2023-11-13T14:45:54-06:00 2022-12-31 990 2022-01-01 942966836 UNITED CHURCH INSURANCE ASSOCIATION UNIT 2167363238 1468 WEST NINTH ST 350 CLEVELAND OH 44113 ANDREA M GAUDING SR. V/P AND CFO 2167363238 2023-11-09 ANDREA GAUDING 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY S HARRIS 1468 WEST NINTH ST 350 CLEVELAND OH 44113 75130237 0 X WWW.INSURANCEBOARD.ORG X 1985 OH SUPPORT AND PROTECT CHURCHES AND RELATED CHURCH MINISTRIES WITHIN THEUNITED CHURCH OF CHRIST AND OTHER DENOMINATIONS IN FORMAL COVENANT ANDIN FULL COMMUNION WITH THE UNITED CHURCH OF CHRIST, FROM FINANCIAL LOSSSEE PART III, LN 1 STATEMENT 21 21 30 0 0 0 0 0 67103123 73108065 19329 22172 2000000 2000000 69122452 75130237 0 0 0 0 3219738 4087785 0 0 0 63688097 67922891 66907835 72010676 2214617 3119561 16856548 14999464 12891972 7915326 3964576 7084138 SUPPORT AND PROTECT CHURCHES AND RELATED CHURCH MINISTRIES WITHIN THE UNITED CHURCH OF CHRIST AND OTHER DENOMINATIONS IN FORMAL COVENANT AND IN FULL COMMUNION WITH THE UNITED CHURCH OF CHRIST, FROM FINANCIAL LOSS BY OFFERING PROPERTY AND CASUALTY RISK AND INSURANCE MANAGEMENT. 0 0 70532636 73130237 PROVIDE A COST EFFICIENT, INTEGRATED RISK MANAGEMENT AND INSURANCE PROGRAM FOR THE BENEFIT OF CHURCHES, CONFERENCES, REGIONS, SYNODS, PRESBYTERIES, AND RELATED MINISTRIES WITHIN THE DENOMINATIONS WE SERVE. 70532636 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 47 0 1 30 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ANDREA GAUDING 2167363238 1468 WEST NINTH ST CLEVELAND OH 44113 EDITH GUFFEY DIRECTOR 2.00 X 0 0 0 ROBERT BRAUTIGAM DIRECTOR 2.00 X 0 0 0 MIKE CASTLE DIRECTOR 2.00 X 0 0 0 DAVID CRITTENDEN DIRECTOR 2.00 X 0 0 0 DUNCAN DRAPER DIRECTOR 2.00 X 0 0 0 THOMAS MITCHELL DIRECTOR 2.00 X 0 0 0 JAMES MOOS DIRECTOR 2.00 X 0 0 0 ERICK REISINGER DIRECTOR 2.00 X 0 0 0 ALAN RELYEA DIRECTOR 2.00 X 0 0 0 LATAUNYA BYNUM DIRECTOR 2.00 X 0 0 0 WILLIAM WORLEY DIRECTOR 2.00 X 0 0 0 JOYCE LIBERMAN DIRECTOR 2.00 X 0 0 0 WILLIAM WHITEHEAD DIRECTOR 2.00 X 0 0 0 TERRY NEWLAND DIRECTOR 2.00 X 0 0 0 ANDREW BUNN DIRECTOR 2.00 X 0 0 0 DIANE WEIBLE DIRECTOR 2.00 X 0 0 0 SHANA JOHNSON DIRECTOR 2.00 X 0 0 0 DAVID ACKERMAN DIRECTOR 2.00 X 0 0 0 CRAIG HOWARD DIRECTOR 2.00 X 0 0 0 HOWARD SEWELL DIRECTOR 2.00 X 0 0 0 SUSAN KRUMMEL DIRECTOR 2.00 X 0 0 0 CONRAD ROCHA DIRECTOR 2.00 X 0 0 0 TIMOTHY HARRIS PRESIDENT/ CEO 40.00 X 344340 0 76274 ANDREA GAUDING SR. VP/CFO 40.00 X 197830 0 47583 FARNAZ BERNA VP SALES & MARKETING 40.00 X 161092 0 40929 JAMES HOWARD V/P OPERATIONS 40.00 X 184053 0 59721 JENNIFER PERRI ASST V/P UCIS 40.00 X 119552 0 50624 DAVID B NELSON PROJECT MANAGER 20.00 X 153600 0 0 1160467 0 275131 6 0 1 0 MURRAY EIGHT AGENCY INC 400 W LANCASTER AVE DEVON PA 19333 INSURANCE SALES 764849 ANDERSON-KRAUSE 238 E MAIN STREET BRANDFORD CT 06405 INSURANCE SALES 432349 WILLIAM SMITH & SONS INC 380 BROADWAY NEWBURGH NY 12550 INSURANCE SALES 386713 JENSON FORD INSURANCE 8000 SOUTH MERIDIAN ST INDIANAPOLIS IN 46217 INSURANCE SALES 349296 CHURCHWEST INSURANCE SERVICES 201 CAJON STREET REDLANDS CA 92373 INSURANCE SALES 308536 5 INSURANCE PROGRAMS 525100 73108065 73108065 73108065 22172 22172 EXPENSE SHARING 900099 2000000 2000000 2000000 75130237 75130237 0 0 887314 517526 369788 2145113 1737542 407571 339551 275036 64515 536290 434395 101895 179517 145409 34108 26933 24240 2693 50000 45000 5000 194749 175274 19475 243117 196925 46192 779055 631035 148020 130263 105513 24750 130192 105456 24736 86774 70287 16487 139461 112963 26498 222485 180213 42272 INSURANCE- PROGRAM 58810620 58810620 COMMISSIONS 6887854 6887854 OTHER EXPENSES 131761 131761 BOARD EXPENSES 64627 52348 12279 25000 25000 72010676 70532636 1478040 0 14338494 10989526 46259 57657 1385098 2196335 466265 656259 2772139 1678406 613589 1093733 6843 5954 16856548 14999464 1323047 1136928 8110018 3330662 2554787 2000000 904120 1447736 12891972 7915326 X 3964576 7084138 3964576 7084138 16856548 14999464 3119561 0 X 0 1 X 1 0 X 147287 62290 84997 513501 420143 93358 2111351 1195973 915378 1093733 CARRIER RETURN PREMIUMS PAYABLE 699810 CAPITAL LEASE 747926 1447736 73108065 0 73108065 2022172 2022172 75130237 69988504 0 69988504 2022172 2022172 72010676 PART XI, LINE 4B - OTHER ADJUSTMENTS: SEE DESCRIPTION BELOW PART XII, LINE 4B - OTHER ADJUSTMENTS: SEE DESCRIPTION BELOW PT XI, LINE 4B: AMOUNT IS COMPRISED OF $2,000,000 MANAGEMENT FEE, $20,172 INVESTMENT INCOME PART XII, LINE 4B: $2,000,000 MANAGEMENT FEE FROM SUBSIDIARY,AND $22,172 INVESTMENT FEES OFFSETS EXPENSES PER FINANCIAL STATEMENTS X X 0 0 0 0 0 0 0 0 0 TIMOTHY HARRIS PRESIDENT/ CEO 344340 0 0 0 0 0 40500 0 35774 0 420614 0 0 0 ANDREA GAUDING SR. VP/CFO 197830 0 0 0 0 0 28427 0 19156 0 245413 0 0 0 JAMES HOWARD V/P OPERATIONS 184053 0 0 0 0 0 26169 0 33552 0 243774 0 0 0 FARNAZ BERNA VP SALES & MARKETING 161092 0 0 0 0 0 23129 0 17800 0 202021 0 0 0 JENNIFER PERRI ASST V/P UCIS 119552 0 0 0 0 0 16850 0 33774 0 170176 0 0 0 DAVID B NELSON PROJECT MANAGER 153600 0 0 0 0 0 0 0 0 0 153600 0 0 0 PART I, LINE 3 UTILIZED REVIEW OF COMPENSATION BY BOD PERSONNEL COMMITTEE AND OVERALL APPROVAL OF BOD. PT V, LINE 14B NO TANNING SERVICE PROVIDED. FORM 990, PART VI, SECTION A, LINE 6 THE OWNERS/MEMBERS ARE THE CONFERENCES OF THE UNITED CHURCH OF CHRIST WHICH ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE OWNERS/MEMBERS MAY SELECT ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS (GOVERNING BODY). FORM 990, PART VI, SECTION A, LINE 7B DECISIONS REQUIRING MEMBER APPROVAL ARE SPECIFIED IN THE BY LAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS REVIEW THE FORM 990 PRIOR TO FILING. FORM IS SENT VIA EMAIL AND ADEQUATE TIME IS PROVIDED FOR REVIEW AND CHANGES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS MONITORED BY OBSERVATION AND INQUIRY AS WELL AS AN ANNUAL UPDATE TO THE CONFILICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 PERSONNEL COMMITTEE OF THE BOD USES MARKET RESEARCH TO BENCHMARK CEO AND OFFICER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND FORM 990 IS AVAILABLE ON THIRD PARTY WEBSITES. PT VI, LINE 15B PERSONNEL COMMITTEE OF THE BOD USES MARKET RESEARCH TO BENCHMARK CEO AND OFFICER COMPENSATION. PT VI, LINE 15A PERSONNEL COMMITTEE OF THE BOD USES MARKET RESEARCH TO BENCHMARK CEO AND OFFICER COMPENSATION. PT VI, LINE 6 THE OWNERS/MEMBERS ARE THE CONFERENCES OF THE UNITED CHURCH OF CHRIST WHICH ELECT BOARD MEMBERS. PT VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND FORM 990 IS AVAILABLE ON THIRD PARTY WEBSITES. UNITED CHURCH INSURANCE COMPANY 1468 WEST 9TH ST SUITE 350 CLEVELAND OH 44113 270045940 REINSURANCE HI 501(C)3 LINE 1 UCIA 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 UNITED CHURCH INSURANCE COMPANY INC E LOAN DOCUMENT UNITED CHURCH INSURANCE COMPANY INC L EXP SHARE AGREEMENT UNITED CHURCH INSURANCE COMPANY INC O EXP SHARE AGREEMENT UNITED CHURCH INSURANCE COMPANY INC P EXP SHARE AGREEMENT UNITED CHURCH INSURANCE COMPANY INC Q EXP SHARE AGREEMENT