2024-07-15T20:31:24-05:00 2023-08-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2022-09-01 542052195 TRUSTED CHOICE INC TRUS 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 EUGENE S COCKE CFO 7036834422 2024-07-15 1 EUGENE COCKE 999009999 0 DANIEL O'SHEA P00957510 3016529100 2024-07-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLES E SYMINGTON JR 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 4763426 0 X WWW.TRUSTEDCHOICE.COM X 2001 DE TRUSTED CHOICE IS A UNIFYING BRAND CREATED TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT INSURANCE AGENT OR BROKER WHEN BUYING INSURANCE. 9 8 0 9 0 0 100000 100000 4758890 4654470 3661 8956 0 0 4862551 4763426 814173 638717 0 0 1068959 1100092 0 0 0 3191251 2749952 5074383 4488761 -211832 274665 3003484 2851197 1752386 1325434 1251098 1525763 TRUSTED CHOICE IS A UNIFYING BRAND CREATED TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT INSURANCE AGENT OR BROKER WHEN BUYING INSURANCE. 0 0 TRUSTED CHOICE IS THE NATIONAL MARKETING BRAND CREATED EXCLUSIVELY FOR BIG "I" MEMBERS TO HELP CONSUMERS UNDERSTAND THE VALUE THAT AN INDEPENDENT AGENT OFFERS. THIS IS NOT A MARKET ACCESS PROGRAM, BUT A BRAND THAT IS DESIGNED TO HIGHLIGHT THE STRENGTHS OF INDEPENDENT INSURANCE AGENTS: CHOICE, CUSTOMIZATION, AND ADVOCACY. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X EUGENE S COCKE 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 BRAD GREER DIRECTOR 1.00 1.00 X 0 0 0 GEORGE DALY DIRECTOR 1.00 1.00 X 0 0 0 JARED BURKHART DIRECTOR 1.00 X 0 0 0 JEFF SCHLITT DIRECTOR 1.00 1.00 X 0 0 0 JOHN BARBOUR DIRECTOR 1.00 X 0 0 0 JON JENSEN CHAIR 1.00 X X 0 0 0 MATT SIMON DIRECTOR 1.00 X 0 0 0 ROBERT A RUSBULDT PRESIDENT 9.00 61.00 X X 115504 1591815 48815 SCOTT STANFORD DIRECTOR 1.00 X 0 0 0 EUGENE S COCKE CFO 4.00 45.50 X 32522 374003 56378 KEVIN BRANDT VICE PRESIDENT 33.00 22.00 X 117561 78374 18613 SCOTT D KNEELAND CHIEF COUNSEL 7.00 48.00 X 32146 252960 44795 297733 2297152 168601 2 0 1 0 CONSUMER AGENT PORTAL LLC 6066 SHINGLE CREEK PKWY PMB 1182 BROOKLYN CENTER MN 55430 ADVERTISING/MARKETING 1163000 1 100000 100000 MEMBERSHIP DUES 900099 4654470 4654470 4654470 8956 8956 4763426 4654470 0 8956 638717 350345 484064 52403 150934 62346 547925 6919 5942 7077 1692182 11622 134927 63118 46174 48572 11370 REPAIRS AND MAINTENANCE 82422 PROFESSIONAL DEVELOPMEN 30976 RESEARCH & DEVOLEPMENT 24860 VIDEO PRODUCTION 21880 13986 4488761 2729216 2557572 155475 18128 56930 153619 195963 182671 61863 13292 0 108586 3003484 2851197 404225 371526 1048083 953908 300078 0 1752386 1325434 X 1251098 1525763 1251098 1525763 3003484 2851197 274665 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 195963 182671 13292 13292 X PART X, LINE 2: TRUSTED CHOICE IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON THEIR EXEMPT PURPOSE ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. 1 INDEPENDENT INSURANCE AGENTS OF SOUTH DAKOTA 305 ISLAND C/O DRKAYLA LONGBRAKE FT PIERRE SD 57532 466013413 501(C)(6) 30419 0 ADVERTISING & RECRUITING INDEPENDENT INSURANCE AGENTS OF NC INC 101 WESTON OAKS COURT C/O NATALIE A SIMPSON CARY NC 27513 560340370 501(C)(6) 60000 0 ADVERTISING & RECRUITING INDEPENDENT INSURANCE AGENTS OF OKLAHOMA PO BOX 13490 C/O MALINDA DAY OKLAHOMA CITY OK 73113 731392293 501(C)(6) 12000 0 ADVERTISING & RECRUITING MAKE-A-WISH FOUNDATION 1702 E HIGHLAND AVE SUITE 400 PHOENIX AZ 85016 860481941 501(C)(3) 105000 0 GENERAL SUPPORT NH ASSOCIATION OF INSURANCE AGENTS INC 6 GARVINS FALLS RD CONCORD NH 03301 020207161 501(C)(6) 53520 0 ADVERTISING & RECRUITING INDEPENDENT INSURANCE AGENTS OF WNY 4003 N FREEMAN RD ORCHARD PARK PA 14127 160754800 501(C)(6) 5866 0 GENERAL SUPPORT INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND 2400 POST ROAD WARWICK RI 02886 056010265 501(C)(6) 60000 0 GENERAL SUPPORT INDEPENDENT INSURANCE AGENTS OF KENTUCKY PO BOX 950100 LOUISVILLE KY 40295 610244696 501(C)(6) 22600 0 GENERAL SUPPORT MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC 91 CEDAR STREET MILFORD MA 01757 043172159 501(C)(6) 60000 0 ADVERTISING & RECRUITING INDEPENDENT INSURANCE AGENTS OF MINNESOTA 15490 101ST AVE MAPLE GROVE MN 55369 411757272 501(C)(6) 34333 0 GENERAL SUPPORT INDEPENDENT INSURANCE AGENTS OF NV PO BOX 530425 HENDERSON NV 89053 880072961 501(C)(6) 6307 0 GENERAL SUPPORT INDEPENDENT INSURANCE AGENTS & BROKERS OF NJ INC 2211 WHITEHORSE-MERCERVILLE RD TRENTON NJ 08619 221151205 501(C)(6) 57467 0 GENERAL SUPPORT INDEPENDENT INSURANCE AGENTS OF NEBRASKA 8231 NORTHWOODS DRIVE STE B LINCOLN NE 68505 470248193 501(C)(6) 34667 0 GENERAL SUPPORT MAINE INSURANCE AGENTS ASSOCIATION 17 CARRIAGE LN HALLOWELL ME 04347 010219810 501(C)(6) 45000 0 GENERAL SUPPORT VERMONT INSURANCE AGENTS ASSOCIATION 600 BLAIR PARK ROAD STE 100 WILLISTON VT 05495 030213935 501(C)(6) 44167 0 GENERAL SUPPORT 1 14 PART I, LINE 2: FOR STATE ASSOCIATIONS, ONCE A GRANT HAS BEEN APPROVED, THE GRANTEE MUST SUBMIT DOCUMENTATION TO TRUSTED CHOICE AS TO THE USE OF THE FUNDS FOR THE INTENDED PURPOSE. FOR MAKE-A-WISH FOUNDATION, GRANTS ARE FOR GENERAL SUPPORT AND NO MONITORING IS NECESSARY OTHER THAN RECEIVING THE ACKNOWLEDGMENT OF THE DONATION FROM THE CHARITY. X X X X 0 0 0 ROBERT A RUSBULDT PRESIDENT 77800 1072200 37209 512791 495 6824 2003 27607 1299 17906 118806 1637328 0 0 EUGENE S COCKE CFO 27402 315123 5120 58880 0 0 2369 27241 2141 24627 37032 425871 0 0 SCOTT D KNEELAND CHIEF COUNSEL 27749 218357 4397 34603 0 0 3140 24711 1910 15034 37196 292705 0 0 KEVIN BRANDT VICE PRESIDENT 106321 70881 11240 7493 0 0 11168 7445 0 0 128729 85819 0 0 FORM 990, PART VI, SECTION A, LINE 6 TRUSTED CHOICE IS 100% OWNED BY INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA. FORM 990, PART VI, SECTION A, LINE 7A INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA HAS THE POWER TO ELECT, APPOINT, AND/OR REMOVE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED LINE BY LINE BY THE DIRECTOR OF FINANCE AND CHIEF FINANCIAL OFFICER OF THE PARENT CORPORATION, INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS COMPLETED AND SIGNED ANNUALLY BY ALL OFFICERS AND EMPLOYEES. COPIES ARE KEPT ON FILE WITH THE LEGAL DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15A THE EMPLOYMENT CONTRACT FOR THE CEO WAS RENEWED AFTER AN INDEPENDENT REVIEW BY AN OUTSIDE FIRM, AS WELL AS THE EXECUTIVE COMMITTEE OF IIABA. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE TRUSTED CHOICE FORM 990 ARE MADE AVAILABLE UPON REQUEST. COPIES OF TRUSTED CHOICE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS ON THE WEBSITE. 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