2022-11-14T11:00:34-05:00 2021-12-31 990 2021-01-01 470339250 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOOD 4023421890 1700 FARNAM STREET SUITE 2200 OMAHA NE 681022025 AARON COOPER DIR, ACCT SUPPORT 4023421890 2022-11-11 AARON COOPER 999009999 2021 2022-09-23 18:48:47Z WOODMENLIFE PATRICK L DEES 2331 S 218TH AVENUE ELKHORN NE 68022 2526813486 false X WOODMENLIFE.ORG X 1890 NE UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. 13 9 2315 15815 1306185 0 615576978 576584190 388704609 435927357 8009627 8108267 1012291214 1020619814 1519872 1294040 777163134 696417910 77408269 89939202 0 0 143762177 164388254 999853452 952039406 12437762 68580408 11227563368 11463649522 9612974637 9738606414 1614588731 1725043108 X UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. false false WOODMENLIFE EXTRAS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE BENEFITS AND DISCOUNTS TO OUR MEMBERS AT NO EXTRA COST, JUST FOR DOING BUSINESS WITH US. SOME OF THE NON-CONTRACTUAL BENEFITS AVAILABLE TO ELIGIBLE WOODMENLIFE MEMBERS INCLUDE: "FIRST RESPONDERS BENEFIT - WOODMENLIFE WILL PAY A 25,000 BENEFIT IF A GOOD-STANDING MEMBER IS KILLED WHILE PERFORMING HIS/HER DUTIES AS A NON- MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMTS AND PARAMEDICS, POLICE, OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. "ORPHAN'S CARE BENEFIT - WOODMENLIFE OFFERS 1,000 PER MONTH 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. "WOODMENLIFE FOCUS FORWARD SCHOLARSHIP - THROUGH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, NEARLY 4,000 SCHOLARSHIPS WORTH 2.4 MILLION HAVE BEEN AWARDED TO HIGH SCHOOL GRADUATES SINCE 2017. SCHOLARSHIPS MAY BE USED AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS, AND SCHOLARSHIP MONEY CAN BE USED FOR EDUCATION-RELATED EXPENSES, WHICH INCLUDE TUITION, FEES, BOOKS, SUPPLIES AND ROOM AND BOARD. "STUDENT LOAN RELIEF - EVERY YEAR, WOODMENLIFE GIVES UP TO 200 1,000 AWARDS TO ELIGIBLE MEMBERS. RECIPIENTS ARE SELECTED BASED ON COMMUNITY SERVICE, PATRIOTISM AND LOAN STATEMENTS. "GIVING TOGETHER - THE GIVING TOGETHER PROGRAM PROVIDES FUNDING FOR SALES REPRESENTATIVES TO ORGANIZE AND CONDUCT COMMUNITY BEAUTIFICATION PROJECTS, SUCH AS PAINTING AT YOUTH FOOTBALL FIELDS, ERECTING FLAGPOLES AT CHURCHES AND LANDSCAPING AT COMMUNITY CENTERS. "COMMUNITY IMPROVEMENT FUNDS - WOODMENLIFE ALLOCATES FUNDS TO LOCAL CHAPTERS AND COMMUNITIES THAT SUPPORT OUR SHARED COMMITMENT TO FAMILY, COMMUNITY, AND COUNTRY. THESE FUNDS HELP MEMBERS PROVIDE FOR LOCAL NEEDS AND GIVE MEMBERS A VOICE IN DECIDING WHICH CAUSES MATTER MOST TO THEM. 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. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 3.5 MILLION FLAGS TO NONPROFIT ORGANIZATIONS, SCHOOLS AND COMMUNITIES. WOODMENLIFE IS THE SECOND LARGEST PURCHASER OF AMERICAN FLAGS BEHIND THE UNITED STATES GOVERNMENT. AS PART OF THE PATRIOTIC PROGRAM, CHAPTERS ARE ENCOURAGED TO PLAN AND PARTICIPATE IN FLAGS ACROSS AMERICA PROJECTS ON JUNE 14 AND IN HONOR AND REMEMBRANCE CEREMONIES ON SEPTEMBER 11. THEY ALSO PLAN COMMUNITY SERVICE PROJECTS FOR VETERANS DAY, MEMORIAL DAY, AND INDEPENDENCE DAY. IN ADDITION, WOODMENLIFE HAS PARTNERED WITH THE GARY SINISE FOUNDATION TO FURTHER SUPPORT THEIR MISSION OF HONORING OUR DEFENDERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND THOSE IN NEED. FIGHTING HUNGER - WOODMENLIFE MADE FIGHTING HUNGER ITS NATIONAL COMMUNITY FOCUS IN 2015. THIS FOCUS UNITES MEMBERS OF THE WOODMENLIFE FAMILY, AS WELL AS OUR SALES REPRESENTATIVES AND HOME OFFICE ASSOCIATES. HUNGER-FIGHTING EFFORTS INCLUDE COMMUNITY FOOD DRIVES, BACKPACK STUFFING EVENTS, SORTING DONATIONS AT LOCAL FOOD BANKS, SERVING MEALS AT COMMUNITY KITCHENS, AND HOLDING COOKING FUNDRAISERS. WOODMENLIFE ALSO SUPPORTS THIS EFFORT THROUGH ITS CORPORATE GIVING. SINCE 2015, WOODMENLIFE AND ITS MEMBERS HAVE COLLECTED MORE THAN 1.1 MILLION POUNDS OF FOOD AND DONATED MORE THAN 3.1 MILLION DOLLARS. false false true false false false false false false true true false true true false true false false false true false false false false false false true true true false false false false false false false false false false false true true true false true 187344 0 true 2315 true true true false false false false false false false false false true false X 13 9 false false false false true true true true true false true true true true true true true true true true false X AARON COOPER 4023421890 1700 FARNAM STREET OMAHA NE 68102 X PATRICK L DEES PRESIDENT & 50.00 1.00 X X 1414888 0 254380 DENISE M MCCAULEY EXEC VP, SEC 50.00 1.00 X X 912937 0 96535 STEPHEN K MCMAHAN EXEC VP CHIE 50.00 3.00 X X 648745 0 192350 ANTHONY ANGERETT SALES REPRES 50.00 0.00 X 716488 0 114812 JON AERNI EXECUTIVE VP 50.00 2.00 X X 636837 0 141015 SPENCER T OWEN REGIONAL DIR 50.00 0.00 X 472177 0 213246 CYNTHIA S BENGTSON VP, CHIEF IN 50.00 0.00 X 495231 0 154711 LEE A JANECEK VP, CORE OPS 50.00 0.00 X 305135 0 260020 LYNN ESPELAND SVP GEN COUN 50.00 2.00 X 404499 0 142656 PASQUALE FRAPPAMPINA SR VP, NAT S 50.00 1.00 X 412036 0 124232 WILLIAM PATE SALES REPRES 50.00 X 367569 0 130106 RANDALL P ROTSCHAFER VP, CHIEF RI 50.00 0.00 X 272011 0 222914 RAYMOND G SMOLINSKI VP, BUSINESS 50.00 0.00 X 393783 0 97525 RONNIE LEAR REGIONAL DIR 50.00 X 336648 0 139503 KARLA J GOCHENOUR VP, HUMAN RE 50.00 0.00 X 301416 0 154129 ANNETTE M DEVINE VP, ACCOUNTI 50.00 3.00 X 286112 0 142396 BLAKE WARNEKE VP ACTUARY & 50.00 0.00 X 293625 0 100998 GARRET EMERSON REGIONAL DIR 50.00 X 286062 0 81402 CHARLES R DRIFFILL VP, SALES 50.00 1.00 X 280313 0 55447 JEREMY CARROLL VP, SALES 50.00 1.00 X 255406 0 43943 PAMELA MORTENSON VP, STRATEGI 50.00 0.00 X 259945 0 37509 PAULA S MAU VP, SECURITY 50.00 0.00 X 238631 0 42120 JOHN SHARP DEPUTY GENER 50.00 1.00 X 260496 0 12489 KELLY LIBERTY VP, STRATEGI 50.00 X 220319 0 36886 LORI HOWARD VP, MARKETIN 50.00 0.00 X 206768 0 44268 DANIEL MOLONY VP, FRATERNA 50.00 1.00 X 158265 0 39358 DONALD L MOLINEU JR RETIRED 3/31/21 CTO ON 1/8/21 VP, FRATERNA 50.00 1.00 X 105217 0 8657 CATHRYN MOBLEY BOARD OF DIR 5.00 X 95000 0 0 JAMES W SHAVER BOARD OF DIR 5.00 0.00 X 79011 0 0 DARYL J DOISE BOARD OF DIR 5.00 1.00 X 78063 0 0 DWAYNE H TUCKER BOARD OF DIR 5.00 0.00 X 78000 0 0 MICHAEL C SHEALY BOARD OF DIR 5.00 1.00 X 77333 0 0 DANNY E CUMMINS DIR, FORMER 5.00 0.00 X 75863 0 0 JAMES W BOSLER III BOARD OF DIR 5.00 1.00 X 75500 0 0 ROBERT T MAHER BOD, FORMER 5.00 1.00 X 75500 0 0 WESLEY A DODD JR TERM 9/1/21 BOARD OF DIR 5.00 0.00 X 73313 0 0 JAMES CALDWELL BOARD OF DIR 5.00 X 52250 0 0 DANIEL W RICE III TERM 4/30/21 BOARD OF DIR 5.00 0.00 X 33493 0 0 AARON COOPER DIR, ACCT SU X 0 0 0 11734885 3083607 290 false true false LIDP CONSULTING SERVICES INC 101 W VENICE AVE SUITE 22 VENICE FL 34285 SFTWR DEVELOP. 3334348 BASIS GLOBAL TECHNOLOGIES INC 11 E MADISON ST 6TH FLR CHICAGO IL 60602 ADVERTISING SVS 2401629 SHI INTERNATIONAL CORP PO BOX 952121 DALLAS TX 753952121 SOFTWARE 1762130 IPIPELINE 222 VALLEY CREEK BLVD 300 EXTON PA 19341 SOFTWARE 1326456 EXAMONEQUEST DIAGNOSTICS PO BOX 201395 DALLAS TX 753201395 MEDICAL RECORDS 1308788 90 PREMIUM INCOME 524113 560180919 560180919 FRATERNAL INCOME 524113 11863363 11863363 SUPPLEMENTARY CONTRACTS 524113 4539908 4539908 576584190 375320673 375320673 20738640 13936558 6802082 6802082 6802082 1216173042 336690756 1164473538 327783576 51699504 8907180 60606684 60606684 INCOME/(LOSS) FROM PSHIPS 900099 905529 905529 PARKING LOTS AND GARAGES 812930 400656 400656 1306185 1020619814 637190874 1306185 382122755 985663 308377 696417910 11734885 49318916 8026356 13582327 7276718 872612 370600 192414 3619261 3531043 17137782 4428640 9611 222095 3853791 571227 TRANSFER TO SEPARATE ACCO 55392328 COMMISSIONS 40808957 SALES EXPENSES 12088489 FRATERNAL CHAPTER FUNDING 6304076 14985328 952039406 0 0 0 -8331004 -15118917 278987443 115543888 436776 883279 226190268 161360284 70148755 64829984 7804972145 8001918894 2346576207 2379323651 734773046 916268743 11227563368 11463649522 55820752 58738260 9557153885 9679868154 9612974637 9738606414 X 1614588731 1725043108 1614588731 1725043108 11227563368 11463649522 X 68580408 63746923 -21872954 X false true X true false 12000 false SCHEDULE C, PART IV WOODMENLIFE MADE STATE AND LOCAL CONTRIBUTIONS. 110516106 99984717 146381541 64119282 15689447 14978745 710702 64829984 MORTGAGE LOANS - COST 2173041204 C CTF LOANS-LEGACY 116445560 C OTHER SCHEDULE BA-COST 35327175 C CALL OPTIONS&WARRANTS-MKT ADJ 21044326 F CTF LOANS-INGENIUM 9647643 C OTHER SCHEDULE BA-MKT VAL ADJ 859556 F ACCELERATED BENEFIT LIENS 702718 C CTF LOANS IN PROCESS 331531 C CTF LOANS-NONADMITTED -635878 C 2379323651 SEPARATE ACCOUNTS 852017509 INVESTMENT INCOME DUE & ACCRUED 58324297 REINSURANCE AMOUNTS RECOVERABLE 4336981 PREMIUMS & CONSIDERATIONS 1589956 916268743 LIFE RESERVES 7407058648 DEPOSIT CONTRACTS LIABILITY 881630905 SEPARATE ACCOUNT 840329224 MISC LIABILITIES 326007582 CONTRACT CLAIMS 66991115 A&H RESERVES 62386469 AGGREGATE WRITE-INS 53343575 PROVISION FOR REFUNDS PAYABLE 26540000 BENEFIT LIABILITIES 15580636 9679868154 952342780 13936557 13936557 938406223 82213591 82213591 1020619814 883762372 13936557 13936557 869825815 82213591 82213591 952039406 SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES RELATED TO RENTAL INCOME 13,936,557 SCHEDULE D, PAGE 4, PART XI, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 21,606,907 NET GAIN SALE OF ASSETS 60,606,684 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO RENTAL INCOME 13,936,557 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 21,606,907 NET GAIN SALE OF ASSETS 60,606,684 BOOK / TAX DEPRECIATION DIFFERENCE 17,790,349 false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 20442759 20442759 20442759 true false true true false false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 20,442,759 true AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501C3 36400 GENERAL SUPPORT BOYS AND GIRLS CLUB OF AMERICA 2610 HAMILTON ST OMAHA NE 681311640 272250924 501C4 12100 GENERAL SUPPORT BUSINESS ETHICS ALLIANCE 2500 CALIFORNIA PLAZA OMAHA NE 68178 743244900 501C3 10000 GENERAL SUPPORT CRESCENT FOOD PANTRY 720 OLD LINCOLN HWY CRESCENT IA 51526 472459792 501C3 15039 GENERAL SUPPORT DOUGLAS COUNTY DEPUTY SHERIFFS FOUN 3601 N 156TH ST OMAHA NE 68116 261479381 501C3 5560 GENERAL SUPPORT FEEDING AMERICA 161 NORTH CLARK ST CHICAGO IL 60601 363673599 501C3 20000 GENERAL SUPPORT FIRST RESPONDERS FOUNDATION 2900 SOUTH 110TH CT OMAHA NE 68114 263499345 501C3 15000 GENERAL SUPPORT FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501C3 86711 GENERAL SUPPORT GARY SINISE FOUNDATION 2029 CENTURY PARK EAST NO 1500 LOS ANGELES CA 90067 800587086 501C3 500000 GENERAL SUPPORT GREATER OMAHA CHAMBER OF COMMERCE 1301 HARNEY STREET OMAHA NE 68102 470258610 501C6 6050 GENERAL SUPPORT HABITAT FOR HUMANITY 1701 NORTH 24TH STREET OMAHA NE 68110 363283625 501C3 11100 GENERAL SUPPORT HEARTLAND FAMILY SERVICES 2101 S 42ND ST OMAHA NE 68105 470390618 501C3 7000 GENERAL SUPPORT JUNIOR ACHIEVEMENT 11248 DAVENPORT STREET SUITE 100 OMAHA NE 68154 470468426 501C3 5150 GENERAL SUPPORT METRO AREA YOUTH FOUNDATION INC PO BOX 540772 OMAHA NE 68154 262532182 501C3 9000 GENERAL SUPPORT MICAH HOUSE 1415 AVE J COUNCIL BLUFFS IA 51501 421292393 501C3 5100 GENERAL SUPPORT NE VIETNAM VETERANS MEMORIAL FOUND 7914 WEST DODGE RD 446 OMAHA NE 68114 834392408 501C3 25000 GENERAL SUPPORT OMAHA COMMUNITY PLAYHOUSE 6915 CASS STREET OMAHA NE 68102 470399856 501C3 15000 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 5350 GENERAL SUPPORT YMCA 430 S 20TH ST OMAHA NE 68102 470376586 501C3 5300 GENERAL SUPPORT HEARTLAND HOPE MISSION 2021 U ST OMAHA NE 68107 141869352 501C3 6250 GENERAL SUPPORT 19 2 SCHOLARSHIP 497 308377 SCHEDULE I, PAGE 1, PART I, LINE 2 WOODMENLIFE APPOINTS A CORPORATE SOCIAL RESPONSIBILITY COMMITTEE ANNUALLY. THIS COMMITTEE IS RESPONSIBLE FOR COORDINATING EFFORTS TO RECEIVE, CONSIDER, APPROVE, DENY AND DISBURSE CONTRIBUTIONS REQUESTED. X X X true true X X X X X false true false PATRICK L DEES PRESIDENT & CEO 829867 538959 46062 221062 33318 1669268 DENISE M MCCAULEY EXEC VP, SECR, COO 532764 336315 43858 67889 28646 1009472 STEPHEN K MCMAHAN EXEC VP CHIEF MKTG 391512 210692 46541 160518 31832 841095 ANTHONY ANGERETT SALES REPRESENTATIVE 710045 1492 4951 101627 13185 831300 JON AERNI EXECUTIVE VP, CFO 385282 206905 44650 105121 35894 777852 SPENCER T OWEN REGIONAL DIRECTOR 381815 87551 2811 178787 34459 685423 CYNTHIA S BENGTSON VP, CHIEF INVESTMENT 304221 187346 3664 131422 23289 649942 LEE A JANECEK VP, CORE OPS & CF UN 230771 70700 3664 218242 41778 565155 LYNN ESPELAND SVP GEN COUNSEL 304771 92770 6958 112690 29966 547155 PASQUALE FRAPPAMPINA SR VP, NAT SALES MGR 282147 106485 23404 88987 35245 536268 WILLIAM PATE SALES REPRESENTATIVE 195363 153469 18737 104621 25485 497675 RANDALL P ROTSCHAFER VP, CHIEF RISK OFFIC 201755 58300 11956 186564 36350 494925 RAYMOND G SMOLINSKI VP, BUSINESS TECHNOL 284013 89358 20412 74681 22844 491308 RONNIE LEAR REGIONAL DIRECTOR 280656 51991 4001 110112 29391 476151 KARLA J GOCHENOUR VP, HUMAN RESOURCES 222157 64207 15052 116164 37965 455545 ANNETTE M DEVINE VP, ACCOUNTING SERVI 201362 62778 21972 107560 34836 428508 BLAKE WARNEKE VP ACTUARY & CHIEF A 212668 60065 20892 92006 8992 394623 GARRET EMERSON REGIONAL DIRECTOR 179194 90487 16381 57437 23965 367464 CHARLES R DRIFFILL VP, SALES 212177 67486 650 24365 31082 335760 JEREMY CARROLL VP, SALES 199170 55502 734 17277 26666 299349 PAMELA MORTENSON VP, STRATEGIC INITIA 190231 55200 14514 15789 21720 297454 PAULA S MAU VP, SECURITY OFFICIA 168635 50000 19996 17457 24663 280751 JOHN SHARP DEPUTY GENERAL COUNS 201695 50200 8601 10058 2431 272985 KELLY LIBERTY VP, STRATEGIC INITIA 172598 45485 2236 13554 23332 257205 LORI HOWARD VP, MARKETING 147145 43318 16305 14765 29503 251036 DANIEL MOLONY VP, FRATERNAL 132312 24700 1253 13266 26092 197623 SCHEDULE J, PAGE 1, PART I, LINE 1A TRAVEL FOR COMPANIONS THAT MEETS SPECIFIC GUIDELINES IS REIMBURSED AND INCLUDED IN TAXABLE INCOME. A LIMITED GROSS UP IS PROVIDED FOR THOSE PAYMENTS. DISCRETIONARY SPENDING ACCOUNTS ARE EXTENDED TO EXECUTIVE OFFICERS. SCHEDULE J, PART III WOODMENLIFE ESTABLISHED NONQUALIFIED SUPPLEMENTAL PLANS FOR THE PURPOSE OF PROVIDING A NONQUALIFIED RETIREMENT BENEFIT TO ELIGIBLE PARTICIPANTS. THE PLANS COMPLY WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. THE SUPPLEMENTAL PLANS WERE CLOSED TO NEW PARTICIPANTS ON DECEMBER 31, 2012. IN 2021, WOODMENLIFE MADE BENEFIT PAYMENTS TO DENISE MCCAULEY IN THE AMOUNT OF 2,048,117 AND RONNIE LEAR IN THE AMOUNT OF 109,223.PLANS MAY NOT HAVE BEEN PREVIOUSLY INCLUDED IN PART II SCHEDULE J AS THE REPORTING REQUIREMENTS UNDER THIS SCHEDULE WERE NOT IN PLACE FOR ALL PRIOR YEARS THAT THE ELIGIBLE PARTICIPANTS ACCRUED DEFERRED COMPENSATION UNDER A SUPPLEMENTAL PLAN. SINCE THERE WERE NO SUCH REPORTING REQUIREMENTS UNDER THE FORM 990 FOR PRIOR YEARS, INCLUDING SUCH PAYMENTS IN PART II SCHEDULE J WOULD CREATE A MISLEADING REPORT SINCE IT WOULD NOT ACCURATELY DISCLOSE THAT MOST OF THE DEFERRED COMPENSATION PAYMENT HAD ACTUALLY OCCURRED IN PRIOR YEARS. THE WOODMENLIFE NONQUALIFIED CONTRIBUTION BENEFIT PLAN ("CONTRIBUTION PLAN") WAS ESTABLISHED DECEMBER 31, 2012 TO PROVIDE A NONQUALIFIED DEFINED CONTRIBUTION BENEFIT PLAN TO ANY NEWLY ELIGIBLE EMPLOYEES AND WOODMENLIFE REPRESENTATIVES WHO HAD NOT PREVIOUSLY BEEN PROVIDED A BENEFIT UNDER A SUPPLEMENTAL PLAN. THIS CONTRIBUTION PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. FORM 990, PAGE 1, ITEM C WOODMENLIFE FORM 990, PAGE 2, PART III, LINE 4A WOODMENLIFE EXTRAS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE BENEFITS AND DISCOUNTS TO OUR MEMBERS AT NO EXTRA COST, JUST FOR DOING BUSINESS WITH US. SOME OF THE NON-CONTRACTUAL BENEFITS AVAILABLE TO ELIGIBLE WOODMENLIFE MEMBERS INCLUDE: "FIRST RESPONDERS BENEFIT - WOODMENLIFE WILL PAY A 25,000 BENEFIT IF A GOOD-STANDING MEMBER IS KILLED WHILE PERFORMING HIS/HER DUTIES AS A NON- MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMTS AND PARAMEDICS, POLICE, OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. "ORPHAN'S CARE BENEFIT - WOODMENLIFE OFFERS 1,000 PER MONTH 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. "WOODMENLIFE FOCUS FORWARD SCHOLARSHIP - THROUGH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, NEARLY 4,000 SCHOLARSHIPS WORTH 2.4 MILLION HAVE BEEN AWARDED TO HIGH SCHOOL GRADUATES SINCE 2017. SCHOLARSHIPS MAY BE USED AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS, AND SCHOLARSHIP MONEY CAN BE USED FOR EDUCATION-RELATED EXPENSES, WHICH INCLUDE TUITION, FEES, BOOKS, SUPPLIES AND ROOM AND BOARD. "STUDENT LOAN RELIEF - EVERY YEAR, WOODMENLIFE GIVES UP TO 200 1,000 AWARDS TO ELIGIBLE MEMBERS. RECIPIENTS ARE SELECTED BASED ON COMMUNITY SERVICE, PATRIOTISM AND LOAN STATEMENTS. "GIVING TOGETHER - THE GIVING TOGETHER PROGRAM PROVIDES FUNDING FOR SALES REPRESENTATIVES TO ORGANIZE AND CONDUCT COMMUNITY BEAUTIFICATION PROJECTS, SUCH AS PAINTING AT YOUTH FOOTBALL FIELDS, ERECTING FLAGPOLES AT CHURCHES AND LANDSCAPING AT COMMUNITY CENTERS. "COMMUNITY IMPROVEMENT FUNDS - WOODMENLIFE ALLOCATES FUNDS TO LOCAL CHAPTERS AND COMMUNITIES THAT SUPPORT OUR SHARED COMMITMENT TO FAMILY, COMMUNITY, AND COUNTRY. THESE FUNDS HELP MEMBERS PROVIDE FOR LOCAL NEEDS AND GIVE MEMBERS A VOICE IN DECIDING WHICH CAUSES MATTER MOST TO THEM. FORM 990, PAGE 2, PART III, LINE 4B 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. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 3.5 MILLION FLAGS TO NONPROFIT ORGANIZATIONS, SCHOOLS AND COMMUNITIES. WOODMENLIFE IS THE SECOND LARGEST PURCHASER OF AMERICAN FLAGS BEHIND THE UNITED STATES GOVERNMENT. AS PART OF THE PATRIOTIC PROGRAM, CHAPTERS ARE ENCOURAGED TO PLAN AND PARTICIPATE IN FLAGS ACROSS AMERICA PROJECTS ON JUNE 14 AND IN HONOR AND REMEMBRANCE CEREMONIES ON SEPTEMBER 11. THEY ALSO PLAN COMMUNITY SERVICE PROJECTS FOR VETERANS DAY, MEMORIAL DAY, AND INDEPENDENCE DAY. IN ADDITION, WOODMENLIFE HAS PARTNERED WITH THE GARY SINISE FOUNDATION TO FURTHER SUPPORT THEIR MISSION OF HONORING OUR DEFENDERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND THOSE IN NEED. FORM 990, PAGE 6, PART VI, LINE 6 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY IS COMPRISED OF ITS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS ELECT THE OFFICERS AND DIRECTORS EVERY FOUR YEARS. FORM 990, PAGE 6, PART VI, LINE 7B THE EXECUTIVE OFFICERS AND BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL OF THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY PROFESSIONAL INTERNAL STAFF. THE FORM 990 IS THEN FORWARDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FINAL SIGNATURE AND FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED BY AND SUBSEQUENTLY RETAINED BY THE LEGAL DEPARTMENT. FORM 990, PAGE 6, PART VI, LINE 15A PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 THE CONSTITUTION AND BYLAWS ARE AVAILABLE ON OUR WEBSITE, WOODMENLIFE.ORG. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 MINIMUM PENSION OBLIGATIONS 82,518,460 CHANGE IN RESERVE ON ACCT 0 CHANGE IN NON-ADMITTED ASSETS -64,345,105 CHANGE IN ASSET VALUATION RESERVE -40,046,309 TOTAL -21,872,954 WOODMENLIFE OUTREACH FOUNDATION 1700 FARNAM STREET OMAHA NE 68102 844477207 CHARITABLE NE 501C3 PF 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 -16374 17650965 true WOODMEN FINANCIAL SERVICES INC 1700 FARNAM STREET OMAHA NE 68102 223828171 FINANCIAL NE WFS HOLDIN C CORP -208757 1589586 true WOODMEN INSURANCE AGENCY INC 1700 FARNAM STREET OMAHA NE 68102 010785572 INSURANCE NE WFS HOLDIN C CORP -148833 188525 true false false false false false false false false false true false false false true true false true false false WOODMEN FINANCIAL SERVICES INC Q 1301212 CASH PAID WOODMEN INSURANCE AGENCY INC Q 431180 CASH PAID WOODMEN FINANCIAL SERVICES INC J 60720 CASH PAID