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CCC is closed on Monday, January 19th in observance of President's Day.



St Helens School District

USAA Life Insurance Company

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

USAA Life Insurance Company - General Status

USAA Life Insurance Company has entered into an Umbrella ISA.

USAA Life Insurance Company Landing Pages

Product and Fee Information

Click the link(s) below for information on USAA Life products:

Marketing Information

Investment products of USAA Life are marketed using the following approaches:

Helpful Employee Resources

USAA Life 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 USAA Life 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 USAA Life, please visit our General USAA Life Insurance Company Page.

 

St Helens Status

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

USAA Life Insurance Company Plan Number

When contacting USAA Life or its local contacts, have ready your St Helens - USAA Life Insurance Company PLAN OR GROUP NUMBER: To Be Determined

St Helens Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

USAA 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 St Helens 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

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

Vendor Minimum Contribution

USAA Life Insurance Company does not require any monthly contribution amount .

403(b) Investment Options

USAA Life offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

USAA Life does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact USAA Life to request your form.