GUARANTY ASSOCIATION BENEFITS COMPANY
Cite this
Plain text GUARANTY ASSOCIATION BENEFITS COMPANY. furp.org, nonprofit organization profile, tax years 2014–2025. https://furp.org/org/guaranty-association-benefits-company-453635388. Retrieved 2026-10-25.
APA furp.org. (n.d.). GUARANTY ASSOCIATION BENEFITS COMPANY [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 25, 2026, from https://furp.org/org/guaranty-association-benefits-company-453635388
MLA “GUARANTY ASSOCIATION BENEFITS COMPANY.” furp.org, tax years 2014–2025, https://furp.org/org/guaranty-association-benefits-company-453635388. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2014–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $54.7M · expenses $36.6M · assets $1.15B
- EIN
- 45-3635388
- Address
- FAEGRE DRINKER 1500 K ST NW 1100, WASHINGTON, DC 20005-0000
- Website
- WWW.GABENEFITSCO.COM
- NTEE code
- S41
- Exempt type
- 501(c)(6): business league or chamber of commerce (corporation)
- Ruling date
- December 2011 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Principal officer
- PETER G GALLANIS (its 2013 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2013 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE ORGANIZATION OPERATES TO PROTECT, IN ACCORDANCE WITH A COURT-APPROVED LIQUIDATION PLAN, INDIVIDUALS RELYING UPON ANNUITIES ISSUED BY INSOLVENT EXECUTIVE LIFE INSURANCE COMPANY OF NEW YORK, IN FURTHERANCE OF THE COMMON INTERESTS OF THE STATE GUARANTY ASSOCIATIONS AND THEIR MEMBERS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
8 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Lynda G Loomis | VICE PRESIDENT OPERATIONS | 2015-2025 | $462,954 | $3,936,340 | 1 |
| Michael Mcdonald | SPECIAL COUNSEL | 2024-2025 | $10,063 | $21,722 | 1 |
| Katharine L Wade | DIRECTOR, PRESIDENT | 2025 | $17,314 | $17,314 | 1 |
| Peter G Gallanis (former) | DIRECTOR, PRESIDENT | 2014-2022 | $102,608 | $752,994 | 1 |
| fred a buck (former) | former VP OPERations(thru4/16) | 2014-2016 | $125,000 | $653,152 | 1 |
| Peter G Gallanis Thru 82223 (former) | DIRECTOR, PRESIDENT | 2023 | $58,562 | $58,562 | 1 |
| Katherine L Wade (former) | DIRECTOR, PRESIDENT | 2024 | $21,281 | $21,281 | 1 |
| Katherine L Wade Eff 82323 (former) | DIRECTOR, PRESIDENT | 2023 | $3,240 | $3,240 | 1 |
Officers and directors, no compensation reported
18 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| James F Donnellan | DIRECTOR-MEMBER ELECTED | 2017-2025 | 1 | $0 reported | 1 |
| John E Deitelbaum | DIRECTOR-MEMBER ELECTED | 2018-2025 | 1 | $0 reported | 1 |
| Germaine L Marks | DIRECTOR-MEMBER ELECTED | 2020-2025 | 1 | $0 reported | 1 |
| John C Colpean | DIRECTOR, CHAIRMAN | 2014-2025 | 12 | $0 reported | 1 |
| Erik A Anderson | DIRECTOR - MEMBER ELECTED | 2021-2025 | 1 | $0 reported | 1 |
| G Thomas Sullivan | SECRETARY | 2018-2025 | 10 | $0 reported | 1 |
| Pamela E Olsen | TREASURER | 2015-2025 | 10 | $0 reported | 1 |
| Amanda Barbera | DIRECTOR - MEMBER ELECTED | 2025 | 1 | $0 reported | 1 |
| Magaret Sperry Thru 100824 (former) | DIRECTOR - MEMBER ELECTED | 2024 | 1 | $0 reported | 1 |
| Amanda Barbera Eff 100924 (former) | DIRECTOR - MEMBER ELECTED | 2024 | 1 | $0 reported | 1 |
| Magaret Sperry (former) | DIRECTOR - MEMBER ELECTED | 2021-2023 | 1 | $0 reported | 1 |
| Thomas F English (former) | DIRECTOR-MEMBER ELECT. THRU 10/24/21 | 2014-2021 | 1 | $0 reported | 1 |
| John J Falkenbach (former) | DIRECTOR-MEMBER ELECT. THRU 10/24/21 | 2014-2021 | 12 | $0 reported | 1 |
| deborah a bello (former) | DIRector-MEMber thru 6/30/20 | 2014-2020 | 1 | $0 reported | 1 |
| Kevin J Rasch (former) | DIR-MEM through 5/24/18 | 2017-2018 | 1 | $0 reported | 1 |
| Michael Marchman (former) | TREASURER through 12/30/18 | 2014-2018 | 5 | $0 reported | 1 |
| Nancy S Davenport (former) | DIR-MEM through 9/1/2017 | 2014-2017 | 1 | $0 reported | 1 |
| Merle T Pederson (former) | DIR-MEM ELECTED (thru 10/16) | 2014-2016 | 1 | $0 reported | 1 |
People by year
2025 · 11 people listed · 3 paid, $490K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $462,954 | $0 | $0 | $462,954 | 1 |
| KATHARINE L WADE | DIRECTOR, PRESIDENT | 1 | $15,887 | $0 | $1,427 | $17,314 | 1 |
| MICHAEL MCDONALD | SPECIAL COUNSEL | 1 | $7,821 | $0 | $2,242 | $10,063 | 1 |
| JAMES F DONNELLAN | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN E DEITELBAUM | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| GERMAINE L MARKS | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN C COLPEAN | DIRECTOR, CHAIRMAN | 12 | $0 | $0 | $0 | $0 | 1 |
| ERIK A ANDERSON | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| AMANDA BARBERA | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| G THOMAS SULLIVAN | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2024 · 12 people listed · 3 paid, $504K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $471,350 | $0 | $0 | $471,350 | 1 |
| KATHERINE L WADE | DIRECTOR, PRESIDENT | 1 | $20,309 | $0 | $972 | $21,281 | 1 |
| MICHAEL MCDONALD | SPECIAL COUNSEL | 1 | $11,127 | $0 | $532 | $11,659 | 1 |
| JAMES F DONNELLAN | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN E DEITELBAUM | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| GERMAINE L MARKS | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN C COLPEAN | DIRECTOR, CHAIRMAN | 12 | $0 | $0 | $0 | $0 | 1 |
| ERIK A ANDERSON | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| MAGARET SPERRY THRU 100824 | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| AMANDA BARBERA EFF 100924 | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| G THOMAS SULLIVAN | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2023 · 11 people listed · 3 paid, $445K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $383,600 | $0 | $0 | $383,600 | 1 |
| PETER G GALLANIS THRU 82223 | DIRECTOR, PRESIDENT | 10 | $54,807 | $0 | $3,755 | $58,562 | 1 |
| KATHERINE L WADE EFF 82323 | DIRECTOR, PRESIDENT | 10 | $3,226 | $0 | $14 | $3,240 | 1 |
| JAMES F DONNELLAN | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN E DEITELBAUM | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| GERMAINE L MARKS | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN C COLPEAN | DIRECTOR, CHAIRMAN | 12 | $0 | $0 | $0 | $0 | 1 |
| ERIK A ANDERSON | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| MAGARET SPERRY | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| G THOMAS SULLIVAN | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2022 · 10 people listed · 2 paid, $451K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $348,563 | $0 | $0 | $348,563 | 1 |
| PETER G GALLANIS | DIRECTOR, PRESIDENT | 10 | $96,304 | $0 | $6,304 | $102,608 | 1 |
| JAMES F DONNELLAN | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN E DEITELBAUM | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| G THOMAS SULLIVAN | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| GERMAINE L MARKS | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN C COLPEAN | DIRECTOR, CHAIRMAN | 12 | $0 | $0 | $0 | $0 | 1 |
| ERIK A ANDERSON | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
| MAGARET SPERRY | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 12 people listed · 2 paid, $436K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $345,308 | $0 | $0 | $345,308 | 1 |
| PETER G GALLANIS | DIRECTOR, PRESIDENT | 10 | $85,375 | $0 | $5,571 | $90,946 | 1 |
| THOMAS F ENGLISH | DIRECTOR-MEMBER ELECT. THRU 10/24/21 | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN J FALKENBACH | DIRECTOR-MEMBER ELECT. THRU 10/24/21 | 12 | $0 | $0 | $0 | $0 | 1 |
| JAMES F DONNELLAN | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN E DEITELBAUM | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| G THOMAS SULLIVAN | DIRECTOR, SECRETARY ELECT. 10/27/21 | 10 | $0 | $0 | $0 | $0 | 1 |
| GERMAINE L MARKS | DIRECTOR - MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIK A ANDERSON | DIRECTOR - MEMBER ELECTED 10/25/21 | 1 | $0 | $0 | $0 | $0 | 1 |
| MAGARET SPERRY | DIRECTOR - MEMBER ELECTED 10/25/21 | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN C COLPEAN | TREASURER THRU 12/31/21, CHAIRMAN | 10 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | TREASURER APPOINTED 12/31/21 | 10 | $0 | $0 | $0 | $0 | 1 |
2020 · 10 people listed · 2 paid, $407K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $340,632 | $0 | $0 | $340,632 | 1 |
| PETER G GALLANIS | DIRECTOR, president | 10 | $61,592 | $0 | $4,298 | $65,890 | 1 |
| THOMAS F ENGLISH | DIRECTOR-MEMBER ELECted | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN J FALKENBACH | DIRECTOR, chairman, secretary | 12 | $0 | $0 | $0 | $0 | 1 |
| JAMES F DONNELLAN | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| John E Deitelbaum | DIRector-MEMber elected | 1 | $0 | $0 | $0 | $0 | 1 |
| G Thomas Sullivan | DIRector-MEMber elected | 5 | $0 | $0 | $0 | $0 | 1 |
| Germaine L Marks | DIRector-MEMber elect. 6/30/20 | 1 | $0 | $0 | $0 | $0 | 1 |
| deborah a bello | DIRector-MEMber thru 6/30/20 | 1 | $0 | $0 | $0 | $0 | 1 |
| John C Colpean | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2019 · 9 people listed · 2 paid, $430K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $348,512 | $0 | $0 | $348,512 | 1 |
| PETER G GALLANIS | DIRECTOR, president | 10 | $76,028 | $0 | $5,108 | $81,136 | 1 |
| DEBORAH A BELLO | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS F ENGLISH | DIRECTOR-MEMBER ELECted | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN J FALKENBACH | DIRECTOR,chairman, secretary | 12 | $0 | $0 | $0 | $0 | 1 |
| JAMES F DONNELLAN | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| John E Deitelbaum | DIRector-MEMber elected | 1 | $0 | $0 | $0 | $0 | 1 |
| G Thomas Sullivan | DIRector-MEMber elected | 5 | $0 | $0 | $0 | $0 | 1 |
| John C Colpean | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
2018 · 12 people listed · 2 paid, $476K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $378,120 | $0 | $0 | $378,120 | 1 |
| PETER G GALLANIS | DIRECTOR, president | 10 | $84,221 | $0 | $13,527 | $97,748 | 1 |
| DEBORAH A BELLO | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS F ENGLISH | DIRECTOR-MEMBER ELECted | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN J RASCH | DIR-MEM through 5/24/18 | 1 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | DIR-MEM through 10/17/18 | 5 | $0 | $0 | $0 | $0 | 1 |
| JOHN J FALKENBACH | DIRECTOR,chairman, secretary | 12 | $0 | $0 | $0 | $0 | 1 |
| JAMES F DONNELLAN | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| John E Deitelbaum | DIR-MEM elected 7/6/2018 | 1 | $0 | $0 | $0 | $0 | 1 |
| G Thomas Sullivan | DIR-MEM ELECTED 10/18/2018 | 5 | $0 | $0 | $0 | $0 | 1 |
| Michael Marchman | TREASURER through 12/30/18 | 5 | $0 | $0 | $0 | $0 | 1 |
| John C Colpean | TREASURER EFFECTIVE 12/31/2018 | 10 | $0 | $0 | $0 | $0 | 1 |
2017 · 10 people listed · 2 paid, $433K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 23 | $362,852 | $0 | $0 | $362,852 | 1 |
| PETER G GALLANIS | DIRECTOR, president | 10 | $60,402 | $0 | $9,420 | $69,822 | 1 |
| DEBORAH A BELLO | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS F ENGLISH | DIRECTOR-MEMBER ELECted | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN J RASCH | DIR-MEM ELECTED 1/5/2017 | 1 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | DIRECTOR-MEMBER ELECTED | 5 | $0 | $0 | $0 | $0 | 1 |
| JOHN J FALKENBACH | DIRECTOR,chairman, secretary | 12 | $0 | $0 | $0 | $0 | 1 |
| JAMES F DONNELLAN | DIR-MEM ELECTED 10/17/2017 | 1 | $0 | $0 | $0 | $0 | 1 |
| NANCY S DAVENPORT | DIR-MEM through 9/1/2017 | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Marchman | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
2016 · 10 people listed · 3 paid, $597K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 18 | $396,664 | $0 | $0 | $396,664 | 1 |
| fred a buck | former VP OPERations(thru4/16) | 1 | $125,000 | $0 | $0 | $125,000 | 1 |
| PETER G GALLANIS | DIRECTOR, president | 10 | $64,853 | $0 | $10,549 | $75,402 | 1 |
| DEBORAH A BELLO | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS F ENGLISH | DIRECTOR-MEMBER ELECted | 1 | $0 | $0 | $0 | $0 | 1 |
| MERLE T PEDERSON | DIR-MEM ELECTED (thru 10/16) | 1 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | DIRECTOR-MEMBER ELECTED | 5 | $0 | $0 | $0 | $0 | 1 |
| JOHN J FALKENBACH | DIRECTOR,chairman, secretary | 12 | $0 | $0 | $0 | $0 | 1 |
| NANCY S DAVENPORT | Director - Member Elected | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Marchman | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
2015 · 10 people listed · 3 paid, $463K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRED A BUCK | VICE PRESIDENT OPERATIONS | 15 | $278,045 | $0 | $0 | $278,045 | 1 |
| LYNDA G LOOMIS | VICE PRESIDENT OPERATIONS | 18 | $97,785 | $0 | $0 | $97,785 | 1 |
| PETER G GALLANIS | DIRECTOR-ex officio, president | 10 | $85,591 | $0 | $1,690 | $87,281 | 1 |
| DEBORAH A BELLO | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS F ENGLISH | DIRECTOR-MEMBER ELECted | 1 | $0 | $0 | $0 | $0 | 1 |
| MERLE T PEDERSON | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| PAMELA E OLSEN | director- ex officio | 5 | $0 | $0 | $0 | $0 | 1 |
| JOHN J FALKENBACH | DIRECTOR,chairman, secretary | 12 | $0 | $0 | $0 | $0 | 1 |
| NANCY S DAVENPORT | Director - Member Elected | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Marchman | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
2014 · 9 people listed · 2 paid, $332K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRED A BUCK | VICE PRESIDENT OPERATIONS | 15 | $250,107 | $0 | $0 | $250,107 | 1 |
| PETER G GALLANIS | DIRECTOR-ex officio, president | 10 | $0 | $0 | $82,161 | $82,161 | 1 |
| DEBORAH A BELLO | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS F ENGLISH | DIRECTOR-MEMBER ELECted | 1 | $0 | $0 | $0 | $0 | 1 |
| MERLE T PEDERSON | DIRECTOR-MEMBER ELECTED | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN c COLPEAN | director- ex officio | 10 | $0 | $0 | $0 | $0 | 1 |
| JOHN J FALKENBACH | DIRECTOR,chairman, secretary | 12 | $0 | $0 | $0 | $0 | 1 |
| NANCY S DAVENPORT | Director - Member Elected | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Marchman | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2025 · 5 contractors · $5.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| FAEGRE DRINKER BIDDLE & REATH LLC | INDIANAPOLIS, IN | LEGAL SERVICES | $1,390,421 |
| LEGAL & GENERAL INVEST MGMT AMERICA INC | PHILADELPHIA, PA | INVESTMENT MGMT. | $1,195,948 |
| WILLIS TOWERS WATSON US LLC | CHICAGO, IL | ACTUARIES | $883,051 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT ADVISORS | $814,451 |
| COMPUTER SCIENCES CORP | PHILADELPHIA, PA | 3RD PTY. ADMIN. | $690,195 |
2024 · 5 contractors · $4.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| LEGAL & GENERAL INVEST MGMT AMERICA INC | PHILADELPHIA, PA | INVESTMENT MGMT. | $1,249,372 |
| FAEGRE DRINKER BIDDLE & REATH LLC | INDIANAPOLIS, IN | LEGAL SERVICES | $1,202,990 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT ADVISORS | $858,892 |
| WILLIS TOWERS WATSON US LLC | CHICAGO, IL | ACTUARIES | $756,700 |
| COMPUTER SCIENCES CORP | PHILADELPHIA, PA | 3RD PTY. ADMIN. | $654,999 |
2023 · 5 contractors · $4.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| LEGAL & GENERAL INVEST MGMT AMERICA INC | PHILADELPHIA, PA | INVESTMENT MGMT. | $1,286,669 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT ADVISORS | $949,659 |
| FAEGRE DRINKER BIDDLE & REATH LLC | CHICAGO, IL | LEGAL SERVICES | $861,503 |
| WILLIS TOWERS WATSON US LLC | CHICAGO, IL | ACTUARIES | $711,005 |
| COMPUTER SCIENCES CORP | PHILADELPHIA, PA | 3RD PTY. ADMIN. | $617,343 |
2022 · 5 contractors · $4.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| LEGAL & GENERAL INVEST MGMT AMERICA INC | PHILADELPHIA, PA | INVESTMENT MGMT. | $1,597,838 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT ADVISORS | $979,524 |
| FAEGRE DRINKER BIDDLE & REATH LLC | CHICAGO, IL | LEGAL SERVICES | $759,584 |
| COMPUTER SCIENCES CORP | PHILADELPHIA, PA | 3RD PTY. ADMIN. | $586,110 |
| ARTHUR J GALLAGHER RISK MANAGEMENT SERV | MOUNT VERNON, NY | INSURANCE BROKER | $472,372 |
2021 · 5 contractors · $4.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| LEGAL & GENERAL INVEST MGMT AMERICA INC | CHICAGO, IL | INVESTMENT MGMT. | $1,856,315 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT ADVISORS | $1,134,377 |
| FAEGRE DRINKER BIDDLE & REATH LLC | INDIANAPOLIS, IN | LEGAL SERVICES | $576,863 |
| COMPUTER SCIENCES CORP | PHILADELPHIA, PA | 3RD PTY. ADMIN. | $536,183 |
| LYNDA G LOOMIS | WASHINGTON, DC | VP OF OPERATIONS | $345,308 |
2020 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Legal General Invest Mgmt Americ | PHIILADELPHIA, PA | Investment Mgmt. | $1,823,366 |
| nisa investment advisors llc | ST LOUIS, MO | investment advisors | $1,127,649 |
| Faegre DRinker Biddle Reath LLC | CHICAGO, IL | legal services | $629,547 |
| Willis Towers Watson | CHICAGO, IL | Actuarial Services | $384,914 |
| Computer Sciences Corp | PHILADELPHIA, PA | 3rd Pty. Admin. | $345,865 |
2019 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Legal General Invest Mgmt Americ | PHIILADELPHIA, PA | Investment Mgmt. | $1,631,959 |
| nisa investment advisors llc | ST LOUIS, MO | investment advisors | $1,037,769 |
| faegre baker daniels LLP | INDIANAPOLIS, IN | legal services | $784,123 |
| Towers Watson DELAWARE Inc | CHICAGO, IL | Actuarial Services | $469,423 |
| LYNDA G LOOMIS | WASHINGTON, DC | VP OF OPERATIONS | $348,512 |
2018 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Legal General Invest Mgmt Americ | PHIILADELPHIA, PA | Investment Mgmt. | $1,626,760 |
| nisa investment advisors llc | ST LOUIS, MO | investment advisors | $1,010,132 |
| faegre baker daniels LLP | INDIANAPOLIS, IN | legal services | $755,585 |
| Towers Watson DELAWARE Inc | CHICAGO, IL | Actuarial Services | $503,030 |
| LYNDA G LOOMIS | WASHINGTON, DC | VP OF OPERATIONS | $378,120 |
2017 · 5 contractors · $4.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Legal General Invest Mgmt Americ | PHIILADELPHIA, PA | Investment Mgmt. | $1,639,837 |
| nisa investment advisors llc | ST LOUIS, MO | investment advisors | $1,004,737 |
| faegre baker daniels LLP | INDIANAPOLIS, IN | legal services | $645,066 |
| LYNDA G LOOMIS | WASHINGTON, DC | VP OF OPERATIONS | $362,852 |
| Towers Watson Pennsylvania Inc | CHICAGO, IL | Actuarial Services | $351,364 |
2016 · 5 contractors · $5.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Legal General Invest Mgmt Americ | PHIILADELPHIA, PA | Investment Mgmt. | $1,682,969 |
| nisa investment advisors llc | ST LOUIS, MO | investment advisors | $1,040,455 |
| Towers Watson Pennsylvania Inc | CHICAGO, IL | Actuarial Services | $993,557 |
| faegre baker daniels LLP | INDIANAPOLIS, IN | legal services | $852,480 |
| LYNDA G LOOMIS | WASHINGTON, DC | VP OF OPERATIONS | $396,664 |
2015 · 5 contractors · $4.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| Legal General Invest Mgmt Americ | PHIILADELPHIA, PA | Investment Mgmt. | $1,747,077 |
| nisa investment advisors llc | ST LOUIS, MO | investment advisors | $1,036,557 |
| Towers Watson Pennsylvania Inc | CHICAGO, IL | Actuarial Services | $954,517 |
| faegre baker daniels LLP | INDIANAPOLIS, IN | legal services | $898,415 |
| COMPUTER SCIENCE CORP | PHILADELPHIA, PA | TECHNOLOGY | $305,339 |
2014 · 5 contractors · $5.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| Legal General Invest Mgmt Americ | PHIILADELPHIA, PA | Investment Mgmt. | $1,642,413 |
| Towers Watson Pennsylvania Inc | CHICAGO, IL | Actuarial Services | $1,267,234 |
| faegre baker daniels LLP | INDIANAPOLIS, IN | legal services | $1,172,186 |
| nisa investment advisors | ST LOUIS, MO | investment advisors | $975,246 |
| COMPUTER SCIENCE CORP | PHILADELPHIA, PA | TECHNOLOGY | $379,594 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $54,747,905 | $36,556,211 | $1,152,263,247 | $175,700,952 | $0 | $0 | $490,331 | 0 | 0 |
| 2024 · Form 990 | ||||||||
| $57,727,856 | $46,019,214 | $1,263,433,280 | $157,797,438 | $0 | $0 | $504,290 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $59,125,067 | $51,896,875 | $1,367,048,132 | $145,698,611 | $0 | $0 | $445,402 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $54,760,541 | $44,795,640 | $1,517,979,734 | $139,730,419 | $0 | $0 | $451,170 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $54,247,522 | $45,122,339 | $1,687,230,547 | $129,838,530 | $0 | $0 | $436,254 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $60,800,855 | $46,673,740 | $1,654,485,818 | $121,025,695 | $0 | $0 | $406,522 | 0 | - |
| 2019 · Form 990 | ||||||||
| $63,951,811 | $57,478,583 | $1,563,909,790 | $106,885,228 | $0 | $0 | $429,648 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $61,227,282 | $57,031,537 | $1,504,883,273 | $92,232,526 | $0 | $0 | $475,867 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $64,217,536 | $62,932,767 | $1,543,378,366 | $86,509,950 | $0 | $0 | $432,674 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $66,604,812 | $69,080,152 | $1,493,538,200 | $81,644,029 | $0 | $0 | $597,066 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $96,682,788 | $78,985,422 | $1,534,328,612 | $154,632,746 | $0 | $0 | $463,111 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $131,635,489 | $77,392,515 | $1,565,793,005 | $137,158,256 | $0 | $0 | $332,268 | 0 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUST INC | DC | S41 | $36,412,345 | $34,913,014 | PRESIDENT & CEO | $2,974,698 | Same NTEE code S41, revenue within 2x, same state, similar mission |
| INTERNATIONAL BAR ASSOCIATION | DC | S41 | $31,551,070 | $31,918,783 | CHIEF EXECUTIVE OFFICER | $759,583 | Same NTEE code S41, revenue within 2x, same state |
| AMERICAN CLEAN POWER ASSOCIATION | DC | S41 | $67,498,049 | $75,962,907 | CEO | $2,892,608 | Same NTEE code S41, revenue within 2x, same state |
| AMERICAN PSYCHIATRIC ASSOCIATION | DC | S41 | $58,199,477 | $60,852,453 | CEO & MEDICAL DIRECTOR (UNTIL 5/24) | $674,773 | Same NTEE code S41, revenue within 2x, same state |
| ALLIANCE FOR AUTOMOTIVE INNOVATION | DC | S41 | $34,289,320 | $35,106,965 | PRESIDENT/CEO | $1,964,383 | Same NTEE code S41, revenue within 2x, same state |
| CHIEF EXECUTIVES ORGANIZATION INC | DC | S41 | $36,330,170 | $34,912,002 | PRESIDENT & CEO | $802,222 | Same NTEE code S41, revenue within 2x, same state |
| EDISON ELECTRIC INSTITUTE | DC | S41 | $101,821,254 | $98,837,000 | FORMER PRESIDENT AND CEO UNTIL 12/23 | $12,453,228 | Same NTEE code S41, revenue within 2x, same state |
| WASHINGTON DC CONVENTION AND TOURISM CORPORATION | DC | S41 | $55,030,141 | $53,637,838 | PRESIDENT & CEO | $1,024,744 | Same NTEE code S41, revenue within 2x, same state |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | DC | S41 | $65,247,205 | $63,048,100 | CHIEF EXECUTIVE OFFICER | $1,291,553 | Same NTEE code S41, revenue within 2x, same state |
| GROWTH ENERGY | DC | S41 | $27,448,026 | $26,781,457 | CEO | $1,109,067 | Same NTEE code S41, revenue within 2x, same state |
| FINANCIAL SERVICES FORUM | DC | S41 | $27,400,000 | $28,888,019 | PRESIDENT & CEO | $2,419,874 | Same NTEE code S41, revenue within 2x, same state |
| AUTO CARE ASSOCIATION | MD | S41 | $33,141,193 | $27,435,958 | PRESIDENT & CHIEF EXECUTIVE OFFICER | $824,086 | Same NTEE code S41, revenue within 2x |
| CREDIT UNION NATIONAL ASSOCIATION INC | WI | S41 | $103,908,424 | $101,362,458 | PRESIDENT/CEO | $2,984,778 | Same NTEE code S41, revenue within 2x |
| SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION | IL | S41 | $68,295,697 | $57,784,872 | CEO | $851,845 | Same NTEE code S41, revenue within 2x |
| AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION | IL | S41 | $77,845,711 | $70,079,421 | President & Chief Executive Officer | $3,076,054 | Same NTEE code S41, revenue within 2x |
| GLOBAL ASSOCIATIONS OF RISK PROFFESIONALS INC | NJ | S41 | $41,441,148 | $42,684,422 | PRESIDENT & CEO | $2,041,306 | Same NTEE code S41, revenue within 2x |
| INTERNATIONAL ASSOCIATION OF PRIVACY PROFESSIONALS | NH | S41 | $74,657,443 | $57,574,874 | PRESIDENT/CEO | $1,099,369 | Same NTEE code S41, revenue within 2x |
| NATIONAL CATTLEMENS BEEF ASSOCIATION INC | CO | S41 | $58,246,267 | $56,306,249 | CEO | $499,938 | Same NTEE code S41, revenue within 2x |
| INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC | WI | S41 | $37,496,078 | $38,552,486 | CHIEF EXECUTIVE OFFICER | $678,498 | Same NTEE code S41, revenue within 2x |
| ASSOCIATION OF EQUIPMENT MANUFACTURERS | WI | S41 | $64,097,304 | $46,178,994 | AEM PRESIDENT | $740,935 | Same NTEE code S41, revenue within 2x |
| WORKERS COMPENSATION SECURITY FUND | NJ | S41 | $38,797,654 | $26,453,818 | CHIEF EXECUTIVE OFFICER | $330,714 | Same NTEE code S41, revenue within 2x |
| INTERNATIONAL ASSOCIATION FOR THE STUDY OF LUNG CANCER | CO | S41 | $28,627,995 | $26,021,479 | CEO | $512,109 | Same NTEE code S41, revenue within 2x |
| OSCEOLA CONVENTION AND VISITORS BUREAU INC | FL | S41 | $36,289,682 | $34,546,558 | CEO/PRESIDENT | $558,926 | Same NTEE code S41, revenue within 2x |
| FLORIDA ASSOCIATION OF REALTORS | FL | S41 | $47,068,226 | $41,650,756 | CEO | $722,958 | Same NTEE code S41, revenue within 2x |
| LAW SOCIETY OF BRITISH COLUMBIA | S41 | $52,592,349 | $58,747,291 | CEO, Executive Director | $479,115 | Same NTEE code S41, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $36,556,211 spent · pay $490,331 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ANNUITY BENEFITS PAYMEN | $88,949,421 | - | - | - | 243.3% |
| Fees: investment management | $2,138,283 | - | - | - | 5.8% | |
| Fees: management | $1,461,597 | - | - | - | 4.0% | |
| Fees: legal | $1,318,671 | - | - | - | 3.6% | |
| Fees: other services | $1,105,015 | - | - | - | 3.0% | |
| Office expenses | $522,105 | - | - | - | 1.4% | |
| Pay: officers, directors, trustees, key employees | $490,331 | - | - | - | 1.3% | |
| Insurance | $451,547 | - | - | - | 1.2% | |
| Fees: accounting | $416,955 | - | - | - | 1.1% | |
| Other (as described) | DATA PROCESSING | $59,405 | - | - | - | 0.2% |
| Other (as described) | LICENSES AND PERMITS | $42,802 | - | - | - | 0.1% |
| Other (as described) | INT & PEN ST WITHHOLDIN | $11,300 | - | - | - | 0.0% |
| Travel | $2,423 | - | - | - | 0.0% | |
| Interest | $103 | - | - | - | 0.0% | |
| All other expenses | -$60,413,747 | - | - | - | -165.3% | |
| Total | $36,556,211 | 100% |
2024 · Form 990 · $46,019,214 spent · pay $504,290 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ANNUITY BENEFITS PAYMEN | $79,458,304 | - | - | - | 172.7% |
| Fees: investment management | $2,321,370 | - | - | - | 5.0% | |
| Fees: management | $1,332,912 | - | - | - | 2.9% | |
| Fees: legal | $1,070,740 | - | - | - | 2.3% | |
| Fees: other services | $655,794 | - | - | - | 1.4% | |
| Pay: officers, directors, trustees, key employees | $504,290 | - | - | - | 1.1% | |
| Insurance | $463,633 | - | - | - | 1.0% | |
| Fees: accounting | $408,707 | - | - | - | 0.9% | |
| Office expenses | $341,608 | - | - | - | 0.7% | |
| Other (as described) | DATA PROCESSING | $47,973 | - | - | - | 0.1% |
| Other (as described) | LICENSES AND PERMITS | $44,492 | - | - | - | 0.1% |
| Other (as described) | INT & PEN ST WITHHOLDIN | $7,821 | - | - | - | 0.0% |
| Travel | $1,928 | - | - | - | 0.0% | |
| Interest | $262 | - | - | - | 0.0% | |
| All other expenses | -$40,640,620 | - | - | - | -88.3% | |
| Total | $46,019,214 | 100% |
2023 · Form 990 · $51,896,875 spent · pay $445,402 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ANNUITY BENEFITS PAYMEN | $72,456,511 | - | - | - | 139.6% |
| Fees: investment management | $2,111,196 | - | - | - | 4.1% | |
| Fees: legal | $866,326 | - | - | - | 1.7% | |
| Fees: management | $716,005 | - | - | - | 1.4% | |
| Fees: other services | $636,917 | - | - | - | 1.2% | |
| Insurance | $471,121 | - | - | - | 0.9% | |
| Pay: officers, directors, trustees, key employees | $445,402 | - | - | - | 0.9% | |
| Fees: accounting | $387,490 | - | - | - | 0.7% | |
| Other (as described) | LICENSES AND PERMITS | $138,179 | - | - | - | 0.3% |
| Office expenses | $75,233 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING | $46,769 | - | - | - | 0.1% |
| Other (as described) | INT & PEN ST WITHHOLDIN | $7,960 | - | - | - | 0.0% |
| Travel | $1,826 | - | - | - | 0.0% | |
| All other expenses | -$26,464,060 | - | - | - | -51.0% | |
| Total | $51,896,875 | 100% |
2022 · Form 990 · $44,795,640 spent · pay $451,170 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ANNUITY BENEFITS PAYMEN | $71,512,707 | - | - | - | 159.6% |
| Fees: investment management | $2,798,806 | - | - | - | 6.2% | |
| Fees: legal | $634,252 | - | - | - | 1.4% | |
| Fees: other services | $586,747 | - | - | - | 1.3% | |
| Insurance | $476,874 | - | - | - | 1.1% | |
| Pay: officers, directors, trustees, key employees | $451,170 | - | - | - | 1.0% | |
| Fees: accounting | $363,600 | - | - | - | 0.8% | |
| Fees: management | $279,703 | - | - | - | 0.6% | |
| Other (as described) | LICENSES AND PERMITS | $167,641 | - | - | - | 0.4% |
| Office expenses | $50,224 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING | $30,412 | - | - | - | 0.1% |
| Other (as described) | INT & PEN ST WITHHOLDIN | $7,800 | - | - | - | 0.0% |
| Travel | $1,945 | - | - | - | 0.0% | |
| Interest | $83 | - | - | - | 0.0% | |
| All other expenses | -$32,566,324 | - | - | - | -72.7% | |
| Total | $44,795,640 | 100% |
2021 · Form 990 · $45,122,339 spent · pay $436,254 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ANNUITY BENEFITS PAYMEN | $82,317,204 | - | - | - | 182.4% |
| Fees: investment management | $3,267,467 | - | - | - | 7.2% | |
| Fees: legal | $576,863 | - | - | - | 1.3% | |
| Fees: other services | $529,125 | - | - | - | 1.2% | |
| Insurance | $437,334 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $436,254 | - | - | - | 1.0% | |
| Fees: accounting | $363,210 | - | - | - | 0.8% | |
| Fees: management | $245,436 | - | - | - | 0.5% | |
| Other (as described) | LICENSES AND PERMITS | $96,274 | - | - | - | 0.2% |
| Office expenses | $65,540 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING | $43,291 | - | - | - | 0.1% |
| Other (as described) | INT & PEN ST WITHHOLDIN | $9,585 | - | - | - | 0.0% |
| Travel | $1,741 | - | - | - | 0.0% | |
| Interest | $225 | - | - | - | 0.0% | |
| Depreciation and depletion | $173 | - | - | - | 0.0% | |
| All other expenses | -$43,267,383 | - | - | - | -95.9% | |
| Total | $45,122,339 | 100% |
2020 · Form 990 · $46,673,740 spent · pay $406,522 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ANNUITY BENEFITS PAYMENTS | $91,853,546 | - | - | - | 196.8% |
| Fees: investment management | $3,201,716 | - | - | - | 6.9% | |
| Fees: legal | $595,436 | - | - | - | 1.3% | |
| Pay: officers, directors, trustees, key employees | $406,522 | - | - | - | 0.9% | |
| Fees: other services | $375,574 | - | - | - | 0.8% | |
| Fees: management | $375,530 | - | - | - | 0.8% | |
| Insurance | $362,811 | - | - | - | 0.8% | |
| Fees: accounting | $320,050 | - | - | - | 0.7% | |
| Other (as described) | LICENSES AND PERMITS | $115,678 | - | - | - | 0.2% |
| Office expenses | $73,646 | - | - | - | 0.2% | |
| Other (as described) | DATA PROCESSING | $44,762 | - | - | - | 0.1% |
| Depreciation and depletion | $346 | - | - | - | 0.0% | |
| All other expenses | -$11,695,556 | - | - | - | -25.1% | |
| Other (as described) | CHANGES IN ANNUITY RESERVES | -$39,356,321 | - | - | - | -84.3% |
| Total | $46,673,740 | 100% |
2019 · Form 990 · $57,478,583 spent · pay $429,648 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ANNUITY BENEFITS PAYMENTS | $83,786,106 | - | - | - | 145.8% |
| Fees: investment management | $2,893,573 | - | - | - | 5.0% | |
| Fees: legal | $665,875 | - | - | - | 1.2% | |
| Fees: other services | $439,158 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $429,648 | - | - | - | 0.7% | |
| Fees: accounting | $376,185 | - | - | - | 0.7% | |
| Insurance | $353,685 | - | - | - | 0.6% | |
| Fees: management | $226,676 | - | - | - | 0.4% | |
| Other (as described) | LICENSES AND PERMITS | $139,425 | - | - | - | 0.2% |
| Office expenses | $59,608 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING | $51,631 | - | - | - | 0.1% |
| Travel | $9,124 | - | - | - | 0.0% | |
| Depreciation and depletion | $346 | - | - | - | 0.0% | |
| All other expenses | -$7,042,595 | - | - | - | -12.3% | |
| Other (as described) | CHANGES IN ANNUITY RESERVES | -$24,909,862 | - | - | - | -43.3% |
| Total | $57,478,583 | 100% |
2018 · Form 990 · $57,031,537 spent · pay $475,867 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ANNUITY BENEFITS PAYMENTS | $76,616,321 | - | - | - | 134.3% |
| Fees: investment management | $2,827,538 | - | - | - | 5.0% | |
| Fees: legal | $669,542 | - | - | - | 1.2% | |
| Fees: other services | $519,595 | - | - | - | 0.9% | |
| Pay: officers, directors, trustees, key employees | $475,867 | - | - | - | 0.8% | |
| Insurance | $349,614 | - | - | - | 0.6% | |
| Fees: accounting | $342,700 | - | - | - | 0.6% | |
| Fees: management | $308,698 | - | - | - | 0.5% | |
| Other (as described) | LICENSES AND PERMITS | $150,158 | - | - | - | 0.3% |
| Other (as described) | DATA PROCESSING | $57,746 | - | - | - | 0.1% |
| Office expenses | $57,616 | - | - | - | 0.1% | |
| Travel | $5,956 | - | - | - | 0.0% | |
| Depreciation and depletion | $1,354 | - | - | - | 0.0% | |
| All other expenses | -$5,432,069 | - | - | - | -9.5% | |
| Other (as described) | CHANGES IN ANNUITY RESERVES | -$19,919,099 | - | - | - | -34.9% |
| Total | $57,031,537 | 100% |
2017 · Form 990 · $62,932,767 spent · pay $432,674 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| All other expenses | $74,779,890 | - | - | - | 118.8% | |
| Fees: investment management | $2,898,254 | - | - | - | 4.6% | |
| Fees: legal | $501,829 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $432,674 | - | - | - | 0.7% | |
| Fees: other services | $388,966 | - | - | - | 0.6% | |
| Insurance | $354,758 | - | - | - | 0.6% | |
| Fees: accounting | $299,235 | - | - | - | 0.5% | |
| Fees: management | $298,264 | - | - | - | 0.5% | |
| Other (as described) | LICENSES AND PERMITS | $91,030 | - | - | - | 0.1% |
| Other (as described) | DATA PROCESSING | $73,002 | - | - | - | 0.1% |
| Office expenses | $53,341 | - | - | - | 0.1% | |
| Interest | $2,596 | - | - | - | 0.0% | |
| Travel | $2,480 | - | - | - | 0.0% | |
| Depreciation and depletion | $2,075 | - | - | - | 0.0% | |
| Other (as described) | INTEREST & PENALTIES | $132 | - | - | - | 0.0% |
| Other (as described) | CHANGES IN ANNUITY RESERVE | -$17,245,759 | - | - | - | -27.4% |
| Total | $62,932,767 | 100% |
2016 · Form 990 · $69,080,152 spent · pay $597,066 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| All other expenses | $114,315,167 | - | - | - | 165.5% | |
| Fees: investment management | $2,797,656 | - | - | - | 4.0% | |
| Fees: other services | $942,303 | - | - | - | 1.4% | |
| Fees: legal | $919,480 | - | - | - | 1.3% | |
| Pay: officers, directors, trustees, key employees | $597,066 | - | - | - | 0.9% | |
| Fees: accounting | $302,660 | - | - | - | 0.4% | |
| Fees: management | $292,024 | - | - | - | 0.4% | |
| Other (as described) | LICENSES AND PERMITS | $253,978 | - | - | - | 0.4% |
| Insurance | $220,690 | - | - | - | 0.3% | |
| Other (as described) | DATA PROCESSING | $60,532 | - | - | - | 0.1% |
| Office expenses | $53,147 | - | - | - | 0.1% | |
| Depreciation and depletion | $2,666 | - | - | - | 0.0% | |
| Travel | $2,062 | - | - | - | 0.0% | |
| Other (as described) | INTEREST & PENALTIES | $77 | - | - | - | 0.0% |
| Other (as described) | CHANGES IN ANNUITY RESERVE | -$51,679,356 | - | - | - | -74.8% |
| Total | $69,080,152 | 100% |
2015 · Form 990 · $78,985,422 spent · pay $463,111 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| All other expenses | $123,763,721 | - | - | - | 156.7% | |
| Fees: investment management | $2,946,777 | - | - | - | 3.7% | |
| Fees: other services | $923,502 | - | - | - | 1.2% | |
| Fees: legal | $666,521 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $463,111 | - | - | - | 0.6% | |
| Fees: management | $320,602 | - | - | - | 0.4% | |
| Fees: accounting | $287,178 | - | - | - | 0.4% | |
| Other (as described) | LICENSES AND PERMITS | $165,958 | - | - | - | 0.2% |
| Insurance | $156,272 | - | - | - | 0.2% | |
| Other (as described) | DATA PROCESSING | $69,964 | - | - | - | 0.1% |
| Office expenses | $66,592 | - | - | - | 0.1% | |
| Other (as described) | INTEREST & PENALTIES | $7,831 | - | - | - | 0.0% |
| Depreciation and depletion | $3,252 | - | - | - | 0.0% | |
| Travel | $2,306 | - | - | - | 0.0% | |
| Other (as described) | CHANGES IN ANNUITY RESERVE | -$50,858,165 | - | - | - | -64.4% |
| Total | $78,985,422 | 100% |
2014 · Form 990 · $77,392,515 spent · pay $332,268 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| All other expenses | $109,065,989 | - | - | - | 140.9% | |
| Fees: investment management | $2,934,891 | - | - | - | 3.8% | |
| Fees: other services | $1,339,481 | - | - | - | 1.7% | |
| Fees: legal | $1,208,064 | - | - | - | 1.6% | |
| Fees: management | $377,821 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $332,268 | - | - | - | 0.4% | |
| Other (as described) | LICENSES AND PERMITS | $156,854 | - | - | - | 0.2% |
| Fees: accounting | $155,130 | - | - | - | 0.2% | |
| Insurance | $150,853 | - | - | - | 0.2% | |
| Other (as described) | DATA PROCESSING | $94,004 | - | - | - | 0.1% |
| Office expenses | $58,687 | - | - | - | 0.1% | |
| Other (as described) | PREMIUM TAX | $12,906 | - | - | - | 0.0% |
| Travel | $7,372 | - | - | - | 0.0% | |
| Depreciation and depletion | $3,252 | - | - | - | 0.0% | |
| Other (as described) | CHANGES IN ANNUITY RESERVE | -$38,505,057 | - | - | - | -49.8% |
| Total | $77,392,515 | 100% |
Comments