2019-09-25T09:23:16-05:00 2018-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2018-01-01 530200270 AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION AMER 2028334910 1620 L STREET NW NO 800 WASHINGTON DC 20036 PAULA S JAKUB EVP/CEO 2028334910 2019-09-25 1 J CALVIN MARKS P01226973 9197196400 2019-09-25 34.206.232.202 2019-09-25 09:23:13 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9C238F1B6484ABD2E08FB3ED1A4A2692AD2A909B 2018 2019-02-21 02:37:17Z PAULA JAKUB 1620 L STREET NW NO 800 WASHINGTON DC 20036 391215576 0 X WWW.AFSPA.ORG X 1951 DC AFSPA'S MISSION IS TO PROVIDE UNPARALLELED SERVICE THAT OUR UNIQUE, WORLDWIDE MEMBERSHIP REQUIRES, AFSPA MANAGES A COMPREHENSIVE SET OF HEALTH INSURANCE BENEFITS AND RELATED PROGRAMS PROMOTING THE WELFARE OF OUR MEMBERS WHO SUPPORT U.S. FOREIGN AFFAIRS AND RELATED MISSIONS. 9 9 87 9 0 137716 0 0 352906422 390137208 306608 403011 20060 20000 353233090 390560219 0 0 310019090 335493133 14510434 18186215 0 0 0 14637793 15304352 339167317 368983700 14065773 21576519 122876554 141958863 61059116 65073170 61817438 76885693 AFSPA'S MISSION IS TO PROVIDE UNPARALLELED SERVICE THAT OUR UNIQUE, WORLDWIDE MEMBERSHIP REQUIRES, AFSPA MANAGES A COMPREHENSIVE SET OF HEALTH INSURANCE BENEFITS AND RELATED PROGRAMS PROMOTING THE WELFARE OF OUR MEMBERS WHO SUPPORT U.S. FOREIGN AFFAIRS AND RELATED MISSIONS. 0 0 AFSPA PROVIDES INSURANCE BENEFITS TO ITS MEMBERS. THE TOP THREE INSURANCE PROGRAMS ARE HEALTH, DENTAL AND LONG TERM CARE INSURANCE. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 13 0 1 87 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ROBIN LEHMAN SENIOR DIRECTOR OF ACCOUNTING & FINANCE 2028334910 1620 L STREET NW NO 800 WASHINGTON DC 20036 THOMAS M TRACY CHAIRMAN 1.00 1.00 X X 0 0 0 RICHARD J SHINNICK VICE CHAIRMAN 1.00 X X 0 0 0 SARAH R HORSEY SECRETARY/TREASURER 1.00 X X 0 0 0 KATHLEEN AUSTIN-FERGUSON DIRECTOR 1.00 X 0 0 0 JOAN M CLARK DIRECTOR 1.00 1.00 X 0 0 0 FRANK J COULTER JR DIRECTOR 1.00 X 0 0 0 JAN MOHR DIRECTOR 1.00 X 0 0 0 PHYLLIS E OAKLEY DIRECTOR 1.00 X 0 0 0 JAMES D WHITTEN DIRECTOR 1.00 X 0 0 0 PAULA S JAKUB CEO 40.00 1.00 X 304500 0 20802 KYLE LONGTON CHIEF OPERATING OFFICER 40.00 1.00 X 167327 0 18133 ANTIONE SMITH SENIOR DIRECTOR, HR 35.00 X 169822 0 28352 ROBIN LEHMAN SENIOR DIRECTOR, ACCOUNTING 35.00 X 156090 0 24794 JAMES LEE SENIOR DIRECTOR, HEALTH OPERATIONS 35.00 X 155302 0 15773 KATHY YELDELL DIRECTORS MEMBER SERVICES 35.00 X 116544 0 23133 FREDDIE BAZEMORE HEALTH TEAM SUPERVISOR 35.00 X 114493 0 8662 STEFON NICELY SENIOR DIRECTOR, COMPLIANCE 35.00 X 106514 0 26400 1290592 0 166049 8 0 1 0 AETNA INC 1425 UNION MEETING RD BLUE BELL PA 19422 MEMBER BENEFITS 355073337 METROLINK NETWORKS LLC 137 NATIONAL PLAZA STE 300 NATIONAL HARBOR MD 20745 IT SERVICES 1025966 CORPORATE COMMUNICATIONS GROUP 800 COMMERCE DR UPPER MARLBORO MD 20774 PRINTING & MAILING SERVICES 284066 GREAT AMERICAN LEASING CORP PO BOX 660831 DALLAS TX 75266 TELECOMMUNICATIONS SERVICES 103435 4 CLAIMS & ADMIN EXP REIMBURSEMENT 524292 387568616 387568616 MEMBER PREMIUM 524292 2568592 2568592 390137208 241224 241224 817144 655357 161787 161787 161787 REIMBURSEMENTS 900099 20000 20000 20000 390560219 390137208 0 423011 335493133 1060895 13064724 173454 3467954 419188 25629 203453 66582 1495111 117566 1286911 6491257 1543243 265144 9195 253588 226521 FEHBP SERVICE CHARGE 2118812 PROFESSIONAL DEVELOPMEN 73717 TAXES & FEES 65772 DUES & SUBSCRIPTIONS 5426 1056425 368983700 658 1481 -4107559 -4480199 30873522 34805897 161960 361878 2280405 1249272 1229023 1031133 6601702 6393773 88117248 103844900 122876554 141958863 6639800 8473199 269798 598605 54149518 56001366 61059116 65073170 X 61817438 76885693 61817438 76885693 122876554 141958863 X 21576519 -627874 -5880390 X 0 0 0 971747 289240 682507 1308658 960032 348626 1031133 LETTER OF CREDIT 103628081 DEFERRED COMPENSATION ASSET 120197 ESCROW DEPOSIT 96622 103844900 ACCRUED HEALTH BENEFITS 53400000 RENT ABATEMENT 1804996 HRA PLAN BENEFIT OBLIGATION 676173 DEFERRED COMPENSATION LIABILITY 120197 56001366 X X 0 0 0 PAULA S JAKUB CEO 294500 0 10000 0 0 0 15419 0 5383 0 325302 0 0 0 KYLE LONGTON CHIEF OPERATING OFFICER 159327 0 8000 0 0 0 10013 0 8120 0 185460 0 0 0 ANTIONE SMITH SENIOR DIRECTOR, HR 157306 0 12516 0 0 0 9302 0 19050 0 198174 0 0 0 ROBIN LEHMAN SENIOR DIRECTOR, ACCOUNTING 144264 0 11826 0 0 0 8522 0 16272 0 180884 0 0 0 JAMES LEE SENIOR DIRECTOR, HEALTH OPERATIONS 142947 0 12355 0 0 0 6009 0 9764 0 171075 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR DIRECTOR OF ACCOUNTING REVIEWS THE FORMS IN CONCERT WITH THE EXECUTIVE MANAGEMENT, WHO THEN SIGNS AND FILES THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AS A GOVERNMENT CONTRACTOR, AFSPA IS SUBJECT TO ETHICAL COMPLIANCE REGULATIONS. THESE TOOK EFFECT IN 2009, AND INCLUDE HAVING KEY EMPLOYEES SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY, AND HAVING A COMPLIANCE AND ETHICS OFFICER. COMPLIANCE INCLUDES HAVING THE BOARD MEMBERS, OFFICERS, AND EMPLOYEES BRIEFED ANNUALLY ON ETHICAL STANDARDS AND BEING GIVEN OPTIONS FOR BRINGING POTENTIAL ETHICAL CONCERNS TO THE ATTENTION OF THE COMPLIANCE OFFICER. TO DATE, NO POTENTIAL ETHICAL CONCERNS HAVE BEEN BROUGHT TO THE ATTENTION OF THE COMPLIANCE OFFICER. IF THEY WERE, THE COMPLIANCE & ETHICS OFFICER AND/OR HIS OR HER DESIGNEES WILL INVESTIGATE ALLEGED VIOLATIONS OF THE CODE OF ETHICS. AS NECESSARY, THEY MAY REPORT THE VIOLATION TO PUBLIC OFFICIALS FOR INVESTIGATION AND/OR PROSECUTION. FORM 990, PART VI, SECTION B, LINE 15 TOP MANAGEMENT AND OFFICER COMPENSATION IS DETERMINED BY THE CEO BASED ON AN ESTIMATED ANNUAL BUDGET FOR SALARY AND BONUS INCREASES. CEO COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS IN JULY OF EACH YEAR AFTER DISCUSSION IN CLOSED-DOOR EXECUTIVE SESSIONS. FORM 990, PART VI, SECTION C, LINE 19 NOT AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9: RETURN OF EXCESS RESERVES -5,880,390. FORM 990, PART IV, LINE 12 AND PART XII, LINE 2B: BOTH THE CORE AFSPA PLAN AND ITS SHARE OF THE FEDERAL EMPLOYEES HEALTH BENEFIT PROGRAM RECEIVE SEPARATE AUDITED FINANCIAL STATEMENTS. SENIOR LIVING FOUNDATION OF THE AFS 1620 L STREET NW STE 800 WASHINGTON DC 20036 521699708 PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL DC 501(C)3 7 AMERICAN FOREIGN SERVICE PROTECTIVE ASSOC 0 UNITED STATES FEDERAL GOVERNMENT VEBA CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 1 UNITED STATES FEDERAL GOVERNMENT S 390137208 FMV