Trusted Fraternal Life
MILWAUKEE, WI
Total revenue
$162.8M
Total expenses
$158.7M
Net assets
$161.5M
Grants received
$108K
2 grants
EIN
390201015
Tax year
2024
Mission
Trusted Fraternal Life, a fraternal benefit society, facilitates consolidation within the fraternal life insurance sector while preserving the unique identities and traditions of its member organizations. It provides financial strength, technology, and additional products to its family of brands, which include Catholic Financial Life, Woman's Life, and Degree of Honor. TFL's core purpose is to serve communities, provide financial security, and enhance the quality of life for its members and their families.
Programs
1 program
Fraternal Benefits & Community Outreach: The Society exists to benefit its members and community in non-financial ways. This includes faith based education, fraternal social events and community outreach. The Society is committed to provide fraternal benefits including child cancer and orphan benefits, will preparation benefit and the coordination and support of community service. In addition to monetary contributions, over 109,775 hours of service were donated to support various Diocesan and community programs and events in 2024 valued at nearly $3.7 million.
Financials
FY 2024
Revenue
Expenses
People
27 listed
John T Borgen
President and Chief Executive Officer
$510K
45 hrs/wk
Christopher J Martin
Vice President Compliance
$410K
45 hrs/wk
Kari R Diestelhorst
Chief Financial Officer
$288K
45 hrs/wk
Michael C Eyrich
Vice President Distribution
$264K
45 hrs/wk
Michael J Attewell
Chief Information Officer
$261K
45 hrs/wk
Linda M Hanson
Vice President Actuary
$241K
45 hrs/wk
Sara J Walker
Vice President Investments
$221K
45 hrs/wk
Rogelio Cabral
Vice President Sales
$215K
45 hrs/wk
Kristen L Mueller
Secretary and Vice President Human Resources
$210K
45 hrs/wk
Amy L Bellows
Vice President Transformation
$194K
45 hrs/wk
William R O'Toole
Former Chief Executive Officer
$55K
0Allan G Lorge
Director and Board Chair
$50K
4 hrs/wk
William R O'Toole
Director
$38K
3 hrs/wk
Michael A Giffhorn
Director
$34K
3 hrs/wk
Kari L Niedfeldt-Thomas
Director
$31K
3 hrs/wk
Susan M Obermiller
Director
$27K
3 hrs/wk
Jeffrey B Tilley
Director
$27K
3 hrs/wk
Coral M Grout
Director
$25K
3 hrs/wk
Sandra T Dempsey
Director
$25K
3 hrs/wk
Joseph G Kopinski
Director
$25K
3 hrs/wk
Lisa A Mick
Director
$24K
3 hrs/wk
James B Hunsanger III
Director
$11K
3 hrs/wk
Joseph K Kohut
Director of Brokerage Operations
$230K
45 hrs/wk
Janet J Carmody
Director of Information Systems
$229K
45 hrs/wk
Peter L Duellman
Director of Actuarial and Analystics
$206K
45 hrs/wk
Julie B Langolf
Director of Office Administration
$193K
45 hrs/wk
Jake G Maliszewski
Director of Financial Planning & Analysis
$159K
45 hrs/wk
Independent contractors
WELLINGTON MANAGEMENT CO LLP
INVESTMENT MANAGEMENT
MTI CONNECT LLC
PRINT AND MAIL
DEBEVOISE & PLIMPTON LLP
LEGAL SERVICES
RIAD HASAN
CONSULTING
SMARTFINANCIAL SOLUTIONS
FINANCIAL SERVICES
Grants received
Showing 2 of 2
Funded by
$108K from 1 funder · 2 grants · 2020
$108K · 2 grants · 2020