNo Known AliasesNoNo
69Bellevue School District 40563National LifeNo Known AliasesNoNo
69Bellevue School District 40565Nationwide FinancialNo Known AliasesNoNo
69Bellevue School District 40567New York LifeNo Known AliasesNoNo
69Bellevue School District 405174North American Life HealthNo Known AliasesNoNo
69Bellevue School District 40568North Coast LifeNo Known AliasesYesNo
69Bellevue School District 40570OppenheimerFundsNo Known AliasesYesNo
69Bellevue School District 40572Pacific Life No Known AliasesNoNo
69Bellevue School District 40579Pioneer ServiceNo Known AliasesNoNo
69Bellevue School District 405104PlanMember Services CorporationNo Known AliasesYesNo
69Bellevue School District 40577Primerica Shareholder Services (formerly known as PFS Investments)No Known AliasesNoNo
69Bellevue School District 40581Protective Life Insurance Co.No Known AliasesNoNo
69Bellevue School District 40583Prudential No Known AliasesNoNo
69Bellevue School District 40584PutnamNo Known AliasesNoNo
69Bellevue School District 40587Security BenefitNo Known AliasesYesNo
69Bellevue School District 40588SEINo Known AliasesNoNo
69Bellevue School District 40589Sentinel FundsNo Known AliasesNoNo
69Bellevue School District 40591Standard InsuranceNo Known AliasesNoNo
69Bellevue School District 405132Sunset LifeNo Known AliasesNoNo
69Bellevue School District 40594SymetraNo Known AliasesYesNo
69Bellevue School District 405100ThriventNo Known AliasesNoNo
69Bellevue School District 405164Thrivent Investment ManagementNo Known AliasesNoNo
69Bellevue School District 405101TIAA-CREFNo Known AliasesNoNo
69Bellevue School District 405346Union Central Life Insurance CompanyNo Known AliasesNoNo
69Bellevue School District 405157USAA InvestmentNo Known AliasesNoNo
69Bellevue School District 405107USAA LifeNo Known AliasesNoNo
69Bellevue School District 4053VALICNo Known AliasesYesNo
69Bellevue School District 40599VanguardNo Known AliasesNoNo
69Bellevue School District 405122Veritrust Financial (formerly known as Aragon/VFS)No Known AliasesNoNo
69Bellevue School District 405158WA DCPNo Known AliasesNoNo
69Bellevue School District 405110Waddell & ReedNo Known AliasesNoNo
69Bellevue School District 405113Wells Investment SecuritiesNo Known AliasesNoNo
69Bellevue School District 405178Western National Life Insurance CompanyNo Known AliasesNoNo
69Bellevue School District 405114Western UnitedNo Known AliasesNoNo