Form D · Insurance

ZALICO Variable Series I Separate Account

Schaumburg, IL · CIK 0001487417

Offering snapshot reported May 21, 2025 · SEC filing

Reported sold: $4.99B
Investors reported: 52
Minimum accepted: $10M
First sale: Jun 6, 1997

Fundraising history

Reported sold

Dates 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$4,988,356,382 → $4,990,934,835
Reported investors31 → 52

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 21, 2025	Amendment	$4,990,934,835	$2,578,453vs Mar 29, 2024	52	SEC filing
Mar 29, 2024	Amendment	$4,988,356,382	$1,660,030vs Aug 23, 2023	31	SEC filing
Aug 23, 2023	Amendment	$4,986,696,352	$812,500vs Jun 28, 2022	31	SEC filing
Jun 28, 2022	Amendment	$4,985,883,852	$618,393vs Aug 9, 2021	31	SEC filing
Aug 9, 2021	Amendment	$4,985,265,459	No comparison	Not reported	SEC filing
Jun 9, 2020	Amendment	$4,984,978,959	$0vs Sep 17, 2019	31	SEC filing
Sep 17, 2019	Amendment	$4,984,978,959	$1,121,966vs Jun 13, 2018	31	SEC filing
Jun 13, 2018	Amendment	$4,983,856,993	$1,096,048vs Jul 31, 2017	31	SEC filing
Jul 31, 2017	Amendment	$4,982,760,945	-$3,855,440,391vs Aug 18, 2016	33	SEC filing
Aug 18, 2016	Amendment	$8,838,201,336	$2,251,747vs May 20, 2014	37	SEC filing
May 20, 2014	Amendment	$8,835,949,589	$345,375vs Apr 19, 2013	38	SEC filing
Apr 19, 2013	Amendment	$8,835,604,214	$1,091,921vs May 23, 2012	40	SEC filing
May 23, 2012	Amendment	$8,834,512,293	$637,177vs Feb 16, 2011	40	SEC filing
Feb 16, 2011	Amendment	$8,833,875,116	$437,496vs Mar 23, 2010	42	SEC filing
Mar 23, 2010	Initial	$8,833,437,620	No comparison	40	SEC filing

Offering details

Securities: Other
Exemptions: 06c, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $8.06M (estimated)
Finders' fees: $0
Form D file number: 021-139876

Interests in ZALICO Series I Separate Account pursuant to variable life insurance policies

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Wells Fargo Advisors, LLC	19616
BFP Securities, LLC	44731	Benefit Finance Securities · CRD 45113
WJ Lynch Investor Services LLC (William J. Lynch & Associates)	140762
Moloney Securities, Inc.	38535

Source: Form D, filed May 21, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

ZALICO VARIABLE SERIES I CORE FIXED INCOME

Investment adviser: GOLDMAN SACHS ASSET MANAGEMENT, L.P.

Gross asset value: $0
Beneficial owners: 1
ADV minimum commitment: $0

Reported in Form ADV on Aug 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BENEFIT FINANCE PARTNERS ST. LOUIS, Missouri, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor ERNST & YOUNG CHICAGO, Illinois, United States Other funds reporting this name →

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG
PCAOB 42

BNY MELLON
LEI HPFHU0OQ28E4N0NFVK49

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$332,640,108	1	Mar 31, 2022
2022	$343,750,718	1	Mar 31, 2023
2023	$313,387,208	1	Mar 28, 2024
2024	$302,423,269	1	Mar 31, 2025
2025	$0	1	Mar 31, 2026

Filing source

Form ADV 2125383 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-1816229353

Reported by GOLDMAN SACHS ASSET MANAGEMENT, L.P. (CRD 107738).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Matched by reported Form D file number

ZALICO VARIABLE SERIES I MORTGAGE BACKED SECURITIES

Investment adviser: GOLDMAN SACHS ASSET MANAGEMENT, L.P.

Gross asset value: $3.62B
Beneficial owners: 1
ADV minimum commitment: $0

Reported in Form ADV on Aug 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BENEFIT FINANCE PARTNERS ST. LOUIS, Missouri, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor ERNST & YOUNG CHICAGO, Illinois, United States Other funds reporting this name →

Custodian BNY MELLON NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG
PCAOB 42

BNY MELLON
LEI HPFHU0OQ28E4N0NFVK49

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$4,456,989,442	1	Mar 31, 2022
2022	$3,398,614,929	1	Mar 31, 2023
2023	$3,273,866,924	1	Mar 28, 2024
2024	$3,681,248,771	1	Mar 31, 2025
2025	$3,617,650,981	1	Mar 31, 2026

Filing source

Form ADV 2125383 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-8234185769

Reported by GOLDMAN SACHS ASSET MANAGEMENT, L.P. (CRD 107738).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

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.

People and organizations reported in Form D filings
Name	Reported role
Paige Adams	Executive
Brian D. Anderson	Executive
Vinay Awati	Executive
Leeann Badgett	Executive
Lisa Baltazar	Executive
Scott Beeman	Executive
Stuart Berman	Director
James Bracken	Director
Diana Branciforte	Executive
Debra Broek	Executive
Robert Burne	Director
Bob Burne	Director
Nicolas Burnet	Director
Kenneth Carroll	Director
Patrick Carty	Executive
Rosario Cecco	Executive
Eric Chandler	Executive
M. Douglass Close	Executive
Dawn Cummings Fritz	Director, Executive
David Dampman	Executive
Dave Dampman	Executive
Bob Daniel	Executive
Mary Lyn De Niro	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
Christopher Howard	Executive
Novian Junus	Executive
Richard Kearns	Director
Ira Kleinman	Director
Mark Kniper	Director
Margaret Labno	Executive
Jane Larson	Executive
Laura Lazarcyk	Director, Executive
Simon Lodge	Executive
David M. Lorenz	Executive
Audrey Martin	Executive
Richard W. Mathes	Executive
Elizabeth Mc Inerney	Executive
Eoin Mc Namara	Executive
John Miskel Iii	Executive
Christian Monaco	Executive
Jon Nagel	Executive
Paul Noftke	Director
Adam Page	Executive
Stacy Patacsil	Executive
Stacy Paticsil	Executive
John Patton	Executive
Barry S. Paul	Director, Executive
Tracy Peeples	Executive
Rick Persaud	Executive
Louis Pietrolugo	Director
Louis Pietroluongo	Director
Girish Rao	Executive
Farah Rehman	Executive
Ali Rifai	Executive
Dennis Roberts	Executive
Michael Rohwetter	Executive
Prithpal Ruprai	Executive
Art Sanders	Executive
Lauree Seko	Executive
Linda L. Swanson	Director, Executive
Oscar Tengtio	Executive
Juanita Thomas	Executive
Craig Toffolo	Executive
Matt Wolf	Executive
Angela Youchem	Director
Sherif Zakhary	Executive
Feng Zhao	Executive
Colleen Zitt	Director, Executive

Issuer details

Industry: Insurance (See others in industry)

Address:

1299 Zurich Way
Schaumburg, IL, 60196
Phone: 425-577-5100