2018-11-12T15:04:15-06:00 2017-12-31 990 2017-01-01 470339250 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOOD 4023421890 1700 FARNAM STREET SUITE 2200 OMAHA NE 681022025 JORDAN S MAWSON DIR TAX & ACCOUNTING 4023421890 2018-11-12 54.184.238.207 2018-11-12 15:04:15 CS P 5447B0426974D32134831B4D2BD111901A69EE46 DC86732EF273B62E3C49538B708C8FF77571E1FC 2017 2019-02-21 02:37:17Z WOODMENLIFE PATRICK L DEES 2331 S 218TH AVENUE ELKHORN NE 68022 1999982007 false X WOODMENLIFE.ORG X 1890 NE WOODMENLIFE PROVIDES MEMBERS WITH FINANCIAL SECURITY WHILE MAKING A DIFFERENCE IN YOUR COMMUNITY. 14 10 2548 70902 472057 -72840 0 656515117 590156613 529730278 408867271 7093175 7262439 1193338570 1006286323 413598 802386 835202000 745890977 75026487 76356843 0 0 123451181 121481283 1034093266 944531489 159245304 61754834 10846690315 10975459340 9576454555 9581921680 1270235760 1393537660 X WOODMENLIFE PROVIDES MEMBERS WITH FINANCIAL SECURITY WHILE MAKING A DIFFERENCE IN YOUR COMMUNITY. false false MEMBER BENEFITS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE MEMBER 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 OR HER DUTIES AS A NON-MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMT/PARAMEDICS, POLICE OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. -ORPHAN'S CARE BENEFIT: WOODMENLIFE OFFERS UP TO 12,000 ANNUALLY FOR THE CARE OF MEMBERS' CHILDREN IF THEY ARE ORPHANED. -NEWBORN BENEFIT: QUALIFIED MEMBERS CAN RECEIVE A 10,000 BENEFIT IF THEIR NEWBORN INFANT DIES BETWEEN THE AGES OF 48 HOURS AND SIX MONTHS. DURING THAT SAME PERIOD, A 10,000 GUARANTEED-ISSUE LIFE INSURANCE CERTIFICATE CAN BE PURCHASED AT STANDARD RATES, REGARDLESS OF THE BABY'S HEALTH. -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. -PRESCRIPTION DRUG SAVINGS CARD: THIS NO-COST PRESCRIPTION DRUG SAVINGS CARD OFFERS MEMBERS THE LOWEST PRICE AVAILABLE ON DRUGS PURCHASED THROUGH THE SCRIPTSAVE NETWORK OF PHARMACIES. -WOODMENLIFE FOCUS FORWARD SCHOLARSHIP: WITH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, NEARLY 1 MILLION IN SCHOLARSHIPS IS AVAILABLE TO THOUSANDS OF HIGH SCHOOL GRADUATES ANNUALLY. 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. -FAMILY ACTIVITIES AND COMMUNITY EVENTS: FAMILY IS IMPORTANT TO US, AND WE SPONSOR A VARIETY OF FUN, FAMILY-FRIENDLY ACTIVITIES THAT BRING YOUNG AND OLD TOGETHER TO FORM NEW FRIENDSHIPS AND CELEBRATE DIFFERENCES. ALL WOODMENLIFE MEMBERS AND THEIR GUESTS ARE ENCOURAGED TO ATTEND. -COMMUNITY IMPROVEMENT FUNDS: WOODMENLIFE DONATES MONEY 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. RED BASKET, INC.: REDBASKET.ORG IS A NONPROFIT CROWD-FUNDING WEBSITE DEDICATED TO HELPING INDIVIDUALS RAISE MONEY FOR PERSONAL EMERGENCIES AND COMMUNITY IMPROVEMENT PROJECTS IN A FEE-FREE ENVIRONMENT. REDBASKET.ORG WAS CREATED IN 2012, AND IS AVAILABLE IN ALL 50 STATES. IN 2017, REDBASKET.ORG RAISED NEARLY 1.2 MILLION TO FUND A VARIETY OF PROJECTS. WOODMENLIFE COVERS ALL ADMINISTRATIVE AND OPERATING EXPENSES FOR RED BASKET, ENSURING THAT EVERY DOLLAR DONATED GOES DIRECTLY TO THE PROJECT BEING FUNDED. WOODMENLIFE'S SUPPORT INCLUDES A FULL IN-HOUSE STAFF, SUPPORT STAFF NATIONWIDE, AND MARKETING, COMMUNICATIONS, WEB SERVICES AND ACCOUNTING SERVICES. WOODMENLIFE ALSO COVERS ALL PAYMENT PROCESSING FEES AND BANK SERVICE CHARGES. BECAUSE RED BASKET IS A 501(C)(3), NON-PROFIT, ALL DONATIONS ARE TAX DEDUCTIBLE. PATRIOTIC PROGRAM: WOODMENLIFE'S PATRIOTIC PROGRAM WAS LAUNCHED MORE THAN 70 YEARS AGO IN SUPPORT OF THE ORGANIZATION'S COMMON BOND FOCUS ON OUR COUNTRY. WOODMENLIFE PROVIDES AMERICAN AND STATE FLAGS TO LOCAL CHAPTERS FOR PRESENTATION TO NONPROFIT CIVIC AND YOUTH GROUPS, SCHOOLS, CHURCHES, AND COMMUNITY CENTERS. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN THREE MILLION FLAGS TO WORTHY NON-PROFIT INSTITUTIONS. 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. 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 227709 0 true 2548 true true true false false false false false false false false false X 14 10 false false false false true true true true true false true true true true true true true true true true false X JORDAN MAWSON 4023421890 1700 FARNAM STREET OMAHA NE 68102 X LARRY R KING FORMER CEO 50.00 2.00 X X 1270956 0 314219 PATRICK L DEES PRESIDENT & 50.00 2.00 X X 623026 0 264412 DENISE M MCCAULEY EXEC VP, CH 50.00 3.00 X X 564302 0 71049 ROBERT T MAHER EXEC VP, CHI 50.00 4.00 X X 561785 0 287941 MATTHEW E ELLIS EXEC VP, SEC 50.00 3.00 X X 404007 0 60103 DANNY E CUMMINS DIR, FORMER 5.00 0.00 X 138313 0 0 DANIEL W RICE BOARD OF DIR 5.00 1.00 X 91099 0 29738 JAMES W SHAVER BOARD OF DIR 5.00 1.00 X 90807 0 14682 MICHAEL C SHEALY BOARD OF DIR 5.00 1.00 X 80761 0 12681 MARK L SCHREIER DIR, FORMER 5.00 0.00 X 75421 0 0 WESLEY A DODD BOARD OF DIR 5.00 1.00 X 73055 0 9963 JAMES W BOSLER III BOARD OF DIR 5.00 1.00 X 71487 0 10300 DARYL J DOISE BOARD OF DIR 5.00 2.00 X 68691 0 0 RONALD H ALDRIDGE BOARD OF DIR 5.00 0.00 X 57044 0 0 DWAYNE H TUCKER BOARD OF DIR 5.00 1.00 X 40742 0 0 SPENCER T OWEN FORMER SR VP 50.00 2.00 X 323519 0 65190 RAYMOND G SMOLINSKI VP, BUSINESS 50.00 0.00 X 313792 0 58833 CYNTHIA S BENGTSON VP, INVESTME 50.00 0.00 X 299575 0 120321 LYNN ESPELAND VP, CHIEF CO 50.00 0.00 X 287377 0 151608 RANDALL P ROTSCHAFER VP, CHIEF RI 50.00 0.00 X 270321 0 199911 ELVIS O ANDERSON FORMER SENIO 50.00 0.00 X 269969 0 888642 KARLA J GOCHENOUR VP, HUMAN RE 50.00 0.00 X 268190 0 105770 LEE A JANECEK VP, CERTIFIC 50.00 0.00 X 246318 0 122166 ANNETTE M DEVINE VP, ACCOUNTI 50.00 4.00 X 240949 0 112450 JON AERNI VP, CHIEF AC 50.00 0.00 X 212774 0 43742 STEVEN T MCKERN VP, ADMINIST 50.00 0.00 X 196775 0 82485 LORI HOWARD VP, MARKETIN 50.00 0.00 X 157863 0 33108 ROGER ANDERSON REGIONAL DIR 50.00 0.00 X 821236 0 145198 GREGORY D ROBERTSON REGIONAL DIR 50.00 0.00 X 711432 0 44713 JACK M YATES REGIONAL DIR 50.00 0.00 X 521002 0 112260 PASQUALE FRAPPAMPINA REGIONAL DIR 50.00 1.00 X 349722 0 104197 WESLEY BROWN SALES REPRES 50.00 0.00 X 314747 0 27876 10017057 3493558 204 false true false LIDP CONSULTING SERVICES 10100 REUNION PLACE SUITE 500 SAN ANTONIO TX 78216 SOFTWARE MAINTE 2343918 SHI INTERNATIONAL CORP 290 DAVIDSON AVE SOMERSET NJ 08873 SOFTWARE MAINTE 2051760 EMSI PO BOX 202669 DALLAS TX 753202669 MEDICAL EXAM FE 1542962 SIRIUS COMPUTER SOLUTIONS PO BOX 202289 DALLAS TX 753202289 COMPUTER MAINTE 1474242 BMC SOFTWARE INC 2101 CITY WEST BLVD HOUSTON TX 77042 SOFTWARE LICENS 1010340 64 PREMIUM INCOME 524113 570241991 570241991 FRATERNAL INCOME 524113 14450833 14450833 SUPPLEMENTARY CONTRACTS 524113 5463789 5463789 590156613 410082893 410082893 20900303 14109921 6790382 6790382 6790382 737698339 240671802 729591089 249994674 8107250 -9322872 -1215622 -1215622 PARKING LOTS AND GARAGES 812930 481550 481550 INCOME/(LOSS) FROM PSHIPS 900099 -9493 -9493 472057 1006286323 588940991 472057 416873275 431886 431886 370500 370500 745890977 745890977 10462990 10462990 39766188 39766188 5258101 5258101 14618759 14618759 6250805 6250805 931556 931556 375234 375234 228458 228458 2389218 2389218 3997903 3997903 8241504 8241504 3997811 3997811 479902 479902 624798 624798 2927469 2927469 646676 646676 COMMISSIONS 39288165 39288165 TRANSFER TO SEPARATE ACCO 20108118 20108118 SALES EXPENSES 15882594 15882594 MEMBER DUES EXPENSE 8669829 8669829 12692048 12692048 944531489 746693363 197838126 0 8005173 -338343 157341326 104149002 315620 218726404 138162134 82390850 80564270 7910869750 8039747106 2178846082 2182288982 508921514 569048323 10846690315 10975459340 44489954 42455713 9531964601 9539465967 9576454555 9581921680 X 1270235760 1393537660 1270235760 1393537660 10846690315 10975459340 61754834 71630382 -10083316 X false true X true false 8000 false SCHEDULE C, PART IV WOODMENLIFE MADE STATE AND LOCAL CONTRIBUTIONS. 105770728 83778430 21992298 112955676 54383704 58571972 80564270 MORTGAGE LOANS - COST 2028938090 C CTF LOANS-LEGACY 145612913 C CTF LOANS-INGENIUM 6393889 C OTHER SCHEDULE BA-COST 853590 C ACCELERATED BENEFIT LIENS 849297 C CTF LOANS IN PROCESS 217436 C CALL OPTIONS&WARRANTS-MKT ADJ 166600 C MORTGAGE LOANS - DISCOUNT -2309 C CTF LOANS-NONADMITTED -740524 C 2182288982 CS-SEP ACCT - COST 410250831 PREPAID PENSION EXP 136058001 CS-SEP ACCT - MKT VAL ADJ 83423254 INV INC D&A - BONDS 61014126 SALES - FASAT ADVANCES 9673918 INV INC D&A - MORTGAGE LOANS 7215114 INV INC D&A - CTF LOANS 4251428 INV INC D&A - RE 1677800 SALES - PREPAID COMMISSION EXP 1475320 REINS - AMOUNTS RECOVERABLE 1057362 PREMIUM DUE - DIRECT - RENEWAL 935892 PAC CLEARING ACCOUNT 759799 GROUP HEALTH CLAIMS BCBS 719073 EXPRESS CHECK CLEARING ACCOUNT 508931 INV INC D&A - COMMON STOCK 396204 SALES - AGENT BALANCES DUE 393766 SALES - ST MGR EXP ADVANCES 340471 CHAPTER-INSURANCE ESCROW 335308 INVENTORY - PROMOTIONAL ITEMS 255813 SALES - SPOT LOANS 170463 401K FORFEITURE ACCOUNT 91770 GROUP DENTAL CLAIMS 56929 REINS - OTHER AMTS RECEIVABLE 43825 CHAPTER-JURIS DUES ESCROW 41633 PREMIUM DUE - DIRECT - 1ST YR 41278 INV INC D&A - SEC LENDING 20526 ACCTS REC-EMPLOYEES OTHER -20 PREMIUM DUE - REINS - 1ST YR -1794 PREMIUMS DUE - NON-ADMITTED -16687 INV INC D&A-BONDS-NONADMITTED -54092 CHAPTER ESCROW - NON-ADMITTED -376941 GROUP CLAIMS - NON-ADMITTED -776002 PREMIUM DUE - REINS - RENEWAL -1206744 MISC ASSETS - NON-ADMITTED -1616293 SALES - LOAN WRITE-OFF ALLOW -2893000 FIELDWORKER BAL - NON-ADMITTED -9160938 PREPAID PENSION - NON-ADMITTED -136058001 569048323 LIFE RESERVES 4540516089 ANNUITY RESERVES 3212791891 UNIVERSAL LIFE LIAB-CASH VALUE 3152685154 ANNUITY LIABILITY 1339804992 QUALIFIED RET PLAN 366930092 VARIABLE ANNUITY RESERVES 365654265 QUALIFIED RET PLAN - SEP ACCTS 276511307 VA TRANSFERS IN 258022482 REFUNDS LEGACY 231303884 NONLIFE SETTLEMENT OPTIONS 154240401 ASSET VALUATION RESERVE 125083438 DISABILITY-DISABLED LIVES RSRV 84429164 A&H ACTIVE CONTRACT RESERVES 75888799 SCI RESERVES 65120205 POST RET BENEFITS LIABILITY 46588055 PROVISION FOR REFUNDS PAYABLE 42655000 PAYABLE FOR SECURITIES LENDING 37189443 CLM LIAB-LIFE ICOS 25402999 VA RESERVE - SEP ACCOUNT 20141564 INT MAINTENANCE RESERVE 13675942 CLM SUSP-INGENIUM ICOS 12143295 DEFERRED COMP 11684554 A&H CLAIM RESERVES 10163575 DISABILITY-ACTIVE LIVES RSRV 7735103 DISABILITY-DISABLED IBNR RSRV 7100000 AIO RESERVE 6697808 LIABILITY-INGENIUM SET OPTS 6381742 ACCIDENTAL DEATH RESERVE 5853906 UNFUNDED ABO LIABILITY 5620820 CLM LIAB-LIFE IBNR 5523000 UNEARNED PREMIUM RESERVE 5226158 SUPP RET PLAN 4909593 ADVANCE PAYMENTS INGENIUM 2526010 CLM LIAB-LIFE D&U 2315051 ADVANCE PAYMENTS LEGACY 2074542 ADVANCE PREM - DIRECT -RENEWAL 1120017 A&H ACTIVE UNEARNED PREM RSRV 662762 NQ PENSION - LIABILITY 629386 SURRENDER VALUES PAYABLE 565541 CLM LIAB-A&H IBNR 471230 REFUNDS INGENIUM 406107 MORTGAGE LOANS - GUARANTEE DEP 261000 CLM LIAB-A&H ICOS 248638 GUARANTEED ENDOWMENTS LEGACY 220395 A&H ACTIVE ADDITIONAL RESERVE 145500 RE-SEC DEP-BANK OF BLUE VALLEY 86743 CLM LIAB-LIFE RESISTED 41392 ADVANCE PAYMENTS - ACCRUED INT 38265 RE-GUARANTEE DEPOSITS 34013 RE-SEC DEP-IBERIABANK 21999 STALE DATED CHECKS - LAWSON 19836 RE-SEC DEP-FIDELITY BANK 16115 UNCASHED CHKS - WBA CLOSEOUT 9568 ADVANCE PREM - DIRECT - 1ST YR 8727 RE-SEC DEP-US BANK 8234 REFUNDS - ACCRUED INTEREST 6340 RE-SUSPENSE 5500 CLM LIAB-A&H REIN IBNR -230 ADVANCE PREM - REINS - RENEWAL -1623 CLM LIAB-A&H REIN ICOS -16539 A&H UNEARNED CEDED RESERVE -185224 CLM LIAB-LIFE REIN D&U -989738 CLM LIAB-LIFE REIN ICOS -1634453 A&H CLAIM REINSURANCE -5455503 A&H ACTIVE LIFE REINSURANCE -28548392 REINSURANCE OFFSET -34667964 VA TRANSFERS OUT -432161852 NET ANNUITY LIABILITY -1339804992 NET UNIVERSAL LIFE CASH VALUE -3152685154 9539465967 999004163 14109921 14109921 984894242 21392081 21392081 1006286323 937249329 14109921 14109921 923139408 21392081 21392081 944531489 SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES RELATED TO RENTAL INCOME 14,109,921 SCHEDULE D, PAGE 4, PART XI, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 21,392,081 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO RENTAL INCOME 14,109,921 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 21,392,081 BOOK / TAX DEPRECIATION DIFFERENCE 17,037,390 false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 9721918 EUROPE INVESTMENTS 2619312 12341230 12341230 true false true true false false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 9,721,918 EUROPE 0 2,619,312 true AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501C3 12348 GENERAL SUPPORT CITY OF OMAHA POLICE FOUNDATION PO BOX 31134 OMAHA NE 68131 470843276 501C3 16500 GENERAL SUPPORT FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501C3 61692 GENERAL SUPPORT GIRL SCOUTS OF THE UNITED STATES OF 420 FIFTH AVENUE NEW YORK NY 10018 131624016 501C3 5150 GENERAL SUPPORT GREATER OMAHA CHAMBER OF COMMERCE 1301 HARNEY STREET OMAHA NE 68102 470258610 501C6 15500 GENERAL SUPPORT HABITAT FOR HUMANITY 1701 NORTH 24TH STREET OMAHA NE 68110 363283625 501C3 10508 GENERAL SUPPORT HUNGER FREE HEARTLAND 13911 GOLD CIRCLE SUITE 120 OMAHA NE 68144 813300293 501C3 5150 GENERAL SUPPORT IOWA WESTERN 2700 COLLEGE ROAD COUNCIL BLUFFS IA 51503 421224333 501C3 6000 GENERAL SUPPORT JOSLYN ART MUSEUM 2200 DODGE STREET OMAHA NE 68102 470384577 501C3 5500 GENERAL SUPPORT JUNIOR ACHIEVEMENT 11248 DAVENPORT STREET SUITE 100 OMAHA NE 68154 470468426 501C3 5280 GENERAL SUPPORT NORTH FLORIDA YOUTH ASSOCIATION 3051 HIGHLAND OAKS TER SUITE 2 TALLAHASSEE FL 32301 591917922 501C3 8000 GENERAL SUPPORT OMAHA COMMUNITY PLAYHOUSE 6915 CASS STREET OMAHA NE 68102 470399856 501C3 10125 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 5900 GENERAL SUPPORT SOUTHEAST TEXAS YOUTH ASSOCIATION 21021 SPRINGBROOK PLZ DR SUITE 240 SPRING TX 77379 760274092 501C7 20000 GENERAL SUPPORT THE OMAHA EQUESTRIAN FOUNDATION 1004 FARNAM STREET SUITE 400 OMAHA NE 68102 273520778 501C3 7500 GENERAL SUPPORT UNITED WAY OF THE MIDLANDS 1805 HARNEY STREET OMAHA NE 68102 470376605 501C3 40300 GENERAL SUPPORT UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501C3 6625 GENERAL SUPPORT WOMEN'S CENTER FOR ADVANCEMENT 222 SOUTH 29TH STREET OMAHA NE 68131 273205476 501C3 5175 GENERAL SUPPORT 18 1 SCHOLARSHIP 623 370500 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 false true false LARRY R KING FORMER CEO 915391 278783 76782 291925 22294 1585175 PATRICK L DEES PRESIDENT & CEO 426518 130275 66233 230382 34030 887438 DENISE M MCCAULEY EXEC VP, CHIEF OPER 381754 128358 54190 43941 27108 635351 ROBERT T MAHER EXEC VP, CHIEF FINAN 339319 124988 97478 254643 33298 849726 MATTHEW E ELLIS EXEC VP, SECRETARY 297039 80986 25982 45110 14993 464110 SPENCER T OWEN FORMER SR VP, SALES 239719 76250 7550 35556 29634 388709 RAYMOND G SMOLINSKI VP, BUSINESS TECHNOL 222936 68080 22776 32161 26672 372625 CYNTHIA S BENGTSON VP, INVESTMENT 215944 69840 13791 100314 20007 419896 LYNN ESPELAND VP, CHIEF COMPLIANCE 227689 51969 7719 123927 27681 438985 RANDALL P ROTSCHAFER VP, CHIEF RISK OFFIC 192061 60080 18180 166392 33519 470232 ELVIS O ANDERSON FORMER SENIOR VP, SA 181960 87712 297 882088 6554 1158611 KARLA J GOCHENOUR VP, HUMAN RESOURCES 203697 49306 15187 72227 33543 373960 LEE A JANECEK VP, CERTIFICATE ADMI 196124 47080 3114 89036 33130 368484 ANNETTE M DEVINE VP, ACCOUNTING SERVI 166628 46080 28241 80331 32119 353399 JON AERNI VP, CHIEF ACTUARY 183381 28580 813 12152 31590 256516 STEVEN T MCKERN VP, ADMINISTRATIVE S 155926 32080 8769 66438 16047 279260 LORI HOWARD VP, MARKETING 129724 17080 11059 7423 25685 190971 ROGER ANDERSON REGIONAL DIRECTOR 744216 46583 30437 122344 22854 966434 GREGORY D ROBERTSON REGIONAL DIRECTOR 580247 94236 36949 31682 13031 756145 JACK M YATES REGIONAL DIRECTOR 379301 121720 19981 99535 12725 633262 PASQUALE FRAPPAMPINA REGIONAL DIRECTOR 251524 67485 30713 87186 17011 453919 WESLEY BROWN SALES REPRESENTATIVE 191612 118737 4398 7542 20334 342623 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 THE WOODMENLIFE NONQUALIFIED SUPPLEMENTAL PLAN WAS ESTABLISHED ON MAY 19, 1986 FOR THE PURPOSE OF PROVIDING A NONQUALIFIED RETIREMENT BENEFIT TO ELIGIBLE EMPLOYEES AND WOODMENLIFE REPRESENTATIVES. THIS PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. THE REFERENCED BENEFIT UNDER THIS PLAN IS CALCULATED BASED ON THE NORMAL OR EARLY RETIREMENT BENEFIT THAT WOULD HAVE BEEN PAYABLE TO AN ELIGIBLE EMPLOYEE OR WOODMENLIFE REPRESENTATIVE ON THE DAY THAT INDIVIDUAL COMPLETED A YEAR OF SERVICES AS AN ACTIVE PARTICIPANT OF WOODMENLIFE'S QUALIFIED PLAN AND CONTINUED TO BE AN ACTIVE PARTICIPANT OF THE QUALIFIED PLAN UNTIL THE ELIGIBLE EMPLOYEE'S OR WOODMENLIFE REPRESENTATIVE'S BENEFIT PAYOUT UNDER THE PLAN PER THE PLAN REQUIREMENTS AND CONDITIONS. THE SUPPLEMENTAL PLAN WAS CLOSED TO NEW PARTICIPANTS ON DECEMBER 31, 2012. IN 2017, WOODMENLIFE MADE BENEFIT PAYMENTS TO LARRY KING IN THE AMOUNT OF 6,733,263. PAYMENTS MADE UNDER THE SUPPLEMENTAL PLAN 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 EMPLOYEE OR WOODMENLIFE REPRESENTATIVE ACCRUED DEFERRED COMPENSATION UNDER THE 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 THE SUPPLEMENTAL PLAN. THIS CONTRIBUTION PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. FORM 990, PAGE 2, PART III, LINE 4A -NEWBORN BENEFIT: QUALIFIED MEMBERS CAN RECEIVE A 10,000 BENEFIT IF THEIR NEWBORN INFANT DIES BETWEEN THE AGES OF 48 HOURS AND SIX MONTHS. DURING THAT SAME PERIOD, A 10,000 GUARANTEED-ISSUE LIFE INSURANCE CERTIFICATE CAN BE PURCHASED AT STANDARD RATES, REGARDLESS OF THE BABY'S HEALTH. -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. -PRESCRIPTION DRUG SAVINGS CARD: THIS NO-COST PRESCRIPTION DRUG SAVINGS CARD OFFERS MEMBERS THE LOWEST PRICE AVAILABLE ON DRUGS PURCHASED THROUGH THE SCRIPTSAVE NETWORK OF PHARMACIES. -WOODMENLIFE FOCUS FORWARD SCHOLARSHIP: WITH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, NEARLY 1 MILLION IN SCHOLARSHIPS IS AVAILABLE TO THOUSANDS OF HIGH SCHOOL GRADUATES ANNUALLY. 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. -FAMILY ACTIVITIES AND COMMUNITY EVENTS: FAMILY IS IMPORTANT TO US, AND WE SPONSOR A VARIETY OF FUN, FAMILY-FRIENDLY ACTIVITIES THAT BRING YOUNG AND OLD TOGETHER TO FORM NEW FRIENDSHIPS AND CELEBRATE DIFFERENCES. ALL WOODMENLIFE MEMBERS AND THEIR GUESTS ARE ENCOURAGED TO ATTEND. -COMMUNITY IMPROVEMENT FUNDS: WOODMENLIFE DONATES MONEY 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. FORM 990, PAGE 2, PART III, LINE 4B ALL DONATIONS ARE TAX DEDUCTIBLE. 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, WOODMEN.ORG. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII COMPENSATION FOR RED BASKET, INC.'S PRESIDENT: COLUMN D: 72,972 COLUMN F: 31,786 COMPENSATION FOR WOODMEN FOUNDATION, INC.'S PRESIDENT: COLUMN D: 101,005 COLUMN F: 9,270 FORM 990, PART XI, LINE 9 MINIMUM PENSION OBLIGATIONS 9,792,952 CHANGE IN NON-ADMITTED ASSETS -17,242,988 CHANGE IN ASSET VALUATION RESERVE -2,633,280 TOTAL -10,083,316 WOODMEN FOUNDATION 1700 FARNAM STREET OMAHA NE 68102 204743934 CHARITABLE NE 501C3 7 WOODMEN OF false RED BASKET INC 1700 FARNAM STREET OMAHA NE 68102 454412276 CHARITABLE NE 501C3 7 WOODMEN OF false WFS HOLDINGS INC 1700 FARNAM STREET OMAHA NE 68102 223828160 HOLDING CO NE WOODMEN OF C CORP -16818 17233548 1.00000 true WOODMEN FINANCIAL SERVICES INC 1700 FARNAM STREET OMAHA NE 68102 223828171 FINANCIAL NE N/A true WOODMEN INSURANCE AGENCY INC 1700 FARNAM STREET OMAHA NE 68102 010785572 INSURANCE NE N/A true false true false true false false false false false true true false false true true true false false false WOODMEN FOUNDATION D 9351939 AMOUNT OF NOTE WOODMEN FINANCIAL SERVICES INC Q 923643 CASH PAID WOODMEN INSURANCE AGENCY INC Q 525860 CASH PAID RED BASKET INC L 295198 CASH PAID RED BASKET INC P 126519 CASH PAID