Talk to your financial professional to learn more or contact us at 800.888.2461. Pursuant to an agreement by and among Security Distributors (SD), Security Financial Resources, Inc. (SFR) and the Indiana State Teachers Association (ISTA), SD has the exclusive right to make available to ISTA Members The Security Benefit Health Reimbursement Arrangement (HRA) Indiana VEBA Plan (the SB HRA Indiana VEBA Plan) and ISTA provides certain administrative and promotional services in connection with the SB HRA Indiana VEBA Plan. SD pays a fee to ISTA under the agreement equal to 0.10% of SB HRA Indiana VEBA Plan assets and 0.45% of the fixed account option(s) under such Plan. ISTA is not registered as a broker-dealer and has no role in providing any securities brokerage services. SD, SFR and its Affiliates are not affiliated with the ISTA. All securities brokerage activities are performed exclusively by your sales representatives broker/dealer and not by the ISTA. The Security Benefit Health Reimbursement Arrangement (HRA) Indiana VEBA Plan is a model Health Reimbursement Arrangement available for adoption by public sector employers and funded through a Voluntary Employees Beneficiary Association (VEBA) tax-exempt trust established under Section 501(c)(9) of the Internal Revenue Code. It provides welfare benefits to public employees and will be funded by employer contributions. Neither Security Benefit Corporation nor its affiliates are fiduciaries. This information is general in nature and intended for use with the general public. For additional information, including any specific advice or recommendations, please visit with your financial professional. Services are offered through Security Distributors, a subsidiary of SBL. SBL is a subsidiary of Security Benefit Corporation(Security Benefit). Your path To and Through Retirement begins here. One Security Benefit Place | Topeka, KS 66636 | SecurityBenefit.com 22-90210-13 2019/03/14
VEBA Plan Program Summary Page 1 