Western United Life (aka: Western United) - General Status
Western United Life no longer offers new 403b individual annuities, but will continue to administer existing accounts. 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 at this time.
Product Information
Click the link(s) below for information on Western United investment products:
Fee Information
Click the link(s) below for information on the fees associated with Western United accounts:
403(b) Investment Options
Western United offers the following type(s) of 403(b) investment option:
- Fixed Annuities
- End of List
Roth 403(b) Contribution Policy
Western United does NOT accept Roth 403(b) contributions.
Marketing Information
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.
Vendor FormsWestern United has not provided copies of or links to any Vendor Forms. Please contact Western United to request any forms you might need.
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Employers for which Western United Life (aka: Western United) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Western United holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Western United holds an Inactive Payroll Slot:
Employers for which Western United is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Western United is eligible to receive exchanges, transfers, and rollover contributions because Western United has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which Western United is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Western United is classified as an Orphaned Vendor:
Employers for which Western United is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Western United is a Deselected Vendor.
Employers for which Western United is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Western United is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Western United is classified as a Grandfathered Exchange Vendor:
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