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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.

 

   

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 Voya Financial, Inc
1052 Legend Group, Inc., The
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 Acquired by GALIC)
1036 National Life Group (Formerly known as LSW)
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 (Acquired by GALIC)
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, Cajon Valley, Cardiff, Carlsbad Unified, Chula Vista Elementary, Coronado Unified,Encinitas Union, Escondido Union Elementary, Escondido Union High,

Explorer Elementary Charter, Fallbrook Union Elementary, Fallbrook Union High School, 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, SiaTech, Solana Beach, South Bay Union, Southwestern Community College, Sweetwater Union High, Valley Center-Pauma Unified, and Vista Unified.

 

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