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Approved
Vendor List
Authorized Investment Companies
These investment companies have been authorized by the Fringe
Benefits Consortium (FBC) to receive 403(b) contributions. The company name and
code should be used on the Salary Reduction Agreement to
initiate or make changes to Program participation. In
order to establish an account with an investment company your
must contact the investment company directly or work with your
financial advisor. You should carefully evaluate
investment companies and select one that best fits your needs.
The investment companies
below are eligible to receive transfers form other investment
providers because they have entered into an Information Sharing
Agreement with National
Benefit Services, LLC, the FBC's third party administration firm in accordance with the IRS' new 403(b)
regulations.
Updated
12/04/2012
|
Code* |
Authorized Investment Company
Name |
|
1164 |
American Century Investments |
|
1062 |
American Fidelity Assurance Company |
|
1035 |
Americo Financial Life and Annuity Insurance Company |
|
1041 |
Ameriprise Financial Inc. |
|
1096 |
Annuity Investors Life Insurance Company (Great
American Life Insurance Co.) |
|
1067 |
AXA Equitable Life Insurance Company |
|
1097 |
CalSTRS |
|
1018 |
Commonwealth Annuity and Life Insurance Company |
|
1133 |
Fidelity Investments Institutional Services Com.** |
|
1077 |
First Investors Corporation |
|
1025 |
Franklin Templeton Investments |
|
1148 |
FTJ FundChoice, LLC |
|
1092 |
Great American Life Insurance Company (Annuity
Investors Life Insurance Co.) |
|
1113 |
GWN Securities, Inc |
|
1014 |
Horace Mann Companies |
|
1135 |
Industrial-Alliance Pacific Life Ins Co, US Branch |
|
1060 |
ING Life Insurance & Annuity Company |
|
1059 |
ING - ReliaStar Life Insurance Company |
|
1052 |
Legend Group, Inc., The |
|
1036 |
Life Insurance Company of the Southwest |
|
1068 |
Lincoln Investment Planning, Inc. |
|
1029 |
Lincoln Nat'l Life Ins Co (Lincoln Fin Grp), The |
|
1074 |
MassMutual, through its subsidiary, C.M. Life
Insurance Co. |
|
1015 |
Modern Woodmen of America |
|
1073 |
MetLife Insurance Company of Connecticut (formerly
Travelers Life & Annuity) |
|
1024 |
Metropolitan Life Insurance Co -aka- MetLife,
MetLife Investors, MetLife Resources |
|
1043 |
Midland National |
|
1188 |
National Health Insurance Co (NHIC) |
|
1144 |
Nationwide Life Insurance Company
-- SDCOE/Fringe Benefits Consortium 403(b)/457(b)
Program |
|
1083 |
New York Life Ins. & Annuity Corp. |
|
1472 |
North American Company for Life and Health |
|
1121 |
Oppenheimer Funds Distributor, Inc |
|
1718 |
Pentegra Retirement Services (Aspire Financial) |
|
1030 |
PFS Investments Inc |
|
1127 |
PlanMember Services Corp |
|
1022 |
Security Benefit |
|
1038 |
Thrivent Financial for Lutherans |
|
1066 |
Thrivent Investment Management Inc. |
|
1160 |
Transamerica Life Insurance Company |
|
1090 |
United Teacher Associates Insurance Company |
|
1117 |
VALIC |
|
1042 |
Waddell & Reed, Inc |
*Code used is
403(b)compare.com
vendor ID
**Fidelity
Investments Institutional Services Com. is presently an
approved vendor for the following FBC member districts:
Banning Unified, Beaumont Unified, Bonsall Union,
Borrego
Springs Unified, Cardiff, Carlsbad Unified, Chula Vista
Elementary, Coronado Unified,
Encinitas Union, Escondido Union
Elementary, Escondido Union High,
Explorer Elementary Charter,
Fallbrook Union Elementary, Grossmont
Community College, Grossmont Union High, Hemet Unified
School District, High Tech High, La Mesa Spring Valley,
Lakeside Union, Mira
Costa Community College, Oceanside Unified, Poway Unified,
Ramona Unified,
San Diego Community College, San Diego County Office of Education,
San Marcos, San Ysidro, Solana Beach, South Bay Union, Southwestern Community College,
Sweetwater Union High, Valley Center-Pauma
Unified, and Vista Unified.
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