2025-07-31T13:43:24-04:00 2024-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990 2024-01-01 840356870 ASSURED LIFE ASSOCIATION ASSU 3037929777 6025 S QUEBEC ST STE 320 CENTENNIAL CO 80111 GARY R WHEELER PRESIDENT/TREASURER 3037929777 2025-07-30 true false LORI B BAUER CPA P01260252 3037710123 2025-07-30 2024 2025-03-06 01:10:19Z GARY R WHEELER 6025 S QUEBEC ST STE 320 CENTENNIAL CO 80111 12075487 false X ASSUREDLIFE.ORG X 1890 CO FRATERNAL ORGANIZATION 8 7 5 250 0 0 6414936 5403451 2585048 3338842 109496 100997 9109480 8843290 0 4114816 3681293 896514 965591 0 0 3976402 3273956 8987732 7920840 121748 922450 59070732 59012118 45542602 44735944 13528130 14276174 FRATERNAL ORGANIZATION false false PROVIDERS OF LIFE, ACCIDENT AND HEALTH INSURANCE TO MEMBERS OF A FRATERNAL ORGANIZATION. false false false false false false false false false true true false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false true 2968 0 true 5 true false false false false false false false false X 8 7 false false false false true true true true true false true true false true true true true true true true false CA X THE ORGANIZATION 3034683810 6025 S QUEBEC ST SUITE 320 CENTENNIAL CO 80111 TANYA S UNREIN CHAIR 1.00 X X 14918 0 0 LANCE C FOREMAN DIRECTOR 1.00 X 7230 0 0 ERNEST T GIAMBRA DIRECTOR 1.00 X 7230 0 0 BILLY B HILL JR DIRECTOR 1.00 X 7230 0 0 DOUGLAS H OURY DIRECTOR 1.00 X 9180 0 0 CHRISTOPHER A YORK DIRECTOR 1.00 X 7230 0 0 EILEEN M PHILBIN DIRECTOR 1.00 X 3615 0 0 GARY R WHEELER PRESIDENT/TR 40.00 X X 285734 0 44280 DIANE L MULLER SEC/VP OPERA 40.00 X 180158 0 34680 LISA OBERLE ACCOUNTANT 40.00 X 102440 0 19994 624965 98954 3 false true false ALLEN BAILEY & ASSOCIATES INC 10109 LAKE CREEK PKWY 170220 AUSTIN TX 78717 ACTUARY 208483 1 PREMIUMS & ANNUITY 5403451 5403451 5403451 2971072 2971072 3599967 3232197 367770 367770 367770 MISCELLANEOUS INCOME 76813 76813 NET CAP GAINS TFRD TO IMR 22847 22847 NET STATUATORY IMR ADJ 1337 1337 100997 8843290 5504448 3338842 X 3681293 601485 281012 41451 41643 8663 931258 26484 75330 59966 -46499 100298 20575 FRATERNAL ACTIVITIES 1883811 INVESTMENT EXPENSES 93036 STATE INS FEES & TAXES 78250 OTHER RE INVESTMENT EXPS 34586 8198 7920840 0 0 0 1338985 1161562 10851005 13262708 137520 137502 27711673 26975764 254994 275234 254994 15669402 14118957 3086913 3100631 59070732 59012118 486426 518000 45056176 44217944 45542602 44735944 X 13528130 14276174 13528130 14276174 59070732 59012118 X 922450 39641 -214047 X false true X true 254994 254994 254994 OTHER INVESTED ASSETS 2901490 C INVESTMENT INCOME DUE/ACCRUED 199141 F 3100631 FUTURE CERTIFICATE BEN. 41690174 OTHER LIABILITES 1234447 ASSET VALUATION RESERVE 731276 REINSURANCE PAYABLE 440438 INTEREST MAINTENANCE RESERVE 121609 44217944 X 8715668 -127622 -127622 8843290 8843290 7793218 -127622 -127622 7920840 7920840 SCHEDULE D, PAGE 3, PART X DEFERRED INCOME TAXES ARE CALCULATED IN ACCORDANCE WITH STATEMENT OF STATUTORY ACCOUNTING PRINCIPLES NO. 101, INCOME TAX (SSAP NO. 101), FOR STATUTORY REPORTING RATHER THAN FASB ASC 740, AS WOULD BE REQUIRED BY GAAP. WHILE BOTH STATEMENTS REQUIRE ACCOUNTING RECOGNITION OF TIMING DIFFERENCES BETWEEN INCOME AND EXPENSES RECOGNIZED FOR INCOME TAX PURPOSES AND THOSE RECOGNIZED FOR FINANCIAL REPORTING, SSAP NO. 101 REQUIRES THAT ONLY TIMING DIFFERENCES WHICH ARE EXPECTED TO REVERSE WITHIN ONE YEAR MAY BE CONSIDERED IN THE CALCULATION. IN ADDITION, SSAP NO. 101 DEFINES TIMING DIFFERENCES TO INCLUDE NON- ADMITTED ASSETS AND LIMITS THE AMOUNT OF ANY DEFERRED TAX ASSET THAT MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS TO TEN PERCENT OF STATUTORY SURPLUS. FINALLY, SSAP NO. 101 REQUIRES INSURERS TO REPORT CHANGE IN NET DEFERRED TAX ASSETS OR LIABILITIES AS A SEPARATE COMPONENT OF THE CHANGE IN STATUTORY SURPLUS RATHER THAN THROUGH OPERATING RESULTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D RECLASS BETWEEN REVENUE & EXPENSE -127,622 SCHEDULE D, PAGE 4, PART XII, LINE 2D RECLASS BETWEEN REVENUE & EXPENSE -127,622 X false false false GARY R WHEELER PRESIDENT/TREASURER 262977 22757 23161 21119 330014 DIANE L MULLER SEC/VP OPERATIONS 170722 2000 7436 13838 20842 214838 FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS BENEFIT MEMBERS, ASSOCIATE MEMBERS, AND JUNIOR MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE BENEFIT MEMBERS HAVE THE RIGHT TO VOTE IN THE CORPORATE AND BUSINESS MATTERS OF THE SOCIETY, BUT ARE ENTITLED TO ONLY ONE VOTE. THE BENEFIT MEMBERS OF THE SOCIETY INFORCE AT THE TIME OF ELECTION SHALL, BY REFERENDUM, ELECT SEVEN PERSONS, IN STAGGERED, FOUR-YEAR TERMS, TO SERVE AS DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B THE BOARD SHALL NOT HAVE THE AUTHORITY TO DISSOLVE THE SOCIETY OR DISTRIBUTE ASSETS OF THE SOCIETY (EXCEPT TO THE EXTENT NECESSARY TO ACCOMPLISH A MERGER OR CONSOLIDATION APPROVED IN ACCORDANCE WITH THESE BYLAWS) NOR SHALL THE BOARD HAVE THE AUTHORITY TO REPEAL OR AMEND ANY OF THESE BYLAWS OR THE ARTICLES. THESE RIGHTS AND PRIVILEGES SHALL BE RETAINED BY THE BENEFIT MEMBERS OF THE SOCIETY, A PROPOSAL FOR WHICH SHALL BE PRESENTED FOR A VOTE BY THE BENEFIT MEMBERS BY REFERENDUM. (SECTION 5.D. OF THE BYLAWS) FORM 990, PAGE 6, PART VI, LINE 11B THE TAX RETURN WILL NOT BE REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE POLICY IS DISTRIBUTED ANNUALLY FOR REVIEW AND ACKNOWLEDGEMENT/DISCLOSURE. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD DETERMINES THE COMPENSATION OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT DETERMINES THE COMPENSATION OF ALL OTHER EMPLOYEES USING COMPENSATION DATA. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE; ALL OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G COMMISSIONS 733,144 0 0 OTHER PROFESSIONAL FEES 198,114 0 0 TOTAL 931,258 0 0 FORM 990, PART XI, LINE 9 CHANGE IN NON-ADMITTED ASSETS -106,584 CHANGE IN ASSET VALUATION RESERVE (AVR) -107,463 TOTAL -214,047