2016-09-29T14:06:23-05:00 2015-12-31 946214841 Armanino LLP 50 W San Fernando St Ste 500 San Jose CA 95113 990 2015-01-01 946122439 Association of California Life and Health Insurance Companies ASSO 9164423648 1201 K Street No 1820 Sacramento CA 95814 Bradley Wenger President & CEO 9164423648 2016-09-16 1 Randy Peterson P01300203 4082006400 2016-09-16 2015 2017-02-10 21:41:12Z Bradley Wenger 1201 K Street No 1820 Sacramento CA 95814 1996622 0 X WWW.ACLHIC.COM X 1962 CA To advance the interests and well-being of the life and health insurance industry before legislative and administrative bodies and through education and advocacy for its membership. 39 39 6 40 0 0 9000 26000 2173885 1965701 3849 4921 120 0 2186854 1996622 3250 15750 0 0 1148657 1205170 0 0 0 1080867 694475 2232774 1915395 -45920 81227 1412207 1297309 605649 413154 806558 884155 To advance the interests and well-being of the life and health insurance industry before legislative and administrative bodies and through education and advocacy for its membership. 0 0 THE ORGANIZATION CONDUCTED ITS ANNUAL ROUND TABLE CONFERENCE TO BRING TOGETHER AND HELP EDUCATE LEGISLATIVE, ADMINISTRATIVE, AND INSURANCE COMPANY REPRESENTATIVES RELATIVE TO CURRENT LIFE AND HEALTH ISSUES IMPACTING THE INDUSTRY. THE ORGANIZATION MAINTAINED AN ACTIVE LEGISLATIVE AND ADMINISTRATIVE ADVOCACY PROGRAM FOR ISSUES THAT IMPACTED THE LIFE AND HEALTH INSURANCE INDUSTRY AND MEMBERS OF THE ORGANIZATION. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 6 1 0 0 0 0 1 1 0 X 39 39 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Karen Roberts 9164428888 621 Capitol Mall 25th Fl Sacramento CA 95814 Linda Watters Chair of the Board 3.00 X X 0 0 0 CHRISTOPHER KENNEY Vice Chair of the board 3.00 X X 0 0 0 Michael Prosio director 2.00 X 0 0 0 Diana M Marchesi Director 2.00 X 0 0 0 R Gary Allen Director 2.00 X 0 0 0 Vanessa Ramirez Director 2.00 X 0 0 0 Andy Romero Director 2.00 X 0 0 0 Brian Pietsch Director 2.00 X 0 0 0 Andrew Kiefer Director 2.00 X 0 0 0 Crystal Jack Director 2.00 X 0 0 0 Seema Taneja Director 2.00 X 0 0 0 Patrice Reeder Director 2.00 X 0 0 0 Richard Jones Director 2.00 X 0 0 0 Charles E Hunt Director 2.00 X 0 0 0 Roupen Berberian Director 2.00 X 0 0 0 John R Camillo Director 2.00 X 0 0 0 Linda Ulrich Director 2.00 X 0 0 0 Michael Hickey Director 2.00 X 0 0 0 Galen Ullstrom Director 2.00 X 0 0 0 Joseph Nowak Director 2.00 X 0 0 0 Gregory D Woodworth Director 2.00 X 0 0 0 Michael Tobin Director 2.00 X 0 0 0 Michael Bula Director 2.00 X 0 0 0 Suzanne Loomis Director 2.00 X 0 0 0 Catherine Drexler Director 2.00 X 0 0 0 Todd R Thakar Director 2.00 X 0 0 0 Brian Hansen Director 2.00 X 0 0 0 Michael Steinert Director 2.00 X 0 0 0 Tom Simpson Director 2.00 X 0 0 0 Keesha-Lu Mitra Director 2.00 X 0 0 0 Brian W McAndrews Director 2.00 X 0 0 0 Karen Elinski Director 2.00 X 0 0 0 Kimberley D Dunn Director 2.00 X 0 0 0 Chuck Piacentini Director 2.00 X 0 0 0 Mike Mattoch Director 2.00 X 0 0 0 R Ted Kennedy director 2.00 X 0 0 0 richard goldberg director 2.00 X 0 0 0 Kevin Rasch director 2.00 X 0 0 0 Thomas J Mays director 2.00 X 0 0 0 WILLIAM M CAMERON Chair of the Corp. 3.00 X 0 0 0 DAVID GOLDSTEIN Vice Chair of the Corp. 3.00 X 0 0 0 Brad Wenger President and CEO 40.00 X 332442 0 65207 Karen Roberts CFO 10.00 X 0 0 0 Anne Eowan VP/Government affairs/Secretary 20.00 X 150323 0 51714 Stefanie Watkins Legislative Advocate 40.00 X 141023 0 24042 Ted M Angelo VP/Legislative affairs 40.00 X 156529 0 47882 780317 0 188845 4 0 1 0 Hogan Lovells US LLP 555 Thirteenth street NW washinton DC 200041109 MGMT & Legal service 242901 Nossaman LLP 777 So Figueroa St 34th fl Los angeles CA 90017 Mgmt & Legal service 154127 2 26000 26000 Membership dues & asse 524298 1907803 1907803 Annual round table 524298 57898 57898 1965701 4921 4921 1996622 1965701 0 4921 15750 600786 421202 42775 85812 54595 15364 15266 77496 99201 1913 80226 126906 24821 13962 5904 annual round table 186810 pacificare litigation 46606 1915395 44376 173270 1003261 1068150 274966 1233 46558 26474 178458 150276 43046 28182 1412207 1297309 387300 190042 218349 223112 605649 413154 X 806558 884155 806558 884155 1412207 1297309 81227 -3630 0 X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1907803 221108 -208398 12710 221110 -208400 8350 603 7747 58767 56982 1785 111341 92691 18650 28182 X Part X, Line 2: The Association is a qualified organization exempt from federal and California income taxes under the provisions of Section 501(c)(6) of the Internal Revenue Code (IRC) and 23701(e) of the State of California Revenue and Taxation Code. The Association has evaluated its current tax positions and has concluded that as of December 31, 2015, the Association does not have any significant uncertain tax positions for which a reserve would be necessary. 0 Oakland Military Institute 3911 Lusk Street Oakland CA 94608 912073068 501(c)(3) 10000 Scholarship 1 X X 1 1 X 0 0 0 Brad Wenger President and CEO 319442 0 0 0 13000 0 25725 0 39482 0 397649 0 0 0 Anne Eowan VP/Government affairs/Secretary 137323 0 0 0 13000 0 12810 0 38904 0 202037 0 0 0 Stefanie Watkins Legislative Advocate 141023 0 0 0 0 0 14594 0 9448 0 165065 0 0 0 Ted M Angelo VP/Legislative affairs 151529 0 0 0 5000 0 15645 0 32237 0 204411 0 0 0 Part I, Line 1a The organization pays tax obligations on holiday bonuses for listed persons. The organization pays golf club dues for President and Secretary. Form 990, Part VI, Section A, line 3 The organization uses Nossaman LLP for management services. Form 990, Part VI, Section A, line 4 The organization amended its bylaws in August 2015. The changes include: 1) Eliminate the ACLHIC Audit Committee and transfer its duties to the ACLHIC Finance Committee. 2) Extend to two years the terms of office for the Chairperson of the Board, the vice-chairperson of the board, and the treasurer. 3) Elimination of superfluous language. Form 990, Part VI, Section A, line 6 Members are organizations that are in the health and life insurance industries. Form 990, Part VI, Section A, line 7a Members vote for board of directors. Form 990, Part VI, Section A, line 7b New bylaws may be adopted or these bylaws may be amended or repealed by the vote of Members. Form 990, Part VI, Section B, line 11 990 is prepared by contracted CPA and reviewed by the VP/Treasurer, compared to financial report for reasonableness and accuracy, then signed by President. Form 990, Part VI, Section B, line 12c Required reporting of potential conflicts. Recusal from items required when conflict is present, and board minutes shall reflect when conflict of interest arises and recusal required. Form 990, Part VI, Section B, line 15 Annual review of all salaries and budget, then recommendations made by administration committee to board of directors. Informal comparisons of competitive salaries are made during that process. Form 990, Part VI, Section C, line 19 All documents are made available to public upon request. ACLHIC PAC 1127 11TH ST 300 SACRAMENTO CA 95814 942911298 POLITICAL COMMITTEE CA 527 ASSOCIATION OF CALIFORNIA LIFE AND INSURANCE COMPANIES 0 DISABILITY POLITICAL ACTION COMMITTEE 1127 11TH ST 300 SACRAMENTO CA 95814 830347530 POLITICAL COMMITTEE CA 527 ASSOCIATION OF CALIFORNIA LIFE AND INSURANCE COMPANIES 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0