2024-07-24T10:33:08-05:00 2023-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2023-01-01 731157305 OKLAHOMA LIFE & HEALTH INSURANCE GUARANTY ASSOCIATION OKLA 4052729221 201 ROBERT S KERR SUITE 600 OKLAHOMA CITY OK 731024203 SHARI J MOUNCE ASSISTANT ADMIN/SECRETARY 4052729221 2024-07-23 1 SHARI MOUNCE 999009999 0 REBECCA A RODRIGUEZ P01073764 2108286281 2024-07-23 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z GARY R PETERSON 201 ROBERT S KERR SUITE 600 OKLAHOMA CITY OK 731024203 977326 0 X WWW.OKLIFEGA.ORG X 1982 OK TO PROTECT POLICY HOLDERS, BENEFICIARIES, PAYEES, AND ASSIGNEES OF INSURANCE POLICIES AGAINST THE NONPERFORMANCE OF A MEMBER INSURER'S CONTRACTUAL OBLIGATIONS DUE TO IMPAIRMENT OR INSOLVENCY. 10 10 0 10 0 0 0 0 3204532 917077 18410 60249 0 0 3222942 977326 0 0 0 0 0 0 0 0 0 704594 953343 704594 953343 2518348 23983 10139475 10163458 0 0 10139475 10163458 TO PROTECT POLICY HOLDERS, BENEFICIARIES, PAYEES, AND ASSIGNEES OF INSURANCE POLICIES AGAINST THE NONPERFORMANCE OF A MEMBER INSURER'S CONTRACTUAL OBLIGATIONS DUE TO IMPAIRMENT OR INSOLVENCY. 0 0 915228 917077 TO PROTECT POLICY HOLDERS, BENEFICIARIES, PAYEES, AND ASSIGNEES OF LIFE INSURANCE POLICIES, HEALTH INSURANCE POLICIES, ANNUITY CONTRACTS AND SUPPLEMENTAL CONTRACTS SUBJECT TO CERTAIN LIMITATIONS AGAINST FAILURE IN THE PERFORMANCE OF OBLIGATIONS DUE TO THE IMPAIRMENT OR INSOLVENCY OF THE ISSUER OF POLICIES. (PURSUANT TO TITLE 36 OF THE OKLAHOMA STATUTES SECTION 2021-2043) 915228 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 OK X SHARI J MOUNCE AND JAMES W RHODES ESQ 4052729221 201 ROBERT S KERR SUITE 600 OKLAHOMA CITY OK 731024203 X GARY R PETERSON CHAIRMAN 1.00 X X 0 0 0 CHRIS T KENNEY VICE CHAIRMAN 1.00 X X 0 0 0 BRIAN MITCHELL SECRETARY/TREASURER 1.00 X X 0 0 0 DARANELL JORDAN DIRECTOR 1.00 X 0 0 0 ROBERT M DORRELL DIRECTOR 1.00 X 0 0 0 SCOTT SNIDER DIRECTOR 1.00 X 0 0 0 HARLEY YANCEY IV DIRECTOR 1.00 X 0 0 0 BRENT HAGGARD DIRECTOR 1.00 X 0 0 0 MICHAEL B HICKEY ESQ DIRECTOR 1.00 X 0 0 0 ANDREW G HILL DIRECTOR 1.00 X 0 0 0 JAMES W RHODES ESQ EXECUTIVE VICE PRESIDENT/G 1.00 X 0 0 0 SHARI J MOUNCE ASSISTANT ADMIN/SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 KERR IRVINE RHODES & ABLES ROBERT S KERR AVENUE SUITE 600 OKLAHOMA CITY OK 73102 LEGAL AND MGMT SERVICES 532763 1 DISTRIBUTIONS FROM LIQ 524298 905633 905633 MEMBERSHIP DUES 524298 7000 7000 OTHER INCOME 524298 3722 3722 PREMIUMS COLLECTED 524298 722 722 917077 60249 60249 977326 917077 0 60249 X 38115 38115 468326 468326 4326 4326 18975 18975 NOHLHGA DUES 171731 171731 CLAIMS AND SETTLEMENTS 134076 134076 ADMINISTRATION 64437 64437 PROCESSING 30544 30544 22813 22813 953343 915228 38115 0 629999 23851 9509476 10139607 10139475 10163458 0 0 X 0 0 0 0 10139475 10163458 10139475 10163458 10139475 10163458 23983 0 X X 0 1 X 1 0 0 X 977326 0 977326 0 977326 953343 0 953343 0 953343 PART X, LINE 2: THE ASSOCIATION IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A). AS THE ASSOCIATION REPORTS ON THE MODIFIED CASH BASIS OF ACCOUNTING, THE ASSOCIATION ONLY CONSIDERS THE DISCLOSURE IMPACT OF UNCERTAIN TAX POSITIONS. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE FOOTNOTES TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. JAMES W RHODES ESQ EXECUTIVE VICE PRESIDENT/GENERAL COUNSEL 468326 RHODES IS A SHAREHOLDER AT KERR, IRVINE, RHODES, & ABLES THAT RECEIVES PAYMENT FOR LEGAL AND MANAGEMENT SERVICES 0 JAMES W RHODES ESQ EXECUTIVE VICE PRESIDENT/GENERAL COUNSEL 64437 RHODES IS A SHAREHOLDER AT KERR, IRVINE, RHODES, & ABLES THAT RECEIVES PAYMENT FOR OTHER SERVICE FEES 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE NOTIFIED OF THE FILING AND A COPY OF FORM 990 IS MADE AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 PURSUANT TO SECTION 6104, DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 468,326. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 468,326. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS HAS THE RESPONSIBILITY FOR GENERAL OVERSIGHT OF THE INTERNAL AUDIT DEPARTMENT AND HAS THE AUTHORITY TO ENGAGE AN ACCOUNTING FIRM TO CONDUCT THE ANNUAL AUDIT. THE ASSOCIATION HAS NOT CHANGED ITS OVERSIGHT OR ELECTION PROCESS.