2022-09-13T13:33:47-05:00 2021-12-31 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2021-01-01 526188375 NGAUS INSURANCE TRUST NGAU 2027890031 ONE MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 JESSIE R ROBINSON TRUST ADMINISTRATOR 2027890031 2022-09-06 1 JESSIE ROBINSON 999009999 NATALIE R ANZZOLIN CPA P01329867 7033858888 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JESSIE R ROBINSON ONE MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 1832041 0 X WWW.NGAUS.ORG X 1977 DC TO PROVIDE GROUP LIFE, HEALTH, DISABILITY, AND TRICARE SUPPLEMENTAL INSURANCE FOR MEMBERS OF THE NATIONAL GUARD ASSOC, MEMBERS OF THE ENLISTED ASSOCIATION OF THE UNITED STATES, TECHNICIANS, ON DUTY GUARDSMEN AND THEIR DEPENDENTS. 12 12 3 12 0 0 0 0 0 0 11369 3260 1908087 1828781 1919456 1832041 0 0 0 0 174556 148330 0 0 0 1766802 1715599 1941358 1863929 -21902 -31888 2630295 2546239 1568841 1516673 1061454 1029566 PROVIDING GROUP LIFE, HEALTH, DISABILITY, AND SUPPLEMENTAL INSURANCE TO MEMBERS OF THE NATIONAL GUARD ASSOCIATION OF THE UNITED STATES, TECHNICIANS AND ON DUTY GUARDSMEN AND THEIR DEPENDENTS. 0 0 PROVIDED GROUP LIFE, HEALTH, DISABILITY, AND SUPPLEMENTAL INSURANCE TO MEMBERS, TECHNICIANS, AND ON DUTY GUARDSMEN AND THEIR DEPENDENTS. ALSO HAD A NEW PRODUCT OFFERING OF TRI-CARE SUPPLEMENTAL INSURANCE. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CHERYL YOUNG 2024085891 ONE MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 MAJ GEN JIMMIE COLE VICE CHAIR (AIR) 0.15 0.80 X X 0 0 0 MAJ GEN ONDRA BERRY VICE CHAIR (ARMY) 0.15 0.80 X X 0 0 0 MAJ GEN JANSON DURR BOYLES CHAIRMAN 0.20 1.95 X X 0 0 0 BRIG GEN KENNETH ROSS RET TREASURER 0.15 1.40 X X 0 0 0 MAJ GEN JOANNE SHERIDAN RET SECRETARY 0.15 1.40 X X 0 0 0 BRIG GEN ROY ROBINSON RET TRUST ADMINISTRATOR 4.00 36.00 X X 36098 324882 38234 MAJ GEN JAMES HOYER RET CHAIRMAN, FINANCE COMMITTEE 0.15 0.15 X 0 0 0 CSM KAREN CRAIG RET TRUSTEE 0.15 0.95 X 0 0 0 LT COL PETER RENAGHAN TRUSTEE 0.15 0.15 X 0 0 0 MAJ GEN DARYL BOHAC TRUSTEE 0.15 0.95 X 0 0 0 COL DON DEERING RET TRUSTEE 0.15 0.00 X 0 0 0 COL DENNIS HUNSICKER TRUSTEE 0.15 0.00 X 0 0 0 CPT RASHEEDA BILAL TRUSTEE 0.15 0.80 X 0 0 0 LUKE GUTHRIE DIRECTOR OF NGEF AND NGIT 16.00 24.00 X 57694 86540 15139 CHERYL YOUNG DIRECTOR OF FINANCE AND HR 4.00 36.00 X 13194 118745 15986 106986 530167 69359 3 0 1 0 0 3260 3260 501027 501027 EXPERIENCE RATING REFUNDS 524292 1327754 1327754 1327754 1832041 0 0 1832041 39921 85085 6151 8820 8353 3400 5826 5753 1638704 4000 4402 FEES AND PREMIUM REDUCT 20000 DISABILITY INSURANCE CO 20000 NY INSURED PREMIUM REDU 9068 TRUSTEE EXPENSE 3207 1239 1863929 162893 83784 1324527 1269571 2446 2556 1140429 1190328 2630295 2546239 328551 305729 22264 19739 1218026 1191205 1568841 1516673 X 992922 995534 68532 34032 1061454 1029566 2630295 2546239 -31888 0 X X 0 1 X 1 0 0 INSURANCE COMPANY DEPOSITS 1190328 1190328 DUE TO AFFILIATES 1191205 1191205 X 1832041 0 1832041 0 1832041 1863929 0 1863929 0 1863929 PART X, LINE 2: THE TRUST HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS, AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. X X 0 0 0 BRIG GEN ROY ROBINSON RET TRUST ADMINISTRATOR 34448 310032 1650 14850 0 0 2170 19530 1654 14880 39922 359292 0 0 LUKE GUTHRIE DIRECTOR OF NGEF AND NGIT 53694 80540 4000 6000 0 0 3885 5827 2171 3256 63750 95623 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S FORM 990 IS REVIEWED INTERNALLY BY STAFF. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS STAFF, BOARD MEMBERS AND TRUSTEES, AND VOLUNTEERS AND IS MONITORED, REVIEWED AND MAINTAINED BY THE COMPLIANCE OFFICER. THE ENTIRE BOARD REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. COMPARABILITY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM PAYSCALE, ASSOCIATION COMPENSATION & BENEFITS STUDY AND 2021 SALARY GUIDE. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE FOLLOWING OFFICES/POSITIONS AND THE MOST RECENT YEAR FOR WHICH THIS PROCESS WAS UNDERTAKEN FOR EACH IS IDENTIFIED: TRUST ADMINISTRATOR/ 2021. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION HAS ITS BYLAWS AVAILABLE ON THEIR WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: AUDIT COMMITTEE, BOARD OF DIRECTORS, AND INTERNAL EMPLOYEES ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS. NATIONAL GUARD ASSOCIATION OF THE UNITED STATES ONE MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 530184296 PROMOTE SECURITY OF US AND SUPPORT MEMBERS AND FAMILIES. DC 501(C)(19) N/A 0 NATIONAL GUARD EDUCATIONAL FOUNDATION ONE MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 521038433 IMPROVE PUBLIC APPRECIATION AND UNDERSTANDING OF NG. DC 501(C)(3) 7 NATIONAL GUARD ASSOCIATION OF THE UNITED STATES 0 ENLISTED ASSOCIATION OF THE NATIONAL GUARD OF THE UNITED STATES 3133 MOUNT VERNON AVENUE ALEXANDRIA VA 223052640 510207315 PROVIDE RECOGNITION AND SUPPORT FOR CONTRIBUTORS TO NATIONAL SECURITY VA 501(C)(19) N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1