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Parkrose School District

Security Benefit Life Insurance Company

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 - 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 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:

  • Fixed Annuities
  • 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:

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.


Security Benefit Life Insurance Company - Parkrose School District Status

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

Security Benefit Life Insurance Company Plan Number

When contacting Security Benefit or its local contacts, have ready your Parkrose School District - Security Benefit Life Insurance Company PLAN OR GROUP NUMBER: To Be Determined

Parkrose School District EIN

When contacting Security Benefit or its local contacts, you may require the Parkrose School District EIN: 936000833

Parkrose School District 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 Security Benefit on Parkrose School District list of authorized vendors.

Request Additional Information from Security Benefit Life Insurance Company

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

Information Sharing Agreement, If Applicable

Security Benefit Life Insurance 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 Parkrose School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

Security Benefit Life Insurance Company requires a minimum monthly contribution of $25.00 , and a total minimum annual contribution of $200.00 .

Vendor Forms and Online Submissions Links

The following forms which may be PDFs or online submittals:

Please contact Security Benefit to request any other type of forms you might need.

Parkrose School District Vendor Information Page

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