Full text of MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC's X-17A-5 filed 2026-04-07 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | | UNITED STATES | | 0MB APPROVAL | | | | |------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------|-----------------------------------------------------------------------------|--|--|--| | | SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549 | | 0MB Number: 3235-0123<br>Expires: Nov. 30, 2026<br>Estimated average burden | | | | | | | | | | | | | | ANNUAL REPORTS | | hours per response:<br>12 | | | | | | | | SEC FILE NUMBER | | | | | | FORM X-17 A-5 | | 8-70078 | | | | | | PARTIU. | | | | | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-S, 17a-12, a·nd 18a-7. under (he Securitif!l_S Exchange A~t of 1934 .- | | | | | | | AND EN~ING 12/3't/2024<br>FILING FOR THE PERIOD BEGINNING O 1 /Q 1 /2024 | | | | | | | | | MM/DD/VY | | MM/DD/YY | | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | | | | | | | | | NAME oF FIRM: Milliman Investment Management Services LLC | | | | | | | | | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>0 Broker-dealer | □ Security-based swap dealer | | □ Major security-based swap participant | | | | | D Check here if respondent is also an OTC derivatives dealer | | | | | | | | | | | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | 71 S Wacker Drive, 31st Floor | | | | | | | | | (No. and Street) | | | | | | | Chicago | IL | | 60606 | | | | | (City) | (State) | | (Zip Code) | | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Robert Campbell | 973-727-7379 | Robert.Carnpbell@acaglobal.com | | | | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | | | | | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | Moss Adams | | | | | | | | | (Name- if individual, state last, first, and middle name) | | | | | | | 999 Third Avenue | Seattle | WA | 98104 | | | | | (Address) | (City) | (State) | (Zip Code) | | | | | 10/16/2003 | | | 659 | | | | | (Date of Registration with PCAOB)(if applicable) | | (PCAOB Registration Number, if applicable) | | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | | | | | * Claims for exemption from the requirem…Read the full text as markdown