Form D · Insurance

ZALICO VARIABLE SERIES II SEPARATE ACCOUNT

Schaumburg, IL · CIK 0001167611

Offering snapshot reported May 21, 2025 · SEC filing

Reported sold
$11.6M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Sep 6, 1997
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.1M$54.1MMar 22, 2010: $47,756,985.00Mar 22, 2010Feb 16, 2011: $48,235,129.00May 23, 2012: $48,892,951.00Apr 19, 2013: $49,575,799.00May 20, 2014: $50,379,802.00May 20, 2014: $10,239,832.00Aug 18, 2016: $52,611,641.00Dec 21, 2016: $10,461,528.00Nov 2, 2017: $53,826,437.00Nov 2, 2017: $10,503,579.00Oct 2, 2018: $54,127,438.00Oct 2, 2018: $10,569,772.00Sep 17, 2019: $54,127,438.00Sep 17, 2019: $10,698,343.00Oct 14, 2020: $54,127,438.00Oct 21, 2020: $10,851,575.00Nov 8, 2021: $54,127,438.00Nov 9, 2021: $10,984,345.00Sep 8, 2022: $54,127,438.00Sep 13, 2022: $11,115,779.00Aug 23, 2023: $54,127,437.00Aug 23, 2023: $11,243,157.00Mar 29, 2024: $11,349,493.00Mar 29, 2024: $54,127,437.00May 21, 2025: $54,127,437.00May 21, 2025: $11,550,711.00May 21, 2025

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$11,243,157 → $11,550,711
  • Reported investors1 → 12

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 21, 2025Amendment$11,550,711$307,554vs Aug 23, 202312SEC filing
May 21, 2025Amendment$54,127,437$42,777,944vs Mar 29, 202420SEC filing
Mar 29, 2024Amendment$11,349,493$106,336vs Aug 23, 20231SEC filing
Mar 29, 2024Amendment$54,127,437$0vs Aug 23, 20236SEC filing
Aug 23, 2023Amendment$54,127,437-$1vs Sep 8, 20226SEC filing
Aug 23, 2023Amendment$11,243,157$127,378vs Sep 13, 20221SEC filing
Sep 13, 2022Amendment$11,115,779$131,434vs Nov 9, 20211SEC filing
Sep 8, 2022Amendment$54,127,438$0vs Nov 8, 20216SEC filing
Nov 9, 2021Amendment$10,984,345$132,770vs Oct 21, 20201SEC filing
Nov 8, 2021Amendment$54,127,438$0vs Oct 14, 20206SEC filing
Oct 21, 2020Amendment$10,851,575$153,232vs Sep 17, 20191SEC filing
Oct 14, 2020Amendment$54,127,438$0vs Sep 17, 20196SEC filing
Sep 17, 2019Amendment$54,127,438$0vs Oct 2, 20186SEC filing
Sep 17, 2019Amendment$10,698,343$128,571vs Oct 2, 20181SEC filing
Oct 2, 2018Amendment$10,569,772$66,193vs Nov 2, 20171SEC filing
Oct 2, 2018Amendment$54,127,438$301,001vs Nov 2, 20177SEC filing
Nov 2, 2017Amendment$10,503,579$263,747vs May 20, 20141SEC filing
Nov 2, 2017Amendment$53,826,437$1,214,796vs Aug 18, 20168SEC filing
Dec 21, 2016Amendment$10,461,528$221,696vs May 20, 20141SEC filing
Aug 18, 2016Amendment$52,611,641$2,231,839vs May 20, 20149SEC filing
May 20, 2014Amendment$50,379,802$804,003vs Apr 19, 201310SEC filing
May 20, 2014Amendment$10,239,832-$39,335,967vs Apr 19, 20131SEC filing
Apr 19, 2013Amendment$10,194,955$10,600vs May 23, 20121SEC filing
Apr 19, 2013Amendment$49,575,799$682,848vs May 23, 201210SEC filing
May 23, 2012Amendment$48,892,951$657,822vs Feb 16, 201111SEC filing
May 23, 2012Amendment$10,184,355$0vs Feb 16, 20113SEC filing
Feb 16, 2011Amendment$10,184,355$0vs Mar 23, 20105SEC filing
Feb 16, 2011Amendment$48,235,129$478,144vs Mar 22, 201011SEC filing
Mar 23, 2010Initial$10,184,355No comparison10SEC filing
Mar 22, 2010Initial$47,756,985No comparison19SEC filing

Offering details

Securities
Other
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$350K (estimated)
Finders' fees
$0
Form D file number
021-139840
Interests in ZALICO Variable Series II Separate Account pursuant to Series QP-S individual variable life insurance policies

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Wells Fargo Insurance Services Investment Advisors35419

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.

People and organizations reported in Form D filings
NameReported role
Paige Adams Director, 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 Director
Robert Burne Director
Nicolas Burnet Director
Patrick Carty Executive
Rosario Cecco Executive
Eric Chandler Executive
M. Douglas Close Executive
Dawn Cummings Fritz Director, Executive
David Dampman Executive
Dave Dampman Executive
Bob Daniel Executive
Diane C. Davis Executive
Mary Dening Executive
Mary Lyn Deniro 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
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
Richard W. Mathes Executive
Elizabeth Mc Inerney Executive
Eoin Mc Namara Executive
John Miskel Executive
Christian Monaco Executive
Jon Nagel Executive
Paul Noftke Director
Adam Page Executive
Stacy Patacsil 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
Andrea Selvajara 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, Executive

Issuer details

Industry: Insurance (See others in industry)

Address:
1299 Zurich Way
Schaumburg, IL, 60196