Western United Life (aka: Western United) - General Status
Western United Life no longer offers new 403b individual annuities, but will continue to administer existing accounts. They have signed CCC's Information Sharing Agreement.
Western United Life (aka: Western United) Web Homepage
Western United has NOT provided any link to its home office webpage at this time.
Click the link(s) below for information on Western United investment products:
Click the link(s) below for information on the fees associated with Western United accounts:
403(b) Investment Options
Western United offers the following type(s) of 403(b) investment option:
- Fixed Annuities
- End of List
Roth 403(b) Contribution Policy
Western United does NOT accept Roth 403(b) contributions.
Investment products of Western United are marketed using the following approaches:
- End of List Declared by Western United
Helpful Employee Resources
Western United 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 Western United 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 Western United, please visit our General Western United Life 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.
Western United Life (aka: Western United) - Philomath School District Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Western United Life Plan Number
When contacting Western United or its local contacts, have ready your Philomath School District - Western United Life PLAN OR GROUP NUMBER: To Be Determined
Philomath School District EIN
When contacting Western United or its local contacts, you may require the Philomath School District EIN: 936000208
Philomath 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 Western United on Philomath School District list of authorized vendors.
Request Additional Information from Western United Life
Western United has not a "contact us" link. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Western United Life 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 Philomath School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Philomath School District
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
Western United Life
requires a minimum monthly contribution of $25.00
, and a total minimum annual contribution of $300.00
Vendor Forms and Online Submissions Links
Western United has not provided copies of or links to any Vendor Forms. Please contact Western United to request any forms you might need.
Philomath School District Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Philomath School District 403(b) Plan and much more on the Philomath School District Information Page, available by clicking here.