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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Community Improvement & Capacity Building Association for Advanced Life Underwriting

Association for Advanced Life Underwriting

Fiscal year ending 2018. Filed on February 22, 2019.

11921 Freedom Drive No 1100
Reston, Virginia 20190

Association for Advanced Life Underwriting (EIN: 52-2118793) has filed an IRS Form 990 from fiscal year 2016–2020. In its fiscal year 2018 IRS Form 990 filing, Association for Advanced Life Underwriting, a 501(c)(6) business league, reported compensation for 10 out of 35 total employees. Among the employees shown here, the average compensation is $306,258. The highest compensated employee at Association for Advanced Life Underwriting is David Stertzer with fiscal year 2018 compensation of $780,403.

Revenue, expenses, and employee compensation

Revenue

$11,940,041

Expenses

$12,591,416

Employee compensation

$5,767,786
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

David Stertzer
Chief Executive Officer
$780,403
$735,025 No related comp$45,378
Marc Cadin
Chief Operating Officer
$603,730
$553,942 No related comp$49,788
Chris Morton
Svp-Leg Affairs
$373,244
$333,560 No related comp$39,684
Suzy Jacobs
Senior Vice President, Business Development
$270,144
$251,232 No related comp$18,912
Tracy Mawyer
CFO and Vp-Hr
$224,419
$193,446 No related comp$30,973
Eric Lundberg
Vp-Political Affairs (Until 3/18)
$173,985
$161,077 No related comp$12,908
Armstrong Robinson
Vice President, Legal Affairs
$168,105
$154,847 No related comp$13,258
Marilyn Maticic
Vice President, Member Experience
$162,074
$142,142 No related comp$19,932
William Swain
ASST Vp-Client EXP (Until 5/18)
$157,461
$137,621 No related comp$19,840
David Hollingsworth
SR Director of Public Policy
$149,016
$129,735 No related comp$19,281

Benchmark Employee Compensation

Non-Employee Board Members

Berkely Arrants
Director
Carl Peterson
Director
Chet Schwartz
Director
Chip van Dusen
Director
David Byers
President-Elect
Ian Freeman
Director
Jason O'Dell
Director
Jeri L Turley
Director
Jim Waggoner
Director
John C Watson
Director
Julie Schneider
Director
Larry Foster
Former President

Contractors

Greenberg & Traurig
Legal Counsel
$708,258
Directions
Annual Meeting Production
$432,652
Federal Policy Group
Legislative/Lobbying Counsel
$390,000
Ricchetti
Legislative/Lobbying Counsel
$340,000
Cavalry
Consulting/Communications
$252,385

Mission Statement

TO PROMOTE, PRESERVE AND PROTECT ADVANCED LIFE INSURANCE PLANNING FOR THE BENEFIT OF OUR MEMBERS, THEIR CLIENTS, THE INDUSTRY AND THE GENERAL PUBLIC.

Revisions to this organization profile

September 27, 2021:
2020 Association for Advanced Life Underwriting 990 filed
May 4, 2020:
2019 Association for Advanced Life Underwriting 990 filed
February 22, 2019:
2018 Association for Advanced Life Underwriting 990 filed

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