2025-11-10T13:59:28-05:00 2024-12-31 874034989 J VRANA & COMPANY LLC 7780 RAYMOND DR MENTOR OH 440603660 990 2024-01-01 340719168 NORTH AMERICAN SWISS ALLIANCE NORT 4407777114 26777 LORAIN RD NORTH OLMSTED OH 440703225 LYNN KOSIN SECRETARY/TREASURER 4407777114 2025-11-08 true true JOHN J VRANA CPA P01381081 4402279319 2025-11-10 2024 2025-03-06 01:10:19Z X DONALD ROBISON 73077 false X N/A X 1889 OH TO PROVIDE FRATERNAL INSURANCE BENEFITS TO ITS MEMBERS. X 4 0 1 0 0 11085 10002 153008 56553 4268 2043 168361 68598 0 70008 51786 62714 73508 0 0 54231 75318 186953 200612 -18592 -132014 3433686 0 2671981 0 761705 0 X SEE SCHEDULE O. false false 176565 10002 TO PROVIDE FRATERNAL INSURANCE TO ITS MEMBERS. THE ALLIANCE CONSISTS OF 1,971 MEMBERS WITH POLICIES TOTALLING 4,652,672 IN LIFE INSURANCE. 176565 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 false false false false false false false false false true false false false false true 0 0 1 true false false false false false false false false X 4 0 false false true false true true false true true true true true false true false false true true true true false X LYNN KOSIN 4407777114 26777 LORAIN RD NORTH OLMSTED OH 44070 DONALD ROBISON PRESIDENT 4.00 X X 4800 0 0 LYNN KOSIN SECRETARY/TR 40.00 X X 60256 0 0 JOHN JENCSON VICE PRESIDE 2.00 X X 2400 0 0 KEVIN RUEDY DIRECTOR 2.00 X 1200 0 0 68656 false false false INSURANCE PREMIUMS 10002 10002 10002 56371 56371 4661 4479 182 182 182 AMORTIZATION OF IMR RESERVE 2043 2043 2043 68598 68598 51786 51786 68656 50579 18077 4852 3396 1456 27877 27877 12620 9465 3155 12150 12150 2111 1767 344 5332 5332 4722 4250 472 5285 4756 529 139 125 14 STATE INSURANCE FEES/DUES 3241 3241 OFFICIAL PUBLICATIONS 1841 1841 200612 176565 24047 0 106411 3281366 45909 3433686 0 4350 2667631 2671981 0 X 761705 761705 0 3433686 0 X -132014 8064 -637755 X false false false BONDS 2024-10-09 3151797 BOOK VALUE 250502660 GBU FINANCIAL LIFE GBU FINANCIAL LIFE 4254 SAW MILL RUN BLVD 4254 SAWMILL RUN BLVD PITTSBURGH PA 15227 501 (C) 8 ETF 2024-10-17 12135 BOOK VALUE 250502660 GBU FINANCIAL LIFE GBU FINANCIAL LIFE 4254 SAW MILL RUN BLVD 4254 SAWMILL RUN BLVD PITTSBURGH PA 15227 501 (C)8 ANNUITY GBU LIFE 2024-12-31 44735 CASH VALUE 250502660 GBU FINANCIAL LIFE GBU FINANCIAL LIFE 4254 SAW MILL RUN BLVD 4254 SAWMILL RUN BLVD PITTSBURGH PA 15227 501(C) 8 CASH WELLS MM 2024-12-31 89305 CASH VALUE 250502660 GBU FINANCIAL LIFE GBU FINANCIAL LIFE 4254 SAW MILL RUN BLVD 4254 SAWMILL RUN BLVD PITTSBURGH PA 15227 501(C) 8 CASH CHECKING KEYBANK 2025-06-09 4050 CASH VALUE 250502660 GBU FINANCIAL LIFE GBU FINANCIAL LIFE 4254 SAW MILL RUN BLVD 4254 SAWMILL RUN BLVD PITTSBURGH PA 15227 501(C) 8 false false false false FORM 990, PART III TO PROVIDE FRATERNAL LIFE INSURANCE TO ITS MEMBERS. TO PROVIDE SECURITY FOR THE MEMBERS THROUGH AFFORDABLE INSURANCE. TO PROMOTE , PRESERVE AND PERPETUATE THE COMMON BOND OF THE SWISS LANAGUAGE , HERITAGE AND CULTURE. FORM 990, PAGE 6, PART VI, LINE 4 GOVERNING BOARD VOTED TO MERGE IN 2024. MERGER WAS WITH ANOTHER FRATERNAL BENEFIT ORGANIZATION GBU FINANCIAL LIFE 25-0502660 LOCATED IN PENNSYLVANIA. FORM 990, PAGE 6, PART VI, LINE 6 THE ALLIANCE IS FRATERNAL BENEFIT SOCIETY WITH IT'S MEMBERS BEING OWNERS OF A LIFE INSURANCE POLICY. MEMBERS ARE ACTIVE BY MAINTAINING AN INSURANCE POLICY CONTRACT. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS ARE ACTIVE BY MAINTAINING AN INSURANCE POLICY. MEMBERS CAN BE ELECTED TO BE A CONVENTION DELEGATE THROUGH THEIR RESPECTIVE LODGE SOCIETY. MEMBERS CAN BE NOMINATED FOR THE BOARD AT THE CONVENTION. THE CONVENTION IS HELD EVERY FOUR YEARS. FORM 990, PAGE 6, PART VI, LINE 9 JOHN JENCSON KEVIN RUEDY FORM 990, PAGE 6, PART VI, LINE 11B AN OUTSIDE ACCOUNTANT OR CPA PREPARES THE FORM AND REVIEWS IT WITH THE TREASURER. THE FORM IS REVIEWED FOR AMOUNTS AND IS RECONCILED TO THE STATUTORY ANNUAL STATEMENT FILED TO THE NAIC AND OHIO DEPT OF INSURANCE. IT IS FURTHER REVIEWED FOR ANY POLICY OR PROCEDURE CHANGES THAT OCCURRED SINCE THE PRIOR YEAR. FINALLY A COPY OF THE FORM IS PROVIDED TO THE EXECUTIVE BOARD BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 15A SALARY IS SET AT THE CONVENTION . FORM 990, PAGE 6, PART VI, LINE 15B SALARY AND OFFICE POSITIONS ARE ESTABLISHED AT THE CONVENTION. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST AT MAIN OFFICE FORM 990, PART XI, LINE 9 DECREASE IN ASSET VALUATION RESERVE 4,076 NET SURPLUS TRANSFERED DUE TO MERGER -641,831 TOTAL -637,755