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Security Benefit Life Insurance Company
(aka: Security Benefit)
Vendor General Information

This Vendor Page has not been approved by Security Benefit Life Insurance Company,
but the information provided should be useful to you.

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 .

Product Information

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

Fee Information

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.

Marketing Information

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.

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.

 

Employers for which Security Benefit Life Insurance Company (aka: Security Benefit) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Security Benefit holds an Active Payroll Slot:

Important: The list below represents those Employers in whose 403(b) Plans Security Benefit holds an Inactive Payroll Slot:

Employers for which Security Benefit is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Security Benefit is eligible to receive exchanges, transfers, and rollover contributions because Security Benefit has signed CCC's Umbrella Information Sharing Agreement:

Employers for which Security Benefit 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 Security Benefit is classified as an Orphaned Vendor:

  • End of List

Employers for which Security Benefit 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 Security Benefit is a Deselected Vendor.

Employers for which Security Benefit is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Security Benefit is classified as a Grandfathered Contribution Vendor:

Important: The list below represents those Employers in whose 403(b) Plans Security Benefit is classified as a Grandfathered Exchange Vendor:

  • End of List