Benicia Unified School District

• Authorized Investment Providers

  For specific investment provider information, please click on the investment provider name of your choice to visit the company's website.

  • 403(b)

    • American Fidelity Assurance Co.
      (800) 654-8489
    • American Funds
      (800) 421-0180
    • Americo Financial Life and Annuity
      (800) 231-0801
    • Ameriprise Financial
      (800) 862-7919
    • CalSTRS Pension2
      (888) 394-2060
    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • CTA RSP 403(b) Plan
      (855) 604-6222
    • Equitable
      (800) 628-6673
    • Fidelity Investments - Plan Number: 51592
      (800) 343-0860
    • Fiduciary Trust Company of New Hampshire
      (877) 500-9590
    • Franklin Templeton Mutual Funds
      (877) 219-1229
    • Horace Mann Insurance Company
      (800) 999-1030
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Jackson National Life Insurance Co
      (800) 644-4565
    • Lincoln National Life Insurance Company
      (800) 454-6265
    • Mass Mutual Life Insurance Company
      (800) 272-2216
    • MetLife Tower Life (formerly General American)
      (800) 242-4079
    • Metropolitan Life Insurance Company
      (833) 642-1008
    • MFS Funds Service Center
      (800) 225-2606
    • Midland National Life
      (877) 586-0240
    • National Life Group
      (800) 579-2878
    • New York Life Insurance & Annuity Corp.
      (800) 598-2019
    • North American Company for Life
      (866) 322-7069
    • Old Mutual Financial Life Ins
      (888) 513-8797
    • Orion Portfolio Solutions
      (800) 379-2513
    • Pacific Life
      (800) 722-2333
    • PenServ-PenSelect/MG Trust Company
      (803) 354-5003
    • PFS Investments (Primerica)
      (800) 544-5445
    • Putnam Funds
      (800) 225-1581
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • SBLI Industrial Alliance
      (866) 363-3290
    • Security Benefit Group
      (800) 888-2461
    • The Legend Group
      (888) 883-6710
    • Thrivent Financial
      (800) 847-4836
    • Transamerica Life Insurance Company (AUL)
    • USAA Insurance Company
      (800) 531-8722
    • Vanguard Investments - Plan Number: 431759
      (800) 569-4903

  • 457(b)

    • American Fidelity Assurance Co.
      (800) 654-8489
    • Fidelity Investments - Plan Number: 71640
      (800) 343-0860
    • Orion Portfolio Solutions
      (800) 379-2513
    • ReliaStar Life - Subsidiary of VOYA Financial
      (877) 882-5050
    • SBLI Industrial Alliance
      (866) 363-3290
    • Security Benefit Group
      (800) 888-2461

  • Roth 403(b)

    • Corebridge Financial (formerly AIG Retirement Services-VALIC)
      (800) 448-2542
    • CTA RSP 403(b) Plan
      (855) 604-6222
    • Equitable
      (800) 628-6673
    • Fidelity Investments - Plan Number: 51592
      (800) 343-0860
    • Invesco OppenheimerFunds
      (800) 959-4246
    • Security Benefit Group
      (800) 888-2461