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Nonprofit · EIN 25-0502660

GBU FINANCIAL LIFE

Tax-exempt · PITTSBURGH, PA 15227

Financials

$903.7M$885.3M2023$1B$990.8M2024
Revenue Expenses · by fiscal year end
Financials of GBU FINANCIAL LIFE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,006,212,483$990,802,924$15,409,559$4,729,123,178$4,414,691,813$314,431,365
December 31, 2023990$903,733,186$885,296,050$18,437,136$4,426,033,902$4,123,729,413$302,304,489
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$7,245
Program service revenue
$790,375,423
Investment income
$215,809,484
Net rental income
$20,331
Net gain from sales of assets
-$54,204
Other revenue
$20,331

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$939,061,416
Compensation of officers, directors and key employees
$3,666,115
Other salaries and wages
$10,404,727
Salaries, compensation and benefits (total)
$17,584,780
Professional fundraising fees
$5,347,117
Legal fees
$207,060
Accounting fees
$357,357
Occupancy
$295,717
Travel
$139,831
Depreciation
$3,324,156

Balance sheet and other

Total assets, start of year
$4,426,033,902
Total assets, end of year
$4,729,123,178
Total liabilities, end of year
$4,414,691,813
Net assets, end of year
$314,431,365
Land, buildings and equipment
$2,283,399
Publicly traded securities
$4,194,127,059
Gross receipts
$1,352,157,288
Employees
128
Volunteers
198
Year formed
1892
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
WILLIAM W HUNTCEO / PRESIDENT
Trustee or director, Officer
40$965,684$40,629
LESLEY MANNEVP / CHIEF MARKETING OFFICER
Officer
40$566,450$40,116
MARK CLOUTIEREVP / CHIEF FINANCIAL OFFICER
Officer
40$508,870$27,445
DEBORAH L MORGANSVP / ADMINISTRATION
Officer
40$342,038$37,492
DOUGLAS A ULRICHCONTROLLER
Officer
40$255,715$19,873
KIRK DIETRICHNational Sales Manager
Highest-paid employee
40$225,143$32,561
KYLE FULTONAVP / IT
Highest-paid employee
40$235,945$19,557
RICARDO RODRIGUEZAVP / New Business & Underwriting
Highest-paid employee
40$223,515$29,442
DAMIEN FEIKLOWICZAVP / Business Intelligence
Highest-paid employee
40$227,692$17,941
FRANK DILEOAVP / Investments
Highest-paid employee
40$209,896$28,764
ANTOINETTE L BLAIRVP / CORPORATE SECRETARY / HEAD OF HR & COMPILANCE
Officer
40$219,025$11,100
WILLIAM LOMBARDISVP / Chief Operating Officer
Officer
40$211,459$14,687
LEE ANN HAZINATIONAL DIRECTOR / BOARD CHAIR
Trustee or director
5$90,000$0
DAVID L PRINGLENATIONAL DIRECTOR
Trustee or director
2$75,319$0
CHRISTINA E MACKELLARNATIONAL DIRECTOR
Trustee or director
2$51,055$0
6 more people on this return
NameTitleHours / weekCompensation
DAVID E BEVINSNATIONAL DIRECTOR
Trustee or director
2$45,500
JOSEPH S BIELECKINATIONAL DIRECTOR
Trustee or director
2$42,000
JOHN B SCHMOTZERNATIONAL DIRECTOR - Term Ended 10/31/2024
Trustee or director
2$36,000
DONNA L BROPHYNATIONAL DIRECTOR - Term Ended 10/31/2024
Trustee or director
2$35,658
JOHN SWANICKNATIONAL DIRECTOR - Term Started 11/1/2024
Trustee or director
2$15,500
FRANK BRIANATIONAL DIRECTOR - Term Started 11/1/2024
Trustee or director
2$14,500
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensationOther / benefits
WILLIAM W HUNTCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
40$835,237$39,679
LESLEY MANNCHIEF MARKETING OFFICER
Officer
40$522,483$20,277
MARK CLOUTIERCHIEF FINANCIAL OFFICER
Officer
40$429,304$24,163
DEBORAH L MORGANVICE PRESIDENT OF OPERATIONS
Officer
40$281,805$34,197
RICARDO RODRIGUEZAVP - New Business & Underwriting
Highest-paid employee
40$227,481$28,330
DOUGLAS A ULRICHCONTROLLER
Officer
40$233,416$18,488
KIRK DIETRICHNational Sales Manager
Highest-paid employee
40$205,278$30,523
KYLE FULTONAVP - IT
Highest-paid employee
40$212,796$17,639
FRANK DILEOAVP - Investments
Highest-paid employee
40$190,036$28,993
DAMIEN FEIKLOWICZAVP - Business Intelligence
Highest-paid employee
40$192,431$17,187
LEE ANN HAZINATIONAL DIRECTOR / BOARD CHAIR
Trustee or director
5$69,955$0
DAVID E BEVINSNATIONAL DIRECTOR
Trustee or director
2$46,062$0
DAVID L PRINGLENATIONAL DIRECTOR
Trustee or director
2$45,626$0
DONNA L BROPHYNATIONAL DIRECTOR
Trustee or director
2$43,014$0
JOSEPH S BIELECKINATIONAL DIRECTOR
Trustee or director
2$41,000$0
CHRISTINA E MACKELLARNATIONAL DIRECTOR
Trustee or director
2$23,612$0
JOHN B SCHMOTZERNATIONAL DIRECTOR
Trustee or director
2$8,500$0

Address and contacts

Address (IRS master file)
4254 SAW MILL RUN BLVD, PITTSBURGH, PA 15227-3300
In care of
% DOUGLAS ULRICH
Principal officer (990 for 2024)
WILLIAM HUNT, 4254 Saw Mill Run Boulevard, Pittsburgh, PA 15227
Signed the 990
DOUGLAS A ULRICH, VP/CONTROLLER
Phone
(412) 884-5100
Return prepared by
Forvis Mazars LLP

Mission

LIFE INSURANCE, ANNUITIES, FRATERNAL ACTIVITIES AND OTHER BENEFITS TO MEMBERS OF THE SOCIETY.

990 for the year ended December 31, 2024

Program accomplishments

  • LIFE INSURANCE, ANNUITIES, FRATERNAL ACTIVITIES AND OTHER BENEFITS TO MEMBERS OF THE SOCIETY.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
25-0502660
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Donations deductible (Pub 78)
Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes
Exempt since
1940
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
0199 (25 member organizations)
Assets (IRS master file)
$4,729,123,178
Income (IRS master file)
$1,352,157,288

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,006,212,483$990,802,924$4,729,123,178XML
990December 2023$903,733,186$885,296,050$4,426,033,902XML
990December 2022$767,394,993$735,103,377$4,204,767,754IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-0502660).

Questions about GBU FINANCIAL LIFE

What is the EIN of GBU FINANCIAL LIFE?
The employer identification number (EIN) of GBU FINANCIAL LIFE is 25-0502660.
Is GBU FINANCIAL LIFE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1940.
Are donations to GBU FINANCIAL LIFE tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes).
Which annual return does GBU FINANCIAL LIFE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of GBU FINANCIAL LIFE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GBU FINANCIAL LIFE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of GBU FINANCIAL LIFE?
The 990 for the year ended December 31, 2024 names WILLIAM HUNT.
Who are the officers and directors of GBU FINANCIAL LIFE?
The 990 for the year ended December 31, 2024 lists 21 people; 21 received compensation from the organization, the highest $965,684 (WILLIAM W HUNT, CEO / PRESIDENT).
How much revenue does GBU FINANCIAL LIFE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,006,212,483, expenses of $990,802,924 and total assets of $4,729,123,178 at year end.

Organizations in its group exemption (25)

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