ARMED FORCES BENEFIT ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ARMED FORCES BENEFIT ASSOCIATION (EIN 53-0209087)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201103149349300600
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-11-10T06:24:31-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 Tysons Blvd | AddressLine1 |
| City | McLean | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530209087 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMED FORCES BENEFIT ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARME | NameControl |
| Phone | 7035494455 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 N WASHINGTON STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223141556 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH FRENCH | Name |
| Title | CFO | Title |
| Date Signed | 2011-11-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039183000 | Phone |
| Date Prepared | 2011-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RALPH EBERHART CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 N WASHINGTON ST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 102057974 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.AFBA.COM | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE THE WELFARE OF MEMBERS OF THE U.S. UNIFORMED SERVICES, FEDERAL GOVERNMENT EMPLOYEES, FIRST RESPONDER EMERGENCY PERSONNEL AND THEIR FAMILIES AND SERVE THEIR BEST INTERESTS IN PEACE AND WAR | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 113 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 97022629 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 97383453 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1626977 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2997717 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1676804 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 98649606 | TotalRevenuePriorYear |
| Total Revenue Current Year | 102057974 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 44451 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 45782 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 73587283 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 74879437 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14051409 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13459162 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15379333 | OtherExpensePriorYear |
| Other Expenses Current Year | 16496839 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 103062476 | TotalExpensesPriorYear |
| Total Expenses Current Year | 104881220 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4412870 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2823246 | RevenuesLessExpensesCY |
| Total Assets BOY | 235464042 | TotalAssetsBOY |
| Total Assets EOY | 239662859 | TotalAssetsEOY |
| Total Liabilities BOY | 47432622 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49817650 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 188031420 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 189845209 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROMOTE THE WELFARE OF MEMBERS OF THE U.S. UNIFORMED SERVICES, FEDERAL GOVERNMENT EMPLOYEES, FIRST RESPONDER EMERGENCY PERSONNEL AND THEIR FAMILIES AND SERVE THEIR BEST INTERESTS IN PEACE AND WAR | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 51951023 | Expense |
| Revenue | 45416427 | Revenue |
| Description | PROVIDED BETTER ALTERNATIVE TERM LIFE INSURANCE COVERAGE TO A POPULATION OF 158,052 MEMBERS AND SPOUSES. INSURANCE IN FORCE OF $22.1 BILLION, UNDERWRITTEN BY RELATED ORGANIZATIONS AND OTHER THIRD PARTY LIFE INSURANCE COMPANIES, IN SUPPORT OF AFBA'S OBJECTIVE TO PROMOTE THE WELFARE OF ITS MEMBERS AND THEIR FAMILIES. PAID OUT 293 DEATH CLAIMS TOTALING $34,860,000 IN 2010. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 23289327 | Expense |
| Revenue | 23703905 | Revenue |
| Description | PROVIDED GROUP DECREASING TERM LIFE INSURANCE COVERAGE TO A POPULATION OF 116,826 MEMBERS AND SPOUSES. INSURANCE IN FORCE OF $2.0 BILLION, UNDERWRITTEN BY RELATED ORGANIZATIONS AND OTHER THIRD PARTY LIFE INSURANCE COMPANIES, IN SUPPORT OF AFBA'S OBJECTIVE TO PROMOTE THE WELFARE OF ITS MEMBERS AND THEIR FAMILIES. PAID OUT 2,363 DEATH CLAIMS TOTALING $15,964,650 IN 2010. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 22324275 | Expense |
| Revenue | 21708546 | Revenue |
| Description | PROVIDED LEVEL TERM LIFE INSURANCE COVERAGE TO A POPULATION OF 85,667 MEMBERS AND SPOUSES. INSURANCE IN FORCE OF $7.0 BILLION, UNDERWRITTEN BY RELATED ORGANIZATIONS AND OTHER THIRD PARTY LIFE INSURANCE COMPANIES, IN SUPPORT OF AFBA'S OBJECTIVE TO PROMOTE THE WELFARE OF ITS MEMBERS AND THEIR FAMILIES. PAID OUT 184 DEATH CLAIMS TOTALING $14,307,000 IN 2010. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 7316595 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 6554575 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 104881220 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 113 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEBORAH FRENCH | NamePerson |
| Telephone Number | 8007762322 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 N WASHINGTON ST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| GENERAL RALPH EBERHART USAF RET | |||||||
| PRES AND CHAIRMAN | 40.0 | X | X | 847898 | 40000 | 10000 | |
| GEN JOHN N ABRAMS USA RET | |||||||
| DIRECTOR | 2.0 | X | 45000 | ||||
| WILLIAM E CAULFIELD | |||||||
| DIRECTOR | 2.0 | X | 27500 | ||||
| ADM THOMAS COLLINS USCG RET | |||||||
| DIRECTOR | 2.0 | X | 35500 | ||||
| CHARLES K COLLUM JR | |||||||
| DIRECTOR | 2.0 | X | 22000 | ||||
| GEN LARRY R ELLIS USA RET | |||||||
| DIRECTOR | 2.0 | X | 31000 | ||||
| GEN HAL M HORNBURG USAF RET | |||||||
| DIRECTOR | 2.0 | X | 19000 | ||||
| ADM T JOSEPH LOPEZ USN RET | |||||||
| DIRECTOR | 2.0 | X | 36000 | ||||
| GEN J MICHAEL LOH USAF RET | |||||||
| DIRECTOR | 2.0 | X | 32000 | ||||
| CMSAF GERALD R MURRAY USAF RET | |||||||
| DIRECTOR | 2.0 | X | 28000 | ||||
| GEN PETER PACE USMC RET | |||||||
| DIRECTOR | 2.0 | X | 31000 | ||||
| GEN ROGER SCHULTZ USA RET | |||||||
| DIRECTOR | 2.0 | X | 14500 | ||||
| VADM PATRICIA TRACEY USN RET | |||||||
| DIRECTOR | 2.0 | X | 37000 | ||||
| R BELL | |||||||
| CIO | 40.0 | X | 286084 | ||||
| M CENTANNI | |||||||
| VP HR | 40.0 | X | 256741 | ||||
| M COLE | |||||||
| GENL CNSL | 40.0 | X | 295733 | ||||
| D FRENCH | |||||||
| CFO | 40.0 | X | 259666 | ||||
| C GABRIEL | |||||||
| SVP OPERATIONS | 40.0 | X | 233210 | ||||
| A GORDON | |||||||
| TREASURER | 40.0 | X | 172153 | ||||
| J SANDEFUR | |||||||
| SVP MARKETING | 40.0 | X | 215753 | ||||
| K TAYLOR | |||||||
| CAE | 40.0 | X | 194729 | ||||
| M WONG | |||||||
| CORP SECRETARY | 40.0 | X | 93864 | ||||
| M DELLAHAN | |||||||
| DEPUTY CIO | 40.0 | 174619 | X | ||||
| R COTTLE | |||||||
| IT DIRECTOR | 40.0 | 172113 | X | ||||
| R FLOYD-JONES | |||||||
| IT OPERATIONS | 40.0 | 158651 | X | ||||
| D ALMAREZ | |||||||
| FSR VP | 40.0 | 155230 | X | ||||
| E SMITH | |||||||
| SR PROGRAMMER | 40.0 | 148083 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4023027 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 40000 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10000 | TotalOtherCompensation |
| Number Individuals GT100 K | 31 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| EXAMINATION MANAGEMENT SERVICES IN | |
| MED INFO SERVICES | 820655 |
| TRUSTED TECHNOLOGIES | |
| IT DEV SERVICES | 240026 |
| ZSQUARED | |
| IT DEV SERVICES | 215375 |
| PRICEWATERHOUSECOOPERS LLP | |
| AUDIT, TAX SERVICES | 179824 |
| TWINSTARS CORPORATION | |
| IT DEV SERVICES | 171272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| BETTER ALTERNATIVE INSURANCE PROGRAM | 524298 | 45416427 | 45416427 |
| GROUP TERM INSURANCE PROGRAM | 524298 | 23703905 | 23703905 |
| LEVEL TERM INSURANCE PROGRAM | 524298 | 21708546 | 21708546 |
| GROUP SELECT TERM INSURANCE PROGRAM | 524298 | 6317174 | 6317174 |
| 7-20 YEAR TERM INSURANCE PROGRAM | 524298 | 156681 | 156681 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80720 | TotalRevenueColumn |
| Related Or Exempt Function Income | 80720 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 97383453 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2997717 | TotalRevenueColumn |
| Exclusion | $2,997,717 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44645 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44645 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44645 | RelatedOrExemptFunctionIncome |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LIFE INSURANCE PROCEEDS | 900099 | 1505282 | 1505282 |
| REFERRAL FEES | 900099 | 126877 | 126877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1632159 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102057974 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99060257 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,997,717 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45782 | Total |
| Program Services | 45782 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74879437 | Total |
| Program Services | 74879437 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3214331 | Total |
| Program Services | 3214331 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7090296 | Total |
| Program Services | 7090296 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1764543 | Total |
| Program Services | 1764543 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720742 | Total |
| Program Services | 720742 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 669250 | Total |
| Program Services | 669250 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120715 | Total |
| Program Services | 120715 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1156138 | Total |
| Program Services | 1156138 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1447818 | Total |
| Program Services | 1447818 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 915783 | Total |
| Program Services | 915783 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1269928 | Total |
| Program Services | 1269928 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2488083 | Total |
| Program Services | 2488083 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2040456 | Total |
| Program Services | 2040456 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194352 | Total |
| Program Services | 194352 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145680 | Total |
| Program Services | 145680 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64530 | Total |
| Program Services | 64530 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089970 | Total |
| Program Services | 1089970 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93223 | Total |
| Program Services | 93223 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FIELD SERVICE REP FEES | 5032591 | 5032591 |
| STATE AND LOCAL TAXES | 113716 | 113716 |
| BANK SERVICE CHARGES | 265576 | 265576 |
| OTHER EXPENSES | 58280 | 58280 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104881220 | Total |
| Program Services | 104881220 | ProgramServices |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3200 | BOY |
| EOY | 3200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1409060 | BOY |
| EOY | 1087041 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11633486 | BOY |
| EOY | 14906014 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17683830 | BOY |
| EOY | 17500584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23267881 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14003757 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9932030 | BOY |
| EOY | 9264124 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194802436 | BOY |
| EOY | 196901896 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235464042 | BOY |
| EOY | 239662859 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6170808 | BOY |
| EOY | 7261843 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7551788 | BOY |
| EOY | 7386412 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33710026 | BOY |
| EOY | 35169395 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47432622 | BOY |
| EOY | 49817650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188031420 | BOY |
| EOY | 189845209 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188031420 | BOY |
| EOY | 189845209 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235464042 | BOY |
| EOY | 239662859 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2823246 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4637035 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7233966 | OtherCostOrOtherBasis |
| Book Value | 7233966 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1989374 | OtherCostOrOtherBasis |
| Depreciation | 1864004 | Depreciation |
| Book Value | 125370 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14044541 | OtherCostOrOtherBasis |
| Depreciation | 12139753 | Depreciation |
| Book Value | 1904788 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 9264124 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVEST. IN RELATED ENTERPRISES | 106910137 | C |
| FBR BALANCED FUND | 33080764 | F |
| FBR LARGE CAP FUND | 22547009 | F |
| FBR CORE BOND FUND | 19191804 | F |
| FBR SMALL CAP FUND | 4841815 | F |
| FBR MID CAP FUND | 10233709 | F |
| FBR MUTUAL FUNDS | 96658 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 196901896 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PREMIUMS DUE UNDERWRITERS | $25,062,705 |
| PENSION AND DEFERRED BOARD COMP | $9,738,274 |
| ANNUAL REFUNDS DUE MEMBERS | $125,284 |
| CONTINGENT LIABILITY HEALTH AND FSA | $243,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 35169395 | TotalOfAmounts |
| Total Revenue | 102057974 | TotalRevenue |
| Total Expenses | 104881220 | TotalExpenses |
| Excess Or Deficit For Year | -2823246 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5421372 | NetUnrealizedGLOnInvestments |
| Other | -$133,900 | OtherAmount |
| Total Adjustments | 5287472 | TotalAdjustments |
| Excess Or Deficit Per FS | 2464226 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 107479346 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5421372 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 5421372 | RevenueNotRptdF990 |
| Revenue Subtotal | 102057974 | RevenueSubtotal |
| Total Revenue Per Form990 | 102057974 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 105015120 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 133900 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 133900 | ExpensesNotRptdF990 |
| Expenses Subtotal | 104881220 | ExpensesSubtotal |
| Total Expenses Per Form990 | 104881220 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XI, LINE 8 AND PART XIII, LINE 2- | Identifier |
| Return Reference | OTHER CHANGES IN NET ASSETS: | ReturnReference |
| Explanation | INSURANCE CONTRIBUTIONS REFUNDED TO MEMBERS = $133,900 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | COLLEGE SCHOLARSHIP FOR FAMILY OF DECEASED MEMBERS | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 21908 | AmountOfCashGrant |
| Description Of Non Cash Assistance | NOT APPLICABLE | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCH I, PART I, LINE 2 - | Identifier |
| Return Reference | GRANT FUND PROCEDURES: | ReturnReference |
| Explanation | CHARLES C. BLANTON AFBA FAMILY SURVIVOR COLLEGE SCHOLARSHIP - THE SCHOLARSHIP IS OFFERED TO THE SURVIVING SPOUSE OR CHILDREN OF AN INSURED AFBA MEMBER WHO DIES IN A COMBAT ZONE, AS A RESULT OF COMBAT ACTION OR WHOSE LIFE WAS LOST AS A RESULT OF ACTS OF FOREIGN OR DOMESTIC TERRORISM. THE SCHOLARSHIP PROVIDES AN EDUCATIONAL SCHOLARSHIP TO CANDIDATES FOR AN UNDERGRADUATE DEGREE OF UP TO $10,000 PER FAMILY, PER YEAR FOR A MAXIMUM BENEFIT OF $40,000 PER FAMILY FOR TUITION AND FEES. ELIGIBLE FAMILIES ARE NOTIFIED, ADVISED OF SCHOLARSHIP TERMS AND HOW TO APPLY FOR PAYMENTS. A LIST OF ELIGIBLE SCHOLARSHIP RECIPIENTS IS MAINTAINED BY AFBA. WHEN AN APPLICATION IS RECEIVED THE NAME IS CHECKED AGAINST THE LIST TO VERIFY ELIGIBILITY. THE APPLICATION IS ALSO CHECKED TO DETERMINE IF THE REQUEST FALLS WITHIN OTHER SCHOLARSHIP GUIDELINES INCLUDING AMOUNT LIMITATIONS, NATURE OF ITEMS REQUESTED, TIME EXPIRATION LIMITATIONS AND ACCREDITATION OF COLLEGE OR UNIVERSITY. THE COLLEGE OR UNIVERSITY IS CONTACTED TO CONFIRM THE BALANCE DUE AND TO VERIFY ANY LINE ITEMS WHERE THE NATURE IS UNCLEAR. ONCE ALL CRITERIA ARE SATISFIED A CHECK IS ISSUED DIRECTLY TO THE COLLEGE OR UNIVERSITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|
| GENERAL RALPH EBERHART USAF RET | ||||||||
| 493759 | 40000 | 320000 | 34139 | 58725 | 10000 | 7532 | 914155 | 50000 |
| R BELL | ||||||||
| 242239 | 40000 | 3845 | 39138 | 7442 | 332664 | |||
| M CENTANNI | ||||||||
| 222121 | 32000 | 2620 | 35499 | 7278 | 299518 | |||
| M COLE | ||||||||
| 246289 | 30000 | 19444 | 39731 | 7458 | 342922 | |||
| D FRENCH | ||||||||
| 217074 | 40000 | 2592 | 34929 | 7329 | 301924 | |||
| C GABRIEL | ||||||||
| 201842 | 28000 | 3368 | 32418 | 7258 | 272886 | |||
| A GORDON | ||||||||
| 162557 | 7300 | 2296 | 25931 | 7099 | 205183 | |||
| J SANDEFUR | ||||||||
| 181383 | 28000 | 6370 | 29350 | 7186 | 252289 | |||
| K TAYLOR | ||||||||
| 167349 | 25000 | 2380 | 28542 | 7125 | 230396 | |||
| M DELLAHAN | ||||||||
| 153545 | 17500 | 3574 | 24235 | 7080 | 205934 | |||
| R COTTLE | ||||||||
| 156694 | 12500 | 2919 | 24931 | 7090 | 204134 | |||
| R FLOYD-JONES | ||||||||
| 148437 | 8000 | 2214 | 23272 | 7050 | 188973 | |||
| D ALMAREZ | ||||||||
| 140745 | 12520 | 1965 | 22810 | 7043 | 185083 | |||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCH J PART I LINE 1 - | EXPLANATION: | FIRST CLASS AIR TRAVEL IS AUTHORIZED FOR THE ASSOCIATION'S PRESIDENT AND SPOUSE PER A BOARD APPROVED EMPLOYMENT CONTRACT. THE TOTAL COST OF AIR TRAVEL PAID BY THE ASSOCIATION WAS $10,296 IN 2010. THE ASSOCIATION ALSO PAYS THE MONTHLY DUES FOR THE PRESIDENT AT A SOCIAL CLUB FOR MILITARY PERSONNEL. THESE DUES ARE REPORTABLE COMPENSATION TO THE PRESIDENT AND TOTALED $5,642 IN 2010. |
| SCH J PART I LINE 4 - | SUPPLEMENTAL NONQUALIFIED PLAN NET PERIODIC PENSION COST: | PRES - R EBERHART $211,161 CIO - R BELL $15,574 GENL CNSL- M COLE $19,452 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Sec A, Line 6 - | Member description: | In summary, the following are eligible for membership in AFBA: members of the uniformed services (active duty, retired, separated, National Guard, and Reserves), federal civilian employees and contractors of the U.S. government, state and local government employees (including first responders), and those who share a common bond with the member group including current and former spouses and dependents. An eligible person becomes a member upon issuance of a membership certificate, indicating the person has applied for, been approved and paid for group term life insurance offered by the Association. This insurance is underwritten primarily by 5Star Life Insurance Company. |
| Form 990, Part VI, Sec A, Line 7A - | Election of Board: | AFBA's Board of Directors is elected annually each May by its members at an annual meeting of members. Members receive 30 days prior notice of the annual meeting and a ballot card including nominees for the Board for the ensuing year. Members are directed to AFBA's website for biographical information on the nominees. Members may vote via ballot card, online, or in person at the annual meeting. Results are announced at the annual meeting and posted on the Association's website. |
| Form 990, Part VI, Sec A, Line 11B - | Review of the Form 990: | The Association's Form 990 is compiled and reviewed by members of management and senior management. The nature of the question determines the employees involved in the review to ensure accuracy and has included the following individuals: CEO, General Counsel, CFO, Director of Audit, Director of Human Resources, and Controller. The CFO compiles a draft, with supporting workpapers, and provides this to the Association's tax preparer, PricewaterhouseCoopers (PwC). A draft Form 990 prepared by PwC is then provided to the Association's Audit Committee in advance of a regularly scheduled meeting for review and approval prior to submission. A copy is also made available upon request to all board members prior to filing. The CFO works with PWC to respond to questions raised during the review process and reviews the final draft prior to submission. |
| Form 990, Part VI, Sec B, Line 15 - | Compensation Review: | The President's compensation package is authorized by a Board approved employment contract. Annually, the Board's Compensation Committee reviews the President's performance against Board approved metrics and recommends to the Board any changes in compensation or bonus to be paid. Periodically, including at the time of contract renewal, comparability data from independent sources including other Form 990 filings is formally reviewed. Compensation of senior management is established by the President, upon consideration of comparability data from third parties. Individual performance is evaluated annually by the President against established metrics for each position, to determine any bonus to be paid or adjustments in compensation. The compensation of each member of senior management is reviewed by the Board's Compensation Committee on an annual basis. |
| Form 990, Part VI, Sec C, Line 19 - | Disclosure Comments: | The Association's Form 990 is made available upon request. Governing documents are available to the public to the extent filed with the IRS. The Association makes certain information available on its website. Other information requests are considered based on the availability of the information and the relevant privacy policy. |
| Form 990, Part VI, Sec B, Line 12C - | Conflict of Interest Policy: | Directors, officers and key employees of the AFBA are required to complete an annual Ethics Compliance Statement, which is reviewed by the General Counsel's office for completeness and compliance with AFBA's policy. Responses requiring further review are given to AFBA's General Counsel for investigation and discussion with AFBA's President, to ensure appropriate action is taken, if required. |
| Form 990, Part III, Line 4d - | Other Program Services: | The organization provided Group Select Term, 7 - 20 Year Term and Military Spouse Life Insurance Coverage to a population of 18,858 members and spouses. Insurance in force totalled $3.2 billion and was underwritten by related organizations and other third party life insurance companies, in support of AFBA's objective to promote the welfare of its members and their families. 32 death claims were paid out in 2010 totalling to $2,737,500. |
| Form 990, Part XI, Line 5 - | Reconciliation of Net Assets: | Other changes in net assets consist of: Unrealized investment gains $5,421,372 Other comprehesive income - securities 969,232 Other comprehensive loss - pension (1,619,669) Annual refunds due members (133,900) ------------ Total $4,637,035 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5STAR BANK | |||||||||||
| 101 S SAHWATCH STE 100 | COLORADO SPRINGS | CO | 80903 | 930762778 | BANKING SVCS | CO | 5STAR FNCL LLC | C CORP | 4372000 | 181374000 | 1.00000 |
| 5STAR LIFE INSURANCE COMPANY | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 541829709 | LIFE INSURANC | VA | 5STAR FNCL LLC | C CORP | 3866000 | 252192000 | 1.00000 |
| 5STAR FINANCIAL LLC | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 521616382 | FINANCIAL SER | VA | AFBA INV TRUST | C CORP | -51000 | 107374000 | 1.00000 |
| AFBA INVESTMENT TRUST | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 516588783 | GRANTOR TRUST | VA | AFBA | TRUST | 1.00000 | ||
| 5STAR GENERAL AGENCY | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 020564967 | INS SALES | VA | 5STAR LIFE INS | C CORP | 1.00000 | ||
| 5STAR ADVERTISING COMPANY | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 541536557 | INACTIVE | VA | 5STAR FNCL LLC | C CORP | 1.00000 | ||
| FINANCIAL SERVICES PUBL CO | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 541707073 | INACTIVE | VA | 5STAR FNCL LLC | C CORP | 1.00000 | ||
| AFBA 5STAR INVESTMENT Mng CO | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 541841308 | MUTUAL FUNDS | VA | 5STAR FNCL LLC | C CORP | -451000 | 4636 | 1.00000 |
| 5STAR ADMINISTRATORS INC | |||||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 541802185 | INACTIVE | VA | 5STAR FNCL LLC | C CORP | 1.00000 | ||
| FBR FUNDS | |||||||||||
| 1001 NINETEENTH STREET NORTH | ARLINGTON | VA | 22209 | 111111111 | INV FUNDS | DE | AFBA | TRUST | 4785000 | 96663000 | 0.39200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (19 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| 5STAR BANK | |
| a | 18625 |
| 5STAR INVESTMENT MANAGEMENT COMPANY | |
| b | 500000 |
| 5STAR FINANCIAL LLC | |
| e | 12600000 |
| 5STAR BANK | |
| e | 3500000 |
| 5STAR FINANCIAL LLC | |
| g | 55125 |
| 5STAR FINANCIAL LLC | |
| j | 1801026 |
| 5STAR BANK | |
| k, n | 59519 |
| 5STAR LIFE INSURANCE COMPANY | |
| k, n | 555146 |
| 5STAR BANK | |
| l | 154044 |
| 5STAR FINANCIAL LLC | |
| l, n | 128098 |
| 5STAR LIFE INSURANCE COMPANY | |
| l, n | 4145959 |
| 5STAR LIFE INSURANCE COMPANY | |
| l, o, | 79470933 |
| 5STAR BANK | |
| o, n | 88294 |
| 5STAR LIFE INSURANCE COMPANY | |
| m | 63147 |
| 5STAR BANK | |
| p | 880400 |
| 5STAR LIFE INSURANCE COMPANY | |
| p | 1435634 |
| 5STAR INVESTMENT MANAGEMENT COMPANY | |
| p | 82225 |
| 5STAR LIFE INSURANCE COMPANY | |
| q | 6558140 |
| 5STAR LIFE INSURANCE COMPANY | |
| r | 6582358 |