2025-11-14T09:20:43-05:00 2024-12-31 990 2024-01-01 470339250 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOOD 4023421890 1700 FARNAM STREET SUITE 2200 OMAHA NE 681022025 AARON COOPER DIR, ACCOUNTING SUPP 4023421890 2025-11-13 false 2024 2025-03-06 01:10:19Z WOODMENLIFE DENISE M MCCAULEY 1700 FARNAM ST OMAHA NE 68102 2373906297 false X WOODMENLIFE.ORG X 1890 NE UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. 14 10 872 23097 306829 0 763394848 715083248 370471961 499035330 6957889 5581045 1140824698 1219699623 1043181 1057606 939533460 888152146 86917123 92834547 0 0 100726729 107357136 1128220493 1089401435 12604205 130298188 11268038180 11300235603 9586191722 9510682186 1681846458 1789553417 X UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY. false false WOODMENLIFE EXTRAS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE BENEFITS AND DISCOUNTS TO OUR MEMBERS AT NO EXTRA COST, JUST FOR DOING BUSINESS WITH US. SOME OF THE NON-CONTRACTUAL BENEFITS AVAILABLE TO ELIGIBLE WOODMENLIFE MEMBERS INCLUDE: FIRST RESPONDERS BENEFIT - WOODMENLIFE WILL PAY A 25,000 BENEFIT IF A GOOD-STANDING MEMBER IS KILLED WHILE PERFORMING HIS/HER DUTIES AS A NON- MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMTS AND PARAMEDICS, POLICE, OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. FAMILY LEGACY BENEFIT - WOODMENLIFE OFFERS 1,000 PER MONTH FOR THE CARE OF MEMBERS' CHILDREN IF THEY ARE ORPHANED. NATURAL DISASTER BENEFIT - QUALIFIED MEMBERS WHOSE HOMES ARE DAMAGED OR DESTROYED BY NATURAL DISASTERS, SUCH AS HURRICANES, TORNADOES, FLOODS, WILD/FOREST FIRES, OR EARTHQUAKES, MAY BE ELIGIBLE FOR UP TO 1,000 TO HELP WITH HOME REPAIR COSTS. LIFE'S PERKS - THIS EASY-TO-USE MEMBER DISCOUNT PROGRAM OFFERS SAVINGS ON BRAND-NAME ITEMS FROM MORE THAN 30,000 LOCAL AND NATIONAL RETAILERS. MEMBERS CAN SAVE MONEY ON EVERYDAY ITEMS LIKE CELL PHONES, RESTAURANTS AND WHOLESALE CLUB MEMBERSHIPS, AND ON MAJOR PURCHASES LIKE AUTOMOBILES, HOMES AND FURNITURE. WOODMENLIFE FOCUS FORWARD SCHOLARSHIP - THROUGH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, MORE THAN 3.5 MILLION IN SCHOLARSHIPS HAVE BEEN AWARDED TO HIGH SCHOOL GRADUATES SINCE 2017. SCHOLARSHIPS MAY BE USED AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS, AND SCHOLARSHIP MONEY CAN BE USED FOR EDUCATION-RELATED EXPENSES, WHICH INCLUDE TUITION, FEES, BOOKS, SUPPLIES AND ROOM AND BOARD. LAWASSURETM -LAWASSURE GIVES WOODMENLIFE MEMBERS THE ABILITY TO CREATE CUSTOMIZED WILLS, POWERS OF ATTORNEY AND HEALTHCARE DIRECTIVES WITH FREE, EASY-TO-USE ONLINE TEMPLATES. GIVING TOGETHER - THE GIVING TOGETHER PROGRAM PROVIDES FUNDING FOR SALES REPRESENTATIVES TO ORGANIZE AND CONDUCT COMMUNITY BEAUTIFICATION PROJECTS, SUCH AS PAINTING AT YOUTH FOOTBALL FIELDS AND LANDSCAPING AT SCHOOLS AND COMMUNITY CENTERS. COMMUNITY IMPROVEMENT FUNDS - WOODMENLIFE ALLOCATES FUNDS TO LOCAL CHAPTERS AND COMMUNITIES THAT SUPPORT OUR SHARED COMMITMENT TO FAMILY, COMMUNITY, AND COUNTRY. THESE FUNDS HELP MEMBERS PROVIDE FOR LOCAL NEEDS AND GIVE MEMBERS A VOICE IN DECIDING WHICH CAUSES MATTER MOST TO THEM. ANNUAL REGIONAL EVENTS - THESE EVENTS ARE DESIGNED TO HELP PEOPLE COLLABORATE, AS WELL AS TO EDUCATE AND RECOGNIZE CHAPTERS AND MEMBERS FOR THEIR CONTRIBUTIONS TO THE COMMUNITY. THEY ARE ANOTHER WAY FOR WOODMENLIFE TO CULTIVATE RELATIONSHIPS AMONG THE WOODMENLIFE FAMILY. PATRIOTIC PROGRAM: WOODMENLIFE'S PATRIOTIC PROGRAM WAS LAUNCHED MORE THAN 75 YEARS AGO IN SUPPORT OF THE ORGANIZATION'S COMMON BOND FOCUS ON OUR COUNTRY. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 4 MILLION FLAGS TO NONPROFIT ORGANIZATIONS, SCHOOLS AND COMMUNITIES. WOODMENLIFE IS THE SECOND LARGEST PURCHASER OF AMERICAN FLAGS BEHIND THE UNITED STATES GOVERNMENT. AS PART OF THE PATRIOTIC PROGRAM, CHAPTERS ARE ENCOURAGED TO PLAN AND PARTICIPATE IN FLAGS ACROSS AMERICA PROJECTS ON JUNE 14 AND IN HONOR AND REMEMBRANCE CEREMONIES ON SEPTEMBER 11. THEY ALSO PLAN COMMUNITY SERVICE PROJECTS FOR VETERANS DAY, MEMORIAL DAY, AND INDEPENDENCE DAY. IN ADDITION, WOODMENLIFE HAS PARTNERED WITH THE GARY SINISE FOUNDATION TO FURTHER SUPPORT THEIR MISSION OF HONORING OUR DEFENDERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND THOSE IN NEED. FIGHTING HUNGER - WOODMENLIFE MADE FIGHTING HUNGER ITS NATIONAL COMMUNITY FOCUS IN 2015. THIS FOCUS UNITES MEMBERS OF THE WOODMENLIFE FAMILY, AS WELL AS OUR SALES REPRESENTATIVES AND HOME OFFICE ASSOCIATES. HUNGER-FIGHTING EFFORTS INCLUDE COMMUNITY FOOD DRIVES, BACKPACK STUFFING EVENTS, SORTING DONATIONS AT LOCAL FOOD BANKS, SERVING MEALS AT COMMUNITY KITCHENS, AND HOLDING COOKING FUNDRAISERS. WOODMENLIFE ALSO SUPPORTS THIS EFFORT THROUGH ITS CORPORATE GIVING. THROUGH 2024, WOODMENLIFE AND ITS MEMBERS HAD COLLECTED 1.6 MILLION POUNDS OF FOOD AND DONATED 3.8 MILLION DOLLARS. false false true false false false false false false true true false true true false true false false false true false false false false false false true true true false false false false false false false false false false false true true true false true 164843 0 true 872 true true true false false false false false false false false false true false X 14 10 false false false false true true true true true false true true true true true true true true true true false X AARON COOPER 4023421890 1700 FARNAM STREET OMAHA NE 68102 X DENISE M MCCAULEY PRESIDENT & 50.00 1.00 X X 1690814 0 80310 PATRICK L DEES BOD, FRMR PR 20.00 X 1164889 0 81246 JON AERNI EXEC VP, CFO 50.00 2.00 X X 915938 0 252353 STEPHEN K MCMAHAN EXEC VP CHIE 50.00 2.00 X X 894454 0 247725 CYNTHIA S BENGTSON EXEC VP, CHI 50.00 1.00 X X 822174 0 105584 SPENCER T OWEN REGIONAL DIR 50.00 X 509267 0 175024 WILBUR JENKINS EXEC VP, CHI 50.00 X 579268 0 30089 RAYMOND G SMOLINSKI PRES, CORP S 50.00 X 493695 0 114490 JACOB DAY VP, CHIEF IN 50.00 2.00 X 443517 0 131708 CHARLES R DRIFFILL SR VP, SALES 50.00 2.00 X 414555 0 122571 LYNN ESPELAND SVP GEN COUN 50.00 2.00 X 475579 0 35368 LEE A JANECEK VP, CORE OPS 50.00 X 365725 0 119319 BLAKE WARNEKE VP ACTUARY & 50.00 X 370399 0 102536 ANNETTE M DEVINE VP, CHIEF AC 50.00 3.00 X 339115 0 118411 GREGORY ROBERTSON REGIONAL DIR 50.00 X 349607 0 86430 RONNIE LEAR REGIONAL DIR 50.00 X 356394 0 65367 KEN KNAUB SVP CHIEF IN 50.00 X 387589 0 31892 JAMES GILBERT REGIONAL DIR 50.00 X 335423 0 59139 JEREMY CARROLL VP, SALES 50.00 1.00 X 324406 0 58227 JASON TAYLOR REGIONAL DIR 50.00 X 297760 0 52914 LANCE LARSEN VP, ADDITION 50.00 X 289782 0 57670 KYLE SAVAGE VP, SALES 50.00 1.00 X 281154 0 61587 LORI HOWARD VP, MARKETIN 50.00 X 273013 0 68333 KELLY LIBERTY VP, STRATEGI 50.00 X 298158 0 41924 JOHN SHARP DEP GEN COUN 50.00 1.00 X 303105 0 27455 MICHAEL HEMENWAY VP, CHIEF HU 50.00 X 264710 0 56410 DANIEL MOLONY VP, FRATERNA 50.00 1.00 X 235446 0 54710 NIC OLARI VP,CHIEF COM 50.00 1.00 X 235982 0 53247 TIM BUDERUS VP, WFS OPS 50.00 2.00 X 203165 0 65288 PAULA S MAU FMR VP, SECU 50.00 X 228500 0 19952 PAMELA MORTENSON VP, STRATEGI 35.00 X 181006 0 26834 ROB LAMAGNA-REITER VP, CHIEF IN 50.00 X 139995 0 6193 CATHRYN MOBLEY BOARD OF DIR 5.00 X 95212 0 0 TIFFANY MYERS BOARD OF DIR 5.00 X 95212 0 0 JAMES W SHAVER BOARD OF DIR 5.00 X 89472 0 0 MICHAEL C SHEALY BOARD OF DIR 5.00 1.00 X 78934 0 0 JAMES W BOSLER III BOARD OF DIR 5.00 1.00 X 76188 0 0 JAMES CALDWELL BOARD OF DIR 5.00 X 76134 0 0 DWAYNE H TUCKER BOARD OF DIR 5.00 X 75768 0 0 DARYL J DOISE BOARD OF DIR 5.00 1.00 X 75750 0 0 ROBERT T MAHER BOD, FORMER 5.00 1.00 X 73092 0 0 15200346 2610306 304 true true false LIDP CONSULTING SERVICES INC 101 W VENICE AVE SUITE 22 VENICE FL 34285 SFTWR DEVELOP. 6013618 BASIS GLOBAL TECHNOLOGIES INC 11 E MADISON ST 6TH FLR CHICAGO IL 60602 ADVERTISING SVS 3137934 AOI CORPORATION 8801 S 137TH CIRCLE OMAHA NE 68138 DESIGN/CONST 2060902 CONTENT CRITICAL SOLUTIONS INC 121 MOONACHIE AVE MOONACHIE NJ 07074 PRINTING/MAIL 1446729 MICROSOFT CORPORATION ONE MICROSOFT WAY REDMOND WA 98052 SOFTWARE 1394132 109 PREMIUM INCOME 524113 688119899 688119899 FRATERNAL INCOME 524113 17323574 17323574 SUPPLEMENTARY CONTRACTS 524113 9639775 9639775 715083248 375189481 375189481 23295247 18021031 5274216 5274216 5274216 969053142 290978350 852722663 283462980 116330479 7515370 123845849 123845849 PARKING LOTS AND GARAGES 812930 347123 347123 INCOME/(LOSS) FROM PSHIPS 900099 -40294 -40294 306829 1219699623 838929097 306829 380463697 752856 304750 888152146 15200346 57742114 -6414861 15814971 10491977 990136 498269 441231 4800494 4172254 23642895 4045927 669525 624996 3578500 27373 COMMISSIONS 45619536 SALES EXPENSES 11059392 FRATERNAL CHAPTER FUNDING 5536211 TAXES, LICENSES & FEES 2670262 -1019865 1089401435 0 0 0 1479547 232299328 73154532 37413398 5723374 8523978 265006602 190059341 75181747 74947261 7532316775 7168317103 2616614221 2661948908 963567984 1116785627 11268038180 11300235603 58173439 43857558 9528018283 9466824628 9586191722 9510682186 X 1681846458 1789553417 1681846458 1789553417 11268038180 11300235603 X 130298188 -3958811 -18632419 X false true X true false 20000 false SCHEDULE C, PART IV WOODMENLIFE MADE STATE AND LOCAL CONTRIBUTIONS. 126801781 110583513 -163259622 74125671 27621308 -26799717 821591 74947262 MORTGAGE LOANS - COST 2405453593 C OTHER SCHEDULE BA-COST 82840954 C CTF LOANS-LEGACY 76042116 C CALL OPTIONS&WARRANTS-MKT ADJ 15834397 F CTF LOANS-INGENIUM 12338202 C ACCELERATED BENEFIT LIENS 971681 C CTF LOANS IN PROCESS 679626 C OTHER SCHEDULE BA-MKT VAL ADJ 592724 F CTF LOANS-NONADMITTED -937810 C 2661948909 SEPARATE ACCOUNTS 977909570 INT MAINTENANCE RESERVE 65535723 INVESTMENT INCOME DUE & ACCRUED 64197341 PREMIUMS & CONSIDERATIONS 6685454 REINSURANCE AMOUNTS RECOVERABLE 2457539 1116785627 LIFE RESERVES 7165743764 SEPARATE ACCOUNT 966764836 DEPOSIT CONTRACTS LIABILITY 815141584 MISC LIABILITIES 306810657 A&H RESERVES 68651886 CONTRACT CLAIMS 58352309 AGGREGATE WRITE-INS 48603767 PROVISION FOR REFUNDS PAYABLE 19770000 BENEFIT LIABILITIES 16985825 9466824628 1087043291 18021031 18021031 1069022260 150677363 150677363 1219699623 956745103 18021031 18021031 938724072 150677363 150677363 1089401435 SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES RELATED TO RENTAL INCOME 18,021,031 SCHEDULE D, PAGE 4, PART XI, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 26,831,514 NET GAIN SALE OF ASSETS 123,845,849 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES RELATED TO RENTAL INCOME 18,021,031 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES RELATED TO INVESTMENT INCOME 26,831,514 NET GAIN SALE OF ASSETS 123,845,850 BOOK / TAX DEPRECIATION DIFFERENCE 21,599,531 false CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 24928357 EUROPE INVESTMENTS 21942290 46870647 46870647 false false true true false false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 24,928,357 EUROPE 0 21,942,290 true AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501C3 18915 GENERAL SUPPORT AMERICAN RED CROSS HEARTLAND 2912 80TH AVE OMAHA NE 68124 470376593 501C3 5175 GENERAL SUPPORT BOYS AND GIRLS CLUB OF AMERICA 2610 HAMILTON ST OMAHA NE 681311640 272250924 501C4 20100 GENERAL SUPPORT CRESCENT FOOD PANTRY 720 OLD LINCOLN HWY CRESCENT IA 51526 472459792 501C3 15775 GENERAL SUPPORT FIRST RESPONDERS FOUNDATION 2900 SOUTH 110TH CT OMAHA NE 68114 263499345 501C3 5025 GENERAL SUPPORT FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501C3 178329 GENERAL SUPPORT GARY SINISE FOUNDATION 2029 CENTURY PARK EAST NO 1500 LOS ANGELES CA 90067 800587086 501C3 100000 GENERAL SUPPORT GIRL SCOUTS OF THE UNITED STATES OF 420 FIFTH AVENUE NEW YORK NY 10018 131624016 501C3 6050 GENERAL SUPPORT GREATER OMAHA CHAMBER OF COMMERCE 1301 HARNEY STREET OMAHA NE 68102 470258610 501C6 8500 GENERAL SUPPORT HABITAT FOR HUMANITY 1701 NORTH 24TH STREET OMAHA NE 68110 363283625 501C3 16000 GENERAL SUPPORT JUNIOR ACHIEVEMENT 11248 DAVENPORT STREET SUITE 100 OMAHA NE 68154 470468426 501C3 6610 GENERAL SUPPORT OFFUTT ADVISORY COUNCIL PO BOX 13383 OFFUTT AFB NE 68113 470761510 501C3 8500 GENERAL SUPPORT SAVING GRACE PERISHABLE FOOD RESCUE 4611 S 96TH ST STE 112 OMAHA NE 68127 461852863 501C3 15000 GENERAL SUPPORT THE PARTNERSHIP FOR OUR KIDS 1004 FARNAM ST SUITE 200 OMAHA NE 68102 470762798 501C3 5035 GENERAL SUPPORT UNITED WAY OF THE MIDLANDS 1805 HARNEY STREET OMAHA NE 68102 470376605 501C3 44200 GENERAL SUPPORT URBAN LEAGUE OF NEBRASKA 3040 LAKE ST OMAHA NE 68111 470384575 501C3 5250 GENERAL SUPPORT CINCO DE MAYO OMAHA PO BOX 7816 OMAHA NE 68107 454136530 501C3 25000 GENERAL SUPPORT OMAHA PARKS FOUNDATION PO BOX 31369 OMAHA NE 68131 273185565 501C3 25000 GENERAL SUPPORT NEBRASKA CHAMBER OF COMMERCE 1128 LINCOLN MALL STE 302 LINCOLN NE 68508 470095161 501C6 22500 GENERAL SUPPORT JENNIE EDMUNDSON MEMORIAL 933 EAST PIERCE ST COUNCIL BLUFFS IA 51503 470095161 501C3 10000 GENERAL SUPPORT AGING WITH SPIRIT FOUNDATION 4780 S 131ST ST OMAHA NE 68137 874184078 501C3 8750 GENERAL SUPPORT NATIONAL FIRE SAFETY COUNCIL 4065 PAGE AVE MICHIGAN CENTER MI 49254 382292422 501C3 6000 GENERAL SUPPORT FOSTER HEART AND HOPE PO BOX 271013 OMAHA NE 68127 851321331 501C3 5250 GENERAL SUPPORT OMAHA POLICE FOUNDATION PO BOX 540752 OMAHA NE 68154 470843276 501C3 6750 GENERAL SUPPORT 21 3 SCHOLARSHIP 578 304750 SCHEDULE I, PAGE 1, PART I, LINE 2 WOODMENLIFE APPOINTS A CORPORATE SOCIAL RESPONSIBILITY COMMITTEE ANNUALLY. THIS COMMITTEE IS RESPONSIBLE FOR COORDINATING EFFORTS TO RECEIVE, CONSIDER, APPROVE, DENY AND DISBURSE CONTRIBUTIONS REQUESTED. X X true true X X X X X true true false DENISE M MCCAULEY PRESIDENT & CEO 893663 743557 53594 46000 34310 1771124 PATRICK L DEES BOD, FRMR PRES & CEO 123064 1018190 23635 75666 5580 1246135 JON AERNI EXEC VP, CFO 452292 411102 52544 210396 41957 1168291 STEPHEN K MCMAHAN EXEC VP CHIEF MKTG 434940 403418 56096 210131 37594 1142179 CYNTHIA S BENGTSON EXEC VP, CHIEF RISK 421978 370986 29210 80224 25360 927758 SPENCER T OWEN REGIONAL DIRECTOR 499093 10174 146036 28988 684291 WILBUR JENKINS EXEC VP, CHIEF OPERA 416346 137848 25074 26878 3211 609357 RAYMOND G SMOLINSKI PRES, CORP STRAT ADV 340210 129623 23862 91839 22651 608185 JACOB DAY VP, CHIEF INV OFF 238581 181776 23160 92512 39196 575225 CHARLES R DRIFFILL SR VP, SALES 274908 134781 4866 86150 36421 537126 LYNN ESPELAND SVP GEN COUNSEL 341315 122906 11358 35368 510947 LEE A JANECEK VP, CORE OPS & CF UN 274923 85000 5802 74232 45087 485044 BLAKE WARNEKE VP ACTUARY & CHIEF A 246834 99175 24390 66100 36436 472935 ANNETTE M DEVINE VP, CHIEF ACCT OFF 236012 76439 26664 79336 39075 457526 GREGORY ROBERTSON REGIONAL DIRECTOR 329385 20222 59979 26451 436037 RONNIE LEAR REGIONAL DIRECTOR 339481 16913 59875 5492 421761 KEN KNAUB SVP CHIEF INFORMATIO 291395 95446 748 20170 11722 419481 JAMES GILBERT REGIONAL DIRECTOR 312706 22717 32212 26927 394562 JEREMY CARROLL VP, SALES 220162 96273 7971 26917 31310 382633 JASON TAYLOR REGIONAL DIRECTOR 284576 13184 24381 28533 350674 LANCE LARSEN VP, ADDITIONAL DIST 203511 80873 5398 15736 41934 347452 KYLE SAVAGE VP, SALES 190818 85456 4880 22572 39015 342741 LORI HOWARD VP, MARKETING 193017 57583 22413 27675 40658 341346 KELLY LIBERTY VP, STRATEGIC INITIA 230694 65042 2422 30852 11072 340082 JOHN SHARP DEP GEN COUNSEL, SEC 233038 60000 10067 19733 7722 330560 MICHAEL HEMENWAY VP, CHIEF HUMAN RESO 208754 53484 2472 18566 37844 321120 DANIEL MOLONY VP, FRATERNAL 182483 50489 2474 16373 38337 290156 NIC OLARI VP,CHIEF COMPLIANCE 183828 52000 154 18985 34262 289229 TIM BUDERUS VP, WFS OPS & PRES 189542 10926 2697 23986 41302 268453 PAULA S MAU FMR VP, SECURITY OFF 12500 216000 19922 30 248452 PAMELA MORTENSON VP, STRATEGIC PLANNI 128350 43200 9456 12228 14606 207840 SCHEDULE J, PAGE 1, PART I, LINE 1A TRAVEL FOR COMPANIONS THAT MEETS SPECIFIC GUIDELINES IS REIMBURSED AND INCLUDED IN TAXABLE INCOME. DISCRETIONARY SPENDING ACCOUNTS ARE EXTENDED TO EXECUTIVE OFFICERS. SCHEDULE J, PART III PART I, LINE 4A PAULA S MAU - SEVERANCE - 216,000 PART I, LINE 4B WOODMENLIFE ESTABLISHED NONQUALIFIED SUPPLEMENTAL PLANS FOR THE PURPOSE OF PROVIDING A NONQUALIFIED RETIREMENT BENEFIT TO ELIGIBLE PARTICIPANTS. THE PLANS COMPLY WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. THE SUPPLEMENTAL PLANS WERE CLOSED TO NEW PARTICIPANTS ON DECEMBER 31, 2012. IN 2024, WOODMENLIFE MADE A BENEFIT PAYMENT TO PATRICK L DEES IN THE AMOUNT OF 11,619,696. PLANS MAY NOT HAVE BEEN PREVIOUSLY INCLUDED IN PART II SCHEDULE J AS THE REPORTING REQUIREMENTS UNDER THIS SCHEDULE WERE NOT IN PLACE FOR ALL PRIOR YEARS THAT THE ELIGIBLE PARTICIPANTS ACCRUED DEFERRED COMPENSATION UNDER A SUPPLEMENTAL PLAN. SINCE THERE WERE NO SUCH REPORTING REQUIREMENTS UNDER THE FORM 990 FOR PRIOR YEARS, INCLUDING SUCH PAYMENTS IN PART II SCHEDULE J WOULD CREATE A MISLEADING REPORT SINCE IT WOULD NOT ACCURATELY DISCLOSE THAT MOST OF THE DEFERRED COMPENSATION PAYMENT HAD ACTUALLY OCCURRED IN PRIOR YEARS. THE WOODMENLIFE NONQUALIFIED CONTRIBUTION BENEFIT PLAN ("CONTRIBUTION PLAN") WAS ESTABLISHED DECEMBER 31, 2012 TO PROVIDE A NONQUALIFIED DEFINED CONTRIBUTION BENEFIT PLAN TO ANY NEWLY ELIGIBLE EMPLOYEES AND WOODMENLIFE REPRESENTATIVES WHO HAD NOT PREVIOUSLY BEEN PROVIDED A BENEFIT UNDER A SUPPLEMENTAL PLAN. THIS CONTRIBUTION PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. FORM 990, PAGE 1, ITEM C WOODMENLIFE FORM 990, PAGE 2, PART III, LINE 4A WOODMENLIFE EXTRAS: WOODMENLIFE OFFERS A VARIETY OF EXCLUSIVE BENEFITS AND DISCOUNTS TO OUR MEMBERS AT NO EXTRA COST, JUST FOR DOING BUSINESS WITH US. SOME OF THE NON-CONTRACTUAL BENEFITS AVAILABLE TO ELIGIBLE WOODMENLIFE MEMBERS INCLUDE: FIRST RESPONDERS BENEFIT - WOODMENLIFE WILL PAY A 25,000 BENEFIT IF A GOOD-STANDING MEMBER IS KILLED WHILE PERFORMING HIS/HER DUTIES AS A NON- MILITARY FIRST RESPONDER. FIRST RESPONDERS MAY INCLUDE FIREFIGHTERS, EMTS AND PARAMEDICS, POLICE, OR A PERSON PERFORMING A SUPPORTING ROLE TO SUCH INDIVIDUALS. FAMILY LEGACY BENEFIT - WOODMENLIFE OFFERS 1,000 PER MONTH FOR THE CARE OF MEMBERS' CHILDREN IF THEY ARE ORPHANED. NATURAL DISASTER BENEFIT - QUALIFIED MEMBERS WHOSE HOMES ARE DAMAGED OR DESTROYED BY NATURAL DISASTERS, SUCH AS HURRICANES, TORNADOES, FLOODS, WILD/FOREST FIRES, OR EARTHQUAKES, MAY BE ELIGIBLE FOR UP TO 1,000 TO HELP WITH HOME REPAIR COSTS. LIFE'S PERKS - THIS EASY-TO-USE MEMBER DISCOUNT PROGRAM OFFERS SAVINGS ON BRAND-NAME ITEMS FROM MORE THAN 30,000 LOCAL AND NATIONAL RETAILERS. MEMBERS CAN SAVE MONEY ON EVERYDAY ITEMS LIKE CELL PHONES, RESTAURANTS AND WHOLESALE CLUB MEMBERSHIPS, AND ON MAJOR PURCHASES LIKE AUTOMOBILES, HOMES AND FURNITURE. WOODMENLIFE FOCUS FORWARD SCHOLARSHIP - THROUGH THE WOODMENLIFE FOCUS FORWARD SCHOLARSHIP, MORE THAN 3.5 MILLION IN SCHOLARSHIPS HAVE BEEN AWARDED TO HIGH SCHOOL GRADUATES SINCE 2017. SCHOLARSHIPS MAY BE USED AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS, AND SCHOLARSHIP MONEY CAN BE USED FOR EDUCATION-RELATED EXPENSES, WHICH INCLUDE TUITION, FEES, BOOKS, SUPPLIES AND ROOM AND BOARD. LAWASSURETM -LAWASSURE GIVES WOODMENLIFE MEMBERS THE ABILITY TO CREATE CUSTOMIZED WILLS, POWERS OF ATTORNEY AND HEALTHCARE DIRECTIVES WITH FREE, EASY-TO-USE ONLINE TEMPLATES. GIVING TOGETHER - THE GIVING TOGETHER PROGRAM PROVIDES FUNDING FOR SALES REPRESENTATIVES TO ORGANIZE AND CONDUCT COMMUNITY BEAUTIFICATION PROJECTS, SUCH AS PAINTING AT YOUTH FOOTBALL FIELDS AND LANDSCAPING AT SCHOOLS AND COMMUNITY CENTERS. COMMUNITY IMPROVEMENT FUNDS - WOODMENLIFE ALLOCATES FUNDS TO LOCAL CHAPTERS AND COMMUNITIES THAT SUPPORT OUR SHARED COMMITMENT TO FAMILY, COMMUNITY, AND COUNTRY. THESE FUNDS HELP MEMBERS PROVIDE FOR LOCAL NEEDS AND GIVE MEMBERS A VOICE IN DECIDING WHICH CAUSES MATTER MOST TO THEM. ANNUAL REGIONAL EVENTS - THESE EVENTS ARE DESIGNED TO HELP PEOPLE COLLABORATE, AS WELL AS TO EDUCATE AND RECOGNIZE CHAPTERS AND MEMBERS FOR THEIR CONTRIBUTIONS TO THE COMMUNITY. THEY ARE ANOTHER WAY FOR WOODMENLIFE TO CULTIVATE RELATIONSHIPS AMONG THE WOODMENLIFE FAMILY. FORM 990, PAGE 2, PART III, LINE 4B PATRIOTIC PROGRAM: WOODMENLIFE'S PATRIOTIC PROGRAM WAS LAUNCHED MORE THAN 75 YEARS AGO IN SUPPORT OF THE ORGANIZATION'S COMMON BOND FOCUS ON OUR COUNTRY. SINCE 1947, THE ORGANIZATION HAS DONATED MORE THAN 4 MILLION FLAGS TO NONPROFIT ORGANIZATIONS, SCHOOLS AND COMMUNITIES. WOODMENLIFE IS THE SECOND LARGEST PURCHASER OF AMERICAN FLAGS BEHIND THE UNITED STATES GOVERNMENT. AS PART OF THE PATRIOTIC PROGRAM, CHAPTERS ARE ENCOURAGED TO PLAN AND PARTICIPATE IN FLAGS ACROSS AMERICA PROJECTS ON JUNE 14 AND IN HONOR AND REMEMBRANCE CEREMONIES ON SEPTEMBER 11. THEY ALSO PLAN COMMUNITY SERVICE PROJECTS FOR VETERANS DAY, MEMORIAL DAY, AND INDEPENDENCE DAY. IN ADDITION, WOODMENLIFE HAS PARTNERED WITH THE GARY SINISE FOUNDATION TO FURTHER SUPPORT THEIR MISSION OF HONORING OUR DEFENDERS, VETERANS, FIRST RESPONDERS, THEIR FAMILIES, AND THOSE IN NEED. FORM 990, PAGE 6, PART VI, LINE 6 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY IS COMPRISED OF ITS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS ELECT THE OFFICERS AND DIRECTORS EVERY FOUR YEARS. FORM 990, PAGE 6, PART VI, LINE 7B THE EXECUTIVE OFFICERS AND BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL OF THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY PROFESSIONAL INTERNAL STAFF. THE FORM 990 IS THEN FORWARDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FINAL SIGNATURE AND FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED BY AND SUBSEQUENTLY RETAINED BY THE LEGAL DEPARTMENT. FORM 990, PAGE 6, PART VI, LINE 15A PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B PERIODICALLY EXTERNAL RESEARCH IS CONDUCTED TO ASSESS THE COMPETITIVENESS OF EXECUTIVE-LEVEL COMPENSATION. IF EXTERNAL DATA SUPPORTS A CHANGE, A RECOMMENDATION IS MADE BY HR TO THE COMPENSATION COMMITTEE (SUBSET OF BOARD OF DIRECTORS) FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 THE CONSTITUTION AND BYLAWS ARE AVAILABLE ON OUR WEBSITE, WOODMENLIFE.ORG. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 MINIMUM PENSION OBLIGATIONS 88,438,284 CHANGE IN RESERVE ON ACCT 0 CHANGE IN ASSET VALUATION RESERVE -3,589,846 CHANGE IN NON-ADMITTED ASSETS -103,480,857 TOTAL -18,632,419 WOODMENLIFE OUTREACH FOUNDATION 1700 FARNAM STREET OMAHA NE 68102 844477207 CHARITABLE NE 501C3 PF WOODMEN OF false WFS HOLDINGS INC 1700 FARNAM STREET OMAHA NE 68102 223828160 HOLDING CO NE WOODMEN OF C CORP -35731 18872033 true WOODMEN FINANCIAL SERVICES INC 1700 FARNAM STREET OMAHA NE 68102 223828171 FINANCIAL NE WFS HOLDIN C CORP -1065589 1381621 true WOODMEN INSURANCE AGENCY INC 1700 FARNAM STREET OMAHA NE 68102 010785572 INSURANCE NE WFS HOLDIN C CORP -66161 278142 true false false false false false false false false false true false false false true true false true false false WOODMEN FINANCIAL SERVICES INC Q 1347073 CASH PAID WOODMEN INSURANCE AGENCY INC Q 424440 CASH PAID WOODMEN FINANCIAL SERVICES INC J 60720 CASH PAID