Vendor Report Generator

Generate Your Report

Select the Vendor below for which you are interested in Employer Plan information for all Employers having a relationship with the selected Vendor. Relationships include:

• Vendors with Active Payroll Slots
• Vendors with Inactive Payroll Slots
• Orphaned Vendors
• Grandfathered Contribution Vendors
• Grandfathered Exchange Vendors

Click the Vendor name to List Report Options:

• Morgan Stanley Smith Barney
• Scudder Investments/ DWS
• Invesco Aim Distributors, Inc.
• Alger Family of Funds
• AllianceBernstein L.P.
• Allstate (Lincoln Benefit Life)
• American Capital Trust Company
• American Century Investments, Inc.
• American Fidelity Assurance Company
• American Funds Distributors, Inc
• American General Financial Services
• American General Life Companies
• American General Life
• American National Insurance Company
• American United Life Insurance Company (OneAmerica)
• Americo
• Americo Financial Life and Annuity Company
• Ameriprise Financial
• Ariel Investments
• Ariel Investments
• ASPire Financial Services
• Athene Annuity and Life Company (formerly Aviva)
• AXA AR360 Mutual Funds (PlanConnect)
• Bankers Life and Casualty Company
• Beneficial Financial Group
• Brecek & Young Advisors / TDS Group, Inc
• Brighthouse Life Insurance Company
• CalSTRS Pension2
• Calvert Distributors, Inc
• CCP Insurance
• Charles Schwab & Co., Inc
• Chase Vista Funds
• Clackamas Community Federal Credit Union (via The Hartford)
• Corebridge Financial (formerly AIG Retirement, VALIC)
• Cuna Mutual Life
• DA Davidson
• Dain Bosworth / RBC Wealth Management
• Davis Funds
• Dean Whitter
• Delaware Investments
• Domini Social Investments
• DWS Investments Distributors, Inc
• Educational Credit Management Corp
• Edward Jones
• Empower Retirement (formerly Great-West)
• Empower Retirement (formerly Mass Mutual)
• Enterprise/State Street Bank
• Equitable (AXA Equitable Life Insurance Company)
• Equitable of Iowa (ING)
• Equitrust Life Insurance
• Equity Trust Company
• Equity Trust Company
• Evergreen
• Fidelity Investments
• Fidelity Advisors
• First Resolution Investment Corp
• FiServ Trust
• Fortis Financial Group
• Franklin Templeton
• FTC (formerly Waddell & Reed/ Ivy Funds)
• Global Atlantic Financial Group (issued by Commonwealth Annuity)
• Goldman Sachs Funds
• Horace Mann Insurance Company
• Horace Mann Retirement Advantage (Mutual Funds)(Matrix Trust Company Custodian)
• Industrial Alliance
• Integrity Life Insurance Company
• Invesco
• IPX (FPS Trust Company)
• ISC Group
• J&W Seligman Trust
• Jackson National
• Janus
• Jefferson National
• John Hancock
• Kansas City Life
• Knights of Columbus Insurance
• The Legend Group, Inc (Lincoln Investment Planning)
• Lincoln Financial Group by Lincoln National Corporation
• Lincoln Investment Planning, Inc
• Linsco / Private Ledger (LPL)
• Lord Abbett
• Mainstay Funds
• Massachusetts Financial Services
• MassMutual Financial Group
• MassMutual Ascend (Formerly Great American)
• Member Funds
• Merrill Lynch
• MetLife
• Mid Atlantic Capital Group, Inc
• Midland National Life Insurance Company
• Minnesota Mutual Life
• MMA Praxis Mutual Funds
• Modern Woodmen of America
• Mutual Fund Marketplace LTD
• Mutual of America
• Mutual of Omaha
• National Life Insurance Company
• National Life Group (formerly Life Insurance of the SouthWest)
• National Western Life
• Nationwide Financial
• New England Annuities
• New York Life
• North American Company for Life and Health
• North Coast Life
• The Northern Trust Company
• Northwestern Mutual Life
• OM Financial Life
• Orion Portfolio Solutions (formerly FTJ FundChoice)
• Oregon Savings Growth Plan
• Pacific Life
• Paul Revere Insurance Group
• Pax World Fund, Inc
• Penselect/ Foresters Financial
• Pershing
• Phoenix Home Life Mutual
• Pioneer Service Corporation
• PlanMember Services Corporation
• Primerica Shareholder Services
• Principal Funds
• Protective Life Insurance Co.
• Prudential
• Putnam Investments
• ReliaStar Life Insurance Company
• Resources Trust
• Security Benefit Life Insurance Company
• SEI Private Trust Company
• Sentinel Funds
• Standard Insurance Company
• State Farm Insurance
• Sun Life
• SunAmerica Annuity and Life Assurance Co.
• Sunset Life
• Symetra Financial
• T. Rowe Price
• TD Ameritrade
• The Clipper Fund
• Thrivent Financial (Annuites)
• Thrivent Financial Mutual Funds
• TIAA
• The Timothy Plan
• Transamerica (AEGON Group)
• Transamerica Annuities
• Transamerica Annuities
• Travelers Life & Annuity/MetLife
• UBS Financial Advisors
• Union Central Life Insurance Company
• United Heritage
• United of Omaha Life Insurance
• Unknown
• USAA Life Insurance Company
• Van Kampen
• The Vanguard Group
• Venerable Insurance and Annuity Company (Formerly ING USA Annuity)
• Victory Funds (Victory Capital Management)
• Voya Retirement Insurance and Annuity Company (VRIAC)
• Washington State Deferred Compensation Plan
• Washington Mutual Investors Fund, Inc
• Washington National Insurance Company (subsidiary of CNO Financial Group)
• WEA-APA
• Wells Investment Securities
• Western National Life Insurance Company
• Western Reserve Life
• Western United Life
• Zurich American Life (formerly Kemper Investors)
• Zurich American/Protective Life (Annuity Premium Reserve Account)
• End of List

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