2021-11-15T13:00:32-06:00 2020-12-31 990 2020-01-01 470339250 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOOD 4023421890 1700 FARNAM STREET SUITE 2200 OMAHA NE 681022025 ANNETTE M DEVINE VP, ACCOUNTING SERVI 4023421890 2021-11-15 ANNETTE DEVINE 999009999 2020 2022-09-23 18:48:47Z WOODMENLIFE PATRICK L DEES 2331 S 218TH AVENUE ELKHORN NE 68022 2552286549 false X WOODMENLIFE.ORG X 1890 NE UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. 13 10 2390 9885 890505 0 794841418 615576978 454142993 388704609 6888294 8009627 1255872705 1012291214 926171 1519872 916236461 777163134 79809132 77408269 0 0 148851211 143762177 1145822975 999853452 110049730 12437762 11101466158 11227563368 9535959919 9612974637 1565506239 1614588731 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, 3,593 SCHOLARSHIPS WORTH ALMOST 2.1 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. "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. WOODMENLIFE PROVIDES AMERICAN AND STATE FLAGS TO LOCAL CHAPTERS FOR PRESENTATION TO NONPROFIT CIVIC AND YOUTH GROUPS, SCHOOLS, CHURCHES, AND COMMUNITY CENTERS. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 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. 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 MILLION POUNDS OF FOOD AND DONATED MORE THAN 3 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 198934 0 true 2390 true true true false false false false false false false false false true false X 13 10 false false false false true true true true true false true true true true true true true true true true false X ANNETTE DEVINE 4023421890 1700 FARNAM STREET OMAHA NE 68102 X PATRICK L DEES PRESIDENT & 50.00 1.00 X X 1510061 0 311184 DENISE M MCCAULEY EXEC VP, SEC 50.00 1.00 X X 861079 0 98650 SPENCER T OWEN REGIONAL DIR 50.00 0.00 X 596127 0 181579 CYNTHIA S BENGTSON VP, INVESTME 50.00 0.00 X 460572 0 251510 STEPHEN K MCMAHAN EXEC VP CHIE 50.00 3.00 X 526425 0 173741 ANTHONY ANGERETT SALES REPRES 50.00 0.00 X 475757 0 220392 ROBERT T MAHER SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOD, FORMER 5.00 1.00 X 525038 0 81030 LEE A JANECEK VP, CORE OPS 50.00 0.00 X 290453 0 273975 LYNN ESPELAND SVP GEN COUN 50.00 2.00 X 363570 0 170503 RANDALL P ROTSCHAFER VP, CHIEF RI 50.00 0.00 X 258598 0 264674 JON AERNI EXEC VP, CHI 50.00 2.00 X X 450976 0 57071 RAYMOND G SMOLINSKI VP, BUSINESS 50.00 0.00 X 371533 0 118849 PASQUALE FRAPPAMPINA SR VP, NAT S 50.00 1.00 X 341411 0 144817 GREGORY D ROBERTSON REGIONAL DIR 50.00 0.00 X 392737 0 86132 J CRAIG WALTERS RECRUTING SA 50.00 0.00 X 354693 0 118729 KARLA J GOCHENOUR VP, HUMAN RE 50.00 0.00 X 291318 0 155413 ANNETTE M DEVINE VP, ACCOUNTI 50.00 3.00 X 281432 0 129430 PENNY MC GUFFEE SALES REPRES 50.00 0.00 X 356202 0 53373 DANIEL W RICE III SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIR 5.00 0.00 X 98950 0 293381 BLAKE WARNEKE VP ACTUARY & 50.00 0.00 X 276237 0 115677 JAMES W BOSLER III SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIR 5.00 1.00 X 75589 0 293301 DONALD L MOLINEU JR VP, FRATERNA 50.00 1.00 X 230487 0 121670 CHARLES R DRIFFILL VP, SALES 50.00 0.00 X 275964 0 57080 JAMES W SHAVER SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIR 5.00 0.00 X 79740 0 250055 WESLEY A DODD JR SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIR 5.00 0.00 X 98847 0 219036 MICHAEL C SHEALY SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIR 5.00 1.00 X 76896 0 225870 PAULA S MAU VP, SECURITY 50.00 0.00 X 232781 0 38266 LORI HOWARD VP, MARKETIN 50.00 0.00 X 194509 0 44272 PAMELA MORTENSON HIRED 3/9/2020 VP, STRATEGI 50.00 0.00 X 169056 0 27583 DWAYNE H TUCKER BOARD OF DIR 5.00 1.00 X 78894 0 19500 DARYL J DOISE BOARD OF DIR 5.00 2.00 X 78812 0 19500 DANNY E CUMMINS DIR, FORMER 5.00 0.00 X 77374 0 19500 RONALD H ALDRIDGE BOARD OF DIR 5.00 0.00 X 59756 0 19500 CATHRYN MOBLEY BOARD OF DIR 5.00 0.00 X 15833 0 0 10827707 4655243 290 false true false LIDP CONSULTING SERVICES INC 101 W VENICE AVE SUITE 22 VENICE FL 34285 SFTWR DEVELOP. 4437263 CENTRO INC 11 E MADISON ST 6TH FLR CHICAGO IL 60602 ADVERTISING SVS 1979385 SHI INTERNATIONAL CORP PO BOX 952121 DALLAS TX 753952121 SOFTWARE 1947420 CONTENT CRITICAL SOLUTIONS INC 121 MOONACHIE AVE MOONACHIE NJ 07074 PRINTING SRVCS 1275437 CLIENT RESOURCES 2120 S 72ND ST STE 1300 OMAHA NE 68124 CONSULTING 1134973 91 PREMIUM INCOME 524113 598914426 598914426 FRATERNAL INCOME 524113 10774489 10774489 SUPPLEMENTARY CONTRACTS 524113 5888063 5888063 615576978 384223680 384223680 21038181 13919059 7119122 7119122 7119122 1348451691 182105514 1344819794 181256482 3631897 849032 4480929 4480929 INCOME/(LOSS) FROM PSHIPS 900099 464014 464014 PARKING LOTS AND GARAGES 812930 426491 426491 890505 1012291214 620057907 890505 391342802 982242 537630 777163134 10827708 48585451 -2167421 12170637 7991894 1482410 454730 176198 3899164 3786527 17787696 4417459 139322 -171500 4098047 411064 COMMISSIONS 48617974 TRANSFER TO SEPARATE ACCO 22753391 SALES EXPENSES 14210516 FRATERNAL CHAPTER FUNDING 5866760 15832419 999853452 0 0 0 46285735 -8331004 154220914 278987443 436776 221696597 151547842 73054806 70148755 7996093662 7804972145 2203892525 2346576207 627918516 734773046 11101466158 11227563368 85189742 55820752 9450770177 9557153885 9535959919 9612974637 X 1565506239 1614588731 1565506239 1614588731 11101466158 11227563368 X 12437762 74775273 -38130543 X false true X true false 11000 false SCHEDULE C, PART IV WOODMENLIFE MADE STATE AND LOCAL CONTRIBUTIONS. 109867034 99684861 140422889 69129006 12144702 11124953 1019749 70148755 MORTGAGE LOANS - COST 2165560012 C CTF LOANS-LEGACY 124238535 C OTHER SCHEDULE BA-COST 17197176 C CALL OPTIONS&WARRANTS-MKT ADJ 13616791 F CTF LOANS-INGENIUM 9760500 C ACCELERATED BENEFIT LIENS 1147943 C OTHER SCHEDULE BA-MKT VAL ADJ 813647 F CTF LOANS IN PROCESS 570834 C CTF LOANS-NONADMITTED -1038269 C 2346576207 SEPARATE ACCOUNTS 673513938 INVESTMENT INCOME DUE & ACCRUED 61212181 REINSURANCE AMOUNTS RECOVERABLE 850843 PREMIUMS & CONSIDERATIONS -803916 734773046 LIFE RESERVES 7566863071 DEPOSIT CONTRACTS LIABILITY 864407822 SEPARATE ACCOUNT 665132054 MISC LIABILITIES 220488397 CONTRACT CLAIMS 72646695 AGGREGATE WRITE-INS 65940465 A&H RESERVES 58905277 PROVISION FOR REFUNDS PAYABLE 28855000 BENEFIT LIABILITIES 13915104 9557153885 1000458843 13919059 13919059 986539784 25751430 25751430 1012291214 988021081 13919059 13919059 974102022 25751430 25751430 999853452 SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES RELATED TO RENTAL INCOME 13,919,059 SCHEDULE D, PAGE 4, PART XI, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 21,270,501 NET GAIN SALE OF ASSETS 4,480,929 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO RENTAL INCOME 13,919,059 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 21,270,501 NET GAIN SALE OF ASSETS 4,480,929 BOOK / TAX DEPRECIATION DIFFERENCE 18,017,106 false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 33146619 33146619 33146619 true false true true false false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 33,146,619 true GARY SINISE FOUNDATION 2029 CENTURY PARK EAST NO 1500 LOS ANGELES CA 90067 800587086 501C3 500000 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501C3 12125 GENERAL SUPPORT FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501C3 76815 GENERAL SUPPORT GREATER OMAHA CHAMBER OF COMMERCE 1301 HARNEY STREET OMAHA NE 68102 470258610 501C6 108225 GENERAL SUPPORT HABITAT FOR HUMANITY 1701 NORTH 24TH STREET OMAHA NE 68110 363283625 501C3 12500 GENERAL SUPPORT JUNIOR ACHIEVEMENT 11248 DAVENPORT STREET SUITE 100 OMAHA NE 68154 470468426 501C3 5075 GENERAL SUPPORT OMAHA COMMUNITY PLAYHOUSE 6915 CASS STREET OMAHA NE 68102 470399856 501C3 16099 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 5975 GENERAL SUPPORT UNITED WAY OF THE MIDLANDS 1805 HARNEY STREET OMAHA NE 68102 470376605 501C3 12000 GENERAL SUPPORT MICAH HOUSE 1415 AVE J COUNCIL BLUFFS IA 51501 421292393 501C3 5475 GENERAL SUPPORT THE PARTNERSHIP FOR OUR KIDS 1004 FARNAM ST SUITE 200 OMAHA NE 68102 470762798 501C3 8750 GENERAL SUPPORT CRESCENT FOOD PANTRY 720 OLD LINCOLN HWY CRESCENT IA 51526 472459792 501C3 8750 GENERAL SUPPORT FIRST RESPONDERS FOUNDATION 2900 SOUTH 110TH CT OMAHA NE 68114 263499345 501C3 12500 GENERAL SUPPORT BUSINESS ETHICS ALLIANCE 2500 CALIFORNIA PLAZA OMAHA NE 68178 743244900 501C3 5500 GENERAL SUPPORT FEEDING AMERICA 161 NORTH CLARK ST CHICAGO IL 60601 363673599 501C3 20015 GENERAL SUPPORT NATIONAL SEPTEMBER 11 MUSEUM 200 LIBERTY ST 16TH NEW YORK NY 10281 611745872 509A2 10000 GENERAL SUPPORT ABIDE NETWORK 3223 N 45TH ST OMAHA NE 68104 470655246 501C3 7000 GENERAL SUPPORT 16 2 SCHOLARSHIP 627 537630 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 775455 649767 84839 278627 32557 1821245 DENISE M MCCAULEY EXEC VP, SECR, COO 469318 296845 94916 70665 27985 959729 SPENCER T OWEN REGIONAL DIRECTOR 475030 117059 4038 150551 31028 777706 CYNTHIA S BENGTSON VP, INVESTMENT 251961 160689 47922 229706 21804 712082 STEPHEN K MCMAHAN EXEC VP CHIEF MKTG 338460 110644 77321 142991 30750 700166 ANTHONY ANGERETT SALES REPRESENTATIVE 456327 13407 6023 207643 12749 696149 ROBERT T MAHER SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOD, FORMER EXEC VP, 79171 244000 201867 81030 606068 LEE A JANECEK VP, CORE OPS & CF UN 218789 68000 3664 234979 38996 564428 LYNN ESPELAND SVP GEN COUNSEL 294034 62489 7047 140855 29648 534073 RANDALL P ROTSCHAFER VP, CHIEF RISK OFFIC 189603 51000 17995 228704 35970 523272 JON AERNI EXEC VP, CHIEF FINAN 370838 54189 25949 22780 34291 508047 RAYMOND G SMOLINSKI VP, BUSINESS TECHNOL 288037 83000 496 95389 23460 490382 PASQUALE FRAPPAMPINA SR VP, NAT SALES MGR 302761 4543 34107 110238 34579 486228 GREGORY D ROBERTSON REGIONAL DIRECTOR 286413 73429 32895 64180 21952 478869 J CRAIG WALTERS RECRUTING SALES MANA 280802 70284 3607 88445 30284 473422 KARLA J GOCHENOUR VP, HUMAN RESOURCES 208383 58460 24475 118509 36904 446731 ANNETTE M DEVINE VP, ACCOUNTING SERVI 192833 62812 25787 97349 32081 410862 PENNY MC GUFFEE SALES REPRESENTATIVE 191631 159815 4756 31350 22023 409575 DANIEL W RICE III SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIRECTOR 97500 1450 293381 392331 BLAKE WARNEKE VP ACTUARY & CHIEF A 199204 50367 26666 106515 9162 391914 JAMES W BOSLER III SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIRECTOR 75500 89 293301 368890 DONALD L MOLINEU JR VP, FRATERNAL 167492 45520 17475 88774 32896 352157 CHARLES R DRIFFILL VP, SALES 204113 70403 1448 27058 30022 333044 JAMES W SHAVER SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIRECTOR 79450 290 250055 329795 WESLEY A DODD JR SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIRECTOR 97650 1197 219036 317883 MICHAEL C SHEALY SEE NQSP SHEET-NOT INCLUDED IN TOTAL BOARD OF DIRECTOR 75946 950 225870 302766 PAULA S MAU VP, SECURITY OFFICIA 155381 50000 27400 15466 22800 271047 LORI HOWARD VP, MARKETING 131471 39607 23431 16328 27944 238781 PAMELA MORTENSON HIRED 3/9/2020 VP, STRATEGIC INITIA 159628 9428 8146 19437 196639 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 2020, WOODMENLIFE MADE BENEFIT PAYMENTS TO ROBERT MAHER IN THE AMOUNT OF 3,562,924, DANIEL RICE IN THE AMOUNT OF 665,447, JAMES BOSLER IN THE AMOUNT OF 433,508, JAMES SHAVER IN THE AMOUNT 397,699, MICHAEL SHEALY IN THE AMOUNT OF 316,879 AND WESLEY DODD IN THE AMOUNT OF 304,909. PAYMENTS MADE UNDER THE SUPPLEMENTAL 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, 3,593 SCHOLARSHIPS WORTH ALMOST 2.1 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. "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. WOODMENLIFE PROVIDES AMERICAN AND STATE FLAGS TO LOCAL CHAPTERS FOR PRESENTATION TO NONPROFIT CIVIC AND YOUTH GROUPS, SCHOOLS, CHURCHES, AND COMMUNITY CENTERS. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 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. FORM 990, PAGE 6, PART VI, LINE 6 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY IS COMPRISED OF ITS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS ELECT THE OFFICERS AND DIRECTORS EVERY FOUR YEARS. FORM 990, PAGE 6, PART VI, LINE 7B THE EXECUTIVE OFFICERS AND BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL OF THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY PROFESSIONAL INTERNAL STAFF. THE FORM 990 IS THEN FORWARDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FINAL SIGNATURE AND FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED BY AND SUBSEQUENTLY RETAINED BY THE LEGAL DEPARTMENT. FORM 990, PAGE 6, PART VI, LINE 15A PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 THE CONSTITUTION AND BYLAWS ARE AVAILABLE ON OUR WEBSITE, WOODMEN.ORG. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 MINIMUM PENSION OBLIGATIONS -45,316,529 CHANGE IN RESERVE ON ACCT -4,803,356 CHANGE IN NON-ADMITTED ASSETS 23,998,030 CHANGE IN ASSET VALUATION RESERVE -12,008,688 TOTAL -38,130,543 WOODMENLIFE OUTREACH FOUNDATION 1700 FARNAM STREET OMAHA NE 68102 844477207 CHARITABLE NE 501C3 PF WOODMEN OF false WFS HOLDINGS INC 1700 FARNAM STREET OMAHA NE 68102 223828160 HOLDING CO NE WOODMEN OF C CORP -19059 17441145 true WOODMEN FINANCIAL SERVICES INC 1700 FARNAM STREET OMAHA NE 68102 223828171 FINANCIAL NE WFS HOLDIN C CORP -187319 1596994 true WOODMEN INSURANCE AGENCY INC 1700 FARNAM STREET OMAHA NE 68102 010785572 INSURANCE NE WFS HOLDIN C CORP -157780 135470 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 1064514 CASH PAID WOODMEN INSURANCE AGENCY INC Q 491840 CASH PAID WOODMEN FINANCIAL SERVICES INC J 60720 CASH PAID