2023-11-09T09:11:03-06:00 2022-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2022-01-01 131952497 COUNCIL OF INSURANCE AGENTS AND BROKERS COUN 2027834400 701 PENNSYLVANIA AVENUE NW 750 WASHINGTON DC 200042608 KEN A CRERAR CEO 2027834400 2023-11-03 1 KEN CRERAR XXX-XX-XXXX 0 MEREDITH BELL P01696827 2022932200 2023-11-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEN A CRERAR 701 PENNSYLVANIA AVENUE NW 750 WASHINGTON DC 200042608 23777857 0 X WWW.CIAB.COM X 1913 DC THE COUNCIL PROMOTES THE INTERESTS OF ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES AND BROKERAGE FIRMS. 39 39 69 39 0 0 1071158 0 17112594 20985375 1082188 523847 2155750 2161044 21421690 23670266 81000 100000 0 0 8220253 8594042 0 0 0 7319130 10836456 15620383 19530498 5801307 4139768 31053898 48445728 11717589 28137983 19336309 20307745 X THE COUNCIL WAS ESTABLISHED TO PROMOTE THE INTERESTS OF ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES AND BROKERAGE FIRMS. 0 0 THE COUNCIL IS THE PREMIER ASSOCIATION FOR THE TOP REGIONAL, NATIONAL AND INTERNATIONAL COMMERCIAL INSURANCE AND EMPLOYEE BENEFITS INTERMEDIARIES WORLDWIDE. THE COUNCIL FOSTERS RELATIONSHIPS INDUSTRY-WIDE BY ENGAGING LAWMAKERS, REGULATORS, AND STAKEHOLDERS AROUND THE WORLD TO PROMOTE THE INTERESTS OF ITS MEMBERS AND THE VALUABLE ROLE THEY PLAY IN THE MITIGATION OF RISK FOR THEIR CLIENTS BY PROVIDING UNIQUE FORUMS FOR NETWORKING OPPORTUNITIES AND LEADERSHIP DEVELOPMENT, OFFERING BUSINESS INTELLIGENCE AND SERVICES.OUR FOUR LARGEST PROGRAMS/MEETINGS ARE THE INSURANCE LEADERSHIP FORUM, THE EMPLOYEE BENEFITS LEADERSHIP FORUM, THE COUNCIL ACADEMY AND THE LEGISLATIVE AND WORKING GROUP SUMMIT. THESE ANNUAL PROGRAMS FOSTER THE CONTINUATION OF THE COUNCIL AND ITS MEMBERS STRONG RELATIONSHIPS WITH EACH OTHER, INSURANCE CARRIERS, AND MEMBERS OF CONGRESS; AND LAYS A SOLID FOUNDATION FOR FUTURE RELATIONSHIPS. THE COUNCIL EXTENDS ITS REACH TO BOTH SIDES OF THE AISLE WHILE EDUCATING RULE MAKERS ON THE CRITICAL ROLE OF THE BROKER AND AGENCY FOR BOTH PROPERTY/CASUALTY AND HEALTH CARE INSURANCE PROGRAMS. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 106 0 1 69 1 0 0 0 0 0 0 1 0 X 39 39 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 DC CO X KEN A CRERAR 2027834400 701 PENNSYLVANIA AVENUE NW 750 WASHINGTON DC 200042608 NANCY M MELLARD CHAIR 0.30 0.10 X X 0 0 0 ROBERT J KLONK VICE CHAIR 0.30 0.00 X X 0 0 0 KEITH SCHULER TREASURER 0.30 0.00 X X 0 0 0 ANDREW BARRENGOS SECRETARY 0.30 0.00 X X 0 0 0 KATE ARMFIELD DIRECTOR 0.30 0.00 X 0 0 0 BRENDA BALLARD AUSTENFELD DIRECTOR 0.30 0.00 X 0 0 0 JIM BAILEY DIRECTOR 0.30 0.00 X 0 0 0 CHRIS BOONE DIRECTOR 0.30 0.00 X 0 0 0 POWELL BROWN DIRECTOR 0.30 0.00 X 0 0 0 BOB CAWLEY DIRECTOR 0.30 0.00 X 0 0 0 TARUN CHOPRA DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL CHRISTIAN DIRECTOR 0.30 0.00 X 0 0 0 KURT DE GROSZ DIRECTOR 0.30 0.00 X 0 0 0 KEN EWELL DIRECTOR 0.30 0.10 X 0 0 0 WALTER FAWCETT DIRECTOR 0.30 0.00 X 0 0 0 LORI GOLTERMANN DIRECTOR 0.30 0.00 X 0 0 0 DOUG HAMMOND DIRECTOR 0.30 0.00 X 0 0 0 BOB HARRISON DIRECTOR 0.30 0.10 X 0 0 0 JIM HENDERSON DIRECTOR 0.30 0.00 X 0 0 0 JOHN HOWARD DIRECTOR 0.30 0.00 X 0 0 0 JOCHEN KOEMER DIRECTOR 0.30 0.00 X 0 0 0 JOE LAROCCO JR DIRECTOR 0.30 0.00 X 0 0 0 ERIC LEAVITT DIRECTOR 0.30 0.00 X 0 0 0 KYLE LINGSCHEIT DIRECTOR 0.30 0.00 X 0 0 0 HIRAM MARRERO DIRECTOR 0.30 0.00 X 0 0 0 KERRY MORRIS DIRECTOR 0.30 0.00 X 0 0 0 ED PAGE DIRECTOR 0.30 0.00 X 0 0 0 JOHN PLUMMER DIRECTOR 0.30 0.00 X 0 0 0 TIM PRICHARD DIRECTOR 0.30 0.00 X 0 0 0 WILLIAM PRIDGEON DIRECTOR 0.30 0.00 X 0 0 0 SCOTT PURVIANCE DIRECTOR 0.30 0.00 X 0 0 0 RUSTY REID DIRECTOR 0.30 0.00 X 0 0 0 SUEANN SCHULTZ DIRECTOR 0.30 0.00 X 0 0 0 CLINT SCOTT DIRECTOR 0.30 0.00 X 0 0 0 MARY BETH SULLIVAN DIRECTOR 0.30 0.00 X 0 0 0 JOHN TALLARIDA DIRECTOR 0.30 0.10 X 0 0 0 BUMPY TRICHE DIRECTOR 0.30 0.00 X 0 0 0 JACQUES VERLINGUE DIRECTOR 0.30 0.00 X 0 0 0 MIKE VICTORSON DIRECTOR 0.30 0.00 X 0 0 0 KEN A CRERAR PRESIDENT/CEO 35.63 1.88 X 1158984 60999 545383 BENITA HARRISON-WICKLINE CHIEF FINANCIAL OFFICER 35.63 1.88 X 405114 21322 80592 JOEL WOOD SVP, GOVERNMENT AFFAIRS 37.50 0.00 X 797866 0 89959 CATHERINE RICHARDSON SENIOR VICE PRESIDENT 37.50 0.00 X 522172 0 80606 ELIZABETH MCDAID SVP, LEADERSHIP & MGMT RESOURCES 26.25 11.25 X 273426 117182 58041 SUSAN RUSHFORD SVP, MARKETING & COMMUNICATIONS 35.63 1.88 X 345207 18169 79428 JOEL KOPPERUD SVP, GOVERNMENT AFFAIRS 37.50 0.00 X 378201 0 52365 PAULA J STALEY SVP, MEETINGS 37.50 0.00 X 203901 0 53615 BLAIRE BARTLETT VP, GOVERNMENT & POLITICAL AFFAIRS 37.50 0.00 X 198191 0 34135 MAUREEN LILIENTHAL VP, LEADERSHIP & MNGMNT RESOURCES 37.50 1.88 X 174137 9165 22814 KEN HALTENHOF VP, MEMBERSHIP 37.50 0.00 X 179588 0 46294 4636787 226837 1143232 26 0 1 0 STEPTOE AND JOHNSON LLP 1330 CONNECTICUT AVE NW WASHINGTON DC 20036 LEGAL COUNSEL 1594115 THE BROADMOOR HOTEL 1 LAKE AVE COLORADO SPRINGS CO 80906 EVENT FACILITY 796154 MMA EVENTS LLC 1851 SOUTH CLUB DRIVE HYATTSVILLE MD 20785 EVENTS COORDINATION & MANAGEMENT 741837 THE HARRY WALKER AGENCY INC 355 LEXINGTON AVE 21ST FLOOR NEW YORK NY 10017 EVENT SPEAKER 614992 JONES & BROWN PRODUCTIONS 10319 WESTLAKE DRIVE BETHESDA MD 20817 EVENT SPEAKER 563100 13 MEMBERSHIP DUES 900099 8576480 8576480 PARTNERS IN EXCELLENCE 900099 7580000 7580000 CONFERENCES & MEETINGS 900099 4190825 4190825 EDUCATIONAL PROGRAMS 900099 638070 638070 20985375 523886 523886 2140000 2140000 107552 107591 -39 -39 -39 MISCELLANEOUS REVENUE 900099 21044 21044 21044 23670266 20985375 0 2684891 100000 4697633 2913263 409393 201505 372248 1581098 98644 106508 197250 375071 474948 1350612 311406 4910017 292660 372926 MARKETING & COMMUNICATI 443666 INTERNATIONAL MEMBERSHI 115505 COUNCILPAC 70803 GOVERNMENT AFFAIRS 65217 70125 19530498 951395 1487024 479465 2471349 393261 82650 212606 157383 412607 180983 357849 706228 4160632 2575064 1787707 1585568 15380727 12945856 1835419 1527414 9242862 27301273 31053898 48445728 1449234 2187862 2454630 2791304 7813725 23158817 11717589 28137983 X 19336309 20307745 19336309 20307745 31053898 48445728 4139768 -3168332 0 X 0 1 X 1 0 0 COUNCILPAC 701 PENNSYLVANIA AVE NW SUITE 750 WASHINGTON DC 20004 043691837 0 0 0 0 1 8576480 1039931 -1097053 -57122 1029178 -1086300 PART I-A, LINE 1: COUNCIL OF INSURANCE AGENTS AND BROKERS PAC (COUNCILPAC): COUNCILPAC IS A FEDERAL POLITICAL ACTION COMMITTEE WHOSE PURPOSE IS TO SUPPORT CANDIDATES IN FEDERAL ELECTIONS. 2558367 1301608 1256759 1424197 1166163 258034 178068 107293 70775 1585568 DUE FROM PRODUCTIVITY PLUS, INC. (PPI) 7108460 DEFERRED COMPENSATION 4000471 RIGH-OF-USE ASSET 16192342 27301273 DEFERRED COMPENSATION 4000471 DUE TO COUNCIL FOUNDATION 57036 LEASE LIABILITY 19101310 23158817 20395426 -3168332 -3168332 23563758 106508 106508 23670266 19423990 0 19423990 106508 106508 19530498 1 FOUNDATION TO ERADICATE DUCHENNE INC PO BOX 2371 ALEXANDRIA VA 22301 710874241 501(C)(3) 50000 0 CHARITABLE DONATION SHE SHOULD RUN 80 M ST SE 1ST FLOOR WASHINGTON DC 20003 204210843 501(C)(3) 25000 0 CORPORATE CONTRIBUTIONS BROADFUTURES 2000 PENNSYLVANIA AVE NW 7000 WASHINGTON DC 20006 463344842 501(C)(3) 10000 0 SPONSORSHIP 3 0 PART I, LINE 2: THE ORGANIZATION ONLY MAKES GENERAL SUPPORT GRANTS TO SECTION 501(C)(3) ORGANIZATIONS. X X 1 1 X X X X 0 1 0 KEN A CRERAR PRESIDENT/CEO 1091554 57450 0 0 67430 3549 513475 27025 10108 532 1682567 88556 0 0 JOEL WOOD SVP, GOVERNMENT AFFAIRS 683365 0 97600 0 16901 0 60000 0 41926 0 899792 0 0 0 CATHERINE RICHARDSON SENIOR VICE PRESIDENT 438742 0 83364 0 66 0 61707 0 30431 0 614310 0 0 0 BENITA HARRISON-WICKLINE CHIEF FINANCIAL OFFICER 341828 17991 47880 2520 15406 811 59917 3154 22505 1184 487536 25660 0 0 ELIZABETH MCDAID SVP, LEADERSHIP & MGMT RESOURCES 238080 102034 34720 14880 626 268 28350 12150 13690 5867 315466 135199 0 0 SUSAN RUSHFORD SVP, MARKETING & COMMUNICATIONS 302016 15896 42750 2250 441 23 57000 3000 23912 1259 426119 22428 0 0 JOEL KOPPERUD SVP, GOVERNMENT AFFAIRS 311985 0 40750 0 25466 0 41500 0 12881 0 432582 0 0 0 PAULA J STALEY SVP, MEETINGS 176739 0 27000 0 162 0 25691 0 36955 0 266547 0 0 0 BLAIRE BARTLETT VP, GOVERNMENT & POLITICAL AFFAIRS 174377 0 23750 0 64 0 24991 0 16006 0 239188 0 0 0 KEN HALTENHOF VP, MEMBERSHIP 137656 0 41850 0 82 0 20310 0 31385 0 231283 0 0 0 MAUREEN LILIENTHAL VP, LEADERSHIP & MNGMNT RESOURCES 152000 8000 21850 1150 287 15 21673 1141 1245 66 197055 10372 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES FOR BUSINESS TRAVEL (IF APPLICABLE) FOR THE PRESIDENT/CEO'S SPOUSE, PER THE TERMS OF THE EMPLOYMENT AGREEMENT. PART I, LINE 4B KEN CRERAR PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND THE EMPLOYER CONTRIBUTION DURING THE CALENDAR YEAR 2022 WAS $475,000. BENITA CE HARRISON CHIEF FINANCIAL OFFICER GENERAL X 150000 31180 0 1 1 KEN A CRERAR PRESIDENT OF THE COUNCIL GENERAL X 250000 126203 0 1 1 157383 FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION HAS ONE CLASS OF MEMBERS WITH VOTING RIGHTS. EACH ACTIVE MEMBER FIRM SHALL APPOINT AND CERTIFY TO THE SECRETARY OF THE ORGANIZATION A PERSON TO BE ITS REPRESENTATIVE IN THE ORGANIZATION AND WHO SHALL REPRESENT, VOTE, AND ACT FOR THE MEMBER FIRM IN ALL AFFAIRS OF THE ORGANIZATION. THE OFFICERS AND BOARD OF DIRECTORS SHALL BE ELECTED ANNUALLY BY THE MEMBERSHIP OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER AND PRESENTED TO THE OPERATIONAL OVERSIGHT COMMITTEE BEFORE FILING. THE OPERATIONAL OVERSIGHT COMMITTEE IS COMPRISED OF BOARD OF DIRECTORS MEMBERS AND REPORTS TO THE FULL BOARD REGARDING FORM 990 MATTERS. FORM 990, PART VI, SECTION B, LINE 12C THE COUNCIL REQUIRES DIRECTORS AND EMPLOYEES TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST AND THESE COMPLETED DOCUMENTS ARE REVIEWED AND RETAINED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION BASED ON CURRENT ENVIRONMENT, COMPETITIVE MARKET, AND THE REPORTS OF COMPENSATION SURVEYS, STUDIES AND OTHER MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 THE COUNCIL MAKES ITS ANNUAL REPORTS, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AND ITS MEMBERS, UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE COUNCIL FOUNDATION 701 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521811691 PROMOTE LEADERSHIP IN INSURANCE AGENT/BROKER PROFESSION DC 501(C)(3) LINE 12A, I N/A 1 COUNCIL OF INSURANCE AGENTS & BROKERS PAC 701 PENNSYLVANIA AVE NW WASHINGTON DC 20004 043691837 SUPPORT HOUSE/SENATE CANDIDATES WHO SUPPORT CONCERNS OF AGENTS/BROKERS DC 527 N/A 1 PRODUCTIVITY PLUS INC 701 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521811694 INSURANCE PREMIUM FINANCING, LEADERS EDGE MAGAZINE AND OTHER ACTIVITIES DC THE COUNCIL OF INSURANCE AGENTS & BROKERS C 2950813 4206668 1.00000 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE COUNCIL FOUNDATION O 323097 COST THE COUNCIL FOUNDATION E 57036 FMV