AUMdb

American Journey Financial Life

EIN 237131460 · 501(c)(8) · Public charity · Independence, OH · recognized 1993

Assets
$221M
Revenue
$18.0M
Expenses
$15.1M
Investment income
$9.5M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Wellington Management Company Llp CRD 106595 fuzzy_auto · 99% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
United Healthcare Health insurance $1,215,353
Miller & Newberg Inc Actuarial $327,485
Rga Reinsurance Company Reinsurance $242,459
Optimum Re Insurance Co Reinsurance $180,390
Wellington Management Company Investment management services $140,117

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kenneth Laugel President $335,913 $40,310
Jeffery Becker Secretary & treasurer $238,072 $28,569
David Liddle Regional insurance manager $189,556 $15,109
Ronald Steiger It director $155,433 $18,652
Bryan Radecky Comptroller $118,317 $14,198
Stephen Hudak Director $49,000 $0
Stephen J Vamos Iii Director $47,000 $0
Nicholas Di Cicco Jr Director $42,000 $0
Patrick Sullivan Director $40,000 $0
Jeremy Ferguson Chairman of the board $0 $0
Brent Leonard Director $0 $0
Alvy Hughes Director $0 $0
Charles Cassity Director $0 $0