United Heritage (aka: United Heritage) - General Status
United Heritage has not been involved in the 403(B) business since the last few years. They will not be accepting any contributions to existing accounts. They will be sending documentation shortly. CCC will post information about the general status of United Heritage as soon as possible.
Vendor Page Information
United Heritage (aka: United Heritage) Web Homepage
United Heritage has NOT provided any link to its home office webpage at this time.
Click the link(s) below for information on United Heritage investment products:
Click the link(s) below for information on the fees associated with United Heritage accounts:
403(b) Investment Options
United Heritage offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
United Heritage does NOT accept Roth 403(b) contributions.
Investment products of United Heritage are marketed using the following approaches:
- End of List Declared by United Heritage
Helpful Employee Resources
United Heritage 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 United Heritage 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 United Heritage, please visit our General United Heritage 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.
United Heritage (aka: United Heritage) - Bend-La Pine Schools Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
United Heritage Plan Number
When contacting United Heritage or its local contacts, have ready your Bend-La Pine Schools - United Heritage PLAN OR GROUP NUMBER: To Be Determined
Bend-La Pine Schools EIN
When contacting United Heritage or its local contacts, you may require the Bend-La Pine Schools EIN: 936000393
Bend-La Pine Schools 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 United Heritage on Bend-La Pine Schools list of authorized vendors.
Request Additional Information from United Heritage
United Heritage has not a "contact us" link. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
United Heritage has NOT signed any Direct Information Sharing Agreement with Bend-La Pine Schools or any Umbrella Information Sharing Agreement with CCC. Consequently, United Heritage is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Bend-La Pine Schools 403(b) accounts.
Employer Minimum Contribution
Bend-La Pine Schools
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
United Heritage has not provided copies of or links to any Vendor Forms. Please contact United Heritage to request any forms you might need.
Bend-La Pine Schools Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Bend-La Pine Schools 403(b) Plan and much more on the Bend-La Pine Schools Information Page, available by clicking here.