2014-10-21T13:30:03-05:00 2013-12-31 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2013-01-01 521044350 AMERICAN COUNCIL OF LIFE INSURERS INC AMER 2026242367 101 CONSTITUTION AVENUE NW NO 700 WASHINGTON DC 20001 DONALD L WALKER TREASURER 2026242367 2014-10-21 1 WILLIAM E TURCO CPA P00369217 3012963600 2013 2015-11-30 17:44:51Z DIRK KEMPTHORNE 101 CONSTITUTION AVENUE NW NO 700 WASHINGTON DC 20001 42877946 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 31 147 0 0 0 0 0 53135871 39313578 677786 1124766 314152 469489 54127809 40907833 1488189 2251727 0 0 24346424 24389676 0 0 0 21474379 16325581 47308992 42966984 6818817 -2059151 66562717 165232612 31091159 127134728 35471558 38097884 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 0 1 0 0 0 1 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 116 0 1 147 1 0 0 0 0 1 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 20001 JOHN D JOHNS CHAIRMAN 2.00 X X 0 0 0 ROGER W CRANDALL CHAIRMAN-ELECT 2.00 X X 0 0 0 DEANNA MULLIGAN CHAIRMAN-ELECT DESIGNATE 2.00 X X 0 0 0 JAMES T MORRIS IMMEDIATE PAST CHAIRMAN 2.00 X 0 0 0 THEODORE MATHAS IMMEDIATE PAST CHAIRMAN 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 CRAIG BROMLEY DIRECTOR 2.00 X 0 0 0 DON CIVGIN DIRECTOR 2.00 X 0 0 0 JERRY D DAVIS JR DIRECTOR 2.00 X 0 0 0 MICHAEL G DEKONING DIRECTOR 2.00 X 0 0 0 ESFAND DINSHAW DIRECTOR 2.00 X 0 0 0 ROGER FERGUSON JR DIRECTOR 2.00 X 0 0 0 BRADFORD L HEWITT DIRECTOR 2.00 X 0 0 0 DENNIS L JOHNSON DIRECTOR 2.00 X 0 0 0 THOMAS M MARRA DIRECTOR 2.00 X 0 0 0 JOANN M MARTIN DIRECTOR 2.00 X 0 0 0 RODNEY O MARTIN DIRECTOR 2.00 X 0 0 0 SHERRY MARTIN DIRECTOR 2.00 X 0 0 0 EILEEN C MCDONNELL DIRECTOR 2.00 X 0 0 0 DANIEL MCNAMARA DIRECTOR 2.00 X 0 0 0 JOSEPH MONK DIRECTOR 2.00 X 0 0 0 MARK PEARSON DIRECTOR 2.00 X 0 0 0 JOHN S ROBERTS DIRECTOR 2.00 X 0 0 0 PETER R SCHAEFER DIRECTOR 2.00 X 0 0 0 J ERIC SMITH DIRECTOR 2.00 X 0 0 0 JOHN R STRANGFELD DIRECTOR 2.00 X 0 0 0 PETER L TEDONE DIRECTOR 2.00 X 0 0 0 KIRT A WALKER DIRECTOR 2.00 X 0 0 0 WILLIAM WHEELER DIRECTOR 2.00 X 0 0 0 JAY S WINTROB DIRECTOR 2.00 X 0 0 0 JOHN R WOERNER DIRECTOR 2.00 X 0 0 0 DENNIS R GLASS DIRECTOR 2.00 X 0 0 0 THOMAS E HENNING DIRECTOR 2.00 X 0 0 0 MARK W MULLIN DIRECTOR 2.00 X 0 0 0 JOHN E SCHLIFSKE DIRECTOR 2.00 X 0 0 0 LARRY D ZIMPLEMAN DIRECTOR 2.00 X 0 0 0 STEVEN A KANDARIAN DIRECTOR 2.00 X 0 0 0 CHRISTOPHER LITTLEFIELD DIRECTOR 2.00 X 0 0 0 ANDREW J MCMAHON DIRECTOR 2.00 X 0 0 0 JEFFREY NORDSTROM DIRECTOR 2.00 X 0 0 0 DIRK KEMPTHORNE PRESIDENT & CEO 40.00 X 1431992 0 118469 DAVID C TURNER CORPORATE SECRETARY 40.00 X 402520 0 93500 DONALD L WALKER SVP, ADMINISTRATION & CFO 39.00 1.00 X 380746 0 88146 KIMBERLY O DORGAN SR. EVP, PUBLIC POLICY 40.00 X 787786 0 112998 GARY E HUGHES EVP & GENERAL COUNSEL 40.00 X 681563 0 201065 SHAWN HAUSMAN SVP, PUBLIC AFFAIRS & PUBLISHING 39.00 1.00 X 529744 0 146568 WALTER C WELSH EVP, TAXES & RETIREMENT SECURITY 40.00 X 511071 0 69425 J BRUCE FERGUSON SVP, STATE RELATIONS 40.00 X 363050 0 90877 MAURICE A PERKINS SVP, FEDERAL RELATIONS 40.00 X 354836 0 70168 JULIE A SPIEZIO SVP, INSURANCE REG & DEPUTY GENERAL COUNSEL 40.00 X 420058 0 78642 PAUL S GRAHAM SVP, INSURANCE REGULATION & CHIEF ACTUARY 40.00 X 406358 0 92525 BRIAN WAIDMANN CHIEF OF STAFF 40.00 X 363175 0 42958 CARL B WILKERSON VP & CHIEF COUNSEL, SECURITIES & LITIGATION 40.00 X 318480 0 47140 PETER J BAUTZ VP, TAXES & RETIREMENT SECURITY 40.00 X 261093 0 37605 7212472 0 1290086 24 0 1 0 SUTHERLAND ASBILL & BRENNAN 700 SIXTH STREET NW STE 700 WASHINGTON DC 20001 ADVOCACY LOBBYING 1271528 REVOLUTION AGENCY 1020 PRINCESS STREET ALEXANDRIA VA 22314 MEDIA PLACEMENT SERVICES 868421 WILLIAMS & JENSEN 1155 21ST STREET NW WASHINGTON DC 20001 LEGAL REPRESENTATION 342000 MARRIOTT BUSINESS SERVICES 555 CANAL STREET NEW ORLEANS LA 70130 HOTEL AND CONFERENCE FACILITIES 309134 BREAKERS PALM BEACH ONE SOUTH COUNTY ROAD PALM BEACH FL 33480 HOTEL AND CONFERENCE FACILITIES 229774 27 DUES 900099 37194605 37194605 REGISTRATION FEES 900099 1295210 1295210 AFFILIATE PROGRAM 900099 580105 580105 PUBLICATION SALES 900099 103375 103375 INTERNATIONAL PROGRAM 900099 90000 90000 50283 50283 39313578 711241 711241 2375268 8370 1952848 17265 422420 -8895 413525 413525 OTHER INCOME 900099 469489 469489 469489 40907833 39732784 0 1175049 X 2251727 5982853 14515003 1933696 934023 1024101 119146 110066 2324852 4596522 169600 883769 235511 2065323 810791 2077270 571468 205808 ISSUE MANAGEMENT 1325950 RETIREE BENEFIT 398758 DUES AND MEMBERSHIPS 333701 PAC ADMINISTRATION EXPE 52879 44167 42966984 800 800 25951352 119791674 155756 181842 318273 447229 6193683 4627345 1832127 1566338 14699531 15312209 23549966 26172329 54912 1760191 66562717 165232612 4713596 4853025 14169734 12466446 100060017 12207829 9755240 31091159 127134728 X 25833440 32696218 9638118 5401666 35471558 38097884 66562717 165232612 X -2059151 877618 3807859 X 0 1 X 1 0 0 0 0 37194605 12558384 12558384 12558384 0 1 X 4784239 3530877 1253362 714564 555146 159418 694880 541322 153558 1566338 INVESTMENT IN SUBSIDIARY 15192581 C 428,144 RUSSELL SHRT DUR BND FND 10979748 F 26172329 DEFERRED RENT LIABILITY 1715704 ACCRUED SERP 3129523 ACCRUED POST-RETIREMENT BENEFIT COSTS 4910013 9755240 X 41665446 877618 877618 40787828 120005 120005 40907833 42846979 -120005 -120005 42966984 0 42966984 PART IV, LINE 2B: AFTER THE BANKRUPTCY OF THE EXECUTIVE LIFE INSURANCE COMPANY OF NEW YORK, THE LIFE INSURANCE INDUSTRY FELT IT WAS IMPORTANT TO PROMOTE PUBLIC CONFIDENCE IN THE RELIABILITY AND STABILITY OF THE LIFE INSURANCE AND ANNUITY INDUSTRY BY PROVIDING FOR THE PAYMENT OF BENEFITS TO CERTAIN PAYEES, MANY OF WHOM MAY BE AGED, INFIRM OR IMPOVERISHED, UNDER POLICIES INITIALLY ISSUED BY EXECUTIVE LIFE INSURANCE COMPANY OF NEW YORK (ELNY). THE ASSOCIATION WAS RESPONSIBLE FOR HANDLING THE ADMINISTRATION TO SET UP THE LEGAL STRUCTURES NECESSARY TO COLLECT FUNDS FROM SOME OF ITS MEMBERS AND THEN REMIT THE MONIES TO AN AGENT RESPONSIBLE FOR PROCESSING APPLICATIONS AND MAKING DECISIONS ON AMOUNTS OF BENEFITS TO BE PAID TO FORMER POLICY HOLDERS. DURING THE YEAR ENDED DECEMBER 31, 2013, THE ASSOCIATION COLLECTED $100,060,017 FROM MEMBERS FOR THE ELNY HARDSHIP ESCROW FUND (THE HARDSHIP FUND). UPON RECEIVING APPROVAL OF THE TAX EXEMPT STATUS OF THE HARDSHIP FUND FROM THE IRS ON FEBRUARY 27, 2014, THE ASSOCIATION TRANSFERRED THIS AMOUNT TO THE AGENT RESPONSIBLE FOR PAYING POLICY HOLDERS ON MARCH 11, 2014. PART X, LINE 2: ACLI, A NON-PROFIT 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 DOES NOT HAVE ANY NET UNRELATED BUSINESS INCOME. APFS SELF-DECLARES ITS EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE IRC. UNDER THE PROVISIONS OF THE IRC, ACLI-PAC IS EXEMPT FROM TAXES ON INCOME OTHER THAN NON-EXEMPT INCOME, WHICH INCLUDES INTEREST AND DIVIDENDS ON THE INVESTMENTS. ASI, A FOR-PROFIT ORGANIZATION INCORPORATED IN DELAWARE, ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE INCOME TAXES TOPIC OF THE FASC, RESULTING IN CURRENT AND DEFERRED INCOME TAX EXPENSES. CURRENT INCOME TAX EXPENSE APPROXIMATES TAX ASSETS AND LIABILITIES THAT REPRESENT DECREASES OR INCREASES IN TAXES EXPECTED TO BE PAID IN THE FUTURE, BECAUSE OF THE FUTURE REVERSALS OF TEMPORARY DIFFERENCES IN THE BASES OF ASSETS AND LIABILITIES, AS MEASURED BY TAX LAWS AND THEIR BASES, AS REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 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 9. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE UNITED STATES FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS PRIOR TO 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: RETIREE BENEFIT INCOME PART XII, LINE 2D - OTHER ADJUSTMENTS: RETIREE BENEFIT INCOME 1 FIDELCO GUIDEDOG FOUNDATION 103 VISION WAY BLOOMFIELD CT 06002 066060478 501(C)(3) 42485 GENERAL SUPPORT MOUNT VERNON LADIES ASSOCIATION 3600 MOUNT VERNON MEMORIAL HIGHWAY MT VERNON VA 22121 540564701 501(C)(3) 7000 GENERAL SUPPORT US CAPITOL HISTORICAL SOCIETY 200 MARYLAND AVENUE NE WASHINGTON DC 20002 520796820 501(C)(3) 10000 GENERAL SUPPORT GENERAL SUPPORT CENTER FOR STRATEGIC & INTERNATIONAL STUDIES 1800 K STREET NW WASHINGTON DC 20006 521501082 501(C)(3) 10000 GENERAL SUPPORT AMERICANS TO PROTECT FAMILY SECURITY 101 CONSTITUTION AVE NW SUITE 700 WASHINGTON DC 20001 461362634 501(C)(4) 2142847 GENERAL SUPPORT 5 1 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 $50,000 REQUIRES THE APPROVAL OF THE EXECUTIVE VP, CORPORATE SECRETARY, TREASURER, CEO OR CHIEF OF STAFF. X X 1 1 X X X X 0 1 0 DIRK KEMPTHORNE PRESIDENT & CEO 967726 0 363800 0 100466 0 96296 0 23313 0 1551601 0 30304 0 DAVID C TURNER CORPORATE SECRETARY 304288 0 77000 0 21232 0 59408 0 35232 0 497160 0 19812 0 DONALD L WALKER SVP, ADMINISTRATION & CFO 289020 0 74000 0 17726 0 56249 0 33037 0 470032 0 16294 0 KIMBERLY O DORGAN SR. EVP, PUBLIC POLICY 555000 0 162600 0 70186 0 108532 0 5606 0 901924 0 67443 0 GARY E HUGHES EVP & GENERAL COUNSEL 392704 0 119000 0 169859 0 189267 0 12938 0 883768 0 162214 0 SHAWN HAUSMAN SVP, PUBLIC AFFAIRS & PUBLISHING 294730 0 83000 0 152014 0 136570 0 11138 0 677452 0 147965 0 WALTER C WELSH EVP, TAXES & RETIREMENT SECURITY 369200 0 73000 0 68871 0 66925 0 3640 0 581636 0 62013 0 J BRUCE FERGUSON SVP, STATE RELATIONS 279188 0 64000 0 19862 0 60285 0 31732 0 455067 0 16930 0 MAURICE A PERKINS SVP, FEDERAL RELATIONS 281488 0 72000 0 1348 0 41119 0 30189 0 426144 0 665 0 JULIE A SPIEZIO SVP, INSURANCE REG & DEPUTY GENERAL 312116 0 84500 0 23442 0 68344 0 11438 0 499840 0 21717 0 PAUL S GRAHAM SVP, INSURANCE REGULATION & CHIEF AC 299798 0 89000 0 17560 0 60293 0 33372 0 500023 0 16122 0 BRIAN WAIDMANN CHIEF OF STAFF 287521 0 71000 0 4654 0 40958 0 3140 0 407273 0 671 0 CARL B WILKERSON VP & CHIEF COUNSEL, SECURITIES & LIT 255428 0 58500 0 4552 0 17488 0 30792 0 366760 0 799 0 PETER J BAUTZ VP, TAXES & RETIREMENT SECURITY 220847 0 38200 0 2046 0 33586 0 5038 0 299717 0 0 0 PART I, LINE 1A DIRK KEMPTHORNE RECEIVED THE BENEFIT OF SPOUSE TRAVEL IN THE AMOUNT OF $2,985. THIS AMOUNT WAS INCLUDED IN BOX 5 OF W-2. DIRK KEMPTHORNE RECEIVED THE BENEFIT OF SOCIAL CLUB DUES IN THE AMOUNT OF $51,060. THIS AMOUNT WAS INCLUDED IN BOX 5 OF W-2. PART I, LINE 4B THE FOLLOWING EMPLOYEES RECEIVED A PAYMENT FROM NONQUALIFIED RETIREMENT PLAN: DIRK KEMPTHORNE - $30,304 DAVID C. TURNER - $19,812 DONALD L. WALKER - $16,294 KIMBERLY DORGAN - $67,443 GARY E. HUGHES - $162,214 SHAWN HAUSMAN - $147,965 WALTER C. WELSH - $62,013 JULIE A. SPIEZIO - $21,717 PAUL S. GRAHAM - $16,122 BRIAN WAIDMANN - $671 J. BRUCE FERGUSON - $16,930 MAURICE A. PERKINS - $665 CARL B. WILKERSON - $799 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 11 A COPY OF FORM 990 IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE PRIOR TO ITS FILING WITH THE IRS. THE BOARD HAS DELEGATED TO THE AUDIT 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 IT'S FORM 990 UPON REQUEST OR MAKE IT AVAILABLE FOR INSPECTION AT ITS OFFICES. 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 FORTY-ONE 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 IX, LINE 11G MEDIA CONSULTING 453,369. PROGRAM MANAGEMENT 339,815. REINSURANCE CONSULTING 108,850. BENEFIT PLAN CONSULTING 72,024. HR CONSULTING 64,915. IT CONSULTING 148,838. INTERNATIONAL CONSULTING 173,335. ACTUARIAL CONSULTING 483,029. TAX CONSULTING 241,222. WEB HOSTING 102,148. SETTLEMENT FUND ADMINISTRATION 1,683,246. OTHER SERVICES 64,667. OUTSIDE COUNSEL 661,064. FORM 990, PART XI, LINE 9: EFFECT OF ADOPTION OF FASC NO. 715 3,807,859. 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 1 ACLI SERVICES INC 101 CONSTITUTION AVE NW WASHINGTON DC 20001 522324658 REAL ESTATE RENTAL DE AMERICAN COUNCIL OF LIFE INSURERS INC C 14894111 6903574 1.00000 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 AMERICANS TO PROTECT FAMILY SECURITY B 2142847 COST ACLI SERVICES INC K 2454124 COST ACLI SERVICES INC O 545736 COST ACLI SERVICES INC Q 109084 CASH