Form 990 for tax year 2024
Filed by INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC.
Totals
- Total revenue
- $13,000,080
- Total expenses
- $11,810,932
- Contributions and grants received
- $0
- Grants paid
- $32,000
- Program service revenue
- $9,626,012
- Investment income
- $908,928
- Other revenue
- $2,465,140
- Total assets, end of year
- $30,511,178
- Total liabilities, end of year
- $2,314,499
- Net assets or fund balances, end of year
- $28,196,679
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Listed in Part VII
-
TODD JACKSON
CHAIR
- Total calculated
- $29,283
- From this org
- $29,283
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
-
ANGELA RIPLEY
CHAIR ELECT
- Total calculated
- $8,500
- From this org
- $8,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
-
ANDY SIEGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRAD GREER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BRAD JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRAD WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHAD BJUGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHIP ATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS FLOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER RUSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID CUMMARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DIANA HORNUNG HANBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DOUG MAYHEW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DREW HIGGINBOTHOM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GEORGE DALY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GLEN DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HEATHER FORTNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES TYRIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JANA FOSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JARED BLACKWOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAY TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFF MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFF SCHLITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JERRY FORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JESSE KONOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JILL ROTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JIM MURPHREE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JO ERIN STUTEVILLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN MCINTURFF III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHNNY BECKMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KARL STEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LEO PAQUIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LORI REED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARK MONROE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARY PURSELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MATT WOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL BARRETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MICHAEL MCCARRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE O'CONNOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NANCY NICKLOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
NICK ARNOLDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
PATRICK HOWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT NITSCHE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RON BRUNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT GRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT MCBRIDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN SMELLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEVE MADSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TERRI DODRILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TODD ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TOM CHAMBERLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WENDY TAPLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM BISHOP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES E SYMINGTON JR
PRESIDENT & CEO
- Total calculated
- $1,153,522
- From this org
- $436,947
- From related orgs
- $655,420
- Other
- $61,155
- Hours/week
- 24 + 36 related
Schedule J breakdown matched by us
- Base
- $376,003 + $564,004 related
- Bonus
- $60,000 + $90,000 related
- Other
- $944 + $1,416 related
- Deferred
- $12,791 + $19,187 related
- Nontaxable benefits
- $11,671 + $17,506 related
- Filer's total
- $461,409 + $692,113 related
-
EUGENE S COCKE
CFO
- Total calculated
- $432,634
- From this org
- $227,797
- From related orgs
- $151,864
- Other
- $52,973
- Hours/week
- 30 + 20 related
Schedule J breakdown matched by us
- Base
- $226,597 + $151,064 related
- Bonus
- $1,200 + $800 related
- Other
- $0
- Deferred
- $19,187 + $12,791 related
- Nontaxable benefits
- $12,597 + $8,398 related
- Filer's total
- $259,581 + $173,053 related
-
SCOTT D KNEELAND
CHIEF COUNSEL
- Total calculated
- $327,796
- From this org
- $216,482
- From related orgs
- $64,945
- Other
- $46,369
- Hours/week
- 40 + 12 related
Schedule J breakdown matched by us
- Base
- $207,636 + $62,291 related
- Bonus
- $8,846 + $2,654 related
- Other
- $0
- Deferred
- $21,448 + $6,434 related
- Nontaxable benefits
- $14,221 + $4,266 related
- Filer's total
- $252,151 + $75,645 related
-
GREG SANDROCK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
MARK S WOLF
PRESIDENT OF BIA
- Total calculated
- $503,588
- From this org
- $22,531
- From related orgs
- $428,084
- Other
- $52,973
- Hours/week
- 3 + 52 related
Schedule J breakdown matched by us
- Base
- $15,031 + $285,584 related
- Bonus
- $7,500 + $142,500 related
- Other
- $0
- Deferred
- $1,599 + $30,379 related
- Nontaxable benefits
- $1,050 + $19,945 related
- Filer's total
- $25,180 + $478,408 related
-
NATHAN M RIEDEL
VP, POLITICAL AFFAIRS
- Total calculated
- $375,796
- From this org
- $342,359
- From related orgs
- $0
- Other
- $33,437
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $297,159
- Bonus
- $44,000
- Other
- $1,200
- Deferred
- $31,978
- Nontaxable benefits
- $1,459
- Filer's total
- $375,796
-
KEVIN R BRANDT
EXECUTIVE DIRECTOR OF TC
- Total calculated
- $309,860
- From this org
- $108,650
- From related orgs
- $162,975
- Other
- $38,235
- Hours/week
- 22 + 33 related
Schedule J breakdown matched by us
- Base
- $76,402 + $114,603 related
- Bonus
- $32,248 + $48,372 related
- Other
- $0
- Deferred
- $10,675 + $16,013 related
- Nontaxable benefits
- $4,619 + $6,928 related
- Filer's total
- $123,944 + $185,916 related
-
ARUMUGAN PILLAI
VP, IT
- Total calculated
- $227,160
- From this org
- $104,911
- From related orgs
- $69,940
- Other
- $52,309
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $104,911 + $69,940 related
- Bonus
- $0
- Other
- $0
- Deferred
- $10,341 + $12,791 related
- Nontaxable benefits
- $17,506 + $11,671 related
- Filer's total
- $132,758 + $94,402 related
-
RAAED AWWAD HADDAD
DIR. OF FEDERAL GOVT AFFAIRS
- Total calculated
- $224,372
- From this org
- $194,660
- From related orgs
- $0
- Other
- $29,712
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $194,660
- Bonus
- $0
- Other
- $0
- Deferred
- $17,767
- Nontaxable benefits
- $11,945
- Filer's total
- $224,372
-
AIMEE R BRANHAM
VICE PRESIDENT - BIG I ADVANTAGE
- Total calculated
- $217,143
- From this org
- $0
- From related orgs
- $195,802
- Other
- $21,341
- Hours/week
- 0 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $156,440 related
- Bonus
- $0 + $38,162 related
- Other
- $0 + $1,200 related
- Deferred
- $0 + $18,588 related
- Nontaxable benefits
- $0 + $2,753 related
- Filer's total
- $0 + $217,143 related
-
AMANDA B JURATOVIC
PROFESSIONAL LIABILITY VP
- Total calculated
- $197,777
- From this org
- $0
- From related orgs
- $187,990
- Other
- $9,787
- Hours/week
- 0 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $144,882 related
- Bonus
- $0 + $41,908 related
- Other
- $0 + $1,200 related
- Deferred
- $0 + $9,787 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $197,777 related
-
MICHAEL MCBRIDE
FORMER CHAIR
- Total calculated
- $37,055
- From this org
- $37,055
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
Schedule J breakdown matched by us
- Base
- $37,055
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $37,055
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
- 1a · First-class or charter travel
- 1a · Travel for companions
- 1a · Tax indemnification and gross-up payments
- 1a · Payments for business use of a personal residence
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 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
The filer's explanations (Part III)
- 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.
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.
-
501(C)(6) · BRAND DEVELOPMENT · DE · controlled entity
Directly controlled by IIABA
-
501(C)(3) · CHARITY · NY · controlled entity
Directly controlled by IIABA
-
527 · LOBBYING · NY · controlled entity
Directly controlled by IIABA
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.
-
C · INSURANCE AGENTS · DE · 100% owned · share of income $22,102,479 · share of assets $7,566,174 · controlled entity
-
PUBLISHING · VA · controlled entity
Directly controlled by BIG I ADVANTAGE
-
IIAA AGENCY ADMINISTRATIVE SERVICES INC
INSURANCE AGENTS · VA · controlled entity
Directly controlled by BIG I ADVANTAGE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 July 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621969349302217
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