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Bend-La Pine Schools

United Heritage

This Vendor Page has not been approved by United Heritage,
but the information provided should be useful to you.

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 Web Homepage

United Heritage has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on United Heritage investment products:

Fee Information

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:

  • End of List

Roth 403(b) Contribution Policy

United Heritage does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of United Heritage are marketed using the following approaches:

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 - 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

United Heritage does not require any monthly contribution amount .

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.