TY 2024 Form 990

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

NATIONAL ASSOCIATION OF MUTUAL
INSURANCE COMPANIES GROUP INSURANCE

Employer identification number

35-1545846

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,240,408
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	21,464
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	21,464
3	Subtract line 2e from line 1..................			3	1,218,944
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	5,621
b	Other (Describe in Part XIII.) ...........	4b	27,026
c	Add lines 4a and 4b....................			4c	32,647
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,251,591

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	1,198,611
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e
3	Subtract line 2e from line 1...................			3	1,198,611
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	5,621
b	Other (Describe in Part XIII.) ...........	4b	27,026
c	Add lines 4a and 4b.....................			4c	32,647
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,231,258

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PAGE 3, PART X	THE TRUST OBTAINED ITS LATEST DETERMINATION LETTER ON JANUARY 8, 2002, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (THE CODE). THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE TRUST ADMINISTRATOR AND THE TRUST'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. IN ACCORDANCE WITH SECTION 419A OF THE CODE, THE TRUST IS SUBJECT TO TRUST TAX RATES ON NET INCOME EARNED FROM UNRELATED BUSINESS ACTIVITIES. AS THE TRUST IS A FULLY INSURED VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION, INVESTMENT INCOME LESS RELATED INVESTMENT FEES ARE SUBJECT TO TAX, EXCLUDING INVESTMENT INCOME FROM TAX EXEMPT SOURCES. AT DECEMBER 31, 2024 AND DECEMBER 31, 2023, THE TRUST HAD NET FEDERAL AND STATE INCOME TAXES RECOVERABLE OF 10,382 AND 5,377, RESPECTIVELY. MANAGEMENT EVALUATES ALL SIGNIFICANT INCOME TAX POSITIONS THAT IT TAKES. FOR THE YEARS ENDED DECEMBER 31, 2024 AND DECEMBER 31, 2023, MANAGEMENT DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE TRUST RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE FOR UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND DECEMBER 31, 2023. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER THERE ARE NO CURRENT AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ANNUAL INFORMATION RETURNS FOR THE TRUST ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED.
SCHEDULE D, PAGE 4, PART XI, LINE 4B	INCOME TAX EXPENSE 27,026
SCHEDULE D, PAGE 4, PART XII, LINE 4B	INCOME TAX EXPENSE 27,026

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

NATIONAL ASSOCIATION OF MUTUAL
INSURANCE COMPANIES GROUP INSURANCE

Employer identification number

35-1545846

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1CRISTA HASSETT SVP - EVENTS	(i) (ii)	------------- 232,294	------------- 75,000	------------- 3,198	------------- 27,470	------------- 9,152	------------- 347,114	-------------
2MARK VANDER KOOY FORMER CSO	(i) (ii)	------------- 95,985	------------- 97,500	------------- 132,370	------------- 7,708	------------- 5,804	------------- 339,367	-------------
3JENNIFER STEIDLER TRUSTEE	(i) (ii)	------------- 142,747	------------- 10,800	------------- 2,803	------------- 8,912	------------- 16,169	------------- 181,431	-------------

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE J, PART III	SCHEDULE J, PART II: NAMIC, FEIN 35-0539460, OWNS 100% OF A SUBSIDIARY CALLED NAMIC SERVICE CORPORATION (NSC), FEIN 35-1176317, WHO OWNS 100% OF A SUBSIDIARY CALLED NAMIC INSURANCE AGENCY (NIA), FEIN 35-1469772. NAMIC GROUP INSURANCE TRUST, NAMIC, NIA, AND NSC ARE ALL RELATED THROUGH COMMON MANAGEMENT.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

NATIONAL ASSOCIATION OF MUTUAL
INSURANCE COMPANIES GROUP INSURANCE

Employer identification number

35-1545846

Return Reference	Explanation
FORM 990, PAGE 6, PART VI, LINE 3	NAMIC GROUP INSURANCE TRUST DELEGATES ADMINISTRATION SERVICES TO NAMIC INSURANCE AGENCY, A RELATED ORGANIZATION. SUCH SERVICES INCLUDE ACCOUNTING, REPORTING, GOVERNANCE, COMMUNICATIONS, CUSTOMER SERVICE, VENDOR MANAGEMENT, INFORMATION TECHNOLOGY, AND BILLING.
FORM 990, PAGE 6, PART VI, LINE 11B	THE FORM 990 WILL BE PROVIDED THROUGH EMAIL TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PAGE 6, PART VI, LINE 12C	THE CONFLICT OF INTEREST POLICY IS REVIEWED AT ORIENTATION OF NEW TRUSTEES, AT TRUSTEE FIDUCIARY REVIEWS EVERY TWO YEARS, AND AS NEEDED DURING MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9	INCOME TAX EXPENSE -27,026 INCOME TAX EXPENSE 27,026

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

NATIONAL ASSOCIATION OF MUTUAL
INSURANCE COMPANIES GROUP INSURANCE

Employer identification number

35-1545846

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)NATIONAL ASN OF MUTUAL INSURANCE CO 3601 VINCENNES ROAD INDIANAPOLIS,IN46268 35-0539460	ADVOCACY	IN	501C6	N/A	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) NAMIC SERVICE CORPORATION 3601 VINCENNES ROAD INDIANAPOLIS,IN46268 35-1176317	MANAGEMENT	IN	NAMIC INC	C CORP					No
(2) NAMIC INSURANCE AGENCY 3601 VINCENNES ROAD INDIANAPOLIS,IN46268 35-1469772	INSURANCE	IN	NSC	C CORP					No
(3) 1859 MUTUAL			N/A						No
(4) AFFINITY MUTUAL INSURANCE COMPANY			N/A						No
(5) AGRICULTURAL WORKERS MUTUAL AUTO IN			N/A						No
(6) ALAMANCE FARMERS' MUTUAL INSURANCE			N/A						No
(7) ALBANY MUTUAL INSURANCE COMPANY			N/A						No
(8) ALLEGANY CO-OP INSURANCE COMPANY			N/A						No
(9) AMERICAN MUTUAL INSURANCE ASSOCIATI			N/A						No
(10) ARNSBERG FARMERS' MUTUAL INS CO			N/A						No
(11) AUGUSTA MUTUAL INSURANCE COMPANY			N/A						No
(12) BALDWIN MUTUAL INSURANCE COMPANY I			N/A						No
(13) BALTIMORE EQUITABLE INSURANCE			N/A						No
(14) BELLE PRAIRIE MUTUAL INSURANCE COMP			N/A						No
(15) BENT OAK MUTUAL			N/A						No
(16) BIRD ISLAND -HAWK CREEK MUTUAL INSU			N/A						No
(17) BISHOP MUTUAL INSURANCE COMPANY			N/A						No
(18) BLACK HAWK MUTUAL INSURANCE CO			N/A						No
(19) BLOOMFIELD MUTUAL INSURANCE COMPANY			N/A						No
(20) BOONE FARMERS MUTUAL INSURANCE ASSO			N/A						No
(21) BRADFORD VICTOR-ADAMS MUTUAL INSURA			N/A						No
(22) BREMEN FARMERS' MUTUAL INSURANCE CO			N/A						No
(23) BRETHREN MUTUAL AID AGENCY INC			N/A						No
(24) BRIAR CREEK MUTUAL INSURANCE COMPAN			N/A						No
(25) BUCHANAN COUNTY MUTUAL INSURANCE CO			N/A						No
(26) BUFFALO LAKE-NEW AUBURN MUTUAL INSU			N/A						No
(27) BUNCETON MUTUAL INSURANCE COMPANY			N/A						No
(28) CALIFORNIA MUTUAL INSURANCE COMPANY			N/A						No
(29) CALLICOON COOPERATIVE INSURANCE COM			N/A						No
(30) CASCADE FARMERS MUTUAL INSURANCE CO			N/A						No
(31) CENTER MUTUAL INSURANCE COMPANY			N/A						No
(32) CENTRAL CO-OPERATIVE INSURANCE COMP			N/A						No
(33) CENTRAL ILLINOIS MUTUAL INSURANCE C			N/A						No
(34) CENTRAL WISCONSIN MUTUAL INSURANCE			N/A						No
(35) CENTURY MUTUAL INSURANCE ASSOCIATIO			N/A						No
(36) CENTURY MUTUAL INSURANCE COMPANY			N/A						No
(37) CFM INSURANCE INC			N/A						No
(38) CHAUTAUQUA PATRONS' INSURANCE COMPA			N/A						No
(39) CHISAGO LAKES-GERMAN FARMERS MUTUAL			N/A						No
(40) CLAREMONT FARMERS MUTUAL FIRE INSUR			N/A						No
(41) CLAVERACK CO-OP INSURANCE COMPANY			N/A						No
(42) COLFAX FARMERS MUTUAL INSURANCE COM			N/A						No
(43) DANISH MUTUAL INSURANCE ASSC OF SH			N/A						No
(44) DAVIDSON COUNTY MUTUAL INSRANCE COM			N/A						No
(45) DECATUR COUNTY FARMERS MUTUAL INSRA			N/A						No
(46) DELAWARE MUTUAL INSURANCE COMPANY			N/A						No
(47) DICKINSON COUNTY MUTUAL INSURANCE A			N/A						No
(48) DMC MUTUAL INSURANCE ASSOCIATION			N/A						No
(49) EAGLE MUTUAL			N/A						No
(50) EAGLE POINT MUTUAL INSURANCE COMPAN			N/A						No
(51) EASTERN OHIO MUTUAL FIRE AND TORNAD			N/A						No
(52) FARM & HOME SECURITY MUTUAL INSURAN			N/A						No
(53) FARMERS & LABORERS MUTUAL INSURANCE			N/A						No
(54) FARMERS & MERCHANTS MUTUAL FIRE INS			N/A						No
(55) FARMERS FIRE INSURANCE COMPANY INC			N/A						No
(56) FARMERS MUTUAL FIRE INS CO OF MCC			N/A						No
(57) FARMERS MUTUAL FIRE INSURANC ASSCO			N/A						No
(58) FARMERS MUTUAL FIRE INSURANCE CO O			N/A						No
(59) FARMERS MUTUAL FIRE INSURANCE CO O			N/A						No
(60) FARMERS MUTUAL INSURANCE ASSOCIATIO			N/A						No
(61) FARMERS MUTUAL INSURANCE ASSOCIATIO			N/A						No
(62) FARMERS MUTUAL INSURANCE COMPANY			N/A						No
(63) FARMERS MUTUAL INSURANCE COMPANY OF			N/A						No
(64) FARMERS MUTUAL INSURANCE COMPANY OF			N/A						No
(65) FARMERS MUTUAL INSURANCE COMPANY OF			N/A						No
(66) FARMERS MUTUAL INSURANCE COMPANY OF			N/A						No
(67) FARMERS MUTUAL PROTECTIVE ASSOC OF			N/A						No
(68) FARMERS PIONEER MUTUAL INSURANCE CO			N/A						No
(69) FARMERS UNION MUTUAL INSURANCE COMP			N/A						No
(70) FERDINAND FARMERS MUTUAL INSURANCE			N/A						No
(71) FINGER LAKES FIRE & CASUALTY COMPAN			N/A						No
(72) FLAXTON FARMERS MUTUAL FIRE INSURAN			N/A						No
(73) FLOM REGION MUTUAL INSURANCE COMPAN			N/A						No
(74) FORRESTON MUTUAL INSURANCE COMPANY			N/A						No
(75) FORWARD MUTUAL INSURANCE COMPANY			N/A						No
(76) FREDERICK MUTUAL INSURANCE COMPANY			N/A						No
(77) FRIENDS COVE MUTUAL INSURANCE COMPA			N/A						No
(78) FRONTIER-MT CARROLL MUTUAL INSURANC			N/A						No
(79) FULMONT MUTUAL INSURANCE COMPANY			N/A						No
(80) GEM STATE INSURANCE COMPANY			N/A						No
(81) GENESEE PATRONS CO-OP INSURANCE COM			N/A						No
(82) GERMAN FARMERS MUTUAL INSURANCE ASS			N/A						No
(83) GERMAN FARMERS MUTUAL INSURANCE COM			N/A						No
(84) GERMAN MUTUAL INS ASSOCIATION OF NE			N/A						No
(85) GERMANTOWN MUTUAL INSURANCE COMPANY			N/A						No
(86) GRANGE INSURANCE ASSOCIATION			N/A						No
(87) GRAYSON CARROLL WYTHE MUTUAL INSURA			N/A						No
(88) GREAT LAKES MUTUAL INSURANCE COMPAN			N/A						No
(89) GUARDIAN MUTUAL INSURANCE ASSOC			N/A						No
(90) HALIFAX MUTUAL INSURANCE COMPANY			N/A						No
(91) HALLOCK FARMERS MUTUAL FIRE INSURAN			N/A						No
(92) HAMBLEN MUTUAL INSURANCE COMPANY			N/A						No
(93) HEARTLAND MUTUAL INSURANCE ASSOCIAT			N/A						No
(94) HEARTLAND MUTUAL INSURANCE COMPANY			N/A						No
(95) HEARTLAND MUTUAL INSURANCE COMPANY			N/A						No
(96) HERITAGE MUTUAL INSURANCE			N/A						No
(97) HOLMES CITY FARMERS MUTUAL INSURANC			N/A						No
(98) HOME MUTUAL INSURANCE ASSC OF CARR			N/A						No
(99) HOME MUTUAL INSURANCE COMPANY			N/A						No
(100) HOMETOWN MUTUAL INSURANCE COMPANY			N/A						No
(101) HOPE MUTUAL INSURANCE COMPANY			N/A						No
(102) HOWARD COUNTY MUTUAL INSURANCE ASSO			N/A						No
(103) HUMBOLDT MUTUAL INSURANCE ASSOCIATI			N/A						No
(104) ILLINOIS ASSOCIATION OF MUTUAL INSU			N/A						No
(105) INLAND MUTUAL INSURANCE COMPANY			N/A						No
(106) INSURANCE INSTITUTE OF INDIANA INC			N/A						No
(107) ITASCA MUTUAL INSURANCE COMPANY			N/A						No
(108) JCM MUTUAL INSURANCE ASSOCIATION			N/A						No
(109) JERSEYVILLE MUTUAL INSURANCE COMPAN			N/A						No
(110) KANSAS MUTUAL INSURANCE COMPANY			N/A						No
(111) KENTUCKY GROWERS INSURANCE COMPANY			N/A						No
(112) KERKHOVEN & HAYES MUTUAL INSURANCE			N/A						No
(113) LA PRAIRIE MUTUAL INSURANCE COMPANY			N/A						No
(114) LA PRAIRIE MUTUAL INSURANCE COMPANY			N/A						No
(115) LEATHERSTOCKING COOPERATIVE INSURAN			N/A						No
(116) LEBANON CLYMAN MUTUAL INSURANCE COM			N/A						No
(117) LEENTHROP FARMERS MUTUAL INSURANCE			N/A						No
(118) LITITZ MUTUAL INSURANCE COMPANY			N/A						No
(119) MADELIA-LAKE CRYSTAL MUTUAL INSURAN			N/A						No
(120) MADISON MUTUAL INSURANCE COMPANY			N/A						No
(121) MAPLE VALLEY MUTUAL INSURANCE COMPA			N/A						No
(122) MARSHALL COUNTY MUTUAL INSURANCE CO			N/A						No
(123) MARSHALL MUTUAL INSURANCE COMPANY			N/A						No
(124) MARYSVILLE MUTUAL INSURANCE COMPANY			N/A						No
(125) MCMILLAN WARNER MUTUAL INSURANCE CO			N/A						No
(126) MEMBERS MUTUAL INSURANCE ASSOCIATIO			N/A						No
(127) MENDOTA MUTUAL INSURANCE COMPANY			N/A						No
(128) MENNONITE INSURANCE SERVICES INC			N/A						No
(129) MFS MUTUAL INSURANCE COMPANY			N/A						No
(130) MID-HUDSON CO-OP INSURANCE COMPANY			N/A						No
(131) MID-MINNESOTA MUTUAL INSURANCE COMP			N/A						No
(132) MID-STATE FARMERS MUTUAL INSURANCE			N/A						No
(133) MID-STATE MUTUAL INSURANCE COMPANY			N/A						No
(134) MINNESOTA ASSOCIATION OF FARM MUTUA			N/A						No
(135) MINNVALLEY MUTUAL INSURANCE COMPANY			N/A						No
(136) MISSOURI HOMETOWN MUTUAL INSURANCE			N/A						No
(137) MT PLEASANT-PERRY MIDDLETON MUTUAL			N/A						No
(138) MUENSTER FARM MUTUAL FIRE INSURANCE			N/A						No
(139) MUTUAL ASSURANCE SOCIETY OF VIRGINI			N/A						No
(140) MUTUAL HOME INSURANCE COMPANY			N/A						No
(141) MUTUAL INSURANCE ASSOCIATION OF IOW			N/A						No
(142) MUTUAL OF ARKANSAS INSURANCE			N/A						No
(143) MUTUAL OF IN INSURANCE COMPANY			N/A						No
(144) MUTUAL PROTECTIVE ASSOCIATION OF WE			N/A						No
(145) NORTH BRANCH MUTUAL INSURANCE COMPA			N/A						No
(146) NORTH CAROLINA GRANGE MUTUAL INSURA			N/A						No
(147) NORTHERN MUTUAL INSURANCE COMPANY			N/A						No
(148) NORTHERN NECK INSURANCE COMPANY			N/A						No
(149) NORTHWEST G F MUTUAL INSURANCE COMP			N/A						No
(150) NORWEGIAN MUTUAL INSURANCE ASSOCIAT			N/A						No
(151) NORWEGIAN MUTUAL INSURANCE COMPANY			N/A						No
(152) OAKWOOD MUTUAL INSURANCE COMPANY			N/A						No
(153) OHIO INSURANCE INSTITUTE			N/A						No
(154) OSCAR-PARKE MUTUAL INSURANCE COMPAN			N/A						No
(155) OTSEGO MUTUAL FIRE INSURANCE COMPAN			N/A						No
(156) OWATONNA MUTUAL FIRE INSURANCE COMP			N/A						No
(157) PALMYRA FARMERS' MUTUAL INSURANCE C			N/A						No
(158) PALO MUTUAL INSURANCE COMPANY			N/A						No
(159) PANHANDLE FARMERS MUTUAL INSURANCE			N/A						No
(160) PENNSYLVANIA ASSOCIATION OF MUTUAL			N/A						No
(161) PERRY COUNTY MUTUAL FIRE INSURANCE			N/A						No
(162) PERU WALTHAM MUTUAL INSURANCE COMPA			N/A						No
(163) POCAHONTAS MUTUAL INSURANCE ASSOCIA			N/A						No
(164) PRACTICE PROTECTION INSURANCE SERV			N/A						No
(165) PRAIRIE MUTUAL INSURANCE ASSOCIATIO			N/A						No
(166) PRAIRIE PINE MUTUAL INSURANCE COMPA			N/A						No
(167) PRAIRIE WEST MUTUAL INSURANCE COMPA			N/A						No
(168) RANCHERS & FARMERS MUTUAL INSURANCE			N/A						No
(169) RANDOLPH MUTUAL INSURANCE COMPANY			N/A						No
(170) REDWOOD COUNTY FARMERS MUTUAL INSUR			N/A						No
(171) REEDSBURG-WESTFIELD MUTUAL INSURANC			N/A						No
(172) RIVER VALLEY MUTUAL INSURANCE COMPA			N/A						No
(173) RIVERSIDE MUTUAL INSURANCE COMPANY			N/A						No
(174) ROCKFORD MUTUAL INSURANCE COMPANY			N/A						No
(175) ROWAN MUTUAL FIRE INSURANCE COMPANY			N/A						No
(176) SANDY & BEAVER VALLEY FARMERS MUTUA			N/A						No
(177) SAUCON MUTUAL INSURANCE COMPANY			N/A						No
(178) SAUQUOIT VALLEY INSURANCE COMPANY			N/A						No
(179) SHENANDOAH MUTUAL FIRE INSURANCE CO			N/A						No
(180) SOUTHEAST MISSOURI MUTUAL FIRE INSU			N/A						No
(181) SOUTHEAST MUTUAL INSURANCE COMPANY			N/A						No
(182) SOUTHEAST MUTUAL INSURANCE COMPANY			N/A						No
(183) SOUTHERN MUTUAL INSURANCE COMPANY			N/A						No
(184) SOUTHWEST MUTUAL INSURANCE COMPANY			N/A						No
(185) SPRING VALE MUTUAL INSURANCE COMPAN			N/A						No
(186) STARK FARMERS MUTUAL FIRE INSURANCE			N/A						No
(187) STATEWIDE UNDERWRITERS AGENCY INC			N/A						No
(188) STEELE TRAILL COUNTY MUTUAL INSURAN			N/A						No
(189) STONEWALL FARM MUTUAL INSURANCE COM			N/A						No
(190) SVEA MUTUAL INSURANCE COMPANY			N/A						No
(191) SWEET TOWNSHIP MUTUAL FIRE INSURANC			N/A						No
(192) TARA MUTUAL FIRE INSURANCE COMPANY			N/A						No
(193) TEXAS COUNTY MUTUAL INSURANCE COMPA			N/A						No
(194) TEXAS PIONEER FARM MUTUAL INSURANCE			N/A						No
(195) UNITED FRONTIER MUTUAL INSURANCE CO			N/A						No
(196) UNITED MUTUAL INSURANCE ASSOCIATION			N/A						No
(197) WALCOTT MUTUAL INSURANCE ASSOCIATIO			N/A						No
(198) WANAMINGO MUTUAL FIRE INSURANCE COM			N/A						No
(199) WASHINGTON COUNTY CO-OP INSURANCE C			N/A						No
(200) WAYNE MUTUAL INSURANCE COMPANY			N/A						No
(201) WEST BRANCH MUTUAL INSURANCE COMPAN			N/A						No
(202) WEST CENTRAL MUTUAL INSURANCE COMPA			N/A						No
(203) WEST MCLEAN COUNTRY FARMERS MUTUAL			N/A						No
(204) WEST SIDE MUTUAL INSURANCE ASSOCIAT			N/A						No
(205) WESTBROOK MUTUAL INSURANCE COMPANY			N/A						No
(206) WESTERN ILLINOIS MUTUAL INSURANCE C			N/A						No
(207) WESTERN IOWA MUTUAL INSURANCE ASSOC			N/A						No
(208) WESTERN MUTUAL FIRE INSURANCE COMPA			N/A						No
(209) WHITE PIGEON MUTUAL INSURANCE ASSOC			N/A						No
(210) WILMINGTON MUTUAL INSURANCE COMPANY			N/A						No
(211) WISCONSIN ASSOCIATION OF MUTUAL INS			N/A						No
(212) WISCONSIN INSURANCE ALLIANCE			N/A						No
(213) WISCONSIN RIVER MUTUAL			N/A						No
(214) WOODLAND MUTUAL INSURANCE COMPANY			N/A						No
(215) YOUNG AMERICA MUTUAL INSURANCE COMP			N/A						No

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) NAMIC INSURANCE AGENCY	S	1,131,354	COST

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE LIFE, DENTAL, VISION, AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF THE NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES AND ITS MEMBER COMPANIES UNDER GROUP INSURANCE CONTRACTS WITH INSURANCE COMPANIES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	7
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	120,237
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	37,709

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........		0
9	Program service revenue (Part VIII, line 2g) .........	1,087,346	1,131,354
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	76,957	120,237
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	961	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,165,264	1,251,591
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	1,087,346	1,131,354
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)		0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	73,496	99,904
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,160,842	1,231,258
19	Revenue less expenses. Subtract line 18 from line 12.......	4,422	20,333
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,068,842	3,098,697
21	Total liabilities (Part X, line 26).............	14,441	2,499
22	Net assets or fund balances. Subtract line 21 from line 20.....	3,054,401	3,096,198

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	TO PROVIDE LIFE, DENTAL, VISION, AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF THE NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES AND ITS MEMBER COMPANIES UNDER GROUP INSURANCE CONTRACTS WITH INSURANCE COMPANIES.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) CRISTA HASSETT...................................................................... SVP - EVENTS	1.00 ................. 39.00			X	0	310,492	36,622
(2) MARK VANDER KOOY...................................................................... FORMER CSO	1.00 ................. 39.00			X	0	325,855	13,512
(3) JENNIFER STEIDLER...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	156,350	25,081
(4) TIFFANY STOKES...................................................................... EMP BENEFITS	1.00 ................. 39.00			X	0	101,223	27,566
(5) LIESL KREISCHER...................................................................... TRUSTEE	1.00 .................	X			0	0	0
(6) PHILLIP LEWIS...................................................................... TRUSTEE	1.00 .................	X			0	0	0
(7) JASON MOELLER...................................................................... TRUSTEE	1.00 .................	X			0	0	0
(8) ERIC SCHMADER...................................................................... TRUSTEE	1.00 .................	X			0	0	0
(9) SUSAN TAGGART...................................................................... TRUSTEE	1.00 ................. 2.00	X			0	0	0
(10) GREGG DYKSTRA...................................................................... INTERIM CHAI	1.00 .................		X		0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	893,920	102,781

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	525100	1,131,354	1,131,354
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,131,354

3 Investment income (including dividends, interest, and othersimilar amounts) ......			86,015		86,015
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	101,500
b	Less: cost or other basis and sales expenses	7b	67,278
c	Gain or (loss)	7c	34,222
d	Net gain or (loss).........			34,222		34,222
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			1,251,591	1,131,354	120,237

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	1,131,354
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	24,100
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	5,621
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	935
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	42,222
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	INCOME TAX EXPENSE	27,026
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,231,258	0	0	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		24,080	1	7,991
2	Savings and temporary cash investments .........		3,027	2	3,823
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		24,630	9	24,629
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		3,005,906	11	3,045,467
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		11,199	15	16,787
16	Total assets. Add lines 1 through 15 (must equal line 33)...		3,068,842	16	3,098,697

17	Accounts payable and accrued expenses .....	14,441	17	2,499
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	14,441	26	2,499

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds	3,054,401	31	3,096,198
32	Total net assets or fund balances ...........	3,054,401	32	3,096,198
33	Total liabilities and net assets/fund balances ........	3,068,842	33	3,098,697