2023-11-01T15:29:44-05:00 2022-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2022-01-01 521044350 AMERICAN COUNCIL OF LIFE INSURERS AMER 2026242000 101 CONSTITUTION AVENUE NW 700 WASHINGTON DC 200012133 DONALD L WALKER TREASURER 2026242000 2023-11-01 1 DONALD WALKER XXX-XX-XXXX 0 JULIA FLANNERY P00928918 4102469300 2023-11-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN NEELY 101 CONSTITUTION AVENUE NW 700 WASHINGTON DC 200012133 65774961 0 X WWW.ACLI.COM X 1975 DE PROVIDES A UNIFIED MEMBERSHIP ASSOCIATION TO ADVANCE THE COMMON INTERESTS OF THE LIFE INSURANCE INDUSTRY. THE ACLI IS A UNIFIED VOICE ON ISSUES FROM RETIREMENT SECURITY TO TAX POLICY TO INTERNATIONAL TRADE. WE ARE BACKED BY AN INDUSTRY WITH MORE THAN 200 YEARS OF EXPERIENCE PROTECTING AMERICAN FAMILIES AND BUSINESSES. THE ACLI SHAPES PUBLIC DEBATE, STAYS AHEAD OF TRENDS, AND HELPS ITS MEMBERS COMPETE IN CHANGING TIMES. THE ACLI EXPANDS AWARENESS OF HOW THE PRODUCTS OFFERED BY LIFE INSURERS-LIFE INSURANCE, ANNUITIES, DISABILITY INCOME AND LONG-TERM CARE INSURANCE, PENSION, 401(K), 403(B), 457 PLANS, AND IRAS - HELP AMERICANS PLAN FOR AND ACHIEVE FINANCIAL AND RETIREMENT SECURITY. 31 31 132 41 0 0 0 0 46808046 50427864 357659 -5192159 1682715 -343661 48848420 44892044 257892 348875 0 0 31819480 32500108 0 0 0 15701032 16181044 47778404 49030027 1070016 -4137983 64566839 61935282 18306297 30073401 46260542 31861881 X THE AMERICAN COUNCIL OF LIFE INSURERS, INC. (ACLI), A NON-PROFIT ORGANIZATION INCORPORATED IN DELAWARE, PROVIDES A UNIFIED MEMBERSHIP ASSOCIATION TO ADVANCE THE COMMON INTERESTS OF THE LIFE INSURANCE INDUSTRY. THE ACLI IS A UNIFIED VOICE ON ISSUES FROM RETIREMENT SECURITY TO TAX POLICY TO INTERNATIONAL TRADE. WE ARE BACKED BY AN INDUSTRY WITH MORE THAN 200 YEARS OF EXPERIENCE PROTECTING AMERICAN FAMILIES AND BUSINESSES. THE ACLI SHAPES PUBLIC DEBATE, STAYS AHEAD OF TRENDS, AND HELPS ITS MEMBERS COMPETE IN CHANGING TIMES. THE ACLI EXPANDS AWARENESS OF HOW THE PRODUCTS OFFERED BY LIFE INSURERS- LIFE INSURANCE, ANNUITIES, DISABILITY INCOME AND LONG-TERM CARE INSURANCE, PENSION, 401(K), 403(B), 457 PLANS, AND IRAS-HELP AMERICANS PLAN FOR AND ACHIEVE FINANCIAL AND RETIREMENT SECURITY. 0 0 STATE AFFAIRS:REPRESENTS THE INDUSTRY IN STATE AND LOCAL LEGISLATIVE MATTERS, RESEARCHES AND COMPILES STATISTICS FOR THE LIFE INSURANCE INDUSTRY. PUBLIC AFFAIRS:CLEARINGHOUSE FOR EXCHANGE OF INDUSTRY IDEAS, STUDIES POSSIBLE SERVICE ENHANCEMENTS, PROMOTES INDUSTRY UNDERSTANDING. FEDERAL AFFAIRS:REPRESENTS THE INDUSTRY IN FEDERAL LEGISLATIVE MATTERS, RESEARCHES AND COMPILES STATISTICS FOR THE LIFE INSURANCE INDUSTRY. 0 0 1 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 124 0 1 132 1 0 0 0 0 0 0 1 0 X 31 31 0 0 0 0 1 0 0 1 1 0 0 0 1 0 1 1 1 1 1 0 X DONALD WALKER 2026242000 101 CONSTITUTION AVENUE NW 700 WASHINGTON DC 200012133 ANDREW SULLIVAN CHAIR 2.00 X X 0 0 0 PAUL QUARANTO JR CHAIRMAN-ELECT 2.00 X X 0 0 0 RICHARD BIELEN CHAIRMAN-ELECT DESIGNATE 2.00 X X 0 0 0 J SCOTT DAVISON IMMEDIATE PAST CHAIRMAN 2.00 2.00 X 0 0 0 THEODORE A MATHAS IMMEDIATE PAST CHAIRMAN 2.00 X 0 0 0 BRANDON CARTER DIRECTOR 2.00 X 0 0 0 JOHN CARTER DIRECTOR 2.00 X 0 0 0 MICHAEL FOSBURY DIRECTOR 2.00 X 0 0 0 WILL FULLER DIRECTOR 2.00 X 0 0 0 WILLIAM LESTER DIRECTOR 2.00 X 0 0 0 RICHARD MCKENNEY DIRECTOR 2.00 X 0 0 0 JEAN FRANCOIS POULIN DIRECTOR 2.00 X 0 0 0 JOHN SCHLIFSKE DIRECTOR 2.00 X 0 0 0 RAMY TADROS DIRECTOR 2.00 X 0 0 0 GARY BHOJWANI DIRECTOR 2.00 X 0 0 0 ROGER CRANDALL DIRECTOR 2.00 X 0 0 0 ESFAND DINSHAW DIRECTOR 2.00 X 0 0 0 KEVIN HOGAN DIRECTOR 2.00 X 0 0 0 ANDREW MCMAHON DIRECTOR 2.00 X 0 0 0 JOSEPH MONK DIRECTOR 2.00 X 0 0 0 NEIL SPRACKLING DIRECTOR 2.00 X 0 0 0 THOMAS SWANK DIRECTOR 2.00 X 0 0 0 WILLIAM WHEELER DIRECTOR 2.00 X 0 0 0 DARRYL BUTTON DIRECTOR 2.00 X 0 0 0 ELLEN COOPER DIRECTOR 2.00 X 0 0 0 CRAIG DESANTO DIRECTOR 2.00 X 0 0 0 MARC-ANDRE GIGUERE DIRECTOR 2.00 X 0 0 0 MARIANNE HARRISON DIRECTOR 2.00 X 0 0 0 DANIEL HOUSTON DIRECTOR 2.00 X 0 0 0 JASMINE JIRELE DIRECTOR 2.00 X 0 0 0 ALLAN LEVINE DIRECTOR 2.00 X 0 0 0 ERIC STEIGERWALT DIRECTOR 2.00 X 0 0 0 DOUGLAS CHITTENDEN DIRECTOR 2.00 X 0 0 0 DENNIS GLASS DIRECTOR 2.00 X 0 0 0 JAMES HOHMANN DIRECTOR 2.00 X 0 0 0 MARGARET MEISTER DIRECTOR 2.00 X 0 0 0 LAURA PRIESKORN DIRECTOR 2.00 X 0 0 0 TERESA RASMUSSEN DIRECTOR 2.00 X 0 0 0 PETER SCHAEFER DIRECTOR 2.00 X 0 0 0 BARBARA TURNER DIRECTOR 2.00 X 0 0 0 JOHN WOERNER DIRECTOR 2.00 X 0 0 0 SUSAN NEELY PRESIDENT & CEO 40.00 2.00 X 3900818 0 1296479 DAVID C TURNER COO & CORPORATE SECRETARY 40.00 2.00 X 853599 0 147313 DONALD L WALKER SVP, ADMINISTRATION & CFO 40.00 X 625067 0 125130 JOYCE Y MEYER EVP, GOVERNMENT RELATIONS 40.00 X 981621 0 72387 PAUL S GRAHAM SVP, POLICY DEVELOPMENT 40.00 X 636657 0 114042 JILL A KOZENY EVP, COMMUNICTNS & PUBLIC AFFAIRS 40.00 X 539103 0 38557 LEAH J WALTERS SVP, STATE RELATIONS 40.00 X 434106 0 86019 JULIE A SPIEZIO SVP & GENERAL COUNSEL 40.00 X 350515 0 28528 MARIANA E GOMEZ SVP, POLICY DEVELOPMENT 40.00 X 316614 0 80161 REGINA Y ROSE SVP, TAXES & RETIREMENT SE 40.00 X 513690 0 70634 KIMBERLY W ROSS SVP, FEDERAL RELATIONS 40.00 X 498091 0 33750 J BRUCE FERGUSON SVP, ECONOMIC EMPOWERMENT 40.00 X 497952 0 101366 PATRICK C REEDER VP & DEPUTY GENERAL COUNSE 40.00 X 402062 0 66987 CYNTHIA L GOFF VP, SUPP PRODUCTS & GROUP INSURAN 40.00 X 369956 0 38111 10919851 0 2299464 73 0 1 0 PLUS COMMUNICATIONS LLC 3001 WASHINGTON BLVD ARLINGTON VA 22201 STRATEGIC COMMUNICATIONS CONSULTING 853150 GMMB INC 3050 K STREET NW WASHINGTON DC 20007 STRATEGIC COMMUNICATIONS CONSULTING 761643 INVARIANT LLC 901 7TH STREET NW WASHINGTON DC 20001 ADVOCACY LOBBYING 372681 AKIN GUMP STRAUSS HAUER 1333 NEW HAMPSHIRE AVE NW WASHINGTON DC 20036 ADVOCACY LOBBYING 324000 MGM RESORTS INT'L (ARIA RESORT & CASINO) 3730 LAS VEGA BLVD S LAS VEGAS NV 89158 HOTEL AND CONFERENCE FACILITIES 246373 23 DUES 900099 46556982 46556982 REGISTRATION FEES 900099 2111943 2111943 AFFILIATE PROGRAM 900099 1564110 1564110 INTERNATIONAL PROGRAM 900099 104959 104959 PUBLICATION SALES 900099 89870 89870 50427864 70592 70592 1707824 2636216 -928392 -928392 -928392 12732430 251520 9044829 9201872 3687601 -8950352 -5262751 -5262751 SPECIAL PROJECT 900099 461980 461980 RETIREE BENEFIT 900099 110527 110527 OTHER REVENUE 900099 12224 12224 584731 44892044 51012595 0 -6120551 338875 10000 9230130 17268523 2937930 1716966 1346559 31316 63173 2077093 214461 1942370 744762 725335 995026 2261697 572069 2972068 239072 125092 FEDERAL & DC TAXES 4293 GRASSROOTS ADVOCACY 742518 ISSUE MANAGEMENT 687338 EXCISE TAX 637590 1145771 49030027 800 452 16947221 16280877 568463 472509 524349 813667 6932709 6226869 784396 705840 45521498 32112321 0 325000 220112 11224616 64566839 61935282 7421691 7354578 1243278 916946 9641328 21801877 18306297 30073401 X 45934780 31538767 325762 323114 46260542 31861881 64566839 61935282 X -4137983 -8226584 -2860613 826519 X 0 1 X 1 0 14750 14750 14750 1 MARK MULLET FOR SENATE 3129 NE HARRISON STREET ISSAQUAH WA 98029 454091046 1000 FRIENDS TO ELECT KRISTINE REEVES 1815 SW CAMPUS DRIVE 26332 FEDERAL WAY WA 98093 812277473 1000 HOUSE REPUBLICAN ORGANIZATIONAL COMMITTEE PO BOX 7222 OLYMPIA WA 98507 916177625 1000 HOUSE DEMOCRATIC CAMPAIGN COMMITTEE 4103 1ST AVENUE SOUT SUITE D SEATTLE WA 98134 916178946 1000 SENATE REPUBLICAN CAMPAIGN COMMITTEE PO BOX 11025 OLYMPIA WA 98508 910987396 1000 WASHINGTON SENATE DEMOCRATIC CAMPAIGN 5628 AIRPORT WAY SOUTH SUITE 108 SEATTLE WA 98134 462614068 1000 JOHN BRAUN FOR STATE SENATE PO BOX 234 CHEHALIS WA 98532 455101339 1000 AMY WALEN FOR STATE HOUSE PO BOX 853 REDMOND WA 98073 824989832 500 FRIENDS OF CHRIS CORRY PO BOX 1051 YAKIMA WA 98907 825239321 500 FRIENDS OF CINDY RYU PO BOX 33548 SEATTLE WA 98133 202771557 500 COMMITTEE TO ELECT JOHN LOVICK 2403 157TH PLACE SE MILL CREEK WA 98012 900040477 500 COMMITTEE TO ELECT JT WILCOX PO BOX 747 MCKENNA WA 98558 811755579 500 LEADING MICHIGAN FORWARD FUND 620 NORTH KANE ROAD WEBBERVILLE MI 48892 473449374 2000 ELIOT BOSTAR FOR LEGISLATURE 3800 SOUTH 42ND STREET LINCOLN NE 68506 841882988 750 HARDIN FOR LEGISLATURE 2770 CLUBHOUSE DRIVE GERING NE 69341 873979883 250 MATT WILLIAMS FOR REGENT 900 LAKE AVENUE PO BOX 81 GOTHENBURG NE 69138 463974501 250 DEMOCRATIC ASSEMBLY CAMPAIGN COMMITTEE (HOUSEKEEPING ACCOUNT) 107 WASHINGTON AVENUE SUITE 1 LL ALBANY NY 12210 133041656 1000 NYS DEMOCRATIC SENATE CAMPAIGN COMMITTEE (HOUSEKEEPING ACCOUNT) 111 WASHINGTON AVENUE SUITE 409 ALBANY NY 12210 112924245 1000 0 0 0 46556982 7893749 7893749 7893749 0 0 5718563 5181088 537475 520421 396245 124176 693725 649536 44189 705840 ALTERNATIVE INVESTMENTS 32112321 F 32112321 RENT RECEIVABLE 523354 ROU ASSET 10701262 11224616 ACCRUED SERP 757655 ACCRUED POST-RETIREMENT BENEFIT COSTS 3568782 DEFERRED COMPENSATION LIABILITY 1234838 TENANT RENT DEPOSITS 126797 EXCISE TAXES 906613 LEASE LIABILITY 15207192 21801877 X 48852134 -8226584 3565443 -4661141 53513275 214461 -8835692 -8621231 44892044 50289533 1473967 1473967 48815566 214461 214461 49030027 PART X, LINE 2: MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES REVENUE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 3,565,443. PART XI, LINE 4B - OTHER ADJUSTMENTS: RETIREE BENEFIT REVENUE 110,531. REVERSAL OF DISPOSAL OF ASI INVESTMENT ELIMINATED IN CONSOLIDATION -8,946,223. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 1,584,498. RETIREE BENEFIT REVENUE -110,531. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 10000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES 17390 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES 542 SOUTH AMERICA 0 0 PROGRAM SERVICES 2368 0 0 0 0 0 0 30300 0 30300 EAST ASIA AND THE PACIFIC DEVELOPMENT OF INSURANCE EDUCATION IN CHINA 10000 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS TO VARIOUS ORGANIZATIONS OUTSIDE THE UNITED STATES. SMALL CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS REQUIRE THE APPROVAL OF A SINGLE SENIOR STAFF MEMBER. ANY PAYMENT GREATER THAN $100,000 REQUIRES THE APPROVAL OF THE EXECUTIVE VP, CORPORATE SECRETARY, TREASURER, CEO, COO OR CHIEF OF STAFF. PART III ACCOUNTING METHOD: 1 MOUNT VERNON LADIES ASSOCIATION 3600 MOUNT VERNON MEMORIAL HIGHWAY MT VERNON VA 22121 530245017 501(C)(3) 15000 0 GENERAL SUPPORT FORDS THEATER 514 TENTH STREET NW WASHINGTON DC 20004 526073157 501(C)(3) 25000 0 GENERAL SUPPORT CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 311 MASSACHUSETTS AVE NE WASHINGTON DC 20002 542035617 501(C)(3) 25000 0 GENERAL SUPPORT AMERICAN COUNCIL FOR CAPITAL FORMATION 1001 CONNECTICUT AVE WASHINGTON DC 20036 520991278 501(C)(6) 15000 0 GENERAL SUPPORT JUNIOR ACHIEVEMENT USA ONE EDUCATION WAY COLORADO SPRINGS CO 80906 841267604 501(C)(3) 57525 0 GENERAL SUPPORT US CAPITOL HISTORICAL SOCIETY 200 MARYLAND AVENUE NE WASHINGTON DC 20002 520796820 501(C)(3) 10000 0 GENERAL SUPPORT ALZHEIMER'S ASSOCIATION 8180 GREENSBORO DR SUITE 400 MCLEAN VA 22103 133039601 501(C)(3) 15000 0 GENERAL SUPPORT GLOBAL CHILD NUTRITION FOUNDATION PO BOX 99435 SEATTLE WA 98139 205094658 501(C)(3) 10000 0 GENERAL SUPPORT WOMEN'S INSTITUTE FOR A SECURE RETIREMENT 1146 19TH STREET NW WASHINGTON DC 20036 521997317 501(C)(3) 25000 0 GENERAL SUPPORT CONGRESSIONAL MANAGEMENT FOUNDATION 216 7TH STREET SE 2ND FLOOR WASHINGTON DC 20003 521076614 501(C)(3) 15000 0 GENERAL SUPPORT BIPARTISAN POLICY CENTER 1225 EYE STREET NW WASHINGTON DC 20005 731628382 501(C)(3) 25000 0 GENERAL SUPPORT ENGAGE FOR COMMON SENSE SOLUTIONS 1111 19TH STREET NW WASHINGTON DC 20005 832047441 501(C)(4) 75000 0 GENERAL SUPPORT 10 2 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS TO VARIOUS ORGANIZATIONS. SMALL CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS REQUIRE THE APPROVAL OF A SINGLE SENIOR STAFF MEMBER. ANY PAYMENT GREATER THAN $100,000 REQUIRES THE APPROVAL OF THE EXECUTIVE VP, CORPORATE SECRETARY, TREASURER, CEO, COO OR CHIEF OF STAFF. X X 1 1 X X X X 0 1 0 SUSAN NEELY PRESIDENT & CEO 1478625 0 1309400 0 1112793 0 1260516 0 36922 0 5198256 0 1034581 0 JOYCE Y MEYER EVP, GOVERNMENT RELATIONS 720687 0 232800 0 28134 0 72074 0 1591 0 1055286 0 26892 0 DAVID C TURNER COO & CORPORATE SECRETARY 596148 0 193700 0 63751 0 104702 0 44249 0 1002550 0 60713 0 PAUL S GRAHAM SVP, POLICY DEVELOPMENT 439858 0 133600 0 63199 0 79138 0 36992 0 752787 0 38923 0 DONALD L WALKER SVP, ADMINISTRATION & CFO 433098 0 130000 0 61969 0 78219 0 48699 0 751985 0 36490 0 J BRUCE FERGUSON SVP, ECONOMIC EMPOWERMENT 354581 0 111800 0 31571 0 62270 0 40161 0 600383 0 27072 0 REGINA Y ROSE SVP, TAXES & RETIREMENT SE 366644 0 109800 0 37246 0 53084 0 20538 0 587312 0 12244 0 JILL A KOZENY EVP, COMMUNICTNS & PUBLIC AFFAIRS 423096 0 107600 0 8407 0 36976 0 2859 0 578938 0 4577 0 KIMBERLY W ROSS SVP, FEDERAL RELATIONS 365908 0 108300 0 23883 0 29538 0 7200 0 534829 0 1441 0 LEAH J WALTERS SVP, STATE RELATIONS 331768 0 98600 0 3738 0 41373 0 46084 0 521563 0 0 0 PATRICK C REEDER VP & DEPUTY GENERAL COUNSE 335368 0 55200 0 11494 0 32681 0 37294 0 472037 0 2971 0 CYNTHIA L GOFF VP, SUPP PRODUCTS & GROUP INSURAN 306054 0 59400 0 4502 0 24461 0 14928 0 409345 0 0 0 MARIANA E GOMEZ SVP, POLICY DEVELOPMENT 268663 0 46000 0 1951 0 34348 0 50801 0 401763 0 0 0 JULIE A SPIEZIO SVP & GENERAL COUNSEL 176376 0 131900 0 42239 0 23657 0 5297 0 379469 0 37453 0 PART I, LINE 1A FIRST CLASS AIR TRAVEL IS PERMITTED BASED ON SEAT AVAILABILITY. SUSAN NEELY CHOSE TO FLY FIRST CLASS ON SOME FLIGHTS DURING THE YEAR. SUSAN NEELY RECEIVED THE BENEFIT OF SOCIAL CLUB DUES IN THE AMOUNT OF $10,000. THIS AMOUNT WAS INCLUDED IN BOX 5 OF W-2. PART I, LINE 4B SUSAN NEELY PARTICIPATES IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. ACLI CONTRIBUTED $724,045 TO THE PLANS DURING THE YEAR. THE FOLLOWING EMPLOYEES RECEIVED A PAYMENT FROM NONQUALIFIED RETIREMENT PLAN: SUSAN NEELY - $1,034,381 DAVID C. TURNER - $60,713 DONALD L. WALKER - $36,490 JOYCE Y. MEYER - $26,892 PAUL S. GRAHAM - $38,923 JILL A. KOZENY - $4,577 REGINA Y. ROSE - $12,244 KIMBERLY W. ROSS - $1,441 J. BRUCE FERGUSON - $27,072 PATRICK C. REEDER - $2,971 JULIE A. SPIEZIO - $37,453 FORM 990, PART VI, SECTION A, LINE 6 ACLI MEMBER COMPANIES ARE THE LEADING PROVIDERS OF FINANCIAL AND RETIREMENT SECURITY PRODUCTS COVERING INDIVIDUAL AND GROUP MARKETS. THEY PROVIDE LIFE INSURANCE, LONG-TERM CARE INSURANCE, DISABILITY INCOME INSURANCE, ANNUITIES, PENSIONS SUCH AS 401(K), 403(B), AND 457 PLANS, IRAS, AND REINSURANCE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO EACH MEMBER OF THE FINANCE COMMITTEE PRIOR TO ITS FILING WITH THE IRS. THE BOARD HAS DELEGATED TO THE FINANCE COMMITTEE THE AUTHORITY FOR RESPONSIBILITY AND OVERSIGHT OF THE AUDIT AND FILING OF THE ANNUAL TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C ACLI REQUIRES ALL EXEMPT STAFF TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. STAFF IS ALSO REQUIRED ANNUALLY TO SIGN A FORM INDICATING WHETHER ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 ACLI HAS A COMPENSATION COMMITTEE MADE UP OF A CROSS-SECTION OF THE ACLI BOARD OF DIRECTORS DELEGATED TO OVERSEE POLICIES AND TAKE ACTIONS WITH RESPECT TO ACLI PERSONNEL, EMPLOYEE BENEFIT PLANS AND BUDGETS, AND COMPENSATION RELATING TO OFFICERS AT OR ABOVE THE LEVEL OF SENIOR VICE PRESIDENT FOR THE FORTHCOMING YEAR. THE COMMITTEE MUST MEET AT LEAST ONCE PER YEAR. ACLI UTILIZES THE SERVICES OF A COMPENSATION CONSULTANT SPECIALIZING IN NONPROFIT ORGANIZATIONS TO ASSIST THE COMMITTEE IN MAINTAINING A DISCIPLINED AND THOROUGH APPROACH TO MAKING COMPENSATION DECISIONS. THE COMPENSATION CONSULTANT PROCESS INVOLVES COMPARING THE CURRENT CASH COMPENSATION AND TOTAL REMUNERATION OF THE ACLI OFFICERS AND EXECUTIVE STAFF WITH DATA DERIVED FROM A SURVEY OF COMPARABLE TRADE AND FINANCIAL INDUSTRY ASSOCIATIONS. THE COMMITTEE ALSO REVIEWS THE PERFORMANCE OF THE ORGANIZATION AS AN ADDITIONAL FACTOR IN DECIDING THE LEVEL OF STAFFING COMPENSATION. NO CHANGES TO COMPENSATION CAN BE MADE WITHOUT THE APPROVAL OF THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ACLI WILL PROVIDE A COPY OF ITS FORM 990 UPON REQUEST OR MAKE IT AVAILABLE FOR INSPECTION AT ITS OFFICES IN COMPLIANCE WITH IRC SECTION 6104(D). ACLI DOES NOT MAKE AVAILABLE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES OR AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, LINE 1A AND PART VII, COLUMN A, NUMBER OF BOARD MEMBERS: THERE WERE FORTY-ONE BOARD MEMBERS WHO SERVED AT ANY TIME DURING THE CALENDAR YEAR. ALL BOARD MEMBERS WHO SERVED DURING THE CALENDAR YEAR ARE SHOWN IN PART VII, COLUMN A. THE NEW MEMBERS START THEIR TERMS AND FINISH THEIR TERMS IN OCTOBER EACH YEAR, BUT AT ANY GIVEN TIME ACLI, INC. HAS ONLY 31 ACTIVE BOARD MEMBERS. FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT RELATED CHANGES 826,519. INTERNATIONAL PENSION FOUNDATION 101 CONSTITUTION AVE NW SUITE 700 WASHINGTON DC 20001 522287615 DEVELOPMENT OF PENSION SYSTEMS IN UNDER-DEVELOPED COUNTRIES DC 501(C)(3) LINE 7 AMERICAN COUNCIL OF LIFE INSURERS 1 AMERICANS TO PROTECT FAMILY SECURITY 101 CONSTITUTION AVE NW SUITE 700 WASHINGTON DC 20001 461362634 EDUCATE POLICYMAKERS ABOUT THE ROLE OF LIFE INSURANCE TO AMERICANS DC 501(C)(4) AMERICAN COUNCIL OF LIFE INSURERS 1 ACLI PAC 101 CONSTITUTION AVE NW SUITE 700 WASHINGTON DC 20001 521292287 COLLECTING VOLUNTARY CONTRIBUTIONS FOR POLITICAL CANDIDATES AND COMMITTEES DC 527 AMERICAN COUNCIL OF LIFE INSURERS 1 360 COMMUNITY CAPITAL 101 CONSTITUTION AVE NW SUITE 700 WASHINGTON DC 20001 882294375 NCREASE IMPACT INVESTMENTS INTO LOW-INCOME COMMUNITIES DC 501(C)(3) LINE 7 AMERICAN COUNCIL OF LIFE INSURERS 1 ACLI POLITICAL ACTIVITY FUND 101 CONSTITUTION AVE NW SUITE 700 WASHINGTON DC 20001 264437423 COLLECTING VOLUNTARY CONTRIBUTIONS FOR POLITICAL CANDIDATES AND COMMITTEES DC 527 AMERICAN COUNCIL OF LIFE INSURERS 1 ACLI SERVICES INC 101 CONSTITUTION AVE NW WASHINGTON DC 20001 522324658 FACILITIES MANAGEMENT - DISSOLVED 12/31/22 DE AMERICAN COUNCIL OF LIFE INSURERS C 124697 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 ACLI SERVICES INC Q 91278 CASH ACLI POLITICAL ACTIVITY FUND R 336922 CASH ACLI SERVICES INC S 253860 CASH & FMV