Skip to content
Nonprofiteer
← WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY

Form 990 for tax year 2022

Filed by WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY.

Totals

Total revenue
$1,005,480,725
Total expenses
$999,313,713
Contributions and grants received
$0
Grants paid
$953,071
Program service revenue
$651,810,047
Investment income
$349,606,513
Other revenue
$4,064,165
Total assets, end of year
$11,059,800,916
Total liabilities, end of year
$9,384,955,343
Net assets or fund balances, end of year
$1,674,845,573
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PREMIUM INCOME

    total $634,026,186 · related or exempt $634,026,186

  • 2b · Program service revenue: FRATERNAL INCOME

    total $11,793,911 · related or exempt $11,793,911

  • 2c · Program service revenue: SUPPLEMENTARY CONTRACTS

    total $5,989,950 · related or exempt $5,989,950

  • 3 · Investment income

    total $347,027,124 · excluded $347,027,124

  • 6a · Gross rents

    real property $19,309,314

  • 6b · Less rental expenses

    real property $16,275,940

  • 6c · Rental income or loss

    real property $3,033,374

  • 6d · Net rental income or loss

    total $3,033,374 · excluded $3,033,374

  • 7a · Gross sales of assets other than inventory

    securities $1,238,053,232 · other assets $290,136,513

  • 7b · Less cost or other basis and sales expenses

    securities $1,230,322,018 · other assets $295,288,338

  • 7c · Gain or loss

    securities $7,731,214 · other assets -$5,151,825

  • 7d · Net gain or loss

    total $2,579,389 · related or exempt $2,579,389

  • 11a · Other revenue: INCOME/(LOSS) FROM PSHIPS

    total $635,043 · unrelated business $635,043

  • 11b · Other revenue: PARKING LOTS AND GARAGES

    total $395,748 · unrelated business $395,748

  • 11e · Other revenue, total

    $1,030,791

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $713,577

  • 2 · Grants to domestic individuals

    total $239,494

  • 4 · Benefits paid to or for members

    total $810,594,634

  • 5 · Compensation of officers, directors and key employees

    total $12,098,697

  • 7 · Other salaries and wages

    total $50,531,791

  • 8 · Pension plan contributions

    total -$13,349,263

  • 9 · Other employee benefits

    total $13,175,751

  • 10 · Payroll taxes

    total $7,065,631

  • 11b · Fees: legal

    total $1,043,382

  • 11c · Fees: accounting

    total $429,966

  • 11g · Fees: other

    total $210,917

  • 12 · Advertising and promotion

    total $4,494,899

  • 13 · Office expenses

    total $3,623,592

  • 14 · Information technology

    total $19,001,775

  • 16 · Occupancy

    total $3,583,421

  • 17 · Travel

    total $210,961

  • 19 · Conferences, conventions and meetings

    total $636,796

  • 22 · Depreciation, depletion and amortization

    total $3,936,831

  • 23 · Insurance

    total $555,177

  • 24a · Other expenses: COMMISSIONS

    total $39,902,282

  • 24b · Other expenses: SALES EXPENSES

    total $10,005,636

  • 24c · Other expenses: TRANSFER TO SEPARATE ACCO

    total $9,644,222

  • 24d · Other expenses: FRATERNAL CHAPTER FUNDING

    total $5,777,673

  • 24e · All other expenses

    total $15,185,871

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$15,118,917 · end of year -$2,528,141

  • 2 · Savings and temporary cash investments

    beginning of year $115,543,888 · end of year $41,464,335

  • 4 · Accounts receivable

    beginning of year $883,279 · end of year $245,750

  • 10a · Land, buildings and equipment: cost or other basis

    $240,720,052

  • 10b · Land, buildings and equipment: accumulated depreciation

    $171,562,713

  • 10c · Land, buildings and equipment, net

    beginning of year $64,829,984 · end of year $69,157,339

  • 11 · Investments: publicly traded securities

    beginning of year $8,001,918,894 · end of year $7,704,925,061

  • 12 · Investments: other securities

    beginning of year $2,379,323,651 · end of year $2,486,793,311

  • 15 · Other assets

    beginning of year $916,268,743 · end of year $759,743,261

  • 17 · Accounts payable and accrued expenses

    beginning of year $58,738,260 · end of year $52,087,219

  • 25 · Other liabilities

    beginning of year $9,679,868,154 · end of year $9,332,868,124

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,725,043,108 · end of year $1,674,845,573

Mission and programs · 2022

Mission

UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY.

  • Withheld by Nonprofiteer: this text may name a private individual.

  • PATRIOTIC PROGRAM: WOODMENLIFE'S PATRIOTIC PROGRAM WAS LAUNCHED MORE THAN 75 YEARS AGO IN SUPPORT OF THE ORGANIZATION'S COMMON BOND FOCUS ON OUR COUNTRY. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 3.5 MILLION FLAGS TO NONPROFIT ORGANIZATIONS, SCHOOLS AND COMMUNITIES. WOODMENLIFE IS THE SECOND LARGEST PURCHASER OF AMERICAN FLAGS BEHIND THE UNITED STATES GOVERNMENT. AS PART OF THE PATRIOTIC PROGRAM, CHAPTERS ARE ENCOURAGED TO PLAN AND PARTICIPATE IN FLAGS ACROSS AMERICA PROJECTS ON JUNE 14 AND IN HONOR AND REMEMBRANCE CEREMONIES ON SEPTEMBER 11. THEY ALSO PLAN COMMUNITY SERVICE PROJECTS FOR VETERANS DAY, MEMORIAL DAY AND INDEPENDENCE DAY. IN ADDITION, WOODMENLIFE HAS PARTNERED WITH THE GARY SINISE FOUNDATION TO FURTHER SUPPORT THEIR MISSION OF HONORING OUR DEFENDERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND THOSE IN NEED.

  • FIGHTING HUNGER - WOODMENLIFE MADE FIGHTING HUNGER ITS NATIONAL COMMUNITY FOCUS IN 2015. THIS FOCUS UNITES MEMBERS OF THE WOODMENLIFE FAMILY, AS WELL AS OUR SALES REPRESENTATIVES AND HOME OFFICE ASSOCIATES. HUNGER-FIGHTING EFFORTS INCLUDE COMMUNITY FOOD DRIVES, BACKPACK STUFFING EVENTS, SORTING DONATIONS AT LOCAL FOOD BANKS, SERVING MEALS AT COMMUNITY KITCHENS, AND HOLDING COOKING FUNDRAISERS. WOODMENLIFE ALSO SUPPORTS THIS EFFORT THROUGH ITS CORPORATE GIVING. SINCE 2015, WOODMENLIFE AND ITS MEMBERS HAVE COLLECTED NEARLY 1.2 MILLION POUNDS OF FOOD AND DONATED NEARLY 3.4 MILLION DOLLARS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • PATRICK L DEES

    PRESIDENT &

    Total calculated
    $1,448,803
    From this org
    $1,414,047
    From related orgs
    $0
    Other
    $34,756
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $864,494
    Bonus
    $492,768
    Other
    $56,785
    Deferred
    not reported
    Nontaxable benefits
    $34,756
    Filer's total
    $1,448,803

  • DENISE M MCCAULEY

    EXEC VP, SEC

    Total calculated
    $935,952
    From this org
    $881,568
    From related orgs
    $0
    Other
    $54,384
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $550,102
    Bonus
    $284,832
    Other
    $46,634
    Deferred
    $24,400
    Nontaxable benefits
    $29,984
    Filer's total
    $935,952

  • JON AERNI

    EXEC VP, CFO

    Total calculated
    $850,365
    From this org
    $642,449
    From related orgs
    $0
    Other
    $207,916
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $398,281
    Bonus
    $197,277
    Other
    $46,891
    Deferred
    $170,743
    Nontaxable benefits
    $37,173
    Filer's total
    $850,365

  • STEPHEN K MCMAHAN

    EXEC VP CHIE

    Total calculated
    $830,934
    From this org
    $659,039
    From related orgs
    $0
    Other
    $171,895
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $403,883
    Bonus
    $197,277
    Other
    $57,879
    Deferred
    $138,364
    Nontaxable benefits
    $33,531
    Filer's total
    $830,934

  • PASQUALE FRAPPAMPINA

    SR VP, NAT S

    Total calculated
    $623,897
    From this org
    $605,463
    From related orgs
    $0
    Other
    $18,434
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $212,179
    Bonus
    $370,952
    Other
    $22,332
    Deferred
    not reported
    Nontaxable benefits
    $18,434
    Filer's total
    $623,897

  • SPENCER T OWEN

    REGIONAL DIR

    Total calculated
    $601,252
    From this org
    $481,061
    From related orgs
    $0
    Other
    $120,191
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $408,951
    Bonus
    $61,309
    Other
    $10,801
    Deferred
    $87,448
    Nontaxable benefits
    $32,743
    Filer's total
    $601,252

  • CYNTHIA S BENGTSON

    EXEC VP, CHI

    Total calculated
    $574,835
    From this org
    $550,461
    From related orgs
    $0
    Other
    $24,374
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $361,238
    Bonus
    $185,540
    Other
    $3,683
    Deferred
    not reported
    Nontaxable benefits
    $24,374
    Filer's total
    $574,835

  • RAYMOND G SMOLINSKI

    VP, BUSINESS

    Total calculated
    $508,899
    From this org
    $405,149
    From related orgs
    $0
    Other
    $103,750
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $294,912
    Bonus
    $88,975
    Other
    $21,262
    Deferred
    $80,672
    Nontaxable benefits
    $23,078
    Filer's total
    $508,899

  • LYNN ESPELAND

    SVP GEN COUN

    Total calculated
    $447,018
    From this org
    $414,553
    From related orgs
    $0
    Other
    $32,465
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $314,588
    Bonus
    $88,791
    Other
    $11,174
    Deferred
    not reported
    Nontaxable benefits
    $32,465
    Filer's total
    $447,018

  • LEE A JANECEK

    VP, CORE OPS

    Total calculated
    $401,622
    From this org
    $319,846
    From related orgs
    $0
    Other
    $81,776
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $247,098
    Bonus
    $65,975
    Other
    $6,773
    Deferred
    $38,050
    Nontaxable benefits
    $43,726
    Filer's total
    $401,622

  • RONNIE LEAR

    REGIONAL DIR

    Total calculated
    $371,465
    From this org
    $364,028
    From related orgs
    $0
    Other
    $7,437
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $296,397
    Bonus
    $54,676
    Other
    $12,955
    Deferred
    not reported
    Nontaxable benefits
    $7,437
    Filer's total
    $371,465

  • ANNETTE M DEVINE

    VP, ACCOUNTI

    Total calculated
    $358,774
    From this org
    $286,562
    From related orgs
    $0
    Other
    $72,212
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $206,465
    Bonus
    $57,275
    Other
    $22,822
    Deferred
    $30,770
    Nontaxable benefits
    $41,442
    Filer's total
    $358,774

  • JACOB DAY

    VP, CHIEF IN

    Total calculated
    $352,771
    From this org
    $290,734
    From related orgs
    $0
    Other
    $62,037
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $189,284
    Bonus
    $80,890
    Other
    $20,560
    Deferred
    $22,901
    Nontaxable benefits
    $39,136
    Filer's total
    $352,771

  • TYLER LAWRENCE

    REGIONAL DIR

    Total calculated
    $351,845
    From this org
    $303,366
    From related orgs
    $0
    Other
    $48,479
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,205
    Bonus
    $119,500
    Other
    $10,661
    Deferred
    $18,320
    Nontaxable benefits
    $30,159
    Filer's total
    $351,845

  • JAMES SMILEY

    RECRUITING S

    Total calculated
    $351,490
    From this org
    $326,211
    From related orgs
    $0
    Other
    $25,279
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $279,542
    Bonus
    $25,268
    Other
    $21,401
    Deferred
    not reported
    Nontaxable benefits
    $25,279
    Filer's total
    $351,490

  • CHARLES R DRIFFILL

    VP, SALES

    Total calculated
    $345,462
    From this org
    $312,676
    From related orgs
    $0
    Other
    $32,786
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $236,185
    Bonus
    $70,659
    Other
    $5,832
    Deferred
    not reported
    Nontaxable benefits
    $32,786
    Filer's total
    $345,462

  • BLAKE WARNEKE

    VP ACTUARY &

    Total calculated
    $344,740
    From this org
    $304,609
    From related orgs
    $0
    Other
    $40,131
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $224,262
    Bonus
    $57,475
    Other
    $22,872
    Deferred
    $30,156
    Nontaxable benefits
    $9,975
    Filer's total
    $344,740

  • KARLA J GOCHENOUR

    VP, HUMAN RE

    Total calculated
    $341,448
    From this org
    $300,777
    From related orgs
    $0
    Other
    $40,671
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $227,415
    Bonus
    $58,402
    Other
    $14,960
    Deferred
    not reported
    Nontaxable benefits
    $40,671
    Filer's total
    $341,448

  • GREGORY ROBERTSON

    REGIONAL DIR

    Total calculated
    $340,082
    From this org
    $314,065
    From related orgs
    $0
    Other
    $26,017
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $287,661
    Bonus
    $18,760
    Other
    $7,644
    Deferred
    not reported
    Nontaxable benefits
    $26,017
    Filer's total
    $340,082

  • JEREMY CARROLL

    VP, SALES

    Total calculated
    $323,211
    From this org
    $275,135
    From related orgs
    $0
    Other
    $48,076
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $205,907
    Bonus
    $63,725
    Other
    $5,503
    Deferred
    $19,610
    Nontaxable benefits
    $28,466
    Filer's total
    $323,211

  • RANDALL P ROTSCHAFER

    VP, CHIEF RI

    Total calculated
    $321,357
    From this org
    $283,783
    From related orgs
    $0
    Other
    $37,574
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $216,025
    Bonus
    $55,696
    Other
    $12,062
    Deferred
    not reported
    Nontaxable benefits
    $37,574
    Filer's total
    $321,357

  • KELLY LIBERTY

    VP, STRATEGI

    Total calculated
    $300,870
    From this org
    $251,649
    From related orgs
    $0
    Other
    $49,221
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $199,302
    Bonus
    $49,975
    Other
    $2,372
    Deferred
    $14,785
    Nontaxable benefits
    $34,436
    Filer's total
    $300,870

  • JOHN SHARP

    DEPUTY GENER

    Total calculated
    $297,459
    From this org
    $273,191
    From related orgs
    $0
    Other
    $24,268
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $215,863
    Bonus
    $47,575
    Other
    $9,753
    Deferred
    $16,897
    Nontaxable benefits
    $7,371
    Filer's total
    $297,459

  • PAULA S MAU

    VP, SECURITY

    Total calculated
    $287,752
    From this org
    $241,880
    From related orgs
    $0
    Other
    $45,872
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,409
    Bonus
    $47,575
    Other
    $20,896
    Deferred
    $19,834
    Nontaxable benefits
    $26,038
    Filer's total
    $287,752

  • LORI HOWARD

    VP, MARKETIN

    Total calculated
    $260,909
    From this org
    $211,309
    From related orgs
    $0
    Other
    $49,600
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $151,359
    Bonus
    $43,093
    Other
    $16,857
    Deferred
    $15,435
    Nontaxable benefits
    $34,165
    Filer's total
    $260,909

  • MICHAEL HEMENWAY

    CHIEF HUMAN

    Total calculated
    $247,739
    From this org
    $209,819
    From related orgs
    $0
    Other
    $37,920
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $179,681
    Bonus
    $27,975
    Other
    $2,163
    Deferred
    $13,038
    Nontaxable benefits
    $24,882
    Filer's total
    $247,739

  • DANIEL MOLONY

    VP, FRATERNA

    Total calculated
    $226,668
    From this org
    $182,885
    From related orgs
    $0
    Other
    $43,783
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $146,686
    Bonus
    $35,046
    Other
    $1,153
    Deferred
    $15,305
    Nontaxable benefits
    $28,478
    Filer's total
    $226,668

  • PAMELA MORTENSON

    VP, STRATEGI

    Total calculated
    $202,214
    From this org
    $179,119
    From related orgs
    $0
    Other
    $23,095
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $119,624
    Bonus
    $50,300
    Other
    $9,195
    Deferred
    $11,954
    Nontaxable benefits
    $11,141
    Filer's total
    $202,214

  • CATHRYN MOBLEY

    BOARD OF DIR

    Total calculated
    $95,419
    From this org
    $95,419
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • JAMES W SHAVER

    BOARD OF DIR

    Total calculated
    $84,799
    From this org
    $84,799
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • MICHAEL C SHEALY

    BOARD OF DIR

    Total calculated
    $82,701
    From this org
    $82,701
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • JAMES W BOSLER III

    BOARD OF DIR

    Total calculated
    $82,058
    From this org
    $82,058
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • ROBERT T MAHER

    BOD, FORMER

    Total calculated
    $79,548
    From this org
    $79,548
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • DARYL J DOISE

    BOARD OF DIR

    Total calculated
    $79,323
    From this org
    $79,323
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related

  • DWAYNE H TUCKER

    BOARD OF DIR

    Total calculated
    $78,133
    From this org
    $78,133
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • JAMES CALDWELL

    BOARD OF DIR

    Total calculated
    $76,240
    From this org
    $76,240
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • TIFFANY MYERS

    BOARD OF DIR

    Total calculated
    $66,734
    From this org
    $66,734
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • LANCE LARSEN

    VP, ADDITION

    Total calculated
    $61,921
    From this org
    $52,287
    From related orgs
    $0
    Other
    $9,634
    Hours/week
    50

  • DANNY E CUMMINS

    DIR, FORMER

    Total calculated
    $36,021
    From this org
    $36,021
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • AARON COOPER

    DIR, ACCT SU

    Total calculated
    $0

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

  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 1A
TRAVEL FOR COMPANIONS THAT MEETS SPECIFIC GUIDELINES IS REIMBURSED AND INCLUDED IN TAXABLE INCOME. A LIMITED GROSS UP IS PROVIDED FOR THOSE PAYMENTS. DISCRETIONARY SPENDING ACCOUNTS ARE EXTENDED TO EXECUTIVE OFFICERS.
SCHEDULE J, PART III
WOODMENLIFE ESTABLISHED NONQUALIFIED SUPPLEMENTAL PLANS FOR THE PURPOSE OF PROVIDING A NONQUALIFIED RETIREMENT BENEFIT TO ELIGIBLE PARTICIPANTS. THE PLANS COMPLY WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. THE SUPPLEMENTAL PLANS WERE CLOSED TO NEW PARTICIPANTS ON DECEMBER 31, 2012. PLANS MAY NOT HAVE BEEN PREVIOUSLY INCLUDED IN PART II SCHEDULE J AS THE REPORTING REQUIREMENTS UNDER THIS SCHEDULE WERE NOT IN PLACE FOR ALL PRIOR YEARS THAT THE ELIGIBLE PARTICIPANTS ACCRUED DEFERRED COMPENSATION UNDER A SUPPLEMENTAL PLAN. SINCE THERE WERE NO SUCH REPORTING REQUIREMENTS UNDER THE FORM 990 FOR PRIOR YEARS, INCLUDING SUCH PAYMENTS IN PART II SCHEDULE J WOULD CREATE A MISLEADING REPORT SINCE IT WOULD NOT ACCURATELY DISCLOSE THAT MOST OF THE DEFERRED COMPENSATION PAYMENT HAD ACTUALLY OCCURRED IN PRIOR YEARS. THE WOODMENLIFE NONQUALIFIED CONTRIBUTION BENEFIT PLAN ("CONTRIBUTION PLAN") WAS ESTABLISHED DECEMBER 31, 2012 TO PROVIDE A NONQUALIFIED DEFINED CONTRIBUTION BENEFIT PLAN TO ANY NEWLY ELIGIBLE EMPLOYEES AND WOODMENLIFE REPRESENTATIVES WHO HAD NOT PREVIOUSLY BEEN PROVIDED A BENEFIT UNDER A SUPPLEMENTAL PLAN. THIS CONTRIBUTION PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. BALANCES FOR CERTAIN PARTICIPANTS LISTED IN SCHEDULE J WERE ADJUSTED DUE TO A CHANGE IN THE ENROLLED ACTUARY AND VALUATION SOFTWARE FOR WOODMENLIFE'S DEFINED BENEFIT RETIREMENT PLAN. THE CHANGE MEETS THE CONDITIONS FOR AUTOMATIC APPROVAL PROVIDED IN IRS REV. PROC. 2017-56 AND ARE NOT INCLUDED IN SCHEDULE J COLUMN (C).

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • WFS HOLDINGS INC

    C CORP · HOLDING CO · NE · share of income -$16,139 · share of assets $17,648,076 · controlled entity

    Directly controlled by WOODMEN OF

  • WOODMEN FINANCIAL SERVICES INC

    C CORP · FINANCIAL · NE · share of income -$101,617 · share of assets $1,351,503 · controlled entity

    Directly controlled by WFS HOLDIN

  • WOODMEN INSURANCE AGENCY INC

    C CORP · INSURANCE · NE · share of assets $207,282 · controlled entity

    Directly controlled by WFS HOLDIN

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202313189349308196

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.