Cause IQ organization profile

Luso American Financial A Fraternal Benefit Society

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Luso American Financial A Fraternal Benefit Society is a fraternal society based in Dublin, CA that was founded in 1957. As of 2019 they had $15 million in revenue and $119 million in assets.

L.A.L.I.S. Is a fraternal benefit society serving over 19,500 members and issuing at least two of its publications a year. The Society provides life and annuity products for our particular ethnic group (Portuguese-Americans) in an organizational struc...

Previous legal names or variations of their name include: Luso-American Life Insurance Society; and Luso-American Plaza.

EIN:
94-0401313
City:
State:
Metro:
Website:
Twitter:
Founded:
1957
Type:
501(c)(8)
NTEE:
Revenue:
$15,257,325
Assets:
$119,044,469
Employees:
16
Fiscal year end:
December
Revenue trends:
Asset trends:

Program areas at Luso American Financial A Fraternal Benefit Society

LUSO AMERICAN FINANCIAL is a fraternal benefit society serving over 19,000 members and issues two of its publications a year. The Society provides life and annuity products for our particular ethnic group (Portuguese-Americans) in an organizational structure allowing fraternal, cultural, charitable, humanitarian, educational and social activities for the betterment of our policyholders, members and other local, national and international communities.

Form 990s for Luso American Financial A Fraternal Benefit Society

Fiscal year endingDate received by IRSFormPDF link
2018-12Jan 28, 2020990View PDF
2017-12Feb 21, 2019990View PDF
2016-12Dec 28, 2017990OView PDF
2015-12Jan 4, 2017990OView PDF
2014-12Sep 9, 2015990OView PDF
...and five more Form 990 PDFs

Financials for Luso American Financial A Fraternal Benefit Society

Field2018
Total grants, contributions, etc.$0
Program services$8,103,964
Investment income and dividends$6,611,821
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$320,926
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$220,614
Total revenues$15,257,325

Vendors for Luso American Financial A Fraternal Benefit Society

VendorServicesAmount paidDate
Microsoft ServicesSoftware2020-03-17
████ ███ ██████ ███Actuary Consulting$168,2392018-12-01
███████ ██ █████████ ███████Reinsurance Services$210,8522018-12-01
████████ ████████Construction Services$136,0002018-12-01
█████████████████████ ███ ██████████Actuarial services2016-12-31

Personnel at Luso American Financial A Fraternal Benefit Society

NameTitleCompensationMost recent data
Bernice PelicasAdministrative Director-June 18, 2020
Daniel SequeiraDirector of Sales / Fraternal Field Manager-June 18, 2020
██████ ██████Director of New Business and Underwriter-June 18, 2020
███████ ████Corporate Treasurer$87,500June 18, 2020
██████ ████████Vice - President and Secretary$124,058June 18, 2020
████ ██████Chief Executive Officer$136,500Jan. 4, 2017
████ █ ████Chairman$0Dec. 31, 2013

Peer fraternal organizations

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23The Ancient Free and Accepted Masons of MD Masonic Homes and of Grand Lodge501(c)(8)$15 millionCockeysville, MD
24Western Catholic Union501(c)(8)$41 millionQuincy, IL
25Masons of California - Group Return501(c)(10)$8.0 millionSan Francisco, CA