Board of Education Board of Education Bios Board of Education Meetings Current Agendas & Approved Minutes Archived Agendas & Minutes Board Policies 3-21-19 Special Action Items 3-7-19 Action Items
Superintendent of Schools Educational Services Human Resources Business Services
Departments Benefits Certificated - Human Resources Classified - Human Resources Elementary Education Federal and State Department Finance Head Start Information Technology Services Maintenance, Operations and Facilities Development Nutrition Services Parent Support Services Payroll Police Services Procurement & Logistics Risk Management Secondary Education Assessment/Data Special Education Student Services Transportation Workers' Compensation Visual and Performing Arts Instructional Services
Our Schools Head Start Program Elementary Schools Intermediate Schools High Schools Alternative Education Adult Education
College Bound Today District Calendars Universities & Colleges Comprehensive Learning Framework Friends of MUSD Foundation L.C.A.P. Past News Articles School Accountability Report Card (SARC)
Programs AVID Career Technical Education/ROP Extended Learning Opportunity Gifted & Talented Education John Hopkins Montebello Teacher Induction Program Pathways

For information and assistance on 403(b) Tax Sheltered Annuities contact:

Paula Tomaszewski
Montebello Unified School District 
(323) 887-7900 extension 2314


Alycia Reyes, Accounting Technician II

Montebello Unified School District
(323) 887-7900 | Extension 7962

403(b) Tax Sheltered Annuities

The District’s voluntary 403(b) Tax Shelter Annuity (TSA) plan, is a tax deferred, defined contribution retirement plan that operates under section 403(b) of the Internal Revenue Code. Your contributions to the plan are made through payroll reductions.  The payroll system reduces your pay by the amount of your contributions before it applies Federal and State Income taxes to your check.  On November 1, 2007, the Board of Education approved a Third Party Administrator (TPA) agreements with Orange County Teachers Federal Credit Union (OCTFCU), now known as Schools First Federal Credit Union, for the District’s 403(b) TSA Plan.  If you would like to start, stop, or make changes to an existing 403(b) Plan please contact Schools First Federal Credit Union. 

The District also offers a 457 Plan. The 457 Plan operates in a similar fashion to the 403(b). It is also a tax deferred, defined contribution plan with voluntary deductions taken through payroll.