2024-11-15T12:14:13-06:00 2023-12-31 453085083 DAMIANO BURK & NUTTALL PC 6 BLACKSTONE VALLEY PL STE 109 LINCOLN RI 02865 990 2023-01-01 237431257 LIFE INSURANCE ASSOCIATION OF MASSACHUSETTS INC LIFE 6173759200 120 ROYALL STREET 630 CANTON MA 02021 JENNY ERICKSON PRESIDENT 6173759200 2024-11-13 1 1 JASON NUTTALL P00157872 4013332880 2024-11-13 2023 2024-10-15 13:58:12Z JENNY ERICKSON 20 PARK PLAZA SUITE 630 BOSTON MA 02116 937960 0 X WWW.LIAM.ORG X 1974 MA THE LIFE INSURANCE ASSOCIATION OF MASSACHUSETTS REPRESENTS ITS COLLECTIVE MEMBERSHIP AND ADVOCATES POSITIONS THAT ESTABLISH AND MAINTAIN A FAVORABLE BUSINESS CLIMATE IN WHICH MEMBER COMPANIES CAN PROSPER 6 6 2 0 0 0 0 0 953480 937530 539 430 0 0 954019 937960 0 0 0 0 746734 715839 0 0 0 198480 218966 945214 934805 8805 3155 551476 305180 21353 154542 530123 150638 THE LIFE INSURANCE ASSOCIATION OF MASSACHUSETTS REPRESENTS ITS COLLECTIVE MEMBERSHIP AND ADVOCATES POSITIONS THAT ESTABLISH AND MAINTAIN A FAVORABLE BUSINESS CLIMATE IN WHICH MEMBER COMPANIES CAN PROSPER 0 0 894413 937530 THE ASSOCIATION ADVISES AND AIDS THE INSURANCE INDUSTRY ON STATE REGULATORY AND LEGISLATIVE MATTERS. 894413 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 2 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 MA X THE ASSOCIATION 6176759200 20 PARK PLAZA SUITE 630 BOSTON MA 02116 DOMINICK IANNO TREASURER 1.00 X X 0 0 0 ROGER CRANDELL DIRECTOR 1.00 X 0 0 0 BROOKS TINGLE DIRECTOR 1.00 X 0 0 0 LARRY HAZARD DIRECTOR 1.00 X 0 0 0 RICHARD P MCKENNEY DIRECTOR 1.00 X 0 0 0 PAUL QUARANTO JR DIRECTOR 1.00 X 0 0 0 JAMES MORGAN DIRECTOR 1.00 X 0 0 0 LUKE DILLON PRESIDENT 40.00 X 348563 0 0 JENNY A ERICKSON SECRETARY 40.00 X 218690 0 0 567253 0 0 2 0 1 0 0 ANNUAL ASSESSMENTS 524298 937530 937530 937530 430 430 937960 937530 0 430 X 572655 572655 114081 114081 29103 29103 9600 9600 108035 108035 2771 2771 42345 42345 3605 3605 8834 8834 6585 6585 DATA SERVICES 31175 15755 15420 EQUIPMENT LEASES 3487 3487 MEMBERSHIPS 2529 2529 934805 894413 40392 0 538751 292455 2405 2405 13189 13189 0 0 10320 10320 551476 305180 21353 124742 29800 21353 154542 X 530123 150638 530123 150638 551476 305180 3155 -382640 0 X X 0 1 X 1 1 1 0 0 0 937530 297000 297000 297000 13189 13189 0 0 X 937960 0 937960 0 937960 934805 0 934805 0 934805 PART X, LINE 2: THE ASSOCIATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY GAAP. AS OF DECEMBER 31, 2023, THE ASSOCIATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE ASSOCIATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. X 0 0 0 LUKE DILLON PRESIDENT 348563 0 0 0 0 0 0 0 0 0 348563 0 0 0 JENNY A ERICKSON SECRETARY 218690 0 0 0 0 0 0 0 0 0 218690 0 0 0 PART I, LINE 7 THOMAS SAMOLUK, CHAIR OF THE EXECUTIVE COMMITTEE, IS COMPENSATED BY JOHN HANCOCK INSURANCE AND DOMINICK IANNO, TREASURER, IS COMPENSATED BY MASSACHUSETTS MUTUAL INSURANCE COMPANY. A PART OF THEIR COMPENSATION IS IN RECOGNITION OF SERVICES THEY PROVIDE TO THE ORGANIZATION. BOTH JOHN HANCOCK INSURANCE AND MASSACHUSETTS MUTUAL INSURANCE COMPANY ARE MEMBERS OF THE ORGANIZATION. BOSTON MUTUAL INTERESTED PERSON IS A MEMBER OF THE ORGANIZATION PURCHASE OF HEALTH INSURANCE BY THE ORGANIZATION FROM THE INTERESTED PERSON 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD DELEGATES BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS AND VOTES ON COMPENSATION FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 33,784. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,784. CONSULTING: PROGRAM SERVICE EXPENSES 74,251. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,251. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED FROM PRIOR YEARS