2024-11-13T15:08:31-05:00 2023-12-31 990 2023-01-01 470339250 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOOD 4023421890 1700 FARNAM STREET SUITE 2200 OMAHA NE 681022025 AARON COOPER DIR, ACCOUNTING SUPP 4023421890 2024-11-12 false 2023 2024-10-15 13:58:12Z WOODMENLIFE DENISE M MCCAULEY 1700 FARNAM STREET SUITE 2200 OMAHA NE 68102 2682119497 false X WOODMENLIFE.ORG X 1890 NE UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. 13 9 934 21670 427431 33978 0 651810047 763394848 349606513 370471961 4064165 6957889 1005480725 1140824698 953071 1043181 810594634 939533460 69522607 86917123 0 0 118243401 100726729 999313713 1128220493 6167012 12604205 11059800916 11268038180 9384955343 9586191722 1674845573 1681846458 X UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. false false WOODMENLIFE EXTRAS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE BENEFITS AND DISCOUNTS TO OUR MEMBERS AT NO EXTRA COST, JUST FOR DOING BUSINESS WITH US. SOME OF THE NON-CONTRACTUAL BENEFITS AVAILABLE TO ELIGIBLE WOODMENLIFE MEMBERS INCLUDE: FIRST RESPONDERS BENEFIT - WOODMENLIFE WILL PAY A 25,000 BENEFIT IF A GOOD-STANDING MEMBER IS KILLED WHILE PERFORMING HIS/HER DUTIES AS A NON- MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMTS AND PARAMEDICS, POLICE, OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. FAMILY LEGACY BENEFIT - WOODMENLIFE OFFERS 1,000 PER MONTH FOR THE CARE OF MEMBERS' CHILDREN IF THEY ARE ORPHANED. NATURAL DISASTER BENEFIT - QUALIFIED MEMBERS WHOSE HOMES ARE DAMAGED OR DESTROYED BY NATURAL DISASTERS, SUCH AS HURRICANES, TORNADOES, FLOODS, WILD/FOREST FIRES, OR EARTHQUAKES, MAY BE ELIGIBLE FOR UP TO 1,000 TO HELP WITH HOME REPAIR COSTS. LIFE'S PERKS - THIS EASY-TO-USE MEMBER DISCOUNT PROGRAM OFFERS SAVINGS ON BRAND-NAME ITEMS FROM MORE THAN 30,000 LOCAL AND NATIONAL RETAILERS. MEMBERS CAN SAVE MONEY ON EVERYDAY ITEMS LIKE CELL PHONES, RESTAURANTS AND WHOLESALE CLUB MEMBERSHIPS, AND ON MAJOR PURCHASES LIKE AUTOMOBILES, HOMES AND FURNITURE. WOODMENLIFE FOCUS FORWARD SCHOLARSHIP - THROUGH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, MORE THAN 4,000 SCHOLARSHIPS WORTH 3 MILLION HAVE BEEN AWARDED TO HIGH SCHOOL GRADUATES SINCE 2017. SCHOLARSHIPS MAY BE USED AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS, AND SCHOLARSHIP MONEY CAN BE USED FOR EDUCATION-RELATED EXPENSES, WHICH INCLUDE TUITION, FEES, BOOKS, SUPPLIES AND ROOM AND BOARD. STUDENT LOAN RELIEF - EVERY YEAR, WOODMENLIFE GIVES UP TO 200 1,000 AWARDS TO ELIGIBLE MEMBERS. RECIPIENTS ARE SELECTED BASED ON COMMUNITY SERVICE, PATRIOTISM AND LOAN STATEMENTS. LAWASSURETM -LAWASSURE GIVES WOODMENLIFE MEMBERS THE ABILITY TO CREATE CUSTOMIZED WILLS, POWERS OF ATTORNEY AND HEALTHCARE DIRECTIVES WITH FREE, EASY-TO-USE ONLINE TEMPLATES. GIVING TOGETHER - THE GIVING TOGETHER PROGRAM PROVIDES FUNDING FOR SALES REPRESENTATIVES TO ORGANIZE AND CONDUCT COMMUNITY BEAUTIFICATION PROJECTS, SUCH AS PAINTING AT YOUTH FOOTBALL FIELDS AND LANDSCAPING AT SCHOOLS AND COMMUNITY CENTERS. COMMUNITY IMPROVEMENT FUNDS - WOODMENLIFE ALLOCATES FUNDS TO LOCAL CHAPTERS AND COMMUNITIES THAT SUPPORT OUR SHARED COMMITMENT TO FAMILY, COMMUNITY AND COUNTRY. THESE FUNDS HELP MEMBERS PROVIDE FOR LOCAL NEEDS AND GIVE MEMBERS A VOICE IN DECIDING WHICH CAUSES MATTER MOST TO THEM. ANNUAL REGIONAL EVENTS - THESE EVENTS ARE DESIGNED TO HELP PEOPLE COLLABORATE, AS WELL AS TO EDUCATE AND RECOGNIZE CHAPTERS AND MEMBERS FOR THEIR CONTRIBUTIONS TO THE COMMUNITY. THEY ARE ANOTHER WAY FOR WOODMENLIFE TO CULTIVATE RELATIONSHIPS AMONG THE WOODMENLIFE FAMILY. 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 1.4 MILLION POUNDS OF FOOD AND DONATED NEARLY 3.7 MILLION DOLLARS. false false true false false false false false false true true false true true false true false false false true false false false false false false true true true false false false false false false false false false false false true true true false true 171626 0 true 934 true true true false false false false false false false false false true false X 13 9 false false false false true true true true true false true true true true true true true true true true false X AARON COOPER 4023421890 1700 FARNAM STREET OMAHA NE 68102 X PATRICK L DEES PRESIDENT & 50.00 1.00 X X 1579192 0 97716 DENISE M MCCAULEY PRESIDENT & 50.00 1.00 X X 1010233 0 75804 STEPHEN K MCMAHAN EXEC VP CHIE 50.00 3.00 X X 722201 0 247158 JON AERNI EXEC VP, CFO 50.00 2.00 X X 714698 0 220365 CYNTHIA S BENGTSON EXEC VP, CHI 50.00 X X 635760 0 99214 SPENCER T OWEN REGIONAL DIR 50.00 X 550909 0 155674 RAYMOND G SMOLINSKI SR. VP, CHIE 50.00 X 432501 0 112510 RANDALL P ROTSCHAFER VP, CHIEF RI 50.00 X 425961 0 76109 LEE A JANECEK VP, CORE OPS 50.00 X 330700 0 156738 JACOB DAY VP, CHIEF IN 50.00 1.00 X 353281 0 109840 RONNIE LEAR REGIONAL DIR 50.00 X 400224 0 61763 CHARLES R DRIFFILL SR VP, SALES 50.00 2.00 X 341632 0 116529 LYNN ESPELAND SVP GEN COUN 50.00 2.00 X 417743 0 33565 TODD WILEY REGIONAL DIR 50.00 X 368804 0 75833 GREGORY ROBERTSON REGIONAL DIR 50.00 X 352142 0 81754 ANNETTE M DEVINE VP, CHIEF AC 50.00 3.00 X 304977 0 125569 BLAKE WARNEKE VP ACTUARY & 50.00 X 322429 0 79418 CHUCK FARRIOR REGIONAL DIR 50.00 X 364485 0 32861 JEREMY CARROLL VP, SALES 50.00 1.00 X 282163 0 49421 KEN KNAUB VP, BUSINESS 5.00 X 306062 0 23666 JOHN SHARP DEPUTY GEN C 50.00 1.00 X 283382 0 25692 KARLA J GOCHENOUR VP, HUMAN CA 50.00 X 193122 0 115870 LANCE LARSEN VP, ADDITION 50.00 X 255565 0 49199 KELLY LIBERTY VP, STRATEGI 50.00 X 270018 0 31800 MICHAEL HEMENWAY VP, CHIEF HU 50.00 X 248014 0 49625 LORI HOWARD VP, MARKETIN 50.00 X 229550 0 57611 PAULA S MAU VP, SECURITY 50.00 X 236923 0 45883 KYLE SAVAGE VP, SALES 50.00 1.00 X 223340 0 53978 WILBUR JENKINS SR VP, COO 50.00 X 257547 0 17788 DANIEL MOLONY VP, FRATERNA 50.00 1.00 X 213898 0 52975 TIM BUDERUS VP, WFS OPS 50.00 2.00 X 194315 0 61621 NIC OLARI VP, CHIEF CO 50.00 X 192101 0 46922 PAMELA MORTENSON VP, STRATEGI 50.00 X 167176 0 22994 CATHRYN MOBLEY BOARD OF DIR 5.00 X 98938 0 0 TIFFANY MYERS BOARD OF DIR 5.00 X 97679 0 0 JAMES W SHAVER BOARD OF DIR 5.00 X 87909 0 0 MICHAEL C SHEALY BOARD OF DIR 5.00 1.00 X 82688 0 0 JAMES W BOSLER III BOARD OF DIR 5.00 1.00 X 81422 0 0 DWAYNE H TUCKER BOARD OF DIR 5.00 X 80253 0 0 JAMES CALDWELL BOARD OF DIR 5.00 X 80174 0 0 DARYL J DOISE BOARD OF DIR 5.00 1.00 X 79138 0 0 ROBERT T MAHER BOD, FORMER 5.00 1.00 X 76521 0 0 13945770 2663465 290 false true false LIDP CONSULTING SERVICES INC 101 W VENICE AVE SUITE 22 VENICE FL 34285 SFTWR DEVELOP. 5100098 AOI CORPORATION 8801 S 137TH CIRCLE OMAHA NE 68138 DESIGN/CONST 4123653 BASIS GLOBAL TECHNOLOGIES INC 11 E MADISON ST 6TH FLR CHICAGO IL 60602 ADVERTISING SVS 2553376 ONENECK IT SOLUTIONS LLC PO BOX 857950 MINNEAPOLIS MN 55485 HARDWARE/MAINT 1947515 CONTENT CRITICAL SOLUTIONS INC 121 MOONACHIE AVE MOONACHIE NJ 07074 PRINTING/MAIL 1420147 102 PREMIUM INCOME 524113 744394964 744394964 FRATERNAL INCOME 524113 12586931 12586931 SUPPLEMENTARY CONTRACTS 524113 6412953 6412953 763394848 367594869 367594869 21747542 15217084 6530458 6530458 6530458 1307099833 221854974 1306777606 219300109 322227 2554865 2877092 2877092 PARKING LOTS AND GARAGES 812930 331025 331025 INCOME/(LOSS) FROM PSHIPS 900099 96406 96406 427431 1140824698 766271940 427431 374125327 745384 297797 939533460 13945770 55726122 -2763822 12176798 7832255 1124519 427713 553767 4470367 4142720 20961745 4025342 711799 625046 4305642 591035 COMMISSIONS 44213139 SALES EXPENSES 10513915 FRATERNAL CHAPTER FUNDING 5648375 TAXES, LICENSES & FEES 2467024 -4055419 1128220493 0 0 0 -2528141 1479547 41464335 73154532 245750 5723374 255671058 180489311 69157339 75181747 7704925061 7532316775 2486793311 2616614221 759743261 963567984 11059800916 11268038180 52087219 58173439 9332868124 9528018283 9384955343 9586191722 X 1674845573 1681846458 1674845573 1681846458 11059800916 11268038180 X 12604205 94777595 -100380915 X false true X true false 4000 false SCHEDULE C, PART IV WOODMENLIFE MADE STATE AND LOCAL CONTRIBUTIONS. 124938051 105491064 -157268094 73161022 25241943 -23221217 2020727 75181749 MORTGAGE LOANS - COST 2365555278 C CTF LOANS-LEGACY 86202733 C OTHER SCHEDULE BA-COST 78356647 C CALL OPTIONS&WARRANTS-MKT ADJ 18765875 F CTF LOANS-INGENIUM 10948061 C ACCELERATED BENEFIT LIENS 797635 C OTHER SCHEDULE BA-MKT VAL ADJ 459644 F CTF LOANS IN PROCESS 328763 C CTF LOANS-NONADMITTED -582762 C 2615614222 SEPARATE ACCOUNTS 822032964 INT MAINTENANCE RESERVE 70900269 INVESTMENT INCOME DUE & ACCRUED 63701169 PREMIUMS & CONSIDERATIONS 4262448 REINSURANCE AMOUNTS RECOVERABLE 2671134 963567984 LIFE RESERVES 7284042990 DEPOSIT CONTRACTS LIABILITY 862596982 SEPARATE ACCOUNT 811629968 MISC LIABILITIES 349193920 A&H RESERVES 66300000 CONTRACT CLAIMS 61644666 AGGREGATE WRITE-INS 53128248 PROVISION FOR REFUNDS PAYABLE 23528034 BENEFIT LIABILITIES 15953475 9528018283 1129001609 15217084 15217084 1113784525 27040173 27040173 1140824698 1116397404 15217084 15217084 1101180320 27040173 27040173 1128220493 SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES RELATED TO RENTAL INCOME 15,217,084 SCHEDULE D, PAGE 4, PART XI, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 24,163,081 NET GAIN SALE OF ASSETS 2,877,092 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO RENTAL INCOME 15,217,084 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 24,163,081 NET GAIN SALE OF ASSETS 2,877,092 BOOK / TAX DEPRECIATION DIFFERENCE 19,522,726 false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 17881094 EUROPE INVESTMENTS 18193999 36075093 36075093 false false true true false false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 17,881,094 EUROPE 0 18,193,999 true AIM INSTITUTE-CAREERLINKCOM 1905 HARNEY ST STE 300 OMAHA NE 68102 470749200 501C3 7500 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501C3 23205 GENERAL SUPPORT BOYS AND GIRLS CLUB OF AMERICA 2610 HAMILTON ST OMAHA NE 681311640 272250924 501C4 10000 GENERAL SUPPORT BUSINESS ETHICS ALLIANCE 2500 CALIFORNIA PLAZA OMAHA NE 68178 743244900 501C3 10000 GENERAL SUPPORT CRESCENT FOOD PANTRY 720 OLD LINCOLN HWY CRESCENT IA 51526 472459792 501C3 6050 GENERAL SUPPORT DOUGLAS COUNTY DEPUTY SHERIFFS FOUN 3601 N 156TH ST OMAHA NE 68116 261479381 501C3 10000 GENERAL SUPPORT DOWNTOWN OMAHA INC FOUNDATION PO BOX 8312 OMAHA NE 68108 311752228 501C3 15000 GENERAL SUPPORT FIRST RESPONDERS FOUNDATION 2900 SOUTH 110TH CT OMAHA NE 68114 263499345 501C3 22500 GENERAL SUPPORT FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501C3 169335 GENERAL SUPPORT FOSTER LOVE INCORPORATION 319 REMINGTON ROAD OMAHA NE 68046 851321331 501C3 8756 GENERAL SUPPORT GARY SINISE FOUNDATION 2029 CENTURY PARK EAST NO 1500 LOS ANGELES CA 90067 800587086 501C3 100000 GENERAL SUPPORT HABITAT FOR HUMANITY 1701 NORTH 24TH STREET OMAHA NE 68110 363283625 501C3 11200 GENERAL SUPPORT JUNIOR ACHIEVEMENT 11248 DAVENPORT STREET SUITE 100 OMAHA NE 68154 470468426 501C3 6397 GENERAL SUPPORT NE VIETNAM VETERANS MEMORIAL FOUND 7914 WEST DODGE RD 446 OMAHA NE 68114 834392408 501C3 25000 GENERAL SUPPORT OFFUTT ADVISORY COUNCIL PO BOX 13383 OFFUTT AFB NE 68113 470761510 501C3 7500 GENERAL SUPPORT ONEWORLD COMMUNITY HEALTH CENTERS 4920 S 30TH ST STE 103 OMAHA NE 68107 470584990 501C3 5050 GENERAL SUPPORT PATRIOTIC PRODUCTION 16213 LAMP ST OMAHA NE 68118 472127802 501C3 10000 GENERAL SUPPORT UNITED WAY OF THE MIDLANDS 1805 HARNEY STREET OMAHA NE 68102 470376605 501C3 10300 GENERAL SUPPORT URBAN LEAGUE OF NEBRASKA 3040 LAKE ST OMAHA NE 68111 470384575 501C3 5750 GENERAL SUPPORT OMAHA PARKS FOUNDATION PO BOX 31369 OMAHA NE 68131 273185565 501C3 45000 GENERAL SUPPORT 17 1 SCHOLARSHIP 571 297797 SCHEDULE I, PAGE 1, PART I, LINE 2 WOODMENLIFE APPOINTS A CORPORATE SOCIAL RESPONSIBILITY COMMITTEE ANNUALLY. THIS COMMITTEE IS RESPONSIBLE FOR COORDINATING EFFORTS TO RECEIVE, CONSIDER, APPROVE, DENY AND DISBURSE CONTRIBUTIONS REQUESTED. X X X true true X X X X X true true false PATRICK L DEES PRESIDENT & CEO 695000 831080 53112 68378 29338 1676908 DENISE M MCCAULEY PRESIDENT & CEO 632511 327600 50122 43500 32304 1086037 STEPHEN K MCMAHAN EXEC VP CHIEF MKTG 421567 243605 57029 212442 34716 969359 JON AERNI EXEC VP, CFO 420478 243605 50615 181029 39336 935063 CYNTHIA S BENGTSON EXEC VP, CHIEF RISK 405426 200081 30253 74716 24498 734974 SPENCER T OWEN REGIONAL DIRECTOR 540735 10174 128379 27295 706583 RAYMOND G SMOLINSKI SR. VP, CHIEF INFORM 329139 80000 23362 87323 25187 545011 RANDALL P ROTSCHAFER VP, CHIEF RISK OFFIC 107917 311885 6159 60153 15956 502070 LEE A JANECEK VP, CORE OPS & CF UN 262361 62000 6339 111355 45383 487438 JACOB DAY VP, CHIEF INV OFF 224248 106373 22660 67975 41865 463121 RONNIE LEAR REGIONAL DIRECTOR 388754 11470 58043 3720 461987 CHARLES R DRIFFILL SR VP, SALES 262631 71424 7577 80855 35674 458161 LYNN ESPELAND SVP GEN COUNSEL 328279 78240 11224 33565 451308 TODD WILEY REGIONAL DIRECTOR 337638 31166 48771 27062 444637 GREGORY ROBERTSON REGIONAL DIRECTOR 337639 14503 56756 24998 433896 ANNETTE M DEVINE VP, CHIEF ACCOUNTING 224983 53830 26164 82224 43345 430546 BLAKE WARNEKE VP ACTUARY & CHIEF A 245539 53000 23890 59679 19739 401847 CHUCK FARRIOR REGIONAL DIRECTOR 356614 7871 17387 15474 397346 JEREMY CARROLL VP, SALES 216171 60721 5271 19849 29572 331584 KEN KNAUB VP, BUSINESS TECHNOL 259332 46000 730 17386 6280 329728 JOHN SHARP DEPUTY GEN COUN, SEC 225807 48248 9327 18410 7282 309074 KARLA J GOCHENOUR VP, HUMAN CAPITAL ST 46275 48723 98124 100388 15482 308992 LANCE LARSEN VP, ADDITIONAL DIST. 197516 56120 1929 10787 38412 304764 KELLY LIBERTY VP, STRATEGIC INITIA 221596 46000 2422 20805 10995 301818 MICHAEL HEMENWAY VP, CHIEF HUMAN RES 203474 42068 2472 14427 35198 297639 LORI HOWARD VP, MARKETING 170155 41173 18222 19894 37717 287161 PAULA S MAU VP, SECURITY OFFICIA 173737 40190 22996 19922 25961 282806 KYLE SAVAGE VP, SALES 175551 44417 3372 18235 35743 277318 WILBUR JENKINS SR VP, COO 232349 25000 198 10625 7163 275335 DANIEL MOLONY VP, FRATERNAL 164256 44236 5406 17338 35637 266873 TIM BUDERUS VP, WFS OPS & PRES 179231 12144 2940 23073 38548 255936 NIC OLARI VP, CHIEF COMPLIANCE 169387 22566 148 15968 30954 239023 PAMELA MORTENSON VP, STRATEGIC PLAN 125483 33000 8693 11171 11823 190170 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 PART I, LINE 4A RANDALL P ROTSCHAFER 269,780.17 PART I, LINE 4B 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. FORM 990, PAGE 1, ITEM C WOODMENLIFE FORM 990, PAGE 2, PART III, LINE 4A WOODMENLIFE EXTRAS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE BENEFITS AND DISCOUNTS TO OUR MEMBERS AT NO EXTRA COST, JUST FOR DOING BUSINESS WITH US. SOME OF THE NON-CONTRACTUAL BENEFITS AVAILABLE TO ELIGIBLE WOODMENLIFE MEMBERS INCLUDE: FIRST RESPONDERS BENEFIT - WOODMENLIFE WILL PAY A 25,000 BENEFIT IF A GOOD-STANDING MEMBER IS KILLED WHILE PERFORMING HIS/HER DUTIES AS A NON- MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMTS AND PARAMEDICS, POLICE, OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. FAMILY LEGACY BENEFIT - WOODMENLIFE OFFERS 1,000 PER MONTH FOR THE CARE OF MEMBERS' CHILDREN IF THEY ARE ORPHANED. NATURAL DISASTER BENEFIT - QUALIFIED MEMBERS WHOSE HOMES ARE DAMAGED OR DESTROYED BY NATURAL DISASTERS, SUCH AS HURRICANES, TORNADOES, FLOODS, WILD/FOREST FIRES, OR EARTHQUAKES, MAY BE ELIGIBLE FOR UP TO 1,000 TO HELP WITH HOME REPAIR COSTS. LIFE'S PERKS - THIS EASY-TO-USE MEMBER DISCOUNT PROGRAM OFFERS SAVINGS ON BRAND-NAME ITEMS FROM MORE THAN 30,000 LOCAL AND NATIONAL RETAILERS. MEMBERS CAN SAVE MONEY ON EVERYDAY ITEMS LIKE CELL PHONES, RESTAURANTS AND WHOLESALE CLUB MEMBERSHIPS, AND ON MAJOR PURCHASES LIKE AUTOMOBILES, HOMES AND FURNITURE. WOODMENLIFE FOCUS FORWARD SCHOLARSHIP - THROUGH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, MORE THAN 4,000 SCHOLARSHIPS WORTH 3 MILLION HAVE BEEN AWARDED TO HIGH SCHOOL GRADUATES SINCE 2017. SCHOLARSHIPS MAY BE USED AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS, AND SCHOLARSHIP MONEY CAN BE USED FOR EDUCATION-RELATED EXPENSES, WHICH INCLUDE TUITION, FEES, BOOKS, SUPPLIES AND ROOM AND BOARD. STUDENT LOAN RELIEF - EVERY YEAR, WOODMENLIFE GIVES UP TO 200 1,000 AWARDS TO ELIGIBLE MEMBERS. RECIPIENTS ARE SELECTED BASED ON COMMUNITY SERVICE, PATRIOTISM AND LOAN STATEMENTS. LAWASSURETM -LAWASSURE GIVES WOODMENLIFE MEMBERS THE ABILITY TO CREATE CUSTOMIZED WILLS, POWERS OF ATTORNEY AND HEALTHCARE DIRECTIVES WITH FREE, EASY-TO-USE ONLINE TEMPLATES. GIVING TOGETHER - THE GIVING TOGETHER PROGRAM PROVIDES FUNDING FOR SALES REPRESENTATIVES TO ORGANIZE AND CONDUCT COMMUNITY BEAUTIFICATION PROJECTS, SUCH AS PAINTING AT YOUTH FOOTBALL FIELDS AND LANDSCAPING AT SCHOOLS AND COMMUNITY CENTERS. COMMUNITY IMPROVEMENT FUNDS - WOODMENLIFE ALLOCATES FUNDS TO LOCAL CHAPTERS AND COMMUNITIES THAT SUPPORT OUR SHARED COMMITMENT TO FAMILY, COMMUNITY AND COUNTRY. THESE FUNDS HELP MEMBERS PROVIDE FOR LOCAL NEEDS AND GIVE MEMBERS A VOICE IN DECIDING WHICH CAUSES MATTER MOST TO THEM. ANNUAL REGIONAL EVENTS - THESE EVENTS ARE DESIGNED TO HELP PEOPLE COLLABORATE, AS WELL AS TO EDUCATE AND RECOGNIZE CHAPTERS AND MEMBERS FOR THEIR CONTRIBUTIONS TO THE COMMUNITY. THEY ARE ANOTHER WAY FOR WOODMENLIFE TO CULTIVATE RELATIONSHIPS AMONG THE WOODMENLIFE FAMILY. FORM 990, PAGE 2, PART III, LINE 4B 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. FORM 990, PAGE 6, PART VI, LINE 6 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY IS COMPRISED OF ITS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS ELECT THE OFFICERS AND DIRECTORS EVERY FOUR YEARS. FORM 990, PAGE 6, PART VI, LINE 7B THE EXECUTIVE OFFICERS AND BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL OF THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY PROFESSIONAL INTERNAL STAFF. THE FORM 990 IS THEN FORWARDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FINAL SIGNATURE AND FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED BY AND SUBSEQUENTLY RETAINED BY THE LEGAL DEPARTMENT. FORM 990, PAGE 6, PART VI, LINE 15A PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 THE CONSTITUTION AND BYLAWS ARE AVAILABLE ON OUR WEBSITE, WOODMENLIFE.ORG. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 MINIMUM PENSION OBLIGATIONS 26,425,593 CHANGE IN RESERVE ON ACCT -1,858,701 CHANGE IN ASSET VALUATION RESERVE -95,764,769 CHANGE IN NON-ADMITTED ASSETS -29,183,038 TOTAL -100,380,915 WOODMENLIFE OUTREACH FOUNDATION 1700 FARNAM STREET OMAHA NE 68102 844477207 CHARITABLE NE 501C3 PF WOODMEN OF false WFS HOLDINGS INC 1700 FARNAM STREET OMAHA NE 68102 223828160 HOLDING CO NE WOODMEN OF C CORP -16546 17651785 true WOODMEN FINANCIAL SERVICES INC 1700 FARNAM STREET OMAHA NE 68102 223828171 FINANCIAL NE WFS HOLDIN C CORP -188709 1147152 true WOODMEN INSURANCE AGENCY INC 1700 FARNAM STREET OMAHA NE 68102 010785572 INSURANCE NE WFS HOLDIN C CORP -48626 149558 true false false false false false false false false false true false false false true true false true false false WOODMEN FINANCIAL SERVICES INC Q 1053188 CASH PAID WOODMEN INSURANCE AGENCY INC Q 430280 CASH PAID WOODMEN FINANCIAL SERVICES INC J 60720 CASH PAID