Totals
- Total revenue
- $59,741,002
- Total expenses
- $49,246,922
- Contributions and grants received
- $10,000
- Grants paid
- $0
- Program service revenue
- $55,569,873
- Investment income
- $3,066,913
- Other revenue
- $1,094,216
- Total assets, end of year
- $84,078,851
- Total liabilities, end of year
- $24,386,486
- Net assets or fund balances, end of year
- $59,692,365
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $0
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$10,000
-
2a · Program service revenue: MEMBERSHIP DUES
total $35,124,714 · related or exempt $35,124,714
-
2b · Program service revenue: ENROLLMENT FEES
total $11,161,803 · related or exempt $11,161,803
-
2c · Program service revenue: CONFERENCE REVENUE
total $8,730,744 · related or exempt $8,730,744
-
2d · Program service revenue: Other Program Service Revenue
total $552,612 · related or exempt $552,612
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,399,151 · excluded $1,399,151
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $29,348,011
-
7b · Less cost or other basis and sales expenses
securities $27,680,249
-
7c · Gain or loss
securities $1,667,762 · other assets $0
-
7d · Net gain or loss
total $1,667,762 · excluded $1,667,762
-
11a · Other revenue: Insurance Proceeds
total $1,094,216 · related or exempt $1,094,216
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$1,094,216
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $5,390,734
-
7 · Other salaries and wages
total $24,936,510
-
9 · Other employee benefits
total $2,899,706
-
10 · Payroll taxes
total $2,208,147
-
11b · Fees: legal
total $176,803
-
11c · Fees: accounting
total $237,790
-
11g · Fees: other
total $2,031,774
-
12 · Advertising and promotion
total $47,195
-
13 · Office expenses
total $3,777,436
-
16 · Occupancy
total $679,810
-
17 · Travel
total $764,445
-
19 · Conferences, conventions and meetings
total $4,281,034
-
22 · Depreciation, depletion and amortization
total $907,999
-
23 · Insurance
total $334,168
-
24a · Other expenses: Data Collection
total $573,371
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,216,060 · end of year $7,864,585
-
2 · Savings and temporary cash investments
beginning of year $1,582,938 · end of year $9,666,243
-
4 · Accounts receivable
beginning of year $3,143,819 · end of year $4,123,658
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,759,318 · end of year $2,091,198
-
10a · Land, buildings and equipment: cost or other basis
$29,989,379
-
10b · Land, buildings and equipment: accumulated depreciation
$26,377,697
-
10c · Land, buildings and equipment, net
beginning of year $4,217,502 · end of year $3,611,682
-
11 · Investments: publicly traded securities
beginning of year $40,082,744 · end of year $31,020,852
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $20,667,302 · end of year $25,700,633
-
17 · Accounts payable and accrued expenses
beginning of year $7,004,916 · end of year $6,557,015
-
19 · Deferred revenue
beginning of year $10,705,959 · end of year $12,041,352
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $11,577,144 · end of year $5,788,119
-
27 · Net assets without donor restrictions
beginning of year $49,381,664 · end of year $59,692,365
Mission and programs · 2024
Mission
TO PROVIDE BENEFITS TO THE INSURANCE INDUSTRY AS A WHOLE THROUGH RESEARCH AND EDUCATION.
-
LL GLOBAL, INC IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY AS A PROFESSIONAL AND TRADE ASSOCIATION THROUGH WHICH LIFE INSURANCE, HEALTH INSURANCE, AND OTHER COMPANIES AND PERSONS INVOLVED IN THE FINANCIAL SERVICES OR RETIREMENT SERVICES INDUSTRIES, MAY ENGAGE IN COOPERATIVE ACTIVITIES, HAVING AS THEIR AIM THE IMPROVEMENT OF SUCH COMPANIES AND THEIR OPERATION. THE PURPOSE OF THE CORPORATION SHALL INCLUDE, BUT IS NOT LIMITED TO, THE EXCHANGE OF IDEAS PERTAINING TO COMPANY OPERATIONS, MARKETING, DISTRIBUTION, COOPERATIVE RESEARCH PROJECTS AND EDUCATIONAL PROGRAMS RELATED TO SUCH COMPANIES AND THEIR OPERATIONS. IN FURTHERANCE OF ANY OR ALL THE FOREGOING ACTIVITIES AND PURPOSE, BUT SUBJECT TO THE RESTRICTIONS OF THE CERTIFICATE OF INCORPORATION, THE CORPORATION MAY ENGAGE IN ANY LAWFUL ACT OR ACTIVITY FOR WHICH CORPORATIONS MAY BE INFORMED UNDER THE NONSTOCK ACT.
As filed on the 2024 return.
Listed in Part VII
-
Adrian Griggs
Chair
- Total calculated
- $0
- Hours/week
- 5
-
Caroline Feeney
Vice Chair
- Total calculated
- $0
- Hours/week
- 5
-
David Levenson
President
- Total calculated
- $3,203,447
- From this org
- $3,156,106
- From related orgs
- $0
- Other
- $47,341
- Hours/week
- 33 + 17 related
Schedule J breakdown matched by us
- Base
- $1,936,657
- Bonus
- $1,217,127
- Other
- $2,322
- Deferred
- $17,250
- Nontaxable benefits
- $30,091
- Filer's total
- $3,203,447
-
Aaron Ball
Director
- Total calculated
- $0
- Hours/week
- 5
-
Amy Friedrich
Director (Until Nov 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Bill White
Director (Began June 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Bob Jurgensmerier
Director (Began Nov 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Chris Blunt
Director
- Total calculated
- $0
- Hours/week
- 5
-
Denise McCauley
Director
- Total calculated
- $0
- Hours/week
- 5
-
Gordon Watson
Director (Until Nov 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Jasmine Jirele
Director
- Total calculated
- $0
- Hours/week
- 5
-
Jerry Lyphout
Director (Began Nov 2024)
- Total calculated
- $0
- Hours/week
- 5
-
John Cai
Director (Until April 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Joseph Monk
Director (Until June 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Kamilah Williams-Kemp
Director
- Total calculated
- $0
- Hours/week
- 5
-
Kevin Molloy
Director
- Total calculated
- $0
- Hours/week
- 5
-
Marc Costantini
Director
- Total calculated
- $0
- Hours/week
- 5
-
Marc Giguere
Director (Began Nov 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Margaret Meister
Director
- Total calculated
- $0
- Hours/week
- 5
-
Mark Holweger
Director (Until Nov 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Matt Berman
Director (Began March 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Matthew Grove
Director (Until May 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Mike James
Director
- Total calculated
- $0
- Hours/week
- 5
-
Paul LaPiana
Director
- Total calculated
- $0
- Hours/week
- 5
-
Rene Laflamme
Director
- Total calculated
- $0
- Hours/week
- 5
-
Rob Arena
Director
- Total calculated
- $0
- Hours/week
- 5
-
Ron Hermann
Director
- Total calculated
- $0
- Hours/week
- 5
-
Sarah Mineau
Director (Began June 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Tom Dempsey
Director (Began March 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Virgil Miller
Director (Began Nov 2024)
- Total calculated
- $0
- Hours/week
- 5
-
Wade Harrison
Director
- Total calculated
- $0
- Hours/week
- 5
-
Will Fuller
Director
- Total calculated
- $0
- Hours/week
- 5
-
Gina Birchall
Chief Operating Officer
- Total calculated
- $652,163
- From this org
- $616,956
- From related orgs
- $0
- Other
- $35,207
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $419,534
- Bonus
- $193,100
- Other
- $4,322
- Deferred
- $18,154
- Nontaxable benefits
- $17,053
- Filer's total
- $652,163
-
Janine Epright
Chief Financial Officer
- Total calculated
- $447,914
- From this org
- $406,231
- From related orgs
- $0
- Other
- $41,683
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $348,988
- Bonus
- $52,921
- Other
- $4,322
- Deferred
- $17,677
- Nontaxable benefits
- $24,006
- Filer's total
- $447,914
-
Bernadette Nadeau
Chief Op Officer, Int'l
- Total calculated
- $217,661
- From this org
- $178,107
- From related orgs
- $0
- Other
- $39,554
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $167,369
- Bonus
- $10,258
- Other
- $480
- Deferred
- $9,544
- Nontaxable benefits
- $30,010
- Filer's total
- $217,661
-
Bryan Hodgens
SVP, Head of Research
- Total calculated
- $339,002
- From this org
- $300,322
- From related orgs
- $0
- Other
- $38,680
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $251,412
- Bonus
- $44,588
- Other
- $4,322
- Deferred
- $14,674
- Nontaxable benefits
- $24,006
- Filer's total
- $339,002
-
Carie Crane
VP, Professional Dev
- Total calculated
- $311,802
- From this org
- $273,518
- From related orgs
- $0
- Other
- $38,284
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $215,220
- Bonus
- $55,056
- Other
- $3,242
- Deferred
- $14,278
- Nontaxable benefits
- $24,006
- Filer's total
- $311,802
-
John Carroll
Senior Vice President
- Total calculated
- $409,547
- From this org
- $367,052
- From related orgs
- $0
- Other
- $42,495
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $254,765
- Bonus
- $108,723
- Other
- $3,564
- Deferred
- $14,411
- Nontaxable benefits
- $28,084
- Filer's total
- $409,547
-
Kartik Sakthivel
Chief Information Officer
- Total calculated
- $342,705
- From this org
- $297,212
- From related orgs
- $0
- Other
- $45,493
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $231,856
- Bonus
- $64,546
- Other
- $810
- Deferred
- $15,402
- Nontaxable benefits
- $30,091
- Filer's total
- $342,705
-
Kimberly Terranella
VP, Industry Solutions
- Total calculated
- $339,265
- From this org
- $322,171
- From related orgs
- $0
- Other
- $17,094
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $254,423
- Bonus
- $66,938
- Other
- $810
- Deferred
- $16,284
- Nontaxable benefits
- $810
- Filer's total
- $339,265
-
Michele Labouff
SVP, Human Resources
- Total calculated
- $354,868
- From this org
- $312,624
- From related orgs
- $0
- Other
- $42,244
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $246,756
- Bonus
- $63,546
- Other
- $2,322
- Deferred
- $12,350
- Nontaxable benefits
- $29,894
- Filer's total
- $354,868
-
Sean O'Donnell
Senior Vice President
- Total calculated
- $414,571
- From this org
- $378,727
- From related orgs
- $0
- Other
- $35,844
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $241,432
- Bonus
- $134,973
- Other
- $2,322
- Deferred
- $14,599
- Nontaxable benefits
- $21,245
- Filer's total
- $414,571
-
Tina Beckwith
Chief Marketing Officer
- Total calculated
- $336,707
- From this org
- $294,318
- From related orgs
- $0
- Other
- $42,389
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $246,957
- Bonus
- $46,119
- Other
- $1,242
- Deferred
- $13,006
- Nontaxable benefits
- $29,383
- Filer's total
- $336,707
-
Christopher Curran
CVP Global Brand & Mktg
- Total calculated
- $286,638
- From this org
- $253,342
- From related orgs
- $0
- Other
- $33,296
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $208,799
- Bonus
- $42,221
- Other
- $2,322
- Deferred
- $11,917
- Nontaxable benefits
- $21,379
- Filer's total
- $286,638
-
Dean Lambert
Director, LIC
- Total calculated
- $279,486
- From this org
- $257,685
- From related orgs
- $0
- Other
- $21,801
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $190,115
- Bonus
- $63,125
- Other
- $4,445
- Deferred
- $12,894
- Nontaxable benefits
- $8,907
- Filer's total
- $279,486
-
Kathryn Reid
VP, Assess Learn Dev
- Total calculated
- $284,024
- From this org
- $245,579
- From related orgs
- $0
- Other
- $38,445
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $182,446
- Bonus
- $60,938
- Other
- $2,195
- Deferred
- $8,394
- Nontaxable benefits
- $30,051
- Filer's total
- $284,024
-
Kevin McKenna
Natl Sales Dir-Mbr Acquis
- Total calculated
- $346,601
- From this org
- $336,058
- From related orgs
- $0
- Other
- $10,543
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $193,418
- Bonus
- $139,219
- Other
- $3,421
- Deferred
- $9,762
- Nontaxable benefits
- $781
- Filer's total
- $346,601
-
Ronald Rovner
Natl Sales Mgr
- Total calculated
- $321,041
- From this org
- $287,052
- From related orgs
- $0
- Other
- $33,989
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $206,416
- Bonus
- $77,072
- Other
- $3,564
- Deferred
- $12,742
- Nontaxable benefits
- $21,247
- Filer's total
- $321,041
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LL GLOBAL EDUCATION FOUNDATION INC
501(c)(3) · Promote education in THE INSUANCE INDUSTRY · CT · controlled entity
Directly controlled by LL Global Inc
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
LL GLOBAL SERVICES INC
C Corporation · PROVIDES SERVICES TO THE INSURANCE INDUSTRY · CT · 100% owned · controlled entity
Directly controlled by LL GLOBAL INC
-
LL Global Services (S) PTE LTD
C Corporation · PROVIDES SERVICES TO THE INSURANCE INDUSTRY · SN · 100% owned · controlled entity
Directly controlled by LL GLOBAL SERVICES INC
-
ERJI BUSINESS CONSULTING (BEIJING) CO LTD
C Corporation · PROVIDES SERVICES TO THE INSURANCE INDUSTRY · CH · 100% owned · controlled entity
Directly controlled by LL GLOBAL SERVICES INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202523179349309552
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