2023-11-14T13:33:45-05:00 2022-12-31 990 2022-01-01 470339250 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOOD 4023421890 1700 FARNAM STREET SUITE 2200 OMAHA NE 681022025 AARON COOPER DIR, ACCT SUPPORT 4023421890 2023-11-14 AARON COOPER 999009999 false 2022 2023-04-26 12:10:37Z WOODMENLIFE DENISE M MCCAULEY 1700 FARNAM ST OMAHA NE 68102 2547367021 false X WOODMENLIFE.ORG X 1890 NE UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. 13 9 973 18417 1030791 144130 0 576584190 651810047 435927357 349606513 8108267 4064165 1020619814 1005480725 1294040 953071 696417910 810594634 89939202 69522607 0 0 164388254 118243401 952039406 999313713 68580408 6167012 11463649522 11059800916 9738606414 9384955343 1725043108 1674845573 X UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. false false WOODMENLIFE EXTRAS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE BENEFITS AND DISCOUNTS TO OUR MEMBERS AT NO EXTRA COST, JUST FOR DOING BUSINESS WITH US. SOME OF THE NON-CONTRACTUAL BENEFITS AVAILABLE TO ELIGIBLE WOODMENLIFE MEMBERS INCLUDE: FIRST RESPONDERS BENEFIT - WOODMENLIFE WILL PAY A 25,000 BENEFIT IF A GOOD-STANDING MEMBER IS KILLED WHILE PERFORMING HIS/HER DUTIES AS A NON- MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMTS AND PARAMEDICS, POLICE, OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. FAMILY LEGACY BENEFIT - WOODMENLIFE OFFERS 1,000 PER MONTH FOR THE CARE OF MEMBERS' CHILDREN IF THEY ARE ORPHANED. NATURAL DISASTER BENEFIT - QUALIFIED MEMBERS WHOSE HOMES ARE DAMAGED OR DESTROYED BY NATURAL DISASTERS, SUCH AS HURRICANES, TORNADOES, FLOODS, WILD/FOREST FIRES, OR EARTHQUAKES, MAY BE ELIGIBLE FOR UP TO 1,000 TO HELP WITH HOME REPAIR COSTS. LIFE'S PERKS - THIS EASY-TO-USE MEMBER DISCOUNT PROGRAM OFFERS SAVINGS ON BRAND-NAME ITEMS FROM MORE THAN 30,000 LOCAL AND NATIONAL RETAILERS. MEMBERS CAN SAVE MONEY ON EVERYDAY ITEMS LIKE CELL PHONES, RESTAURANTS AND WHOLESALE CLUB MEMBERSHIPS, AND ON MAJOR PURCHASES LIKE AUTOMOBILES, HOMES AND FURNITURE. WOODMENLIFE FOCUS FORWARD SCHOLARSHIP - THROUGH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, MORE THAN 4,000 SCHOLARSHIPS WORTH 2.7 MILLION HAVE BEEN AWARDED TO HIGH SCHOOL GRADUATES SINCE 2017. SCHOLARSHIPS MAY BE USED AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS, AND SCHOLARSHIP MONEY CAN BE USED FOR EDUCATION-RELATED EXPENSES, WHICH INCLUDE TUITION, FEES, BOOKS, SUPPLIES AND ROOM AND BOARD. STUDENT LOAN RELIEF - EVERY YEAR, WOODMENLIFE GIVES UP TO 200 1,000 AWARDS TO ELIGIBLE MEMBERS. RECIPIENTS ARE SELECTED BASED ON COMMUNITY SERVICE, PATRIOTISM AND LOAN STATEMENTS. LAWASSURETM -LAWASSURE GIVES WOODMENLIFE MEMBERS THE ABILITY TO CREATE CUSTOMIZED WILLS, POWERS OF ATTORNEY AND HEALTHCARE DIRECTIVES WITH FREE, EASY-TO-USE ONLINE TEMPLATES. GIVING TOGETHER - THE GIVING TOGETHER PROGRAM PROVIDES FUNDING FOR SALES REPRESENTATIVES TO ORGANIZE AND CONDUCT COMMUNITY BEAUTIFICATION PROJECTS, SUCH AS PAINTING AT YOUTH FOOTBALL FIELDS AND LANDSCAPING AT SCHOOLS AND COMMUNITY CENTERS. COMMUNITY IMPROVEMENT FUNDS - WOODMENLIFE ALLOCATES FUNDS TO LOCAL CHAPTERS AND COMMUNITIES THAT SUPPORT OUR SHARED COMMITMENT TO FAMILY, COMMUNITY AND COUNTRY. THESE FUNDS HELP MEMBERS PROVIDE FOR LOCAL NEEDS AND GIVE MEMBERS A VOICE IN DECIDING WHICH CAUSES MATTER MOST TO THEM. ANNUAL REGIONAL EVENTS - IN 2022, WOODMENLIFE INTRODUCED ANNUAL REGIONAL EVENTS (ARES) TO MEMBERS ACROSS THE COUNTRY. THESE EVENTS ARE DESIGNED TO HELP PEOPLE COLLABORATE, AS WELL AS TO EDUCATE, AND RECOGNIZE CHAPTERS AND MEMBERS FOR THEIR CONTRIBUTIONS TO THE COMMUNITY. THEY ARE ANOTHER WAY FOR WOODMENLIFE TO CULTIVATE RELATIONSHIPS AMONG THE WOODMENLIFE FAMILY. THERE WERE 32 ARES HELD IN 2022 PATRIOTIC PROGRAM: WOODMENLIFE'S PATRIOTIC PROGRAM WAS LAUNCHED MORE THAN 75 YEARS AGO IN SUPPORT OF THE ORGANIZATION'S COMMON BOND FOCUS ON OUR COUNTRY. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 3.5 MILLION FLAGS TO NONPROFIT ORGANIZATIONS, SCHOOLS AND COMMUNITIES. WOODMENLIFE IS THE SECOND LARGEST PURCHASER OF AMERICAN FLAGS BEHIND THE UNITED STATES GOVERNMENT. AS PART OF THE PATRIOTIC PROGRAM, CHAPTERS ARE ENCOURAGED TO PLAN AND PARTICIPATE IN FLAGS ACROSS AMERICA PROJECTS ON JUNE 14 AND IN HONOR AND REMEMBRANCE CEREMONIES ON SEPTEMBER 11. THEY ALSO PLAN COMMUNITY SERVICE PROJECTS FOR VETERANS DAY, MEMORIAL DAY AND INDEPENDENCE DAY. IN ADDITION, WOODMENLIFE HAS PARTNERED WITH THE GARY SINISE FOUNDATION TO FURTHER SUPPORT THEIR MISSION OF HONORING OUR DEFENDERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND THOSE IN NEED. FIGHTING HUNGER - WOODMENLIFE MADE FIGHTING HUNGER ITS NATIONAL COMMUNITY FOCUS IN 2015. THIS FOCUS UNITES MEMBERS OF THE WOODMENLIFE FAMILY, AS WELL AS OUR SALES REPRESENTATIVES AND HOME OFFICE ASSOCIATES. HUNGER-FIGHTING EFFORTS INCLUDE COMMUNITY FOOD DRIVES, BACKPACK STUFFING EVENTS, SORTING DONATIONS AT LOCAL FOOD BANKS, SERVING MEALS AT COMMUNITY KITCHENS, AND HOLDING COOKING FUNDRAISERS. WOODMENLIFE ALSO SUPPORTS THIS EFFORT THROUGH ITS CORPORATE GIVING. SINCE 2015, WOODMENLIFE AND ITS MEMBERS HAVE COLLECTED NEARLY 1.2 MILLION POUNDS OF FOOD AND DONATED NEARLY 3.4 MILLION DOLLARS. false false true false false false false false false true true false true true false true false false false true false false false false false false true true true false false false false false false false false false false false true true true false true 177364 0 true 973 true true true false false false false false false false false false true false X 13 9 false false false false true true true true true false true true true true true true true true true true false X AARON COOPER 4023421890 1700 FARNAM STREET OMAHA NE 68102 X PATRICK L DEES PRESIDENT & 50.00 1.00 X X 1414047 0 34756 DENISE M MCCAULEY EXEC VP, SEC 50.00 1.00 X X 881568 0 54384 JON AERNI EXEC VP, CFO 50.00 2.00 X X 642449 0 207916 STEPHEN K MCMAHAN EXEC VP CHIE 50.00 3.00 X X 659039 0 171895 PASQUALE FRAPPAMPINA SR VP, NAT S 50.00 1.00 X 605463 0 18434 SPENCER T OWEN REGIONAL DIR 50.00 X 481061 0 120191 CYNTHIA S BENGTSON EXEC VP, CHI 50.00 X 550461 0 24374 RAYMOND G SMOLINSKI VP, BUSINESS 50.00 X 405149 0 103750 LYNN ESPELAND SVP GEN COUN 50.00 2.00 X 414553 0 32465 LEE A JANECEK VP, CORE OPS 50.00 X 319846 0 81776 RONNIE LEAR REGIONAL DIR 50.00 X 364028 0 7437 ANNETTE M DEVINE VP, ACCOUNTI 50.00 3.00 X 286562 0 72212 JACOB DAY VP, CHIEF IN 50.00 1.00 X 290734 0 62037 TYLER LAWRENCE REGIONAL DIR 50.00 X 303366 0 48479 JAMES SMILEY RECRUITING S 50.00 X 326211 0 25279 CHARLES R DRIFFILL VP, SALES 50.00 2.00 X 312676 0 32786 BLAKE WARNEKE VP ACTUARY & 50.00 X 304609 0 40131 KARLA J GOCHENOUR VP, HUMAN RE 50.00 X 300777 0 40671 GREGORY ROBERTSON REGIONAL DIR 50.00 X 314065 0 26017 JEREMY CARROLL VP, SALES 50.00 1.00 X 275135 0 48076 RANDALL P ROTSCHAFER VP, CHIEF RI 50.00 X 283783 0 37574 KELLY LIBERTY VP, STRATEGI 50.00 X 251649 0 49221 JOHN SHARP DEPUTY GENER 50.00 1.00 X 273191 0 24268 PAULA S MAU VP, SECURITY 50.00 X 241880 0 45872 LORI HOWARD VP, MARKETIN 50.00 X 211309 0 49600 MICHAEL HEMENWAY CHIEF HUMAN 50.00 X 209819 0 37920 DANIEL MOLONY VP, FRATERNA 50.00 1.00 X 182885 0 43783 PAMELA MORTENSON VP, STRATEGI 50.00 X 179119 0 23095 CATHRYN MOBLEY BOARD OF DIR 5.00 X 95419 0 0 JAMES W SHAVER BOARD OF DIR 5.00 X 84799 0 0 MICHAEL C SHEALY BOARD OF DIR 5.00 1.00 X 82701 0 0 JAMES W BOSLER III BOARD OF DIR 5.00 1.00 X 82058 0 0 ROBERT T MAHER BOD, FORMER 5.00 1.00 X 79548 0 0 DARYL J DOISE BOARD OF DIR 5.00 1.00 X 79323 0 0 DWAYNE H TUCKER BOARD OF DIR 5.00 X 78133 0 0 JAMES CALDWELL BOARD OF DIR 5.00 X 76240 0 0 TIFFANY MYERS BOARD OF DIR 5.00 X 66734 0 0 LANCE LARSEN VP, ADDITION 50.00 X 52287 0 9634 DANNY E CUMMINS DIR, FORMER 5.00 X 36021 0 0 AARON COOPER DIR, ACCT SU X 0 0 0 12098697 1574033 315 false true false LIDP CONSULTING SERVICES INC 101 W VENICE AVE SUITE 22 VENICE FL 34285 SFTWR DEVELOP. 4238179 SHI INTERNATIONAL CORP PO BOX 952121 DALLAS TX 753952121 SOFTWARE 3657854 SIRIUS COMPUTER SOLUTIONS INC PO BOX 202289 DALLAS TX 753202289 HARDWARE/MAINT. 3185628 BASIS GLOBAL TECHNOLOGIES INC 11 E MADISON ST 6TH FLR CHICAGO IL 60602 ADVERTISING SVS 2750472 MICROSOFT CORPORATION ONE MICROSOFT WAY REDMOND WA 98052 SOFTWARE 1709607 124 PREMIUM INCOME 524113 634026186 634026186 FRATERNAL INCOME 524113 11793911 11793911 SUPPLEMENTARY CONTRACTS 524113 5989950 5989950 651810047 347027124 347027124 19309314 16275940 3033374 3033374 3033374 1238053232 290136513 1230322018 295288338 7731214 -5151825 2579389 2579389 INCOME/(LOSS) FROM PSHIPS 900099 635043 635043 PARKING LOTS AND GARAGES 812930 395748 395748 1030791 1005480725 654389436 1030791 350060498 713577 239494 810594634 12098697 50531791 -13349263 13175751 7065631 1043382 429966 210917 4494899 3623592 19001775 3583421 210961 636796 3936831 555177 COMMISSIONS 39902282 SALES EXPENSES 10005636 TRANSFER TO SEPARATE ACCO 9644222 FRATERNAL CHAPTER FUNDING 5777673 15185871 999313713 0 0 0 -15118917 -2528141 115543888 41464335 883279 245750 240720052 171562713 64829984 69157339 8001918894 7704925061 2379323651 2486793311 916268743 759743261 11463649522 11059800916 58738260 52087219 9679868154 9332868124 9738606414 9384955343 X 1725043108 1674845573 1725043108 1674845573 11463649522 11059800916 X 6167012 -149790816 93426269 X false true X true false 13000 false SCHEDULE C, PART IV WOODMENLIFE MADE STATE AND LOCAL CONTRIBUTIONS. 111664436 107871628 152647137 66888927 21183988 18915576 2268412 69157339 MORTGAGE LOANS - COST 2305138657 C CTF LOANS-LEGACY 111609981 C OTHER SCHEDULE BA-COST 44818705 C CTF LOANS-INGENIUM 9927940 C ACCELERATED BENEFIT LIENS 906688 C OTHER SCHEDULE BA-MKT VAL ADJ 841004 F CTF LOANS IN PROCESS 500635 C CTF LOANS-NONADMITTED -725543 C CALL OPTIONS&WARRANTS-MKT ADJ -13330894 F 2486793311 SEPARATE ACCOUNTS 694343501 INVESTMENT INCOME DUE & ACCRUED 60035245 REINSURANCE AMOUNTS RECOVERABLE 3899690 PREMIUMS & CONSIDERATIONS 1464825 759743261 LIFE RESERVES 7360066563 DEPOSIT CONTRACTS LIABILITY 880176966 SEPARATE ACCOUNT 683117912 MISC LIABILITIES 192707355 A&H RESERVES 63317723 CONTRACT CLAIMS 59881597 AGGREGATE WRITE-INS 55558366 PROVISION FOR REFUNDS PAYABLE 23600000 BENEFIT LIABILITIES 14441642 9332868124 994251978 16275940 16275940 977976038 27504687 27504687 1005480725 988084966 16275940 16275940 971809026 27504687 27504687 999313713 SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES RELATED TO RENTAL INCOME 16,275,940 SCHEDULE D, PAGE 4, PART XI, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 24,925,298 NET GAIN SALE OF ASSETS 2,579,389 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO RENTAL INCOME 16,275,940 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 24,925,298 NET GAIN SALE OF ASSETS 2,579,389 BOOK / TAX DEPRECIATION DIFFERENCE 20,212,771 false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 19368962 19368962 19368962 true false true true false false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 19,368,962 true AIM INSTITUTE-CAREERLINKCOM 1905 HARNEY ST STE 300 OMAHA NE 68102 470749200 501C3 9000 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501C3 30660 GENERAL SUPPORT BOYS AND GIRLS CLUB OF AMERICA 2610 HAMILTON ST OMAHA NE 681311640 272250924 501C4 10000 GENERAL SUPPORT BUSINESS ETHICS ALLIANCE 2500 CALIFORNIA PLAZA OMAHA NE 68178 743244900 501C3 10000 GENERAL SUPPORT CRESCENT FOOD PANTRY 720 OLD LINCOLN HWY CRESCENT IA 51526 472459792 501C3 8325 GENERAL SUPPORT FIRST RESPONDERS FOUNDATION 2900 SOUTH 110TH CT OMAHA NE 68114 263499345 501C3 22675 GENERAL SUPPORT FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501C3 75399 GENERAL SUPPORT GARY SINISE FOUNDATION 2029 CENTURY PARK EAST NO 1500 LOS ANGELES CA 90067 800587086 501C3 251040 GENERAL SUPPORT HABITAT FOR HUMANITY 1701 NORTH 24TH STREET OMAHA NE 68110 363283625 501C3 10050 GENERAL SUPPORT HEARTLAND FAMILY SERVICES 2101 S 42ND ST OMAHA NE 68105 470390618 501C3 11000 GENERAL SUPPORT JUNIOR ACHIEVEMENT 11248 DAVENPORT STREET SUITE 100 OMAHA NE 68154 470468426 501C3 5500 GENERAL SUPPORT NE VIETNAM VETERANS MEMORIAL FOUND 7914 WEST DODGE RD 446 OMAHA NE 68114 834392408 501C3 25000 GENERAL SUPPORT OMAHA SYMPHONY ASSOCIATION 1905 HARNEY STREET SUITE 400 OMAHA NE 68102 476039304 501C3 15000 GENERAL SUPPORT OPEN DOOR MISSION 2828 NORTH 23RD STREET EAST OMAHA NE 68110 470411375 501C3 5400 GENERAL SUPPORT SAVING GRACE PERISHABLE FOOD RESCUE 4611 S 96TH ST STE 112 OMAHA NE 68127 461852863 501C3 8837 GENERAL SUPPORT HEARTLAND HOPE MISSION 2021 U ST OMAHA NE 68107 141869352 501C3 12640 GENERAL SUPPORT OMAHA PERFORMING ARTS SOCIETY 1200 DOUGLAS ST OMAHA NE 68102 470832480 501C3 10000 GENERAL SUPPORT FOSTER LOVE INCORPORATION 319 REMINGTON ROAD OMAHA NE 68046 851321331 501C3 9500 GENERAL SUPPORT MIDLANDS COMMUNITY FOUNDATION 217 N JEFFERSON ST PAPILLION NE 68046 510191738 501C3 7500 GENERAL SUPPORT BELLEVUE JUNIOR SPORTS 1406 LAWRENCE LANE BELLEVUE NE 68005 470599770 501C3 7000 GENERAL SUPPORT THE KIM FOUNDATION 11949 Q ST OMAHA NE 68137 470837377 501C3 5500 GENERAL SUPPORT RASE STRONG 9721 CINNAMON DRIVE OMAHA NE 68136 474697054 501C3 5500 GENERAL SUPPORT CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 450489204 501C3 7500 GENERAL SUPPORT 22 1 SCHOLARSHIP 460 239494 SCHEDULE I, PAGE 1, PART I, LINE 2 WOODMENLIFE APPOINTS A CORPORATE SOCIAL RESPONSIBILITY COMMITTEE ANNUALLY. THIS COMMITTEE IS RESPONSIBLE FOR COORDINATING EFFORTS TO RECEIVE, CONSIDER, APPROVE, DENY AND DISBURSE CONTRIBUTIONS REQUESTED. X X X true true X X X X X false true false PATRICK L DEES PRESIDENT & CEO 864494 492768 56785 34756 1448803 DENISE M MCCAULEY EXEC VP, SECR, COO 550102 284832 46634 24400 29984 935952 JON AERNI EXEC VP, CFO 398281 197277 46891 170743 37173 850365 STEPHEN K MCMAHAN EXEC VP CHIEF MKTG 403883 197277 57879 138364 33531 830934 PASQUALE FRAPPAMPINA SR VP, NAT SALES MGR 212179 370952 22332 18434 623897 SPENCER T OWEN REGIONAL DIRECTOR 408951 61309 10801 87448 32743 601252 CYNTHIA S BENGTSON EXEC VP, CHIEF RISK 361238 185540 3683 24374 574835 RAYMOND G SMOLINSKI VP, BUSINESS TECHNOL 294912 88975 21262 80672 23078 508899 LYNN ESPELAND SVP GEN COUNSEL 314588 88791 11174 32465 447018 LEE A JANECEK VP, CORE OPS & CF UN 247098 65975 6773 38050 43726 401622 RONNIE LEAR REGIONAL DIRECTOR 296397 54676 12955 7437 371465 ANNETTE M DEVINE VP, ACCOUNTING SERVI 206465 57275 22822 30770 41442 358774 JACOB DAY VP, CHIEF INV OFF 189284 80890 20560 22901 39136 352771 TYLER LAWRENCE REGIONAL DIRECTOR 173205 119500 10661 18320 30159 351845 JAMES SMILEY RECRUITING SALES MAN 279542 25268 21401 25279 351490 CHARLES R DRIFFILL VP, SALES 236185 70659 5832 32786 345462 BLAKE WARNEKE VP ACTUARY & CHIEF A 224262 57475 22872 30156 9975 344740 KARLA J GOCHENOUR VP, HUMAN RESOURCES 227415 58402 14960 40671 341448 GREGORY ROBERTSON REGIONAL DIRECTOR 287661 18760 7644 26017 340082 JEREMY CARROLL VP, SALES 205907 63725 5503 19610 28466 323211 RANDALL P ROTSCHAFER VP, CHIEF RISK OFFIC 216025 55696 12062 37574 321357 KELLY LIBERTY VP, STRATEGIC INITIA 199302 49975 2372 14785 34436 300870 JOHN SHARP DEPUTY GENERAL COUNS 215863 47575 9753 16897 7371 297459 PAULA S MAU VP, SECURITY OFFICIA 173409 47575 20896 19834 26038 287752 LORI HOWARD VP, MARKETING 151359 43093 16857 15435 34165 260909 MICHAEL HEMENWAY CHIEF HUMAN RESOURCE 179681 27975 2163 13038 24882 247739 DANIEL MOLONY VP, FRATERNAL 146686 35046 1153 15305 28478 226668 PAMELA MORTENSON VP, STRATEGIC INITIA 119624 50300 9195 11954 11141 202214 SCHEDULE J, PAGE 1, PART I, LINE 1A TRAVEL FOR COMPANIONS THAT MEETS SPECIFIC GUIDELINES IS REIMBURSED AND INCLUDED IN TAXABLE INCOME. A LIMITED GROSS UP IS PROVIDED FOR THOSE PAYMENTS. DISCRETIONARY SPENDING ACCOUNTS ARE EXTENDED TO EXECUTIVE OFFICERS. SCHEDULE J, PART III WOODMENLIFE ESTABLISHED NONQUALIFIED SUPPLEMENTAL PLANS FOR THE PURPOSE OF PROVIDING A NONQUALIFIED RETIREMENT BENEFIT TO ELIGIBLE PARTICIPANTS. THE PLANS COMPLY WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. THE SUPPLEMENTAL PLANS WERE CLOSED TO NEW PARTICIPANTS ON DECEMBER 31, 2012. PLANS MAY NOT HAVE BEEN PREVIOUSLY INCLUDED IN PART II SCHEDULE J AS THE REPORTING REQUIREMENTS UNDER THIS SCHEDULE WERE NOT IN PLACE FOR ALL PRIOR YEARS THAT THE ELIGIBLE PARTICIPANTS ACCRUED DEFERRED COMPENSATION UNDER A SUPPLEMENTAL PLAN. SINCE THERE WERE NO SUCH REPORTING REQUIREMENTS UNDER THE FORM 990 FOR PRIOR YEARS, INCLUDING SUCH PAYMENTS IN PART II SCHEDULE J WOULD CREATE A MISLEADING REPORT SINCE IT WOULD NOT ACCURATELY DISCLOSE THAT MOST OF THE DEFERRED COMPENSATION PAYMENT HAD ACTUALLY OCCURRED IN PRIOR YEARS. THE WOODMENLIFE NONQUALIFIED CONTRIBUTION BENEFIT PLAN ("CONTRIBUTION PLAN") WAS ESTABLISHED DECEMBER 31, 2012 TO PROVIDE A NONQUALIFIED DEFINED CONTRIBUTION BENEFIT PLAN TO ANY NEWLY ELIGIBLE EMPLOYEES AND WOODMENLIFE REPRESENTATIVES WHO HAD NOT PREVIOUSLY BEEN PROVIDED A BENEFIT UNDER A SUPPLEMENTAL PLAN. THIS CONTRIBUTION PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. BALANCES FOR CERTAIN PARTICIPANTS LISTED IN SCHEDULE J WERE ADJUSTED DUE TO A CHANGE IN THE ENROLLED ACTUARY AND VALUATION SOFTWARE FOR WOODMENLIFE'S DEFINED BENEFIT RETIREMENT PLAN. THE CHANGE MEETS THE CONDITIONS FOR AUTOMATIC APPROVAL PROVIDED IN IRS REV. PROC. 2017-56 AND ARE NOT INCLUDED IN SCHEDULE J COLUMN (C). FORM 990, PAGE 1, ITEM C WOODMENLIFE FORM 990, PAGE 2, PART III, LINE 4A WOODMENLIFE EXTRAS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE BENEFITS AND DISCOUNTS TO OUR MEMBERS AT NO EXTRA COST, JUST FOR DOING BUSINESS WITH US. SOME OF THE NON-CONTRACTUAL BENEFITS AVAILABLE TO ELIGIBLE WOODMENLIFE MEMBERS INCLUDE: FIRST RESPONDERS BENEFIT - WOODMENLIFE WILL PAY A 25,000 BENEFIT IF A GOOD-STANDING MEMBER IS KILLED WHILE PERFORMING HIS/HER DUTIES AS A NON- MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMTS AND PARAMEDICS, POLICE, OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. FAMILY LEGACY BENEFIT - WOODMENLIFE OFFERS 1,000 PER MONTH FOR THE CARE OF MEMBERS' CHILDREN IF THEY ARE ORPHANED. NATURAL DISASTER BENEFIT - QUALIFIED MEMBERS WHOSE HOMES ARE DAMAGED OR DESTROYED BY NATURAL DISASTERS, SUCH AS HURRICANES, TORNADOES, FLOODS, WILD/FOREST FIRES, OR EARTHQUAKES, MAY BE ELIGIBLE FOR UP TO 1,000 TO HELP WITH HOME REPAIR COSTS. LIFE'S PERKS - THIS EASY-TO-USE MEMBER DISCOUNT PROGRAM OFFERS SAVINGS ON BRAND-NAME ITEMS FROM MORE THAN 30,000 LOCAL AND NATIONAL RETAILERS. MEMBERS CAN SAVE MONEY ON EVERYDAY ITEMS LIKE CELL PHONES, RESTAURANTS AND WHOLESALE CLUB MEMBERSHIPS, AND ON MAJOR PURCHASES LIKE AUTOMOBILES, HOMES AND FURNITURE. WOODMENLIFE FOCUS FORWARD SCHOLARSHIP - THROUGH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, MORE THAN 4,000 SCHOLARSHIPS WORTH 2.7 MILLION HAVE BEEN AWARDED TO HIGH SCHOOL GRADUATES SINCE 2017. SCHOLARSHIPS MAY BE USED AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS, AND SCHOLARSHIP MONEY CAN BE USED FOR EDUCATION-RELATED EXPENSES, WHICH INCLUDE TUITION, FEES, BOOKS, SUPPLIES AND ROOM AND BOARD. STUDENT LOAN RELIEF - EVERY YEAR, WOODMENLIFE GIVES UP TO 200 1,000 AWARDS TO ELIGIBLE MEMBERS. RECIPIENTS ARE SELECTED BASED ON COMMUNITY SERVICE, PATRIOTISM AND LOAN STATEMENTS. LAWASSURETM -LAWASSURE GIVES WOODMENLIFE MEMBERS THE ABILITY TO CREATE CUSTOMIZED WILLS, POWERS OF ATTORNEY AND HEALTHCARE DIRECTIVES WITH FREE, EASY-TO-USE ONLINE TEMPLATES. GIVING TOGETHER - THE GIVING TOGETHER PROGRAM PROVIDES FUNDING FOR SALES REPRESENTATIVES TO ORGANIZE AND CONDUCT COMMUNITY BEAUTIFICATION PROJECTS, SUCH AS PAINTING AT YOUTH FOOTBALL FIELDS AND LANDSCAPING AT SCHOOLS AND COMMUNITY CENTERS. COMMUNITY IMPROVEMENT FUNDS - WOODMENLIFE ALLOCATES FUNDS TO LOCAL CHAPTERS AND COMMUNITIES THAT SUPPORT OUR SHARED COMMITMENT TO FAMILY, COMMUNITY AND COUNTRY. THESE FUNDS HELP MEMBERS PROVIDE FOR LOCAL NEEDS AND GIVE MEMBERS A VOICE IN DECIDING WHICH CAUSES MATTER MOST TO THEM. ANNUAL REGIONAL EVENTS - IN 2022, WOODMENLIFE INTRODUCED ANNUAL REGIONAL EVENTS (ARES) TO MEMBERS ACROSS THE COUNTRY. THESE EVENTS ARE DESIGNED TO HELP PEOPLE COLLABORATE, AS WELL AS TO EDUCATE, AND RECOGNIZE CHAPTERS AND MEMBERS FOR THEIR CONTRIBUTIONS TO THE COMMUNITY. THEY ARE ANOTHER WAY FOR WOODMENLIFE TO CULTIVATE RELATIONSHIPS AMONG THE WOODMENLIFE FAMILY. THERE WERE 32 ARES HELD IN 2022 FORM 990, PAGE 2, PART III, LINE 4B PATRIOTIC PROGRAM: WOODMENLIFE'S PATRIOTIC PROGRAM WAS LAUNCHED MORE THAN 75 YEARS AGO IN SUPPORT OF THE ORGANIZATION'S COMMON BOND FOCUS ON OUR COUNTRY. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 3.5 MILLION FLAGS TO NONPROFIT ORGANIZATIONS, SCHOOLS AND COMMUNITIES. WOODMENLIFE IS THE SECOND LARGEST PURCHASER OF AMERICAN FLAGS BEHIND THE UNITED STATES GOVERNMENT. AS PART OF THE PATRIOTIC PROGRAM, CHAPTERS ARE ENCOURAGED TO PLAN AND PARTICIPATE IN FLAGS ACROSS AMERICA PROJECTS ON JUNE 14 AND IN HONOR AND REMEMBRANCE CEREMONIES ON SEPTEMBER 11. THEY ALSO PLAN COMMUNITY SERVICE PROJECTS FOR VETERANS DAY, MEMORIAL DAY AND INDEPENDENCE DAY. IN ADDITION, WOODMENLIFE HAS PARTNERED WITH THE GARY SINISE FOUNDATION TO FURTHER SUPPORT THEIR MISSION OF HONORING OUR DEFENDERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND THOSE IN NEED. FORM 990, PAGE 6, PART VI, LINE 6 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY IS COMPRISED OF ITS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS ELECT THE OFFICERS AND DIRECTORS EVERY FOUR YEARS. FORM 990, PAGE 6, PART VI, LINE 7B THE EXECUTIVE OFFICERS AND BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL OF THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY PROFESSIONAL INTERNAL STAFF. THE FORM 990 IS THEN FORWARDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FINAL SIGNATURE AND FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED BY AND SUBSEQUENTLY RETAINED BY THE LEGAL DEPARTMENT. FORM 990, PAGE 6, PART VI, LINE 15A PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 THE CONSTITUTION AND BYLAWS ARE AVAILABLE ON OUR WEBSITE, WOODMENLIFE.ORG. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 MINIMUM PENSION OBLIGATIONS 116,812,027 CHANGE IN RESERVE ON ACCT 0 CHANGE IN ASSET VALUATION RESERVE 115,781,829 CHANGE IN NON-ADMITTED ASSETS -139,167,587 TOTAL 93,426,269 WOODMENLIFE OUTREACH FOUNDATION 1700 FARNAM STREET OMAHA NE 68102 844477207 CHARITABLE NE 501C3 PF WOODMEN OF false WFS HOLDINGS INC 1700 FARNAM STREET OMAHA NE 68102 223828160 HOLDING CO NE WOODMEN OF C CORP -16139 17648076 true WOODMEN FINANCIAL SERVICES INC 1700 FARNAM STREET OMAHA NE 68102 223828171 FINANCIAL NE WFS HOLDIN C CORP -101617 1351503 true WOODMEN INSURANCE AGENCY INC 1700 FARNAM STREET OMAHA NE 68102 010785572 INSURANCE NE WFS HOLDIN C CORP 207282 true false false false false false false false false false true false false false true true false true false false WOODMEN FINANCIAL SERVICES INC Q 1029317 CASH PAID WOODMEN INSURANCE AGENCY INC Q 410360 CASH PAID WOODMEN FINANCIAL SERVICES INC J 60720 CASH PAID