Form D · Insurance
Group Variable Annuity Series I Separate Account
Schaumburg, IL · CIK 0001780188
Offering snapshot reported May 21, 2025 · SEC filing
- Reported sold
- $698M Indefinite offering
- Investors reported
- 21 Form D · investor count
- Minimum accepted
- $3M Reported outside-investor minimum
- First sale
- Aug 29, 2019 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$585,000,000 → $697,500,000
- Reported investors15 → 21
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 21, 2025 | Amendment | $697,500,000 | $112,500,000vs Apr 19, 2024 | 21 | SEC filing |
| Apr 19, 2024 | Amendment | $585,000,000 | $0vs Aug 23, 2023 | 15 | SEC filing |
| Aug 23, 2023 | Amendment | $585,000,000 | $0vs Sep 22, 2022 | 15 | SEC filing |
| Sep 22, 2022 | Amendment | $585,000,000 | $45,000,000vs Jul 7, 2022 | 17 | SEC filing |
| Jul 8, 2022 | Amendment | $540,000,000 | $0vs Jul 7, 2022 | 15 | SEC filing |
| Jul 7, 2022 | Amendment | $540,000,000 | $412,000,000vs Aug 9, 2021 | 15 | SEC filing |
| Aug 9, 2021 | Amendment | $128,000,000 | No comparison | 5 | SEC filing |
| Jun 21, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06c, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $2.69M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-342497
Interests in ZALICO's Group Variable Annuity Series I Separate Account issued pursuant to group variable annuities.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| J. Alden Associates, Inc. | 40002 | |
| BENEFIT FINANCE SECURITIES, LLC | 45113 | |
| KESTRA INVESTMENT SERVICES | 42046 |
Source: Form D, filed May 21, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Vinay Awati | Executive |
| Stuart Berman | Director |
| James Bracken | Director |
| Debra Broek | Director |
| Bob Burne | Director |
| Patrick Carty | Executive |
| Dave Dampman | Executive |
| David Dampman | Executive |
| Bob Daniel | Executive |
| Mary Dening | Executive |
| David Dietz | Director, Executive |
| Stefan Dunajewski | Executive |
| Eileen Ehlers | Executive |
| Cathy Ehrlich | Executive |
| Rita Falco | Executive |
| David Fike | Director |
| Susan Harvish | Executive |
| Richard Hauser | Director, Executive |
| Susan Havrish | Executive |
| Peter Hirs | Director |
| Christopher Howard | Executive |
| Novian Junus | Executive |
| Richard Kearns | Director |
| Russell Kelso | Executive |
| Ira Kleinman | Director |
| Mark Knipfer | Director |
| Jane Larson | Executive |
| Laura Lazarczyk | Director, Executive |
| Kathy Malamis | Executive |
| Audrey Martin | Executive |
| Eoin Mc Namara | Executive |
| Adam Page | Executive |
| Stacy Patacsil | Executive |
| Louis Pietrolugo | Director |
| Louis Pietroluongo | Director |
| Girish Rao | Executive |
| Farah Rehman | Executive |
| Michael Rohwetter | Executive |
| Prithpal Ruprai | Executive |
| Art Sanders | Executive |
| Stanislav Sukhorukov | Executive |
| Oscar Tengtio | Executive |
| Juanita Thomas | Executive |
| Angela Yochem | Director |
| Feng Zhao | Executive |
| Colleen Zitt | Director, Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
1299 Zurich Way
Schaumburg, IL, 60196
Schaumburg, IL, 60196