WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY (EIN 47-0339250)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201803169349300830
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T15:04:15-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470339250 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODMEN OF THE WORLD LIFE INSURANCE | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 4023421890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 FARNAM STREET SUITE 2200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681022025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN S MAWSON | PersonNm |
| Person Title | DIR TAX & ACCOUNTING | PersonTitleTxt |
| Phone | 4023421890 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 54.184.238.207 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 15:04:15 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5447B0426974D32134831B4D2BD111901A69EE46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DC86732EF273B62E3C49538B708C8FF77571E1FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODMENLIFE | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK L DEES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2331 S 218TH AVENUE | AddressLine1Txt |
| City | ELKHORN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,999,982,007 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WOODMENLIFE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | WOODMENLIFE PROVIDES MEMBERS WITH FINANCIAL SECURITY WHILE MAKING A DIFFERENCE IN YOUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2548 | TotalEmployeeCnt |
| Total Volunteers | 70902 | TotalVolunteersCnt |
| Total Gross UBI | $472,057 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$72,840 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $656,515,117 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $590,156,613 | CYProgramServiceRevenueAmt |
| PY Investment Income | $529,730,278 | PYInvestmentIncomeAmt |
| CY Investment Income | $408,867,271 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,093,175 | PYOtherRevenueAmt |
| CY Other Revenue | $7,262,439 | CYOtherRevenueAmt |
| PY Total Revenue | $1,193,338,570 | PYTotalRevenueAmt |
| CY Total Revenue | $1,006,286,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $413,598 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $802,386 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $835,202,000 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $745,890,977 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $75,026,487 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $76,356,843 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $123,451,181 | PYOtherExpensesAmt |
| CY Other Expenses | $121,481,283 | CYOtherExpensesAmt |
| PY Total Expenses | $1,034,093,266 | PYTotalExpensesAmt |
| CY Total Expenses | $944,531,489 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $159,245,304 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $61,754,834 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,846,690,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,975,459,340 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,576,454,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,581,921,680 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,270,235,760 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,393,537,660 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WOODMENLIFE PROVIDES MEMBERS WITH FINANCIAL SECURITY WHILE MAKING A DIFFERENCE IN YOUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | MEMBER BENEFITS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE MEMBER 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 OR HER DUTIES AS A NON-MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMT/PARAMEDICS, POLICE OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. -ORPHAN'S CARE BENEFIT: WOODMENLIFE OFFERS UP TO 12,000 ANNUALLY 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. -PRESCRIPTION DRUG SAVINGS CARD: THIS NO-COST PRESCRIPTION DRUG SAVINGS CARD OFFERS MEMBERS THE LOWEST PRICE AVAILABLE ON DRUGS PURCHASED THROUGH THE SCRIPTSAVE NETWORK OF PHARMACIES. -WOODMENLIFE FOCUS FORWARD SCHOLARSHIP: WITH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, NEARLY 1 MILLION IN SCHOLARSHIPS IS AVAILABLE TO THOUSANDS OF HIGH SCHOOL GRADUATES ANNUALLY. 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. -FAMILY ACTIVITIES AND COMMUNITY EVENTS: FAMILY IS IMPORTANT TO US, AND WE SPONSOR A VARIETY OF FUN, FAMILY-FRIENDLY ACTIVITIES THAT BRING YOUNG AND OLD TOGETHER TO FORM NEW FRIENDSHIPS AND CELEBRATE DIFFERENCES. ALL WOODMENLIFE MEMBERS AND THEIR GUESTS ARE ENCOURAGED TO ATTEND. -COMMUNITY IMPROVEMENT FUNDS: WOODMENLIFE DONATES MONEY 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RED BASKET, INC.: REDBASKET.ORG IS A NONPROFIT CROWD-FUNDING WEBSITE DEDICATED TO HELPING INDIVIDUALS RAISE MONEY FOR PERSONAL EMERGENCIES AND COMMUNITY IMPROVEMENT PROJECTS IN A FEE-FREE ENVIRONMENT. REDBASKET.ORG WAS CREATED IN 2012, AND IS AVAILABLE IN ALL 50 STATES. IN 2017, REDBASKET.ORG RAISED NEARLY 1.2 MILLION TO FUND A VARIETY OF PROJECTS. WOODMENLIFE COVERS ALL ADMINISTRATIVE AND OPERATING EXPENSES FOR RED BASKET, ENSURING THAT EVERY DOLLAR DONATED GOES DIRECTLY TO THE PROJECT BEING FUNDED. WOODMENLIFE'S SUPPORT INCLUDES A FULL IN-HOUSE STAFF, SUPPORT STAFF NATIONWIDE, AND MARKETING, COMMUNICATIONS, WEB SERVICES AND ACCOUNTING SERVICES. WOODMENLIFE ALSO COVERS ALL PAYMENT PROCESSING FEES AND BANK SERVICE CHARGES. BECAUSE RED BASKET IS A 501(C)(3), NON-PROFIT, ALL DONATIONS ARE TAX DEDUCTIBLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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 THREE MILLION FLAGS TO WORTHY NON-PROFIT INSTITUTIONS. 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 227709 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2548 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN MAWSON | PersonNm |
| Phone | 4023421890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 FARNAM STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LARRY R KING | ||||||||
| FORMER CEO | 50.00 | 2.00 | Yes (X) | Yes (X) | $1,270,956 | $0 | $314,219 | |
| PATRICK L DEES | ||||||||
| PRESIDENT & | 50.00 | 2.00 | Yes (X) | Yes (X) | $623,026 | $0 | $264,412 | |
| DENISE M MCCAULEY | ||||||||
| EXEC VP, CH | 50.00 | 3.00 | Yes (X) | Yes (X) | $564,302 | $0 | $71,049 | |
| ROBERT T MAHER | ||||||||
| EXEC VP, CHI | 50.00 | 4.00 | Yes (X) | Yes (X) | $561,785 | $0 | $287,941 | |
| MATTHEW E ELLIS | ||||||||
| EXEC VP, SEC | 50.00 | 3.00 | Yes (X) | Yes (X) | $404,007 | $0 | $60,103 | |
| DANNY E CUMMINS | ||||||||
| DIR, FORMER | 5.00 | 0.00 | Yes (X) | $138,313 | $0 | $0 | ||
| DANIEL W RICE | ||||||||
| BOARD OF DIR | 5.00 | 1.00 | Yes (X) | $91,099 | $0 | $29,738 | ||
| JAMES W SHAVER | ||||||||
| BOARD OF DIR | 5.00 | 1.00 | Yes (X) | $90,807 | $0 | $14,682 | ||
| MICHAEL C SHEALY | ||||||||
| BOARD OF DIR | 5.00 | 1.00 | Yes (X) | $80,761 | $0 | $12,681 | ||
| MARK L SCHREIER | ||||||||
| DIR, FORMER | 5.00 | 0.00 | Yes (X) | $75,421 | $0 | $0 | ||
| WESLEY A DODD | ||||||||
| BOARD OF DIR | 5.00 | 1.00 | Yes (X) | $73,055 | $0 | $9,963 | ||
| JAMES W BOSLER III | ||||||||
| BOARD OF DIR | 5.00 | 1.00 | Yes (X) | $71,487 | $0 | $10,300 | ||
| DARYL J DOISE | ||||||||
| BOARD OF DIR | 5.00 | 2.00 | Yes (X) | $68,691 | $0 | $0 | ||
| RONALD H ALDRIDGE | ||||||||
| BOARD OF DIR | 5.00 | 0.00 | Yes (X) | $57,044 | $0 | $0 | ||
| DWAYNE H TUCKER | ||||||||
| BOARD OF DIR | 5.00 | 1.00 | Yes (X) | $40,742 | $0 | $0 | ||
| SPENCER T OWEN | ||||||||
| FORMER SR VP | 50.00 | 2.00 | Yes (X) | $323,519 | $0 | $65,190 | ||
| RAYMOND G SMOLINSKI | ||||||||
| VP, BUSINESS | 50.00 | 0.00 | Yes (X) | $313,792 | $0 | $58,833 | ||
| CYNTHIA S BENGTSON | ||||||||
| VP, INVESTME | 50.00 | 0.00 | Yes (X) | $299,575 | $0 | $120,321 | ||
| LYNN ESPELAND | ||||||||
| VP, CHIEF CO | 50.00 | 0.00 | Yes (X) | $287,377 | $0 | $151,608 | ||
| RANDALL P ROTSCHAFER | ||||||||
| VP, CHIEF RI | 50.00 | 0.00 | Yes (X) | $270,321 | $0 | $199,911 | ||
| ELVIS O ANDERSON | ||||||||
| FORMER SENIO | 50.00 | 0.00 | Yes (X) | $269,969 | $0 | $888,642 | ||
| KARLA J GOCHENOUR | ||||||||
| VP, HUMAN RE | 50.00 | 0.00 | Yes (X) | $268,190 | $0 | $105,770 | ||
| LEE A JANECEK | ||||||||
| VP, CERTIFIC | 50.00 | 0.00 | Yes (X) | $246,318 | $0 | $122,166 | ||
| ANNETTE M DEVINE | ||||||||
| VP, ACCOUNTI | 50.00 | 4.00 | Yes (X) | $240,949 | $0 | $112,450 | ||
| JON AERNI | ||||||||
| VP, CHIEF AC | 50.00 | 0.00 | Yes (X) | $212,774 | $0 | $43,742 | ||
| STEVEN T MCKERN | ||||||||
| VP, ADMINIST | 50.00 | 0.00 | Yes (X) | $196,775 | $0 | $82,485 | ||
| LORI HOWARD | ||||||||
| VP, MARKETIN | 50.00 | 0.00 | Yes (X) | $157,863 | $0 | $33,108 | ||
| ROGER ANDERSON | ||||||||
| REGIONAL DIR | 50.00 | 0.00 | $821,236 | $0 | $145,198 | Yes (X) | ||
| GREGORY D ROBERTSON | ||||||||
| REGIONAL DIR | 50.00 | 0.00 | $711,432 | $0 | $44,713 | Yes (X) | ||
| JACK M YATES | ||||||||
| REGIONAL DIR | 50.00 | 0.00 | $521,002 | $0 | $112,260 | Yes (X) | ||
| PASQUALE FRAPPAMPINA | ||||||||
| REGIONAL DIR | 50.00 | 1.00 | $349,722 | $0 | $104,197 | Yes (X) | ||
| WESLEY BROWN | ||||||||
| SALES REPRES | 50.00 | 0.00 | $314,747 | $0 | $27,876 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,017,057 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,493,558 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 204 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LIDP CONSULTING SERVICES | ||||||
| 10100 REUNION PLACE | SUITE 500 | SAN ANTONIO | TX | 78216 | SOFTWARE MAINTE | $2,343,918 |
| SHI INTERNATIONAL CORP | ||||||
| 290 DAVIDSON AVE | SOMERSET | NJ | 08873 | SOFTWARE MAINTE | $2,051,760 | |
| EMSI | ||||||
| PO BOX 202669 | DALLAS | TX | 753202669 | MEDICAL EXAM FE | $1,542,962 | |
| SIRIUS COMPUTER SOLUTIONS | ||||||
| PO BOX 202289 | DALLAS | TX | 753202289 | COMPUTER MAINTE | $1,474,242 | |
| BMC SOFTWARE INC | ||||||
| 2101 CITY WEST BLVD | HOUSTON | TX | 77042 | SOFTWARE LICENS | $1,010,340 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 64 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PREMIUM INCOME | 524113 | $570,241,991 | $570,241,991 |
| FRATERNAL INCOME | 524113 | $14,450,833 | $14,450,833 |
| SUPPLEMENTARY CONTRACTS | 524113 | $5,463,789 | $5,463,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $590,156,613 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $410,082,893 | TotalRevenueColumnAmt |
| Exclusion | $410,082,893 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,900,303 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,109,921 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,790,382 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,790,382 | TotalRevenueColumnAmt |
| Exclusion | $6,790,382 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $737,698,339 | SecuritiesAmt |
| Other | $240,671,802 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $729,591,089 | SecuritiesAmt |
| Other | $249,994,674 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,107,250 | SecuritiesAmt |
| Other | -$9,322,872 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,215,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,215,622 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| PARKING LOTS AND GARAGES | 812930 | $481,550 | $481,550 |
| INCOME/(LOSS) FROM PSHIPS | 900099 | -$9,493 | -$9,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $472,057 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,006,286,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $588,940,991 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $472,057 | UnrelatedBusinessRevenueAmt |
| Exclusion | $416,873,275 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,886 | TotalAmt |
| Program Services | $431,886 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,500 | TotalAmt |
| Program Services | $370,500 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,890,977 | TotalAmt |
| Program Services | $745,890,977 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,462,990 | TotalAmt |
| Management And General | $10,462,990 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,766,188 | TotalAmt |
| Management And General | $39,766,188 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,258,101 | TotalAmt |
| Management And General | $5,258,101 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,618,759 | TotalAmt |
| Management And General | $14,618,759 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,250,805 | TotalAmt |
| Management And General | $6,250,805 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,556 | TotalAmt |
| Management And General | $931,556 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,234 | TotalAmt |
| Management And General | $375,234 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,458 | TotalAmt |
| Management And General | $228,458 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,389,218 | TotalAmt |
| Management And General | $2,389,218 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,997,903 | TotalAmt |
| Management And General | $3,997,903 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,241,504 | TotalAmt |
| Management And General | $8,241,504 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,997,811 | TotalAmt |
| Management And General | $3,997,811 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,902 | TotalAmt |
| Management And General | $479,902 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,798 | TotalAmt |
| Management And General | $624,798 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,927,469 | TotalAmt |
| Management And General | $2,927,469 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,676 | TotalAmt |
| Management And General | $646,676 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| COMMISSIONS | $39,288,165 | $39,288,165 |
| TRANSFER TO SEPARATE ACCO | $20,108,118 | $20,108,118 |
| SALES EXPENSES | $15,882,594 | $15,882,594 |
| MEMBER DUES EXPENSE | $8,669,829 | $8,669,829 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,692,048 | TotalAmt |
| Management And General | $12,692,048 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $944,531,489 | TotalAmt |
| Program Services | $746,693,363 | ProgramServicesAmt |
| Management And General | $197,838,126 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,005,173 | BOYAmt |
| EOY | -$338,343 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,341,326 | BOYAmt |
| EOY | $104,149,002 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,620 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $218,726,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $138,162,134 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,390,850 | BOYAmt |
| EOY | $80,564,270 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,910,869,750 | BOYAmt |
| EOY | $8,039,747,106 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,178,846,082 | BOYAmt |
| EOY | $2,182,288,982 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,921,514 | BOYAmt |
| EOY | $569,048,323 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,846,690,315 | BOYAmt |
| EOY | $10,975,459,340 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,489,954 | BOYAmt |
| EOY | $42,455,713 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,531,964,601 | BOYAmt |
| EOY | $9,539,465,967 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,576,454,555 | BOYAmt |
| EOY | $9,581,921,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,235,760 | BOYAmt |
| EOY | $1,393,537,660 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,235,760 | BOYAmt |
| EOY | $1,393,537,660 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,846,690,315 | BOYAmt |
| EOY | $10,975,459,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $61,754,834 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $71,630,382 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$10,083,316 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $8,000 | PoliticalExpendituresAmt |
| Form1120 POL Filed | false | Form1120POLFiledInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART IV | FormAndLineReferenceDesc |
| Explanation | WOODMENLIFE MADE STATE AND LOCAL CONTRIBUTIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,770,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,778,430 | DepreciationAmt |
| Book Value | $21,992,298 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $112,955,676 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $54,383,704 | DepreciationAmt |
| Book Value | $58,571,972 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,564,270 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MORTGAGE LOANS - COST | $2,028,938,090 | C |
| CTF LOANS-LEGACY | $145,612,913 | C |
| CTF LOANS-INGENIUM | $6,393,889 | C |
| OTHER SCHEDULE BA-COST | $853,590 | C |
| ACCELERATED BENEFIT LIENS | $849,297 | C |
| CTF LOANS IN PROCESS | $217,436 | C |
| CALL OPTIONS&WARRANTS-MKT ADJ | $166,600 | C |
| MORTGAGE LOANS - DISCOUNT | -$2,309 | C |
| CTF LOANS-NONADMITTED | -$740,524 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,182,288,982 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (37 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CS-SEP ACCT - COST | $410,250,831 |
| PREPAID PENSION EXP | $136,058,001 |
| CS-SEP ACCT - MKT VAL ADJ | $83,423,254 |
| INV INC D&A - BONDS | $61,014,126 |
| SALES - FASAT ADVANCES | $9,673,918 |
| INV INC D&A - MORTGAGE LOANS | $7,215,114 |
| INV INC D&A - CTF LOANS | $4,251,428 |
| INV INC D&A - RE | $1,677,800 |
| SALES - PREPAID COMMISSION EXP | $1,475,320 |
| REINS - AMOUNTS RECOVERABLE | $1,057,362 |
| PREMIUM DUE - DIRECT - RENEWAL | $935,892 |
| PAC CLEARING ACCOUNT | $759,799 |
| GROUP HEALTH CLAIMS BCBS | $719,073 |
| EXPRESS CHECK CLEARING ACCOUNT | $508,931 |
| INV INC D&A - COMMON STOCK | $396,204 |
| SALES - AGENT BALANCES DUE | $393,766 |
| SALES - ST MGR EXP ADVANCES | $340,471 |
| CHAPTER-INSURANCE ESCROW | $335,308 |
| INVENTORY - PROMOTIONAL ITEMS | $255,813 |
| SALES - SPOT LOANS | $170,463 |
| 401K FORFEITURE ACCOUNT | $91,770 |
| GROUP DENTAL CLAIMS | $56,929 |
| REINS - OTHER AMTS RECEIVABLE | $43,825 |
| CHAPTER-JURIS DUES ESCROW | $41,633 |
| PREMIUM DUE - DIRECT - 1ST YR | $41,278 |
| INV INC D&A - SEC LENDING | $20,526 |
| ACCTS REC-EMPLOYEES OTHER | -$20 |
| PREMIUM DUE - REINS - 1ST YR | -$1,794 |
| PREMIUMS DUE - NON-ADMITTED | -$16,687 |
| INV INC D&A-BONDS-NONADMITTED | -$54,092 |
| CHAPTER ESCROW - NON-ADMITTED | -$376,941 |
| GROUP CLAIMS - NON-ADMITTED | -$776,002 |
| PREMIUM DUE - REINS - RENEWAL | -$1,206,744 |
| MISC ASSETS - NON-ADMITTED | -$1,616,293 |
| SALES - LOAN WRITE-OFF ALLOW | -$2,893,000 |
| FIELDWORKER BAL - NON-ADMITTED | -$9,160,938 |
| PREPAID PENSION - NON-ADMITTED | -$136,058,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $569,048,323 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (69 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE RESERVES | $4,540,516,089 |
| ANNUITY RESERVES | $3,212,791,891 |
| UNIVERSAL LIFE LIAB-CASH VALUE | $3,152,685,154 |
| ANNUITY LIABILITY | $1,339,804,992 |
| QUALIFIED RET PLAN | $366,930,092 |
| VARIABLE ANNUITY RESERVES | $365,654,265 |
| QUALIFIED RET PLAN - SEP ACCTS | $276,511,307 |
| VA TRANSFERS IN | $258,022,482 |
| REFUNDS LEGACY | $231,303,884 |
| NONLIFE SETTLEMENT OPTIONS | $154,240,401 |
| ASSET VALUATION RESERVE | $125,083,438 |
| DISABILITY-DISABLED LIVES RSRV | $84,429,164 |
| A&H ACTIVE CONTRACT RESERVES | $75,888,799 |
| SCI RESERVES | $65,120,205 |
| POST RET BENEFITS LIABILITY | $46,588,055 |
| PROVISION FOR REFUNDS PAYABLE | $42,655,000 |
| PAYABLE FOR SECURITIES LENDING | $37,189,443 |
| CLM LIAB-LIFE ICOS | $25,402,999 |
| VA RESERVE - SEP ACCOUNT | $20,141,564 |
| INT MAINTENANCE RESERVE | $13,675,942 |
| CLM SUSP-INGENIUM ICOS | $12,143,295 |
| DEFERRED COMP | $11,684,554 |
| A&H CLAIM RESERVES | $10,163,575 |
| DISABILITY-ACTIVE LIVES RSRV | $7,735,103 |
| DISABILITY-DISABLED IBNR RSRV | $7,100,000 |
| AIO RESERVE | $6,697,808 |
| LIABILITY-INGENIUM SET OPTS | $6,381,742 |
| ACCIDENTAL DEATH RESERVE | $5,853,906 |
| UNFUNDED ABO LIABILITY | $5,620,820 |
| CLM LIAB-LIFE IBNR | $5,523,000 |
| UNEARNED PREMIUM RESERVE | $5,226,158 |
| SUPP RET PLAN | $4,909,593 |
| ADVANCE PAYMENTS INGENIUM | $2,526,010 |
| CLM LIAB-LIFE D&U | $2,315,051 |
| ADVANCE PAYMENTS LEGACY | $2,074,542 |
| ADVANCE PREM - DIRECT -RENEWAL | $1,120,017 |
| A&H ACTIVE UNEARNED PREM RSRV | $662,762 |
| NQ PENSION - LIABILITY | $629,386 |
| SURRENDER VALUES PAYABLE | $565,541 |
| CLM LIAB-A&H IBNR | $471,230 |
| REFUNDS INGENIUM | $406,107 |
| MORTGAGE LOANS - GUARANTEE DEP | $261,000 |
| CLM LIAB-A&H ICOS | $248,638 |
| GUARANTEED ENDOWMENTS LEGACY | $220,395 |
| A&H ACTIVE ADDITIONAL RESERVE | $145,500 |
| RE-SEC DEP-BANK OF BLUE VALLEY | $86,743 |
| CLM LIAB-LIFE RESISTED | $41,392 |
| ADVANCE PAYMENTS - ACCRUED INT | $38,265 |
| RE-GUARANTEE DEPOSITS | $34,013 |
| RE-SEC DEP-IBERIABANK | $21,999 |
| STALE DATED CHECKS - LAWSON | $19,836 |
| RE-SEC DEP-FIDELITY BANK | $16,115 |
| UNCASHED CHKS - WBA CLOSEOUT | $9,568 |
| ADVANCE PREM - DIRECT - 1ST YR | $8,727 |
| RE-SEC DEP-US BANK | $8,234 |
| REFUNDS - ACCRUED INTEREST | $6,340 |
| RE-SUSPENSE | $5,500 |
| CLM LIAB-A&H REIN IBNR | -$230 |
| ADVANCE PREM - REINS - RENEWAL | -$1,623 |
| CLM LIAB-A&H REIN ICOS | -$16,539 |
| A&H UNEARNED CEDED RESERVE | -$185,224 |
| CLM LIAB-LIFE REIN D&U | -$989,738 |
| CLM LIAB-LIFE REIN ICOS | -$1,634,453 |
| A&H CLAIM REINSURANCE | -$5,455,503 |
| A&H ACTIVE LIFE REINSURANCE | -$28,548,392 |
| REINSURANCE OFFSET | -$34,667,964 |
| VA TRANSFERS OUT | -$432,161,852 |
| NET ANNUITY LIABILITY | -$1,339,804,992 |
| NET UNIVERSAL LIFE CASH VALUE | -$3,152,685,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,539,465,967 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $999,004,163 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $14,109,921 | OtherRevenueAmt |
| Revenue Not Reported | $14,109,921 | RevenueNotReportedAmt |
| Revenue Subtotal | $984,894,242 | RevenueSubtotalAmt |
| Other Revenues Not Included | $21,392,081 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $21,392,081 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,006,286,323 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $937,249,329 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $14,109,921 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,109,921 | ExpensesNotReportedAmt |
| Expenses Subtotal | $923,139,408 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $21,392,081 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,392,081 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $944,531,489 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | EXPENSES RELATED TO RENTAL INCOME 14,109,921 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | EXPENSES RELATED TO INVESTMENT INCOME 21,392,081 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EXPENSES RELATED TO RENTAL INCOME 14,109,921 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | EXPENSES RELATED TO INVESTMENT INCOME 21,392,081 BOOK / TAX DEPRECIATION DIFFERENCE 17,037,390 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $9,721,918 |
| EUROPE | INVESTMENTS | $2,619,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $12,341,230 | SubtotalSpentAmt |
| Total Spent | $12,341,230 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN 0 9,721,918 EUROPE 0 2,619,312 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501C3 | $12,348 | GENERAL SUPPORT | |
| CITY OF OMAHA POLICE FOUNDATION | ||||||||
| PO BOX 31134 | OMAHA | NE | 68131 | 470843276 | 501C3 | $16,500 | GENERAL SUPPORT | |
| FOOD BANK FOR THE HEARTLAND | ||||||||
| 10525 J STREET | OMAHA | NE | 68127 | 470637701 | 501C3 | $61,692 | GENERAL SUPPORT | |
| GIRL SCOUTS OF THE UNITED STATES OF | ||||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | 131624016 | 501C3 | $5,150 | GENERAL SUPPORT | |
| GREATER OMAHA CHAMBER OF COMMERCE | ||||||||
| 1301 HARNEY STREET | OMAHA | NE | 68102 | 470258610 | 501C6 | $15,500 | GENERAL SUPPORT | |
| HABITAT FOR HUMANITY | ||||||||
| 1701 NORTH 24TH STREET | OMAHA | NE | 68110 | 363283625 | 501C3 | $10,508 | GENERAL SUPPORT | |
| HUNGER FREE HEARTLAND | ||||||||
| 13911 GOLD CIRCLE SUITE 120 | OMAHA | NE | 68144 | 813300293 | 501C3 | $5,150 | GENERAL SUPPORT | |
| IOWA WESTERN | ||||||||
| 2700 COLLEGE ROAD | COUNCIL BLUFFS | IA | 51503 | 421224333 | 501C3 | $6,000 | GENERAL SUPPORT | |
| JOSLYN ART MUSEUM | ||||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | 470384577 | 501C3 | $5,500 | GENERAL SUPPORT | |
| JUNIOR ACHIEVEMENT | ||||||||
| 11248 DAVENPORT STREET | OMAHA | NE | 68154 | 470468426 | 501C3 | $5,280 | GENERAL SUPPORT | SUITE 100 |
| NORTH FLORIDA YOUTH ASSOCIATION | ||||||||
| 3051 HIGHLAND OAKS TER | TALLAHASSEE | FL | 32301 | 591917922 | 501C3 | $8,000 | GENERAL SUPPORT | SUITE 2 |
| OMAHA COMMUNITY PLAYHOUSE | ||||||||
| 6915 CASS STREET | OMAHA | NE | 68102 | 470399856 | 501C3 | $10,125 | GENERAL SUPPORT | |
| OMAHA SYMPHONY ASSOCIATION | ||||||||
| 1905 HARNEY STREET | OMAHA | NE | 68102 | 476039304 | 501C3 | $15,000 | GENERAL SUPPORT | SUITE 400 |
| OPEN DOOR MISSION | ||||||||
| 2828 NORTH 23RD STREET EAST | OMAHA | NE | 68110 | 470411375 | 501C3 | $5,900 | GENERAL SUPPORT | |
| SOUTHEAST TEXAS YOUTH ASSOCIATION | ||||||||
| 21021 SPRINGBROOK PLZ DR | SPRING | TX | 77379 | 760274092 | 501C7 | $20,000 | GENERAL SUPPORT | SUITE 240 |
| THE OMAHA EQUESTRIAN FOUNDATION | ||||||||
| 1004 FARNAM STREET | OMAHA | NE | 68102 | 273520778 | 501C3 | $7,500 | GENERAL SUPPORT | SUITE 400 |
| UNITED WAY OF THE MIDLANDS | ||||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | 470376605 | 501C3 | $40,300 | GENERAL SUPPORT | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL | LINCOLN | NE | 68508 | 470379839 | 501C3 | $6,625 | GENERAL SUPPORT | SUITE 300 |
| WOMEN'S CENTER FOR ADVANCEMENT | ||||||||
| 222 SOUTH 29TH STREET | OMAHA | NE | 68131 | 273205476 | 501C3 | $5,175 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 623 | RecipientCnt |
| Cash Grant | $370,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | WOODMENLIFE APPOINTS A CORPORATE SOCIAL RESPONSIBILITY COMMITTEE ANNUALLY. THIS COMMITTEE IS RESPONSIBLE FOR COORDINATING EFFORTS TO RECEIVE, CONSIDER, APPROVE, DENY AND DISBURSE CONTRIBUTIONS REQUESTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| LARRY R KING | ||||||
| FORMER CEO | $915,391 | $278,783 | $76,782 | $291,925 | $22,294 | $1,585,175 |
| PATRICK L DEES | ||||||
| PRESIDENT & CEO | $426,518 | $130,275 | $66,233 | $230,382 | $34,030 | $887,438 |
| DENISE M MCCAULEY | ||||||
| EXEC VP, CHIEF OPER | $381,754 | $128,358 | $54,190 | $43,941 | $27,108 | $635,351 |
| ROBERT T MAHER | ||||||
| EXEC VP, CHIEF FINAN | $339,319 | $124,988 | $97,478 | $254,643 | $33,298 | $849,726 |
| MATTHEW E ELLIS | ||||||
| EXEC VP, SECRETARY | $297,039 | $80,986 | $25,982 | $45,110 | $14,993 | $464,110 |
| SPENCER T OWEN | ||||||
| FORMER SR VP, SALES | $239,719 | $76,250 | $7,550 | $35,556 | $29,634 | $388,709 |
| RAYMOND G SMOLINSKI | ||||||
| VP, BUSINESS TECHNOL | $222,936 | $68,080 | $22,776 | $32,161 | $26,672 | $372,625 |
| CYNTHIA S BENGTSON | ||||||
| VP, INVESTMENT | $215,944 | $69,840 | $13,791 | $100,314 | $20,007 | $419,896 |
| LYNN ESPELAND | ||||||
| VP, CHIEF COMPLIANCE | $227,689 | $51,969 | $7,719 | $123,927 | $27,681 | $438,985 |
| RANDALL P ROTSCHAFER | ||||||
| VP, CHIEF RISK OFFIC | $192,061 | $60,080 | $18,180 | $166,392 | $33,519 | $470,232 |
| ELVIS O ANDERSON | ||||||
| FORMER SENIOR VP, SA | $181,960 | $87,712 | $297 | $882,088 | $6,554 | $1,158,611 |
| KARLA J GOCHENOUR | ||||||
| VP, HUMAN RESOURCES | $203,697 | $49,306 | $15,187 | $72,227 | $33,543 | $373,960 |
| LEE A JANECEK | ||||||
| VP, CERTIFICATE ADMI | $196,124 | $47,080 | $3,114 | $89,036 | $33,130 | $368,484 |
| ANNETTE M DEVINE | ||||||
| VP, ACCOUNTING SERVI | $166,628 | $46,080 | $28,241 | $80,331 | $32,119 | $353,399 |
| JON AERNI | ||||||
| VP, CHIEF ACTUARY | $183,381 | $28,580 | $813 | $12,152 | $31,590 | $256,516 |
| STEVEN T MCKERN | ||||||
| VP, ADMINISTRATIVE S | $155,926 | $32,080 | $8,769 | $66,438 | $16,047 | $279,260 |
| LORI HOWARD | ||||||
| VP, MARKETING | $129,724 | $17,080 | $11,059 | $7,423 | $25,685 | $190,971 |
| ROGER ANDERSON | ||||||
| REGIONAL DIRECTOR | $744,216 | $46,583 | $30,437 | $122,344 | $22,854 | $966,434 |
| GREGORY D ROBERTSON | ||||||
| REGIONAL DIRECTOR | $580,247 | $94,236 | $36,949 | $31,682 | $13,031 | $756,145 |
| JACK M YATES | ||||||
| REGIONAL DIRECTOR | $379,301 | $121,720 | $19,981 | $99,535 | $12,725 | $633,262 |
| PASQUALE FRAPPAMPINA | ||||||
| REGIONAL DIRECTOR | $251,524 | $67,485 | $30,713 | $87,186 | $17,011 | $453,919 |
| WESLEY BROWN | ||||||
| SALES REPRESENTATIVE | $191,612 | $118,737 | $4,398 | $7,542 | $20,334 | $342,623 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | THE WOODMENLIFE NONQUALIFIED SUPPLEMENTAL PLAN WAS ESTABLISHED ON MAY 19, 1986 FOR THE PURPOSE OF PROVIDING A NONQUALIFIED RETIREMENT BENEFIT TO ELIGIBLE EMPLOYEES AND WOODMENLIFE REPRESENTATIVES. THIS PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. THE REFERENCED BENEFIT UNDER THIS PLAN IS CALCULATED BASED ON THE NORMAL OR EARLY RETIREMENT BENEFIT THAT WOULD HAVE BEEN PAYABLE TO AN ELIGIBLE EMPLOYEE OR WOODMENLIFE REPRESENTATIVE ON THE DAY THAT INDIVIDUAL COMPLETED A YEAR OF SERVICES AS AN ACTIVE PARTICIPANT OF WOODMENLIFE'S QUALIFIED PLAN AND CONTINUED TO BE AN ACTIVE PARTICIPANT OF THE QUALIFIED PLAN UNTIL THE ELIGIBLE EMPLOYEE'S OR WOODMENLIFE REPRESENTATIVE'S BENEFIT PAYOUT UNDER THE PLAN PER THE PLAN REQUIREMENTS AND CONDITIONS. THE SUPPLEMENTAL PLAN WAS CLOSED TO NEW PARTICIPANTS ON DECEMBER 31, 2012. IN 2017, WOODMENLIFE MADE BENEFIT PAYMENTS TO LARRY KING IN THE AMOUNT OF 6,733,263. PAYMENTS MADE UNDER THE SUPPLEMENTAL PLAN 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 EMPLOYEE OR WOODMENLIFE REPRESENTATIVE ACCRUED DEFERRED COMPENSATION UNDER THE 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 THE SUPPLEMENTAL PLAN. THIS CONTRIBUTION PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | -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. -PRESCRIPTION DRUG SAVINGS CARD: THIS NO-COST PRESCRIPTION DRUG SAVINGS CARD OFFERS MEMBERS THE LOWEST PRICE AVAILABLE ON DRUGS PURCHASED THROUGH THE SCRIPTSAVE NETWORK OF PHARMACIES. -WOODMENLIFE FOCUS FORWARD SCHOLARSHIP: WITH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, NEARLY 1 MILLION IN SCHOLARSHIPS IS AVAILABLE TO THOUSANDS OF HIGH SCHOOL GRADUATES ANNUALLY. 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. -FAMILY ACTIVITIES AND COMMUNITY EVENTS: FAMILY IS IMPORTANT TO US, AND WE SPONSOR A VARIETY OF FUN, FAMILY-FRIENDLY ACTIVITIES THAT BRING YOUNG AND OLD TOGETHER TO FORM NEW FRIENDSHIPS AND CELEBRATE DIFFERENCES. ALL WOODMENLIFE MEMBERS AND THEIR GUESTS ARE ENCOURAGED TO ATTEND. -COMMUNITY IMPROVEMENT FUNDS: WOODMENLIFE DONATES MONEY 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 | ALL DONATIONS ARE TAX DEDUCTIBLE. |
| 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 VII | COMPENSATION FOR RED BASKET, INC.'S PRESIDENT: COLUMN D: 72,972 COLUMN F: 31,786 COMPENSATION FOR WOODMEN FOUNDATION, INC.'S PRESIDENT: COLUMN D: 101,005 COLUMN F: 9,270 |
| FORM 990, PART XI, LINE 9 | MINIMUM PENSION OBLIGATIONS 9,792,952 CHANGE IN NON-ADMITTED ASSETS -17,242,988 CHANGE IN ASSET VALUATION RESERVE -2,633,280 TOTAL -10,083,316 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WOODMEN FOUNDATION | ||||||||||
| 1700 FARNAM STREET | OMAHA | NE | 68102 | 204743934 | CHARITABLE | NE | 501C3 | 7 | WOODMEN OF | false |
| RED BASKET INC | ||||||||||
| 1700 FARNAM STREET | OMAHA | NE | 68102 | 454412276 | CHARITABLE | NE | 501C3 | 7 | WOODMEN OF | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WFS HOLDINGS INC | |||||||||||||
| 1700 FARNAM STREET | OMAHA | NE | 68102 | 223828160 | HOLDING CO | NE | WOODMEN OF | C CORP | -$16,818 | $17,233,548 | 1.00000 | Yes (true) | |
| WOODMEN FINANCIAL SERVICES INC | |||||||||||||
| 1700 FARNAM STREET | OMAHA | NE | 68102 | 223828171 | FINANCIAL | NE | Yes (true) | N/A | |||||
| WOODMEN INSURANCE AGENCY INC | |||||||||||||
| 1700 FARNAM STREET | OMAHA | NE | 68102 | 010785572 | INSURANCE | NE | Yes (true) | N/A | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WOODMEN FOUNDATION | ||
| D | $9,351,939 | AMOUNT OF NOTE |
| WOODMEN FINANCIAL SERVICES INC | ||
| Q | $923,643 | CASH PAID |
| WOODMEN INSURANCE AGENCY INC | ||
| Q | $525,860 | CASH PAID |
| RED BASKET INC | ||
| L | $295,198 | CASH PAID |
| RED BASKET INC | ||
| P | $126,519 | CASH PAID |