2026-02-18T14:58:12-05:00 2025-12-31 363141842 ERIC J FERNANDEZ & CO 1S443 SUMMIT AVE STE 302 OAKBROOK TERRACE IL 60181 990 2025-01-01 351873400 NATIONAL ALLIANCE OF LIFE COMPANIES NATI 9413302221 PO BOX 50053 SARASOTA FL 34232 SUZANNE LOOMIS PRESIDENT 9413796100 2026-02-09 JEFFREY KOCIAK P00575080 6309324880 2026-02-09 2025 2025-03-06 01:10:19Z SUZANNE LOOMIS PO BOX 50053 SARASOTA FL 34232 440580 false X WWW.NALC.NET X THE ORGANIZATION, THROUGH THE CEO, MONITORS THE ACTIVITIES OF THE NALC AND THE VARIOUS STATE REGULATORY AUTHORITIES. THIS INFORMATION IS THEN DISSEMINATED THROUGH NEWSLETTERS, CONFERENCES AND MEETINGS TO ITS MEMBERS TO PROMOTE NECESSARY RESPONSES TO THE CONCERNS OF SMALL AND MID-SIZE LIFE COMPANIES. 12 12 1 0 0 359950 350050 46541 51417 10217 39113 416708 440580 0 0 120659 123010 0 0 300278 257473 420937 380483 -4229 60097 1075733 1207874 63620 53876 1012113 1153998 X THE ORGANIZATION, THROUGH THE CEO, MONITORS THE ACTIVITIES OF THE NALC AND THE VARIOUS STATE REGULATORY AUTHORITIES. THIS INFORMATION IS THEN DISSEMINATED THROUGH NEWSLETTERS, CONFERENCES AND MEETINGS TO ITS MEMBERS TO PROMOTE NECESSARY RESPONSES TO THE CONCERNS OF SMALL AND MID-SIZE LIFE COMPANIES. false false 317860 TO PROMOTE NECESSARY RESPONSES TO THE CONCERNS OF SMALL AND MID-SIZE LIFE COMPANIES. 317860 false false false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false 1 0 true 1 true false false false false false false false false X 12 12 false false false false false false false true true false false false false false false false false false X DAWN BERGSMA 9413302221 PO BOX 50053 SARASOTA FL 34232 X SUZANNE LOOMIS PRESIDENT 5.00 X X 0 0 0 TRACY WHITAKER VICE PRESIDE 5.00 X X 0 0 0 BRIAN LINDQUIST TREASURER 5.00 X X 0 0 0 ALIE CAUSEY SECRETARY 5.00 X X 0 0 0 JESSICA SEVER DIRECTOR 2.00 X 0 0 0 ROB HARDY DIRECTOR 2.00 X 0 0 0 BILL FRITTS DIRECTOR 2.00 X 0 0 0 GREG REDMOND DIRECTOR 2.00 X 0 0 0 ADAM QUIST DIRECTOR 2.00 X 0 0 0 MARKHAM LEVENTHAL DIRECTOR 2.00 X 0 0 0 BEN MOSS DIRECTOR 2.00 X 0 0 0 GREGG ZAHN DIRECTOR 2.00 X 0 0 0 MARK WARREN DIRECTOR 1.00 X 0 0 0 false false false MEMBERSHIP DUES 350050 350050 350050 51417 51417 SPRING/FALL CONFERENCES 39113 39113 39113 440580 389163 51417 80915 64732 16183 6500 5200 1300 28859 23087 5772 6736 5389 1347 175000 175000 16315 16315 5003 5003 10405 6342 4063 12930 10344 2586 18646 18646 231 231 LICENSES/FEES 10134 10134 TELEPHONE 2330 1864 466 LEASED EQUIPMENT 2138 2138 BOARD EXPENSES 1654 1323 331 2687 930 1757 380483 317860 62623 0 79216 78874 75632 100661 23185 19000 3592 3301 523 291 897177 1009048 1075733 1207874 2670 1360 60950 52516 63620 53876 X 1012113 1153998 1012113 1153998 1075733 1207874 60097 81788 X true X false 3592 3301 291 291 X SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS ADOPTED FASB ASC-740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION WILL RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY A TAXING AUTHORITY. THE ORGANIZATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. FORM 990 - ORGANIZATION'S MISSION THE ORGANIZATION, THROUGH THE CEO, MONITORS THE ACTIVITIES OF THE NALC AND THE VARIOUS STATE REGULATORY AUTHORITIES. THIS INFORMATION IS THEN DISSEMINATED THROUGH NEWSLETTERS, CONFERENCES AND MEETINGS TO ITS MEMBERS TO PROMOTE NECESSARY RESPONSES TO THE CONCERNS OF SMALL AND MID-SIZE LIFE COMPANIES. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE PRESIDENT OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC