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Prepared for Springfield R-XII School District
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The Variable Annuity Life Insurance Company (VALIC) issues and administers annuity
contracts and provides related plan services, including administration of the company’s
general account underlying fixed account products/contract options, and serves as non-bank
custodian for qualifying plan custodial accounts and as investment advisor to proprietary
mutual funds.
VALIC Financial Advisors, Inc. is a registered investment advisor and broker/dealer that
provides all enrollment, communication, and educational services within the program and
provides investment and trading services among the plan's selected investment options.
VALIC Retirement Services Company is a registered transfer agent, providing
recordkeeping and administrative services.
AIG Federal Savings Bank receives, holds and disburses monies; provides directed, non-
discretionary trustee services; produces trust reports; provides custodial services; and
performs other services as required by the plan.