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Life Insurance Company of the Southwest
(aka: Life Insurance Company of the Southwest)

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

Life Insurance Company of the Southwest (aka: Life Insurance Company of the Southwest) - General Status

Life Insurance Company of the Southwest has not yet posted a company statement or 403(b) market status update at this time.

Life Insurance Company of the Southwest (aka: Life Insurance Company of the Southwest) Web Homepage

Life Insurance Company of the Southwest Homepage may be accessed here .

Product Information

Click the link(s) below for information on Life Insurance Company of the Southwest investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Life Insurance Company of the Southwest accounts:

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403(b) Investment Options

Life Insurance Company of the Southwest offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Life Insurance Company of the Southwest does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Life Insurance Company of the Southwest are marketed using the following approaches:

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Helpful Employee Resources

Life Insurance Company of the Southwest 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 Life Insurance Company of the Southwest, please visit our General Life Insurance Company of the Southwest 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.

 

Life Insurance Company of the Southwest (aka: Life Insurance Company of the Southwest) - Tacoma Status

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

Life Insurance Company of the Southwest Plan Number

When contacting Life Insurance Company of the Southwest or its local contacts, have ready your Tacoma - Life Insurance Company of the Southwest GROUP NUMBER: To Be Determined

Tacoma EIN

When contacting Life Insurance Company of the Southwest or its local contacts, you may require the Tacoma EIN: 916001553

Tacoma 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 Life Insurance Company of the Southwest on Tacoma list of authorized vendors.

Request Additional Information from Life Insurance Company of the Southwest

Contact Life Insurance Company of the Southwest directly if you have additional questions about Life Insurance Company of the Southwest products or services.

Information Sharing Agreement, If Applicable

Life Insurance Company of the Southwest 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 Tacoma 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Life Insurance Company of the Southwest does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Life Insurance Company of the Southwest has not provided copies of or links to any Vendor Forms. Please contact Life Insurance Company of the Southwest to request any forms you might need.

Tacoma Vendor Information Page

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