Form D · Insurance
ZALICO Variable Annuity Separate Account -- 2
Schaumburg, IL · CIK 0001510723
Offering snapshot reported May 21, 2025 · SEC filing
- Reported sold
- $30.1M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jul 6, 1998 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 investors1 → 2
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 21, 2025 | Amendment | $30,149,775 | $0vs Apr 3, 2024 | 2 | SEC filing |
| Apr 3, 2024 | Amendment | $30,149,775 | $0vs Aug 29, 2023 | 1 | SEC filing |
| Aug 29, 2023 | Amendment | $30,149,775 | -$1vs Sep 8, 2022 | 1 | SEC filing |
| Sep 8, 2022 | Amendment | $30,149,776 | $0vs Nov 8, 2021 | 1 | SEC filing |
| Nov 8, 2021 | Amendment | $30,149,776 | $0vs Oct 14, 2020 | 1 | SEC filing |
| Oct 14, 2020 | Amendment | $30,149,776 | $0vs Sep 17, 2019 | 1 | SEC filing |
| Sep 17, 2019 | Amendment | $30,149,776 | $0vs Jun 13, 2018 | 1 | SEC filing |
| Jun 13, 2018 | Amendment | $30,149,776 | $0vs Nov 2, 2017 | 1 | SEC filing |
| Nov 2, 2017 | Amendment | $30,149,776 | $0vs Aug 18, 2016 | 1 | SEC filing |
| Aug 18, 2016 | Amendment | $30,149,776 | $0vs May 20, 2014 | 1 | SEC filing |
| May 20, 2014 | Amendment | $30,149,776 | $0vs Apr 19, 2013 | 2 | SEC filing |
| Apr 19, 2013 | Amendment | $30,149,776 | $0vs May 30, 2012 | 2 | SEC filing |
| May 30, 2012 | Amendment | $30,149,776 | $0vs Feb 16, 2011 | 2 | SEC filing |
| Feb 16, 2011 | Initial | $30,149,776 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06c, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $904K
- Finders' fees
- $0
- Form D file number
- 021-155451
Interests in ZALICO Variable Annuity Separate Account - 2 pursuant to Series XV/private placement variable annuity contracts.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MFI Investments Corp | 2864 | |
| Ahmad Husami | 2362818 | 1st Global Capital Corp. · CRD 30349 |
| BENEFIT FINANCE SECURITIES | 45113 |
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 |
|---|---|
| Paige Adams | Director, Executive |
| Vinay Awati | Executive |
| Leeann Badgett | Executive |
| Lisa Baltazar | Executive |
| Scott Beeman | Executive |
| Stuart Berman | Director |
| James Bracken | Director |
| Diana Branciforte | Executive |
| Debra K. Broek | Director |
| Robert Burne | Director |
| Nicolas Burnet | Director |
| Kenneth Carroll | Director |
| Patrick Carty | Executive |
| Rosario Cecco | Executive |
| Eric Chandler | Executive |
| Dawn Cummings Fritz | Director, Executive |
| David Dampman | Executive |
| Dave Dampman | Executive |
| Bob Daniel | Executive |
| Mary Dening | Executive |
| Mary Denning | Executive |
| David Dietz | Director, Executive |
| Michael Di Stasi | Executive |
| Stefan Dunajewski | Executive |
| Eileen Ehlers | Executive |
| Cathy Ehrlich | Executive |
| Rita Falco | Executive |
| David Fike | Director |
| Dawn Fritz Cummings | Director |
| Ryan Gibbons | Executive |
| Robert Gibson | Executive |
| Richard Grilli | Executive |
| Cathy Hall | Executive |
| Mark Hargrove | Executive |
| Susan Harvish | Executive |
| Richard Hauser | Director, Executive |
| Susan Havrish | Executive |
| Judith Henderson | Executive |
| Peter Hirs | Director |
| Kevin T. Hogan | Director |
| Jeffrey Horton | Executive |
| Christoper Howard | Executive |
| Novian Junus | Executive |
| Richard Kearns | Director |
| Russell Kelso | Executive |
| Ira Kleinman | Director |
| Mark Knipfer | Director |
| Margaret Labno | Executive |
| Jane Larson | Executive |
| Laura Lazarcyk | Director |
| Laura Lazarczyk | Director, Executive |
| Simon Lodge | Executive |
| David M. Lorenz | Executive |
| Kathy Malamis | Executive |
| Audrey Martin | Executive |
| Elizabeth Mc Inerney | Executive |
| Eoin Mc Namara | Executive |
| John Miskel | Executive |
| Jon Nagel | Executive |
| Paul Noftke | Director |
| Adam Page | Executive |
| Stacy Patacsil | Executive |
| John Patton | Executive |
| Barry S. Paul | Director |
| Tracy Peeples | Executive |
| Rick Persaud | Executive |
| Louis Pietrolugo | Director |
| Louis Pietroluongo | Director |
| Girish Rao | Executive |
| Farah Rehman | Executive |
| Ali R. Rifai | Executive |
| Dennis Roberts | Executive |
| Michael Rohwetter | Executive |
| Prithpal Ruprai | Executive |
| Art Sanders | Executive |
| Stanislav Sukhorukov | Executive |
| Linda L. Swanson | Director |
| Oscar Tengtio | Executive |
| Juanita Thomas | Executive |
| Craig Toffolo | Executive |
| Matt Wolf | Executive |
| Angela Yochem | Director |
| Sherif Zakhary | Executive |
| Feng Zhao | Executive |
| Colleen Zitt | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
1299 Zurich Way
Schaumburg, IL, 60196-1056
Schaumburg, IL, 60196-1056