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Nonprofiteer
← GBU FINANCIAL LIFE

Form 990 for tax year 2022

Filed by GBU FINANCIAL LIFE.

Totals

Total revenue
$767,394,993
Total expenses
$735,103,377
Contributions and grants received
$10,100
Grants paid
$0
Program service revenue
$585,820,367
Investment income
$181,513,754
Other revenue
$50,772
Total assets, end of year
$4,204,767,754
Total liabilities, end of year
$3,916,002,930
Net assets or fund balances, end of year
$288,764,824
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • WILLIAM W HUNT

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $664,298
    From this org
    $625,491
    From related orgs
    $0
    Other
    $38,807
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $442,882
    Bonus
    $159,332
    Other
    $23,277
    Deferred
    $13,615
    Nontaxable benefits
    $25,192
    Filer's total
    $664,298

  • Lesley Mann

    CHIEF MARKETING OFFICER

    Total calculated
    $461,642
    From this org
    $426,759
    From related orgs
    $0
    Other
    $34,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $340,845
    Bonus
    $67,117
    Other
    $18,797
    Deferred
    $10,546
    Nontaxable benefits
    $24,337
    Filer's total
    $461,642

  • Timothy King

    SVP - Investments

    Total calculated
    $408,846
    From this org
    $384,693
    From related orgs
    $0
    Other
    $24,153
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,432
    Bonus
    $33,300
    Other
    $161,961
    Deferred
    $9,450
    Nontaxable benefits
    $14,703
    Filer's total
    $408,846

  • Mark Cloutier

    CHIEF FINANCIAL OFFICER

    Total calculated
    $325,468
    From this org
    $301,756
    From related orgs
    $0
    Other
    $23,712
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,228
    Bonus
    $15,696
    Other
    $12,832
    Deferred
    $0
    Nontaxable benefits
    $23,712
    Filer's total
    $325,468

  • Deborah L Morgan

    VICE PRESIDENT OF OPERATIONS

    Total calculated
    $254,500
    From this org
    $222,825
    From related orgs
    $0
    Other
    $31,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,979
    Bonus
    $23,228
    Other
    $10,618
    Deferred
    $8,180
    Nontaxable benefits
    $23,495
    Filer's total
    $254,500

  • Douglas A Ulrich

    CONTROLLER

    Total calculated
    $233,830
    From this org
    $215,845
    From related orgs
    $0
    Other
    $17,985
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,138
    Bonus
    $22,581
    Other
    $10,126
    Deferred
    $8,821
    Nontaxable benefits
    $9,164
    Filer's total
    $233,830

  • Ricardo Rodriguez

    AVP - Human Resources

    Total calculated
    $222,783
    From this org
    $194,132
    From related orgs
    $0
    Other
    $28,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,358
    Bonus
    $12,101
    Other
    $9,673
    Deferred
    $7,457
    Nontaxable benefits
    $21,194
    Filer's total
    $222,783

  • Kyle Fulton

    IT Director

    Total calculated
    $198,679
    From this org
    $182,648
    From related orgs
    $0
    Other
    $16,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,029
    Bonus
    $12,411
    Other
    $6,208
    Deferred
    $6,883
    Nontaxable benefits
    $9,148
    Filer's total
    $198,679

  • Lisa Morris

    Chief Underwriter

    Total calculated
    $167,091
    From this org
    $152,205
    From related orgs
    $0
    Other
    $14,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,369
    Bonus
    $0
    Other
    $10,836
    Deferred
    $275
    Nontaxable benefits
    $14,611
    Filer's total
    $167,091

  • Damien Feiklowicz

    Dir of Business Intelligence

    Total calculated
    $163,389
    From this org
    $153,884
    From related orgs
    $0
    Other
    $9,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,804
    Bonus
    $4,080
    Other
    $0
    Deferred
    $506
    Nontaxable benefits
    $8,999
    Filer's total
    $163,389

  • Antoinette Blair

    Director of Compliance

    Total calculated
    $150,257
    From this org
    $147,619
    From related orgs
    $0
    Other
    $2,638
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,461
    Bonus
    $4,158
    Other
    $0
    Deferred
    $957
    Nontaxable benefits
    $1,681
    Filer's total
    $150,257

  • Lee Ann Hazi

    NAT'L DIRECTOR / BOARD CHAIR

    Total calculated
    $73,100
    From this org
    $73,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • Christina E Mackellar

    National Director

    Total calculated
    $48,592
    From this org
    $48,592
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

  • David L Pringle

    National Director

    Total calculated
    $40,512
    From this org
    $40,512
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

  • David E Bevins

    National Director

    Total calculated
    $34,000
    From this org
    $34,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

  • Donna L Brophy

    National Director

    Total calculated
    $33,265
    From this org
    $33,265
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

  • John B Schmotzer

    National Director

    Total calculated
    $32,250
    From this org
    $32,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

  • Joseph S Bielecki

    National Director

    Total calculated
    $31,500
    From this org
    $31,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 4A
SEVERANCE DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2022, TIMOTHY KING RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $152,204.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • GBU FOUNDAITON INC

    501(C)(3) · SCHOLARSHIPS · PA · controlled entity

    Directly controlled by GBU

Provenance

Return type
form_990
Tax year
2022
Filed
14 September 2023
IRS schema version
2022v5.0
Source object
202343139349303784

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