Middletown Area 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)

    • Ameriprise Financial
      (800) 862-7919
    • Horace Mann Insurance Company
      (800) 999-1030
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment LLC (Pershing custodian)
      (800) 242-1421
    • Midland National Life
      (877) 586-0240
    • One America Company (Pioneer Mutual Life Insurance Company)
    • Security Benefit Group
      (800) 888-2461
    • The Legend Group (Pershing custodian)
      (888) 883-6710
    • Vanguard Investments
      (800) 569-4903

  • 457(b)

    • Horace Mann Insurance Company
      (800) 999-1030
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment LLC (Pershing custodian)
      (800) 242-1421
    • The Legend Group (Pershing custodian)
      (888) 883-6710

  • Roth 403(b)

    • Horace Mann Insurance Company
      (800) 999-1030
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment LLC (Pershing custodian)
      (800) 242-1421
    • Security Benefit Group
      (800) 888-2461
    • The Legend Group (Pershing custodian)
      (888) 883-6710
    • Vanguard Investments
      (800) 569-4903

  • Roth 457(b)

    • Horace Mann Insurance Company
      (800) 999-1030
    • Kades-Margolis Corp.
      (800) 433-1828
    • Lincoln Investment LLC (Pershing custodian)
      (800) 242-1421
    • The Legend Group (Pershing custodian)
      (888) 883-6710