APPROVED 403(b) PLAN VENDOR LIST
Plan Name:
Weld County School District Re-4 403(b) Plan
Plan Sponsor:
Weld County School District Re-4
Effective Date:
02/09/2009
Ref. No.:
102256
This list identifies the investment vendors available under the 403(b) plan maintained by Weld County
School District Re-4, on or after the effective date of this list.
A. The following Vendors are authorized to receive contributions and contract exchanges between
vendors under the
403(b) Plan:
NAME OF VENDOR
American Fidelity
Assurance Company
AXA Equitable
REPRESENTATIVE
Janara Blank
Max Shaffer
CONTACT NUMBER
1-800-616-3576 Ext 25
Janara.Blank@americanfidelity.com
719-352-8756
Max.shaffer@axa-advisors.com
Sean Bull
303-257-2688
Sean.bull@axa-advisors.com
Met Life
Heidi Bellman/Office Asst.
Plan# 808214
Dan Podell
Security Benefit Group
Lisa Antuna
303-305-5455
Heidi.bellman@axa-advisors.com
970-330-2200 x 23
dpodell@metlife.com
970-381-2602
lantuna@netscape.com
The Variable Annuity
Life Insurance Company
Brent Powell
970-412-7595
brent@brentpowellfinancial.com
Randy Petrilli
970-215-6149
randyp@gfs01.com
720-460-9372
Jennifer.klug@valic.com
970-430-9745
Jeffrey.bauer@valic.com
970-226-5800 x113
kpaz@wradvisors.com
Jennifer Klug
Jeff Bauer
Waddell and Reed
Financial Services
Kristina Paz
Nancy Hazelrigg
B.
970-226-5800 x108
nhazelrigg@wradvisors.com
The following vendors have signed information sharing agreements and are authorized to only receive
contract exchanges between vendors under the 403(B) Plan maintained by Weld County School District RE4 and are not authorized to receive new contributions.
Name of Vendor
Kansas City Life Insurance Company
Contact Information for
Local Financial Representative
Not provided by vendor