2026-07-15T13:33:15-05:00 2025-08-31 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-09-01 135665571 INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INDE 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 EUGENE S COCKE CFO 7036834422 2026-07-15 1 1 DANIEL O'SHEA P00957510 3016529100 2026-07-14 2024 2025-03-06 01:10:19Z CHARLES SYMINGTON 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 13829722 0 X WWW.INDEPENDENTAGENT.COM X 1896 NY TO PROVIDE MEMBERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE. TO PROMOTE AND REPRESENT THE COMMON BUSINESS INTERESTS OF INDEPENDENT INSURANCE AGENTS AND BROKERS WITHIN THE INDUSTRY AND BEFORE GOVERNMENT AND THE PUBLIC. 53 52 95 100 0 0 0 0 9889654 9626012 603915 908928 1876697 2465140 12370266 13000080 153500 32000 0 0 6656524 6368058 0 0 0 5005845 5410874 11815869 11810932 554397 1189148 29254425 30511178 2620928 2314499 26633497 28196679 TO PROVIDE MEMBERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE. TO PROMOTE AND REPRESENT THE COMMON BUSINESS INTERESTS OF INDEPENDENT INSURANCE AGENTS AND BROKERS WITHIN THE INDUSTRY AND BEFORE GOVERNMENT AND THE PUBLIC. 0 0 EDUCATIONAL PROGRAMS ARE PROVIDED FOR INDUSTRY MEMBERS TO ADDRESS CURRENT BUSINESS TOPICS RELEVANT TO THE INDEPENDENT INSURANCE AGENT. THE INDEPENDENT INSURANCE AGENCY SYSTEM IS PROMOTED THROUGH ADVERTISING, WEBINARS, PUBLICATIONS AND OTHER METHODS. AGENTS COUNCIL FOR TECHNOLOGY "ACT" IS A PARTNERSHIP OF INDEPENDENT AGENTS, COMPANIES, TECHNOLOGY VENDORS, USER GROUPS, AND ASSOCIATIONS DEDICATED TO ENHANCING THE USE OF TECHNOLOGY AND IMPROVING WORK FLOWS WITHIN THE INDEPENDENT AGENCY SYSTEM. FUTURE ONE IS A PARTNERSHIP BETWEEN IIABA AND COMPANIES FOR THE DEVELOPMENT AND RESEARCH OF AGENCY COORDINATION AND PROMOTION. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 50 0 1 95 1 0 0 0 0 0 0 1 0 X 53 52 1 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X EUGENE S COCKE 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 TODD JACKSON CHAIR 5.00 1.00 X X 29283 0 0 ANGELA RIPLEY CHAIR ELECT 5.00 1.00 X X 8500 0 0 ANDY SIEGEL DIRECTOR 1.00 0.00 X 0 0 0 BRAD GREER DIRECTOR 1.00 1.00 X 0 0 0 BRAD JACKSON DIRECTOR 1.00 0.00 X 0 0 0 BRAD WILSON DIRECTOR 1.00 0.00 X 0 0 0 CHAD BJUGAN DIRECTOR 1.00 0.00 X 0 0 0 CHIP ATKINS DIRECTOR 1.00 0.00 X 0 0 0 CHRIS FLOYD DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER RUSH DIRECTOR 1.00 0.00 X 0 0 0 DAVID CUMMARD DIRECTOR 1.00 0.00 X 0 0 0 DIANA HORNUNG HANBY DIRECTOR 1.00 0.00 X 0 0 0 DOUG MAYHEW DIRECTOR 1.00 0.00 X 0 0 0 DREW HIGGINBOTHOM DIRECTOR 1.00 1.00 X 0 0 0 GEORGE DALY DIRECTOR 1.00 1.00 X 0 0 0 GLEN DAVIS DIRECTOR 1.00 0.00 X 0 0 0 HEATHER FORTNER DIRECTOR 1.00 0.00 X 0 0 0 JAMES TYRIN DIRECTOR 1.00 0.00 X 0 0 0 JANA FOSTER DIRECTOR 1.00 0.00 X 0 0 0 JARED BLACKWOOD DIRECTOR 1.00 0.00 X 0 0 0 JAY TAYLOR DIRECTOR 1.00 0.00 X 0 0 0 JEFF MORRIS DIRECTOR 1.00 0.00 X 0 0 0 JEFF SCHLITT DIRECTOR 1.00 1.00 X 0 0 0 JERRY FORD DIRECTOR 1.00 0.00 X 0 0 0 JESSE KONOLD DIRECTOR 1.00 0.00 X 0 0 0 JILL ROTH DIRECTOR 1.00 0.00 X 0 0 0 JIM MURPHREE DIRECTOR 1.00 0.00 X 0 0 0 JO ERIN STUTEVILLE DIRECTOR 1.00 0.00 X 0 0 0 JOHN MCINTURFF III DIRECTOR 1.00 0.00 X 0 0 0 JOHNNY BECKMANN DIRECTOR 1.00 0.00 X 0 0 0 KARL STEDMAN DIRECTOR 1.00 0.00 X 0 0 0 LEO PAQUIN DIRECTOR 1.00 0.00 X 0 0 0 LORI REED DIRECTOR 1.00 0.00 X 0 0 0 MARK MONROE DIRECTOR 1.00 0.00 X 0 0 0 MARY PURSELL DIRECTOR 1.00 0.00 X 0 0 0 MATT WOOD DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL BARRETT DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL MCCARRON DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE O'CONNOR DIRECTOR 1.00 0.00 X 0 0 0 NANCY NICKLOW DIRECTOR 1.00 2.00 X 0 0 0 NICK ARNOLDY DIRECTOR 1.00 2.00 X 0 0 0 PATRICK HOWARD DIRECTOR 1.00 0.00 X 0 0 0 ROBERT NITSCHE DIRECTOR 1.00 0.00 X 0 0 0 RON BRUNELL DIRECTOR 1.00 0.00 X 0 0 0 SCOTT GRAY DIRECTOR 1.00 0.00 X 0 0 0 SCOTT MCBRIDE DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN SMELLEY DIRECTOR 1.00 0.00 X 0 0 0 STEVE MADSEN DIRECTOR 1.00 0.00 X 0 0 0 TERRI DODRILL DIRECTOR 1.00 0.00 X 0 0 0 TODD ANDERSON DIRECTOR 1.00 0.00 X 0 0 0 TOM CHAMBERLIN DIRECTOR 1.00 0.00 X 0 0 0 WENDY TAPLEY DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM BISHOP DIRECTOR 1.00 0.00 X 0 0 0 CHARLES E SYMINGTON JR PRESIDENT & CEO 24.00 36.00 X 436947 655420 61155 EUGENE S COCKE CFO 30.00 20.00 X 227797 151864 52973 SCOTT D KNEELAND CHIEF COUNSEL 40.00 12.00 X 216482 64945 46369 GREG SANDROCK VICE CHAIR 5.00 1.00 X 0 0 0 MARK S WOLF PRESIDENT OF BIA 3.00 52.00 X 22531 428084 52973 NATHAN M RIEDEL VP, POLITICAL AFFAIRS 50.00 0.00 X 342359 0 33437 KEVIN R BRANDT EXECUTIVE DIRECTOR OF TC 22.00 33.00 X 108650 162975 38235 ARUMUGAN PILLAI VP, IT 39.00 1.00 X 104911 69940 52309 RAAED AWWAD HADDAD DIR. OF FEDERAL GOVT AFFAIRS 45.00 0.00 X 194660 0 29712 AIMEE R BRANHAM VICE PRESIDENT - BIG I ADVANTAGE 0.00 55.00 X 0 195802 21341 AMANDA B JURATOVIC PROFESSIONAL LIABILITY VP 0.00 55.00 X 0 187990 9787 MICHAEL MCBRIDE FORMER CHAIR 5.00 1.00 X 37055 0 0 1729175 1917020 398291 35 1 1 0 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING & NETWORK MANAGEMENT 868966 THE BELLEMORE GROUP LLC 106 BELLEMORE ROAD BALTIMORE MD 21210 EVENT CONSULTANT 252000 ELEVATE TEAMS 20423 FLORIDA 7 STE F6 337 BOCA RATON FL 33498 PROFESSIONAL SERVICES 239782 PROVENT MANAGEMENT LLC 3850 ANNE STREET DREXEL HILL PA 19026 LABOR AND STAGE SERVICES 198878 COHNREZNICK LLP 14 SYLVAN WAY 3RD FLOOR PARSIPPANY NJ 07054 AUDIT & TAX 137210 6 MEMBER DUES 900099 5319551 5319551 MANAGEMENT FEES 900099 2847222 2847222 SPONSORSHIP REVENUE 900099 1289343 1289343 PRODUCT SALES 900099 169896 169896 9626012 368386 368386 1787667 1787667 376632 0 376632 376632 376632 1370184 828792 850 541392 -850 540542 540542 REIMBURSEMENTS 900099 282554 282554 18287 18287 300841 13000080 9926853 0 3073227 32000 2969613 1832874 324962 919410 321199 81009 40184 850737 130598 234867 891880 920995 553037 1191367 277635 52722 MEMBER RELATIONS 113998 COMMUNITY RELATIONS 46917 ASSOCIATION ALLIANCES 10000 TRAINING 8476 6452 11810932 698994 1056122 279688 515428 315708 711153 9601931 6312260 3067179 3289671 11639646 11293295 10035065 9552576 838065 695182 2380080 3397751 29254425 30511178 895870 810273 413699 405720 1311359 1098506 2620928 2314499 X 26633497 28196679 26633497 28196679 29254425 30511178 1189148 114055 259979 0 X 0 1 X 1 0 0 0 1 5319551 1527093 414648 1941741 1010715 931026 1627600 1627600 5912161 5567001 345160 1499903 431074 1068829 562267 314185 248082 3289671 9552576 C 9552576 DUE FROM AFFILIATES 3397751 3397751 SECURITY DEPOSIT 33500 LEASE LIABILITY 1065006 1098506 X PART X, LINE 2: IIABA IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON THEIR EXEMPT PURPOSE ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. IIABA INCURRED FEDERAL EXCISE TAX EXPENSE OF APPROXIMATELY $58,000 AND $0 FOR THE YEARS ENDED AUGUST 31, 2025 AND 2024, RESPECTIVELY, WHICH IS INCLUDED WITHIN TAXES AND FEES IN THE CONSOLIDATED STATEMENTS OF FUNCTIONAL EXPENSES. 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. TAX YEARS PRIOR TO 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL AND THE APPLICABLE TAXING AUTHORITIES. 1 GRANTS TO INDIVIDUALS 62 32000 PART I, LINE 2: IIABA REQUIRES ALL RECIPIENTS TO SUBMIT COPIES OF EXPENSES INCURRED. ADDITIONALLY, THE ORGANIZATIONS LISTED IN PART II ARE RELATED TO IIABA, SO IIABA IS AWARE OF THE USE OF FUNDS. X X X X X 1 1 X X X 0 0 0 CHARLES E SYMINGTON JR PRESIDENT & CEO 376003 564004 60000 90000 944 1416 12791 19187 11671 17506 461409 692113 0 0 MARK S WOLF PRESIDENT OF BIA 15031 285584 7500 142500 0 0 1599 30379 1050 19945 25180 478408 0 0 EUGENE S COCKE CFO 226597 151064 1200 800 0 0 19187 12791 12597 8398 259581 173053 0 0 NATHAN M RIEDEL VP, POLITICAL AFFAIRS 297159 0 44000 0 1200 0 31978 0 1459 0 375796 0 0 0 SCOTT D KNEELAND CHIEF COUNSEL 207636 62291 8846 2654 0 0 21448 6434 14221 4266 252151 75645 0 0 KEVIN R BRANDT EXECUTIVE DIRECTOR OF TC 76402 114603 32248 48372 0 0 10675 16013 4619 6928 123944 185916 0 0 ARUMUGAN PILLAI VP, IT 104911 69940 0 0 0 0 10341 12791 17506 11671 132758 94402 0 0 RAAED AWWAD HADDAD DIR. OF FEDERAL GOVT AFFAIRS 194660 0 0 0 0 0 17767 0 11945 0 224372 0 0 0 AIMEE R BRANHAM VICE PRESIDENT - BIG I ADVANTAGE 0 156440 0 38162 0 1200 0 18588 0 2753 0 217143 0 0 AMANDA B JURATOVIC PROFESSIONAL LIABILITY VP 0 144882 0 41908 0 1200 0 9787 0 0 0 197777 0 0 MICHAEL MCBRIDE FORMER CHAIR 37055 0 0 0 0 0 0 0 0 0 37055 0 0 0 PART I, LINE 1A PER COMPANY POLICY, THE CHAIR AND CHAIR-ELECT FLY FIRST CLASS IF THE FLIGHT TIME IS AT LEAST FOUR HOURS. TRAVEL FOR COMPANIONS BENEFIT IS RECEIVED BY CEO AND THE IIABA EXECUTIVE COMMITTEE. GROSS-UP PAYMENTS ARE ALLOWED FOR THOSE RECEIVING TRAVEL FOR COMPANIONS BENEFITS. PART I, LINE 1B IIABA HAS AN EXPENSE REPORT POLICY WHICH SPECIFICALLY ADDRESSES SPOUSAL TRAVEL REIMBURSEMENT AND THE GROSS UP PAYMENT. FORM 990, PART VI, SECTION A, LINE 2 MIKE MCBRIDE AND SCOTT MCBRIDE HAVE A FAMILIAL RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP CATEGORIES OF IIABA INCLUDE: 1) INSURANCE AGENCIES AND BROKERAGE FIRMS DOING BUSINESS AS INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, OR OTHER FORMS OF BUSINESS ORGANIZATION ("AGENCY MEMBERS"); 2) STATE ASSOCIATIONS OF WHICH THEY ARE MEMBERS AND RECOGNIZED BY THE BOARD IN ACCORDANCE WITH BOARD RULES ("STATE ASSOCIATIONS"); 3) INSURANCE AGENCIES AND BROKERAGE FIRMS DOING BUSINESS AS INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, OR OTHER FORMS OF BUSINESS ORGANIZATION NOT ELIGIBLE FOR MEMBERSHIP IN IIABA THROUGH A STATE ASSOCIATION OR THE DISTRICT OF COLUMBIA ("INTERNATIONAL MEMBERS"), WITH SUCH RIGHTS, DUTIES, AND BENEFITS AS ARE DETERMINED BY THE BOARD; AND 4) SUCH OTHER MEMBERSHIP CATEGORIES AS ARE APPROVED BY THE BOARD ("OTHER MEMBERS"), WITH SUCH RIGHTS, DUTIES AND BENEFITS AS ARE DETERMINED BY THE BOARD. AMENDMENTS OR REPEALS OF THE BYLAWS MUST BE APPROVED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AND VOTING AT A MEMBERSHIP MEETING OF THE ASSOCIATION, OR IN ANY OTHER MANNER APPROVED BY THE EXECUTIVE COMMITTEE. ALL MEMBERS IN GOOD STANDING MAY VOTE ON ANY MATTER SUBJECT TO A VOTE AT ALL MEMBERSHIP MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP CATEGORIES OF IIABA INCLUDE: 1) INSURANCE AGENCIES AND BROKERAGE FIRMS DOING BUSINESS AS INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, OR OTHER FORMS OF BUSINESS ORGANIZATION ("AGENCY MEMBERS"); 2) STATE ASSOCIATIONS OF WHICH THEY ARE MEMBERS AND RECOGNIZED BY THE BOARD IN ACCORDANCE WITH BOARD RULES ("STATE ASSOCIATIONS"); 3) INSURANCE AGENCIES AND BROKERAGE FIRMS DOING BUSINESS AS INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, OR OTHER FORMS OF BUSINESS ORGANIZATION NOT ELIGIBLE FOR MEMBERSHIP IN IIABA THROUGH A STATE ASSOCIATION OR THE DISTRICT OF COLUMBIA ("INTERNATIONAL MEMBERS"), WITH SUCH RIGHTS, DUTIES, AND BENEFITS AS ARE DETERMINED BY THE BOARD; AND 4) SUCH OTHER MEMBERSHIP CATEGORIES AS ARE APPROVED BY THE BOARD ("OTHER MEMBERS"), WITH SUCH RIGHTS, DUTIES AND BENEFITS AS ARE DETERMINED BY THE BOARD. AMENDMENTS OR REPEALS OF THE BYLAWS MUST BE APPROVED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AND VOTING AT A MEMBERSHIP MEETING OF THE ASSOCIATION, OR IN ANY OTHER MANNER APPROVED BY THE EXECUTIVE COMMITTEE. ALL MEMBERS IN GOOD STANDING MAY VOTE ON ANY MATTER SUBJECT TO A VOTE AT ALL MEMBERSHIP MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED LINE BY LINE BY THE DIRECTOR OF FINANCE AND CHIEF FINANCIAL OFFICER OF IIABA. 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 AN INDEPENDENT CONSULTANT WAS HIRED TO REVIEW AND RECOMMEND APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 IIABA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERSHIP ON THE LEADERSHIP PAGE OF ITS WEBSITE. THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. TRUSTED CHOICE INC 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 542052195 BRAND DEVELOPMENT DE 501(C)(6) IIABA 1 IIAA EDUCATIONAL FOUNDATION 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 510152307 CHARITY NY 501(C)(3) LINE 12B, II IIABA 1 IIABA PAC (INSURPAC) 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 237427151 LOBBYING NY 527 IIABA 1 BIG I ADVANTAGE 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 200706318 INSURANCE AGENTS DE N/A C 22102479 7566174 1.00000 1 IIAA MEMBERSHIP SERVICES INC 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 133211869 PUBLISHING VA BIG I ADVANTAGE 1 IIAA AGENCY ADMINISTRATIVE SERVICES INC 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 541719430 INSURANCE AGENTS VA BIG I ADVANTAGE 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 IIAA AGENCY ADMINISTRATIVE SERVICES INC J 216054 ACTUAL IIAA MEMBERSHIP SERVICES INC O 126094 ACTUAL IIAA AGENCY ADMINISTRATIVE SERVICES INC O 2275096 ACTUAL TRUSTED CHOICE INC O 446032 ACTUAL