2021-11-09T09:18:14-06:00 2020-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2020-01-01 521044350 AMERICAN COUNCIL OF LIFE INSURERS AMER 2026242000 101 CONSTITUTION AVENUE NW NO 7 WASHINGTON DC 200012133 DONALD L WALKER TREASURER 2026242000 2021-11-08 1 DONALD WALKER XXX-XX-XXXX WILLIAM E TURCO CPA P00369217 3012963600 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUSAN NEELY 101 CONSTITUTION AVENUE NW NO 700 WASHINGTON DC 200012133 51775436 0 X WWW.ACLI.COM X 1975 DE PROVIDES A UNIFIED MEMBERSHIP ASSOCIATION TO ADVANCE THE COMMON INTERESTS OF THE LIFE INSURANCE INDUSTRY. THE ACLI IS A UNIFIED VOICE ON ISSUES FROM RETIREMENT SECURITY TO TAX POLICY TO INTERNATIONAL TRADE. WE ARE BACKED BY AN INDUSTRY WITH MORE THAN 200 YEARS OF EXPERIENCE PROTECTING AMERICAN FAMILIES AND BUSINESSES. THE ACLI SHAPES PUBLIC DEBATE, STAYS AHEAD OF TRENDS, AND HELPS ITS MEMBERS COMPETE IN CHANGING TIMES. THE ACLI EXPANDS AWARENESS OF HOW THE PRODUCTS OFFERED BY LIFE INSURERS-LIFE INSURANCE, ANNUITIES, DISABILITY INCOME AND LONG-TERM CARE INSURANCE, PENSION, 401(K), 403(B), 457 PLANS, AND IRAS - HELP AMERICANS PLAN FOR AND ACHIEVE FINANCIAL AND RETIREMENT SECURITY. 31 31 132 43 0 0 0 0 46190677 47231707 216228 399413 846762 363080 47253667 47994200 183612 204750 0 0 30402128 30558626 0 0 0 15786906 14874674 46372646 45638050 881021 2356150 55484560 61354571 16422740 18158358 39061820 43196213 X THE AMERICAN COUNCIL OF LIFE INSURERS, INC. (ACLI), A NON-PROFIT ORGANIZATION INCORPORATED IN DELAWARE, PROVIDES A UNIFIED MEMBERSHIP ASSOCIATION TO ADVANCE THE COMMON INTERESTS OF THE LIFE INSURANCE INDUSTRY. THE ACLI IS A UNIFIED VOICE ON ISSUES FROM RETIREMENT SECURITY TO TAX POLICY TO INTERNATIONAL TRADE. WE ARE BACKED BY AN INDUSTRY WITH MORE THAN 200 YEARS OF EXPERIENCE PROTECTING AMERICAN FAMILIES AND BUSINESSES. THE ACLI SHAPES PUBLIC DEBATE, STAYS AHEAD OF TRENDS, AND HELPS ITS MEMBERS COMPETE IN CHANGING TIMES. THE ACLI EXPANDS AWARENESS OF HOW THE PRODUCTS OFFERED BY LIFE INSURERS- LIFE INSURANCE, ANNUITIES, DISABILITY INCOME AND LONG-TERM CARE INSURANCE, PENSION, 401(K), 403(B), 457 PLANS, AND IRAS-HELP AMERICANS PLAN FOR AND ACHIEVE FINANCIAL AND RETIREMENT SECURITY. 0 0 STATE AFFAIRS:REPRESENTS THE INDUSTRY IN STATE AND LOCAL LEGISLATIVE MATTERS, RESEARCHES AND COMPILES STATISTICS FOR THE LIFE INSURANCE INDUSTRY. PUBLIC AFFAIRS:CLEARINGHOUSE FOR EXCHANGE OF INDUSTRY IDEAS, STUDIES POSSIBLE SERVICE ENHANCEMENTS, PROMOTES INDUSTRY UNDERSTANDING. FEDERAL AFFAIRS:REPRESENTS THE INDUSTRY IN FEDERAL LEGISLATIVE MATTERS, RESEARCHES AND COMPILES STATISTICS FOR THE LIFE INSURANCE INDUSTRY. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 133 0 1 132 1 0 0 0 0 0 0 1 0 X 31 31 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DONALD WALKER 2026242000 101 CONSTITUTION AVENUE NW NO 700 WASHINGTON DC 200012133 THEODORE A MATHAS CHAIR 2.00 X X 0 0 0 J SCOTT DAVISON CHAIRMAN-ELECT 2.00 X X 0 0 0 JOHN SCHLIFSKE CHAIRMAN-ELECT DESIGNATE 2.00 X X 0 0 0 DANIEL J HOUSTON IMMEDIATE PAST CHAIRMAN 2.00 X 0 0 0 JOANN M MARTIN IMMEDIATE PAST CHAIRMAN 2.00 X 0 0 0 ROGER CRANDALL DIRECTOR 2.00 X 0 0 0 MARIANNE HARRISON DIRECTOR 2.00 X 0 0 0 KEVIN HOGAN DIRECTOR 2.00 X 0 0 0 ANDREW MCMAHON DIRECTOR 2.00 X 0 0 0 JAMES MORRIS DIRECTOR 2.00 X 0 0 0 PAUL QUARANTO DIRECTOR 2.00 X 0 0 0 NEIL SPRACKLING DIRECTOR 2.00 X 0 0 0 ERIC STEIGERWALT DIRECTOR 2.00 X 0 0 0 ANDREW SULLIVAN DIRECTOR 2.00 X 0 0 0 MICHAEL FALCON DIRECTOR 2.00 X 0 0 0 ROGER FERGUSON DIRECTOR 2.00 X 0 0 0 DENNIS GLASS DIRECTOR 2.00 X 0 0 0 JAMES HOHMANN DIRECTOR 2.00 X 0 0 0 MARGARET MEISTER DIRECTOR 2.00 X 0 0 0 JESS MERTEN DIRECTOR 2.00 X 0 0 0 TERESA RASMUSSEN DIRECTOR 2.00 X 0 0 0 PETER SCHAEFER DIRECTOR 2.00 X 0 0 0 WALTER WHITE DIRECTOR 2.00 X 0 0 0 RICHARD BIELEN DIRECTOR 2.00 X 0 0 0 BRANDON CARTER DIRECTOR 2.00 X 0 0 0 JOHN CARTER DIRECTOR 2.00 X 0 0 0 MICHAEL FOSBURY DIRECTOR 2.00 X 0 0 0 WILLIAM LESTER DIRECTOR 2.00 X 0 0 0 RICHARD MCKENNEY DIRECTOR 2.00 X 0 0 0 MARK MULLIN DIRECTOR 2.00 X 0 0 0 JEAN FRANCOIS POULIN DIRECTOR 2.00 X 0 0 0 RAMY TADROS DIRECTOR 2.00 X 0 0 0 JOHN F BARRETT DIRECTOR 2.00 X 0 0 0 GARY C BHOJWANI DIRECTOR 2.00 X 0 0 0 JOHN CARTER DIRECTOR 2.00 X 0 0 0 ESFAND DINSHAW DIRECTOR 2.00 X 0 0 0 MARK A HAYDUKOVICH DIRECTOR 2.00 X 0 0 0 JOSEPH MONK DIRECTOR 2.00 X 0 0 0 WILLIAM WHEELER DIRECTOR 2.00 X 0 0 0 JOHN R WOERNER DIRECTOR 2.00 X 0 0 0 THOMAS LEONARDI DIRECTOR 2.00 X 0 0 0 DEANNA MULLIGAN DIRECTOR 2.00 X 0 0 0 MARY JANE FORTIN DIRECTOR 2.00 X 0 0 0 SUSAN NEELY PRESIDENT & CEO 40.00 X 2561462 0 974730 DAVID C TURNER CORPORATE SECRETARY 40.00 X 820182 0 136257 DONALD L WALKER SVP, ADMINISTRATION & CFO 39.00 1.00 X 587131 0 119860 JOYCE Y MEYER EVP, GOVERNMENT RELATIONS 40.00 X 873201 0 36228 JULIE A SPIEZIO SVP & GENERAL COUNSEL 40.00 X 612007 0 90574 PAUL S GRAHAM SVP, POLICY DEVELOPMENT 40.00 X 566826 0 105649 REGINA Y ROSE SVP, TAXES & RETIREMENT SECURITY 40.00 X 434438 0 51311 JILL A KOZENY SVP, COMMUNICATIONS & PUBLIC AFFAIRS 39.00 1.00 X 426297 0 25513 J BRUCE FERGUSON SVP, ECONOMIC EMPOWERMENT AND RACIAL EQUALITY 40.00 X 477077 0 107215 PATRICK C REEDER VP & DEPUTY GENERAL COUNSEL 40.00 X 375788 0 57406 KATHLEEN F KIERNAN VP & DEPUTY, POLICY DEVELOPMENT 40.00 X 358053 0 46596 ROBERTA B MEYER VP & SR. ASSOCIATE GENERAL COUNSEL 40.00 X 326529 0 54110 HOWARD M BARD VP, TAXES & RETIREMENT SECURITY 40.00 X 326170 0 44152 8745161 0 1849601 68 0 1 0 GMMB INC 3050 K STREET NW WASHINGTON DC 20007 STRATEGIC COMMUNICATIONS CONSULTING 581894 PLUS COMMUNICATIONS LLC 3001 WASHINGTON BLVD ARLINGTON VA 22201 STRATEGIC COMMUNICATIONS CONSULTING 360308 INTEGRATED LEGISLATIVE STATEGIES 1201 PENNSYLVANIA AVE NW WASHINGTON DC 20001 STRATEGIC COMMUNICATIONS CONSULTING 305800 AKIN GUMP STRAUSS HAUER 1333 NEW HAMPSHIRE AVE NW WASHINGTON DC 20036 ADVOCACY LOBBYING 300000 HP HOLDINGS INC(1099 NAME) 901 7TH STREET NW WASHINGTON DC 20001 ADVOCACY LOBBYING 283333 19 DUES 900099 44623352 44623352 REGISTRATION FEES 900099 1578678 1578678 AFFILIATE PROGRAM 900099 855836 855836 INTERNATIONAL PROGRAM 900099 89961 89961 PUBLICATION SALES 900099 83880 83880 47231707 37245 37245 1647063 1425879 221184 221184 221184 2334937 382588 1972769 382588 362168 0 362168 362168 RETIREE BENEFIT 900099 112084 112084 SPECIAL PROJECT 900099 19764 19764 OTHER REVENUE 900099 10048 10048 141896 47994200 47373603 0 620597 194750 10000 7461058 18057415 1948466 1758428 1333259 10842 77940 2342577 192616 1804218 542263 885301 677998 2998632 184253 2035544 189512 150682 FEDERAL & DC TAXES 2529 ISSUE MANAGEMENT 1067374 GRASSROOTS ADVOCACY 449345 EXCISE TAX 418321 844727 45638050 800 800 14244920 18243410 266113 174693 593230 290774 6669262 5984461 604086 684801 39526923 41720799 248488 239294 55484560 61354571 6439063 6520479 1425759 2153951 8557918 9483928 16422740 18158358 X 38878703 42933416 183117 262797 39061820 43196213 55484560 61354571 X 2356150 2101041 -322798 X 0 1 X 1 0 11000 11000 11000 1 LEADING MICHIGAN FORWARD FUND 620 N KANE ROAD WEBBERVILLE MI 48892 473449374 1000 MOVING NORTHERN MICHIGAN FORWARD 804 GREENWICH DRIVE GRAND LEDGE MI 48837 822589192 1000 STEVE KIRBY CAMPAIGN 9415 TACOMA AVENUE SOUTH TACOMA WA 98444 711000906 1000 FRIENDS TO ELECT LYNDA WILSON PO BOX 820568 VANCOUVER WA 98682 464097009 1000 AMY WALEN FOR STATE HOUSE PO BOX 853 REDMOND WA 98073 824989832 1000 FRIENDS OF SANTOS PO BOX 78606 SEATTLE WA 98178 911913482 1000 ELECT MARK MULLET 3129 NE HARRISON STREET ISSAQUAH WA 98029 454091046 500 FRIENDS TO ELECT LARRY HOFF 10013 HAZEL DELL AVENUE BOX 136 BATTLEGROUND WA 98685 822618438 500 COMMITTEE TO ELECT BRANDON VICK PO BOX 1434 BATTLEGROUND WA 98604 271915545 1000 SCHOESLER FOR SENATE 1588 EAST ROSENOFF RD RITZVILLE WA 99169 043779321 1000 LA GRONE FOR LEGISLATURE 11235 DAVENPORT ST STE 107 OMAHA NE 68154 832918182 750 DAN QUICK FOR LEGISLATURE 1019 KENNEDY DRIVE GRAND ISLAND NE 68803 474433645 750 FRIENDS OF JACOB CAMPBELL 5812 S 41ST STREET LINCOLN NE 68516 834657758 250 FRIENDS OF RICH PAHLS 11235 DAVENPORT ST STE 107 OMAHA NE 68154 509409355 250 ACLI PAC 101 CONSTITUTION AVE WASHINGTON DC 20001 521292287 330497 0 0 0 44623352 7547588 7547588 7547588 PART I-A, LINE 1: ACLI'S POLITICAL CAMPAIGN ACTIVITIES CONSIST OF CONTRIBUTIONS MADE TO CANDIDATES FOR STATE OFFICES IN STATES WHERE CORPORATE CONTRIBUTIONS ARE ALLOWABLE. 0 0 5450049 5013326 436723 473563 292224 181339 745650 678911 66739 684801 ALTERNATIVE INVESTMENTS 32528218 F INVESTMENT IN SUBSIDIARY 9192581 C 41720799 DEFERRED RENT LIABILITY 2625661 ACCRUED SERP 339358 ACCRUED POST-RETIREMENT BENEFIT COSTS 4701421 DEFERRED COMPENSATION LIABILITY 1255605 TENANT RENT DEPOSITS 105705 EXCISE TAXES 456178 9483928 X 51960554 2101041 2170013 4271054 47689500 192616 112084 304700 47994200 47055243 1609809 1609809 45445434 192616 192616 45638050 PART X, LINE 2: ACLI, A NONPROFIT ORGANIZATION INCORPORATED IN DELAWARE, IS A MEMBERSHIP ASSOCIATION AND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). ACLI HAD APPROXIMATELY $456,000 AND $294,000 OF EXCISE TAX ACCRUED AT DECEMBER 31, 2020 AND 2019, RESPECTIVELY. APFS SELF-DECLARES ITS EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE IRC. UNDER THE PROVISIONS OF THE IRC, ACLIPAC IS EXEMPT FROM TAXES ON INCOME OTHER THAN NON-EXEMPT INCOME, WHICH INCLUDES INTEREST AND DIVIDENDS ON INVESTMENTS. ASI, A FOR-PROFIT ORGANIZATION INCORPORATED IN DELAWARE, ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE INCOME TAXES TOPIC OF THE FASB ASC, RESULTING IN CURRENT AND DEFERRED INCOME TAX EXPENSES. DEFERRED TAX ASSETS ARE ALSO RECOGNIZED FOR NET OPERATING LOSS (NOL) CARRYFORWARDS AND TAX CREDIT CARRYFORWARDS. VALUATION ALLOWANCES ARE THEN RECORDED TO REDUCE DEFERRED TAX ASSETS TO THE AMOUNTS MANAGEMENT CONCLUDES ARE MORE LIKELY THAN NOT TO BE REALIZED. INCOME TAXES ARE FURTHER EXPLAINED IN NOTE 10. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES REVENUE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 2,170,013. PART XI, LINE 4B - OTHER ADJUSTMENTS: RETIREE BENEFIT REVENUE 112,084. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 1,721,893. RETIREE BENEFIT REVENUE -112,084. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCE TRAVEL EXPENSES 9351 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CONFERENCE TRAVEL EXPENSES 2293 NORTH AMERICA 0 0 PROGRAM SERVICES CONFERENCE TRAVEL EXPENSES 1943 EAST ASIA AND THE PACIFIC 0 0 GRANT TO ORGANIZATION LOCATED IN THE REGION 10000 0 0 0 0 0 0 23587 0 23587 EAST ASIA AND THE PACIFIC DEVELOPMENT OF INSURANCE EDUCATION IN CHINA 10000 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS TO VARIOUS ORGANIZATIONS. SMALL CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS REQUIRE THE APPROVAL OF A SINGLE SENIOR STAFF MEMBER. ANY PAYMENT GREATER THAN $75,000 REQUIRES THE APPROVAL OF THE EXECUTIVE VP, CORPORATE SECRETARY, TREASURER, CEO, COO OR CHIEF OF STAFF. PART III ACCOUNTING METHOD: 1 MOUNT VERNON LADIES ASSOCIATION 3600 MOUNT VERNON MEMORIAL HIGHWAY MT VERNON VA 22121 530245017 501(C)(3) 10000 GENERAL SUPPORT FORDS THEATER 514 TENTH STREET NW WASHINGTON DC 20004 526073157 501(C)(3) 25000 GENERAL SUPPORT CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 311 MASSACHUSETTS AVE NE WASHINGTON DC 20002 WASHINGTON DC 20002 542035617 501(C)(3) 25000 GENERAL SUPPORT BIPARTISAN POLICY CENTER 1225 EYE STREET NW WASHINGTON DC 20005 731628382 501(C)(3) 25000 GENERAL SUPPORT WOMEN'S INSTITUTE FOR A SECURE RETIREMENT 1146 19TH STREET NW WASHINGTON DC 20036 521997317 501(C)(3) 25000 GENERAL SUPPORT JUNIOR ACHIEVEMENT USA ONE EDUCATION WAY COLORADO SPRINGS CO 80906 841267604 501(C)(3) 12500 GENERAL SUPPORT BRYCE HARLOW FOUNDATION 2055 L ST NW 700 WASHINGTON DC 20036 521266620 501(C)(3) 7500 GENERAL SUPPORT ASAE-AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 1575 I STREET NW WASHINGTON DC 20005 530026940 501(C)(6) 6000 GENERAL SUPPORT ENGAGE FOR COMMON SENSE SOLUTIONS 1111 19TH STREET NW WASHINGTON DC 20005 832047441 501(C)(4) 35000 GENERAL SUPPORT AMERICAN COUNCIL FOR CAPITAL FORMATION 1001 CONNECTICUT AVE WASHINGTON DC 20036 520991278 501(C)(6) 15000 GENERAL SUPPORT 7 3 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS TO VARIOUS ORGANIZATIONS. SMALL CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS REQUIRE THE APPROVAL OF A SINGLE SENIOR STAFF MEMBER. ANY PAYMENT GREATER THAN $75,000 REQUIRES THE APPROVAL OF THE EXECUTIVE VP, CORPORATE SECRETARY, TREASURER, CEO, COO OR CHIEF OF STAFF. X X 1 1 X X X X 0 1 0 SUSAN NEELY PRESIDENT & CEO 1292992 0 871200 0 397270 0 939067 0 36941 0 3537470 0 356596 0 DAVID C TURNER CORPORATE SECRETARY 515700 0 258400 0 46082 0 89546 0 47989 0 957717 0 43510 0 JOYCE Y MEYER EVP, GOVERNMENT RELATIONS 667271 0 205000 0 930 0 33165 0 4341 0 910707 0 0 0 DONALD L WALKER SVP, ADMINISTRATION & CFO 407608 0 120600 0 58923 0 73149 0 48589 0 708869 0 34879 0 JULIE A SPIEZIO SVP & GENERAL COUNSEL 430672 0 122199 0 59136 0 74762 0 16771 0 703540 0 36405 0 PAUL S GRAHAM SVP, POLICY DEVELOPMENT 395078 0 116900 0 54848 0 70745 0 36692 0 674263 0 31006 0 J BRUCE FERGUSON SVP, ECONOMIC EMPOWERMENT AND RACIAL 351701 0 100200 0 25176 0 60449 0 48044 0 585570 0 20662 0 REGINA Y ROSE SVP, TAXES & RETIREMENT SECURITY 316502 0 92943 0 24993 0 33861 0 19238 0 487537 0 1165 0 JILL A KOZENY SVP, COMMUNICATIONS & PUBLIC AFFAIRS 332584 0 90600 0 3113 0 23932 0 2859 0 453088 0 0 0 PATRICK C REEDER VP & DEPUTY GENERAL COUNSEL 316468 0 58000 0 1320 0 22800 0 36394 0 434982 0 0 0 KATHLEEN F KIERNAN VP & DEPUTY, POLICY DEVELOPMENT 296947 0 59000 0 2106 0 37050 0 10824 0 405927 0 0 0 ROBERTA B MEYER VP & SR. ASSOCIATE GENERAL COUNSEL 270394 0 48499 0 7636 0 36083 0 19815 0 382427 0 0 0 HOWARD M BARD VP, TAXES & RETIREMENT SECURITY 275360 0 48449 0 2361 0 28102 0 17838 0 372110 0 0 0 PART I, LINE 1A FIRST CLASS AIR TRAVEL IS PERMITTED BASED ON SEAT AVAILABILITY. SUSAN NEELY CHOSE TO FLY FIRST CLASS ON SOME FLIGHTS DURING THE YEAR. SUSAN NEELY RECEIVED THE BENEFIT OF SOCIAL CLUB DUES IN THE AMOUNT OF $10,000. THIS AMOUNT WAS INCLUDED IN BOX 5 OF W-2. PART I, LINE 4B SUSAN NEELY PARTICIPATES IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. ACLI CONTRIBUTED $763,695 TO THE PLANS DURING THE YEAR. THE FOLLOWING EMPLOYEES RECEIVED A PAYMENT FROM NONQUALIFIED RETIREMENT PLAN: SUSAN NEELY - $304,096 DAVID C. TURNER - $43,510 DONALD L. WALKER - $34,879 JULIE A. SPIEZIO - $36,405 PAUL S. GRAHAM - $31,006 J. BRUCE FERGUSON - $20,662 REGINA Y ROSE - $1,165 JOHN SCHLIFSKE CEO OF NORTHWESTERN MUTUAL & BOARD MEMBER OF ACLI, INC. 189411 NORTHWESTERN MUTUAL LEASES 1,500 SF OF OFFICE SPACE DIRECTLY FROM ACLI WITH THE LEASE STARTING 2/1/2017 0 JOHN R WOERNER CEO OF AMERIPRISE & BOARD MEMBER OF ACLI, INC. 182017 AMERIPRISE LEASES 1,400SF OF OFFICE SPACE DIRECTLY FROM ACLI WITH THE LEASE STARTING 2/1/17. 0 FORM 990, PART VI, SECTION A, LINE 6 ACLI MEMBER COMPANIES ARE THE LEADING PROVIDERS OF FINANCIAL AND RETIREMENT SECURITY PRODUCTS COVERING INDIVIDUAL AND GROUP MARKETS. THEY PROVIDE LIFE INSURANCE, LONG-TERM CARE INSURANCE, DISABILITY INCOME INSURANCE, ANNUITIES, PENSIONS SUCH AS 401(K), 403(B), AND 457 PLANS, IRAS, AND REINSURANCE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO EACH MEMBER OF THE FINANCE COMMITTEE PRIOR TO ITS FILING WITH THE IRS. THE BOARD HAS DELEGATED TO THE FINANCE COMMITTEE THE AUTHORITY FOR RESPONSIBILITY AND OVERSIGHT OF THE AUDIT AND FILING OF THE ANNUAL TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C ACLI REQUIRES ALL EXEMPT STAFF TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. STAFF IS ALSO REQUIRED ANNUALLY TO SIGN A FORM INDICATING WHETHER ANY CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 ACLI HAS A COMPENSATION COMMITTEE MADE UP OF A CROSS-SECTION OF THE ACLI BOARD OF DIRECTORS DELEGATED TO OVERSEE POLICIES AND TAKE ACTIONS WITH RESPECT TO ACLI PERSONNEL, EMPLOYEE BENEFIT PLANS AND BUDGETS, AND COMPENSATION RELATING TO OFFICERS AT OR ABOVE THE LEVEL OF SENIOR VICE PRESIDENT FOR THE FORTHCOMING YEAR. THE COMMITTEE MUST MEET AT LEAST ONCE PER YEAR. ACLI UTILIZES THE SERVICES OF A COMPENSATION CONSULTANT SPECIALIZING IN NONPROFIT ORGANIZATIONS TO ASSIST THE COMMITTEE IN MAINTAINING A DISCIPLINED AND THOROUGH APPROACH TO MAKING COMPENSATION DECISIONS. THE COMPENSATION CONSULTANT PROCESS INVOLVES COMPARING THE CURRENT CASH COMPENSATION AND TOTAL REMUNERATION OF THE ACLI OFFICERS AND EXECUTIVE STAFF WITH DATA DERIVED FROM A SURVEY OF COMPARABLE TRADE AND FINANCIAL INDUSTRY ASSOCIATIONS. THE COMMITTEE ALSO REVIEWS THE PERFORMANCE OF THE ORGANIZATION AS AN ADDITIONAL FACTOR IN DECIDING THE LEVEL OF STAFFING COMPENSATION. NO CHANGES TO COMPENSATION CAN BE MADE WITHOUT THE APPROVAL OF THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ACLI WILL PROVIDE A COPY OF ITS FORM 990 UPON REQUEST OR MAKE IT AVAILABLE FOR INSPECTION AT ITS OFFICES IN COMPLIANCE WITH IRC SECTION 6104(D). ACLI DOES NOT MAKE AVAILABLE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES OR AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, LINE 1A AND PART VII, COLUMN A, NUMBER OF BOARD MEMBERS: THERE WERE THIRTY-NINE BOARD MEMBERS WHO SERVED AT ANY TIME DURING THE CALENDAR YEAR. ALL BOARD MEMBERS WHO SERVED DURING THE CALENDAR YEAR ARE SHOWN IN PART VII, COLUMN A. THE NEW MEMBERS START THEIR TERMS AND FINISH THEIR TERMS IN OCTOBER EACH YEAR, BUT AT ANY GIVEN TIME ACLI, INC. HAS ONLY 31 ACTIVE BOARD MEMBERS. FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT RELATED CHANGES -322,802. ROUNDING VARIANCE 4. INTERNATIONAL PENSION FOUNDATION 101 CONSTITUTION AVE WASHINGTON DC 20001 522287615 DEVELOPMENT OF PENSION SYSTEMS IN UNDER-DEVELOPED COUNTRIES DC 501(C)(3) LINE 7 AMERICAN COUNCIL OF LIFE INSURERS INC 1 AMERICANS TO PROTECT FAMILY SECURITY 101 CONSTITUTION AVE WASHINGTON DC 20001 461362634 EDUCATE POLICYMAKERS ABOUT THE ROLE OF LIFE INSURANCE TO AMERICANS DC 501(C)(4) AMERICAN COUNCIL OF LIFE INSURERS INC 1 ACLI PAC 101 CONSTITUTION AVE WASHINGTON DC 20001 521292287 COLLECTING VOLUNTARY CONTRIBUTIONS FOR POLITICAL CANDIDATES AND COMMITTEES DC 527 AMERICAN COUNCIL OF LIFE INSURERS INC 1 ACLI SERVICES INC 101 CONSTITUTION AVE NW WASHINGTON DC 20001 522324658 FACILITIES MANAGEMENT DE AMERICAN COUNCIL OF LIFE INSURERS INC C 1233082 203264 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 ACLI SERVICES INC O 187728 COST ACLI SERVICES INC Q 79472 CASH ACLI SERVICES INC S 500000 CASH ACLI PAC R 330497 CASH