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Philomath School District 17J

Western United Life

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

Western United Life - 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 Web Homepage

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

Product Information

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

Fee Information

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.

Marketing Information

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

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 - Philomath 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 - Western United Life PLAN OR GROUP NUMBER: To Be Determined

Philomath EIN

When contacting Western United or its local contacts, you may require the Philomath EIN: 936000208

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

Employer Minimum Contribution

Philomath 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 .

Philomath Vendor Information Page

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