2026-05-08T07:37:01-05:00 2025-12-31 990PF 2025-01-01 470775374 Assurity Life Foundation % Kevin Faltin ASSU 4024766500 2000 Q Street Lincoln NE 68503 KEVIN FALTIN Treasurer 4024766500 2026-05-08 2025 2025-03-06 01:10:19Z X 6429198 X X 470 470 170400 170400 165265 793000 165265 336135 336135 238 238 10306 10306 10544 10544 0 488066 488066 498610 10544 488066 -162475 325591 0 108501 92765 92765 2328919 2218305 3905496 2614008 2577883 2430937 5051428 4888953 6429198 0 0 X 5051428 4888953 5051428 4888953 5051428 4888953 5051428 -162475 4888953 4888953 Vanguard Devel Markets Index Admiral P 2015-12-18 2025-12-19 152000 112004 39996 39996 Vanguard Emerging Markets Stock Index P 2013-08-12 2025-11-10 45000 35776 9224 9224 Vanguard Total Bond Mkt Index Adm P 2015-12-18 2025-12-19 324000 342166 -18166 -18166 Vanguard Small Cap Index Fund Inst P 2015-12-18 2025-09-04 44000 27068 16932 16932 Vanguard Large Cap Index Fund Adm P 2015-12-18 2025-12-19 182000 80719 101281 101281 Vanguard Mid Cap Index Fund Adm P 2015-12-18 2025-05-13 31000 17490 13510 13510 Vanguard Real Estate Index Admiral P 2015-12-18 2025-03-10 15000 12512 2488 2488 165265 4526 4526 0 4526 5760 0 5760 1234 1234 false false false false false false false true true true false false false false true Jenny Oelke 4024374382 2000 Q Street Lincoln NE 685033608 false false false false false false false false false false false false false false false false false false false false false false false false false false false SUSAN L KEISLER-MUNRO 2000 Q Street Lincoln NE 68503 PresidentCEODirector 1.00 0 0 0 DAVID D LOCKWOOD 2000 Q Street Lincoln NE 68503 Vice PresDirector 1.00 0 0 0 KEVIN G FALTIN 2000 Q Street Lincoln NE 68503 TreasurerDirector 1.00 0 0 0 JILL D FIDDLER 2000 Q Street Lincoln NE 68503 Secretary 1.00 0 0 0 KATHLEEN A FARRELL 6543 Blue Ridge Lane Lincoln NE 68516 Director 1.00 0 0 0 RYAN D DOWNS 20909 South 192nd St Springfield NE 68059 Director 1.00 0 0 0 MARC E LEBARON 600 West E Street Lincoln NE 68522 Director 1.00 0 0 0 CORINNA S VOKOUN 5405 A Street Lincoln NE 68510 Director 1.00 0 0 0 NONE 0 NONE 0 6126980 106195 0 6233175 0 6233175 93498 6139677 306984 306984 4526 4526 302458 302458 302458 488066 488066 302458 36380 183910 48452 279843 548585 488066 0 0 302458 185608 734193 0 36380 697813 183910 48452 279843 185608 0 0 0 KATHY BATEMAN 2000 Q Street Lincoln NE 68503 4024373474 kbateman@assurity.com Paper or Electronic None None 12 Hills Dog Rescue 3174 H Ave Walthill NE 68067 None PC Animal Rescue 1000 American Cancer Society PO Box 6704 Hagerstown MD 21741 None PC Cancer Research & Patient Support 469 American Heart Association PO Box 5028 Boone IA 50950 None PC Heart Disease Research & Prevention 3500 American Red Cross 431 18th Street NW Washington DC 20006 None PC Disaster Relief 100 Asian Community & Cultural Center 144 N 44th St Ste A Lincoln NE 68503 None PC Sharing of Cultural Heritage 100 Basset & Beagle Rescue of the Heartland PO Box 554 Omaha NE 68010 None PC Animal Rescue 50 Beagle Freedom Project 4804 Laurel Canyon Blvd Ste 534 North Hollywood CA 91607 None PC Animal Rescue 50 Best Friends Animal Society 5001 Angel Canyon Rd Big Water UT 84741 None PC Animal Rescue 75 Big Brothers Big Sisters 1416 Howard St Omaha NE 68102 None PC Mentoring Programs 2000 Breakthrough T1D (JDRF) 9202 W Dodge Rd Ste 304 Omaha NE 68114 None PC Medical Research & Education 500 Bright Lights Inc 5561 S 48th St Ste 220 Lincoln NE 68516 None PC Summer Learning Camps 1000 Capital Humane Society 6500 S 70th St Lincoln NE 68506 None PC Animal Rescue 334 Cedars Home for Children Foundation 6601 Pioneers Blvd Ste 2 Lincoln NE 68506 None PC Provide Safety & Stability for Children 10100 Concordia University 800 N Columbia Ave Seward NE 68434 None PC Higher Education 1000 Elkhorn Public Schools Foundation 400 S 210th Elkhorn NE 68022 None PC Educational Support Programs 68 Feeding America 161 N Clark St Ste 700 Chicago IL 60601 None PC Alleviate Hunger 75 Food Bank for the Heartland 10525 J St Omaha NE 68127 None PC Alleviate Hunger 500 Food Bank of Lincoln 1221 Kingbird Rd Lincoln NE 68521 None PC Alleviate Hunger 606 Foundation for LPS 5905 O Street Lincoln NE 68510 None PC Support for Public School Programs 125000 Friendship Home PO Box 85358 Lincoln NE 68501 None PC Provide Emergency Shelter 1500 Gabby Krause Foundation 7200 S Alton Way A-180 Greenwood Village CO 80112 None PC Support Children With Health Conditions 500 Greater Lincoln Chamber Foundation PO Box 83006 Lincoln NE 68501 None PC Economic Development 15000 Hearts United for Animals PO Box 286 Auburn NE 68305 None PC Animal Shelter 283 Hopespoke 2444 O Street Lincoln NE 68510 None PC Mental Health Services 1000 Iowa Farm Sanctuary 1696 250th St NW Oxford IA 52322 None PC Animal Rescue 75 Junior Achievement 631 L Street Lincoln NE 68508 None PC Economic Education Programs 950 Leukemia & Lymphoma Society 17330 W Center Rd Ste 110-341 Omaha NE 68130 None PC Cancer Research Support & Advocacy 500 Lied Center for Performing Arts 301 N 12th St Lincoln NE 68588 None PC Support & Development of Performing Arts 100 Lincoln Community Foundation 215 Centennial Mall South Ste 100 Lincoln NE 68508 None PC Leadership & Community Resources 10000 Lincoln Rotary Club #14 Foundation PO Box 83843 Lincoln NE 68501 None PC Education Youth Services & Civic Engagement 2000 Lutheran Family Services 7929 W Center Road Omaha NE 68124 None PC Family Support & Childrens Services 500 Madonna Foundation 5401 South St Lincoln NE 68506 None PC Support for Rehab Hospitals 4000 Malone Community Center 2032 U Street Lincoln NE 68503 None PC Eliminate Poverty & Honor African American Heritage 138600 Matt Talbot Kitchen & Outreach PO Box 80935 Lincoln NE 68501 None PC Meals for Working Poor & Homeless 1552 Midwest Baseball Academy (Lincoln Cyclones) 2440 Production Drive Ste 10 Roca NE 68430 None PC Foster Amateur Sports Competition 125 Mosaic Foundation 4980 S 118th St Omaha NE 68137 None PC Advocate for Individuals w Intellect Disab 500 Mourning Hope 1311 S Folsom St Lincoln NE 68522 None PC Grief Support Services 1500 NE Chamber Foundation 1128 Lincoln Mall Ste 320 Lincoln NE 68508 None PC Support & Research of Economic Growth 11500 Nebraska Childrens Home Society 4939 S 118th St Omaha NE 68137 None PC Provide Safe & Loving Care for Children 1000 Nebraska Humane Society 8929 Fort Street Omaha NE 68134 None PC Animal Shelter 52 Nebraska Lutheran Outdoor Ministries 27416 Ranch Rd Ashland NE 68003 None PC Christian Leadership Camp 500 Nebreaska Public Media Foundation 1800 N 33rd St Lincoln NE 68503 None PC Support of Public Media 1000 Nebraska Trails Foundation PO Box 82902 Lincoln NE 68501 None PC Outdoor Recreation 1000 Nebraska Wesleyan University 5000 St Paul Ave Lincoln NE 68504 None PC Liberal Arts Education 26000 Norris Education Foundation 25211 68th St Firth NE 68358 None PC Support Education Programs 500 Northstar Foundation 4242 North 49th Ave Omaha NE 68104 None PC After School Programs 1500 Pregnancy Center 111 Piazza Terrace Lincoln NE 68510 None PC Womens Medical Serivces 1000 Sheldon Art Association PO Box 880300 Lincoln NE 68588 None PC Art Engagement 2500 Sioux Falls Area Community Foundation 200 N Cherapa Pl Sioux Falls SD 57103 None PC Leadership & Community Resources 500 SCC Educational Foundation 8800 O Street Ste 227 Lincoln NE 68520 None PC Scholarship Programs 12500 Tabitha Foundation 4720 Randolph St Lincoln NE 68510 None PC Elder Care 2500 Team Jack Foundation 47640 US Hwy 20 Ste 2 Atkinson NE 68713 None PC Pediatric Brain Cancer Research & Awareness 200 The Asher House PO Box 3548 Salem OR 97302 None PC Animal Shelter 26 Tunnel to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 None PC Support of Military & First Responders 200 United Way of Lincoln & Lancaster County 238 S 13th St Lincoln NE 68508 None PC Community Support 98925 University Of Nebraska Foundation PO Box 82555 Lincoln NE 68501 None PC Sponsor Higher Education Programs 1000 Wachiska Audubon Society 3100 N 112th Lincoln NE 68507 None PC Support Environmental Conservation 51 Wildlife Rescue Team Inc PO Box 80127 Lincoln NE 68501 None PC Animal Rescue 150 Willow Center 2205 N 6th Beatrice NE 68310 None PC Pregnancy Support 150 YWCA 5631 S 48th St Ste 410 Lincoln NE 68516 None PC Empower Women & Children 100 488066 0 14 470 14 170400 14 165265 336135 336135 false false false false false false false false false false Vanguard Dev Mkt Indx 2015-12 Purchase 2025-12 12192025 152000 112004 Cost 39996 Vanguard Emerg Stk Indx 2013-08 Purchase 2025-11 11102025 45000 35776 Cost 9224 Vanguard Total Bond Mkt 2015-12 Purchase 2025-12 12192025 324000 342166 Cost -18166 Vanguard Small Cap Indx 2015-12 Purchase 2025-09 09042025 44000 27068 Cost 16932 Vanguard Large Cap Indx 2015-12 Purchase 2025-12 12192025 182000 80719 Cost 101281 Vanguard Mid Cap Indx 2015-12 Purchase 2025-05 05132025 31000 17490 Cost 13510 Vanguard Real Estate Indx 2015-12 Purchase 2025-03 03102025 15000 12512 Cost 2488 Vanguard Total Bond Market Index Fund 2577883 2430937 Vanguard Developed Markets Index Fund 427950 653079 Vanguard Emerging Markets Stock Index Fund 244250 332254 Vanguard Large Cap Index Fund 537001 1298986 Vanguard Mid Cap Index Fund 353143 655751 Vanguard Real Estate Index Fund 274768 308871 Vanguard Small Cap Index Fund 381193 656555 Bank Fees 210 210 Other Fees 28 28 Investment Income Tax 10306 10306