Civic Intelligence

Gbu Financial Life

990 • Fiscal year 2018 • EIN 25-0502660

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profilewww.gbu.org

View Organization Page

4254 Saw Mill Run BoulevardPittsburgh, PA 15227

(412) 884-5100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.93x

Higher debt load relative to assets than 94% of similar nonprofits.

2018 filings • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

4.50x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • $1B+ nonprofits • Source year 2018

Net Margin

36th percentile

5.2%

Higher net margin than 36% of similar nonprofits.

2018 filings • $1B+ nonprofits • Source year 2018

Top Officer Pay

5th percentile

$241,440

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1B+ nonprofits • Source year 2018

Asset Growth

84th percentile

12%

Faster asset growth than 84% of similar nonprofits.

2018 filings • $1B+ nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

32%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • $1B+ nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$2,754,646,706

Up $297,778,852 (+12%) from 2017

Net Assets

Up

$202,997,117

Up $19,362,869 (+11%) from 2017

Liabilities

Up

$2,551,649,589

Up $278,415,983 (+12%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin36th percentile

Revenue

Up

$566,952,485

Up $137,852,201 (+32%) from 2017

Expenses

Up

$537,573,377

Up $141,032,212 (+36%) from 2017

Net Income

Down

$29,379,108

Down $3,180,011 (-9.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0B$4.0B$2.0B$0Assets 2010: $760,141,992Liabilities 2010: $724,688,759Net Assets 2010: $35,453,2332010Assets 2011: $954,135,853Liabilities 2011: $908,408,822Net Assets 2011: $45,727,0312011Assets 2012: $1,185,619,386Liabilities 2012: $1,123,468,859Net Assets 2012: $62,150,5272012Assets 2014: $1,630,593,394Liabilities 2014: $1,525,255,262Net Assets 2014: $105,338,1322014Assets 2015: $1,872,364,567Liabilities 2015: $1,742,677,724Net Assets 2015: $129,686,8432015Assets 2017: $2,456,867,854Liabilities 2017: $2,273,233,606Net Assets 2017: $183,634,2482017Assets 2018: $2,754,646,706Liabilities 2018: $2,551,649,589Net Assets 2018: $202,997,1172018Assets 2019: $3,089,848,154Liabilities 2019: $2,860,170,120Net Assets 2019: $229,678,0342019Assets 2020: $3,433,633,566Liabilities 2020: $3,185,487,882Net Assets 2020: $248,145,6842020Assets 2021: $3,781,723,351Liabilities 2021: $3,515,611,753Net Assets 2021: $266,111,5982021Assets 2022: $4,204,767,754Liabilities 2022: $3,916,002,930Net Assets 2022: $288,764,8242022Assets 2024: $4,729,123,178Liabilities 2024: $4,414,691,813Net Assets 2024: $314,431,3652024

Highlighted filing

2018

Assets$2,754,646,706
Liabilities$2,551,649,589
Net Assets$202,997,117
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5B$1.0B$500M$0Expenses 2010: $213,164,3552010Expenses 2011: $231,666,4522011Expenses 2012: $284,292,3442012Revenue 2014: $307,301,228Expenses 2014: $282,203,795Net Income 2014: $25,097,4332014Revenue 2015: $353,847,390Expenses 2015: $327,199,180Net Income 2015: $26,648,2102015Revenue 2017: $429,100,284Expenses 2017: $396,541,165Net Income 2017: $32,559,1192017Revenue 2018: $566,952,485Expenses 2018: $537,573,377Net Income 2018: $29,379,1082018Revenue 2019: $620,138,802Expenses 2019: $589,557,885Net Income 2019: $30,580,9172019Revenue 2020: $617,690,475Expenses 2020: $598,531,090Net Income 2020: $19,159,3852020Revenue 2021: $647,407,741Expenses 2021: $621,002,178Net Income 2021: $26,405,5632021Revenue 2022: $767,394,993Expenses 2022: $735,103,377Net Income 2022: $32,291,6162022Revenue 2024: $1,006,212,483Expenses 2024: $990,802,924Net Income 2024: $15,409,5592024

Highlighted filing

2018

Revenue$566,952,485
Expenses$537,573,377
Net Income$29,379,108
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Gross Receipts
$567,021,998
Mission and Program Overview

Mission

Life insurance, annuities, fraternal activities and other benefits to members of the society.

Life Insurance, Annuities, Fraternal Activities and Other Benefits to Members of the Society

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,388,751,631$2,667,656,236▲ $278,904,605
Rtn Earn Endowment Incm Other Fnds$183,634,248$202,997,117▲ $19,362,869
Cash and Non-Interest-Bearing Accounts$208,927$3,694,969▲ $3,486,042
Land, Buildings, and Equipment, Net$250,834$231,579▼ $19,255
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,456,867,854$2,754,646,706▲ $297,778,852
Other Assets Total$67,656,462$83,063,922▲ $15,407,460
Liabilities
Other Liabilities$2,273,157,661$2,551,576,861▲ $278,419,200
Deferred Revenue$75,945$72,728▼ $3,217
Total Liabilities$2,273,233,606$2,551,649,589▲ $278,415,983
Net Assets / Fund Balance
Total Net Assets Fund Balance$183,634,248$202,997,117▲ $19,362,869
Total Liabilities and Net Assets / Fund Balance$2,456,867,854$2,754,646,706▲ $297,778,852

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$115,148$1,859,594-
Land$116,431--
Compensation and Service Providers
Top Officer Pay5th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy KingVice President/Chief Investment OfficerFT$230,833$10,607$241,440
Timothy KingVice President/Chief Investment Offi-$230,833$10,607$241,440
Matthew M Blistan JrNational Vice PresidentFT$167,426$5,676$173,102
William W HuntSec/Treas/CEOFT$154,006$6,136$160,142
Douglas A UlrichVice President/ControllerFT$137,865$14,100$151,965
Deborah L MorganVice President of OperationsFT$131,731$18,607$150,338
Karen PotkulSalesFT$111,201$6,930$118,131
Christina E MacKellarDirector-$101,410-$101,410
Lea Ann HaziChairmanPT$64,800-$64,800
David L PringleDirector-$35,026-$35,026
Donna L BrophyDirector-$24,363-$24,363
John B SchmotzerDirector-$24,000-$24,000
Ana E BraunDirector - Left Board in 2018-$22,000-$22,000
Barry E GorzelskyDirector - Left Board in 2018-$22,000-$22,000
Joseph BieleckiDirector - Joined Board in 2018-$12,019-$12,019
David BevinsDirector - Joined Board in 2018-$2,000-$2,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Miller & Newberg IncActuarial Services8717 W 110 Street, Overland Park, KS 66210$154,254
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$433,891,280
Investment Income
$132,986,426
Other Revenue
$74,779
Change in Net Assets
$29,379,108

Audited Revenue Reconciliation

Revenue per Audited Statements
$567,021,998
Revenue Not Reported on Financial Statements
$-69,513
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-69,513
Total Revenue per Audited Statements
$567,021,998
Total Revenue per Form 990
$566,952,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,832,296
Salaries, Compensation, and Employee Benefits$4,039,365
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$516,701,716--$516,701,716
Other Salaries and Wages$1,458,620--$1,458,620
All Other Expenses$1,269,313--$1,269,313
Current Officers, Directors, Trustees, and Key Employees$1,061,436--$1,061,436
Other Employee Benefits$860,869--$860,869
Other Expenses$664,843--$664,843
Pension Plan Contributions$500,000--$500,000
Occupancy$471,670--$471,670
Fees for Services Accounting$434,425--$434,425
Conferences and Meetings$338,885--$338,885
Depreciation Depletion$265,406--$265,406
Fees for Services Other$179,076--$179,076
Payroll Taxes$158,440--$158,440
Travel$149,524--$149,524
Advertising$133,044--$133,044
Fees for Services Legal$64,112--$64,112
Insurance$62,867--$62,867
Total Functional Expenses$537,573,377$0$0$537,573,377

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$537,642,890
Total Expenses per Audited Statements$537,642,890
Total Expenses per Form 990$537,573,377
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-69,513
Other Expense Adjustments$-69,513
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Life Policies and Contracts$2,462,643,014
Liability for Deposit-Type Contracts$48,861,648
Asset Valuation Reserve$19,600,000
Amounts Retained as Agent$11,121,142
Interest Maintenance Reserve$5,793,057
Policy and Contract Claims$1,700,000
Refunds Payable$1,000,000
General Expenses & Other Liabilities$858,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Membership shall be extended to any person in accordance with the requirements and limitations set forth in the charter, the by-laws, and the resolutions of the Board.”

Form 990, Part VI, Section A, line 7A

“At the general convention, delegates elect the Board of Directors and the elected Board of Directors then operate as the governing body between conventions.”

Form 990, Part VI, Section A, line 7B

“The Board of Directors must seek approval from a general or special convention only if they wish to amend the association by-laws pertaining to the convention, and the Board of Directors.”

Form 990, Part VI, Section B, line 11B

“Form 990 will be distributed throughout the governing body for review prior to filing.”

Form 990, Part VI, Section B, line 12C

“Each Board Member is required to sign the conflict of interest policy disclosure annually.”

Form 990, Part VI, Section B, line 15

“The CEO and National Vice President's compensation is determined by the National Board of Directors. An Appropriations and Salary Committee made up of members of the Board of Directors of GBU Financial Life recommend the compensation to the entire Board of Directors for approval. Compensation adjustments are determined by personally reviewing the CEO and National Vice President to discuss goals achieved and accomplishments made during the previous year. Comparability data is also used when needed. Key Employements (Management) are personally evaluated by the CEO to determine compensation. Compensation is determined by goals the individual achieved and accomplishments made during the previous year. Comparability data is also used when needed.”

Form 990, Part VI, Section C, line 19

“No other documents made available to public.”

Filing and Contact Details

Filer

Filer Name
GBU Financial Life
EIN
25-0502660
Phone
4128845100
Address
4254 Saw Mill Run Boulevard, Pittsburgh, PA 15227

Signing Officer

Name
Douglas Ulrich
Title
Vice-President/Controller
Phone
4128845100
Signed
2019-04-24

Organization Details

Principal Officer
Douglas Ulrich
Formed
1892
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
0
Employees
41
Volunteers
0

Preparer

Firm
Hosack Specht Muetzel & Wood LLP
Address
2 Penn Center West Suite 326, Pittsburgh, PA 15276
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Increase in Asset Valuation Reserve -2,700,000.”

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Rental Expenses”

Part XII, Line 4B - Other Adjustments:

“Rental Expenses”

Raw XML AppendixShowing 400 of 588 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director - Left Board in 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director - Left Board in 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director - Joined Board in 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director - Joined Board in 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt9National Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Sec/Treas/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President/Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President/Chief Investment Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President of Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt14Sales
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01892
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0567021998
IRS990/GrossRentsGrp/RealAmt0144292
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt062867
IRS990/InsuranceGrp/TotalAmt062867
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0132986426
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0132986426
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02388751631
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02667656236
IRS990/IRPDocumentCnt013790
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01859594
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0250834
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0231579
IRS990/LandBldgEquipCostOrOtherBssAmt02091173
IRS990/LegalDomicileStateCd0PA
IRS990/LessRentalExpensesGrp/RealAmt069513
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Life Insurance, Annuities, Fraternal Activities and Other Benefits to Members of the Society
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0183634248
IRS990/NetAssetsOrFundBalancesEOYAmt0202997117
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt074779
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt074779
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0471670
IRS990/OccupancyGrp/TotalAmt0471670
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt067656462
IRS990/OtherAssetsTotalGrp/EOYAmt083063922
IRS990/OtherChangesInNetAssetsAmt0-2700000
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0860869
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0860869
IRS990/OtherExpensesGrp/Desc0Commissions
IRS990/OtherExpensesGrp/Desc1Refund to Members
IRS990/OtherExpensesGrp/Desc2Pension Benefit Payment
IRS990/OtherExpensesGrp/Desc3Interest Maintenance Re
IRS990/OtherExpensesGrp/ProgramServicesAmt010994291
IRS990/OtherExpensesGrp/ProgramServicesAmt11090806
IRS990/OtherExpensesGrp/ProgramServicesAmt2714034
IRS990/OtherExpensesGrp/ProgramServicesAmt3664843
IRS990/OtherExpensesGrp/TotalAmt010994291
IRS990/OtherExpensesGrp/TotalAmt11090806
IRS990/OtherExpensesGrp/TotalAmt2714034
IRS990/OtherExpensesGrp/TotalAmt3664843
IRS990/OtherLiabilitiesGrp/BOYAmt02273157661
IRS990/OtherLiabilitiesGrp/EOYAmt02551576861
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01458620
IRS990/OtherSalariesAndWagesGrp/TotalAmt01458620
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0158440
IRS990/PayrollTaxesGrp/TotalAmt0158440
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0500000
IRS990/PensionPlanContributionsGrp/TotalAmt0500000
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Douglas Ulrich
IRS990/PriorPeriodAdjustmentsAmt0-7316239
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Premiums & Annuities
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0433891280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0433891280
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0374407937
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0120000
IRS990/PYInvestmentIncomeAmt0123550550
IRS990/PYOtherExpensesAmt017855590
IRS990/PYOtherRevenueAmt0342142
IRS990/PYProgramServiceRevenueAmt0305207592
IRS990/PYRevenuesLessExpensesAmt032559119
IRS990/PYSalariesCompEmpBnftPaidAmt04157638
IRS990/PYTotalExpensesAmt0396541165
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0429100284
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt029379108
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt074779
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0433891280
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0183634248
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0202997117
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0115148
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01859594
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01974742
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-69513
IRS990ScheduleD/ExpensesSubtotalAmt0537642890
IRS990ScheduleD/LandGrp/BookValueAmt0116431
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0116431
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-69513
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011121142
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119600000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2858000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt35793057
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt448861648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt52462643014
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt61700000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt71000000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Amounts Retained as Agent
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Asset Valuation Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2General Expenses & Other Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Interest Maintenance Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Liability for Deposit-Type Contracts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Life Policies and Contracts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6Policy and Contract Claims
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7Refunds Payable
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-69513
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-69513
IRS990ScheduleD/RevenueSubtotalAmt0567021998
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Rental Expenses
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Rental Expenses
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0231579
IRS990ScheduleD/TotalExpensesPerForm990Amt0537573377
IRS990ScheduleD/TotalLiabilityAmt02551576861
IRS990ScheduleD/TotalRevenuePerForm990Amt0566952485
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0567021998
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0537642890
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd01
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0167426
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1154006
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2137865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3230833
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4131731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount210000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount410000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,754,646,706
Liabilities
$2,551,649,589
Net assets
$202,997,117
Revenue
$566,952,485
Expenses
$537,573,377
Net income
$29,379,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,729$4,415$314$1,006$991$15.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,205$3,916$289$767$735$32.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,782$3,516$266$647$621$26.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,434$3,185$248$618$599$19.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,090$2,860$230$620$590$30.6
2018Detailed filing. Detailed filing data is available for this year.$2,755$2,552$203$567$538$29.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,457$2,273$184$429$397$32.6
2015Detailed filing. Detailed filing data is available for this year.$1,872$1,743$130$354$327$26.6
2014Detailed filing. Detailed filing data is available for this year.$1,631$1,525$105$307$282$25.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,186$1,123$62.2$284
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$954$908$45.7$232
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$760$725$35.5$213