Independent Insurance Agents & Brokers of America, Inc.


Independent Insurance Agents & Brokers of America, Inc.

Founded as the National Local Association of Fire Insurance Agents, underwent name change to the National Association of Insurance Agents in 1913. Became the Independent Insurance Agents of America in 1975. Assumed its present name in 2002. IIABA also known as Big "I" provides members with a sustainable competitive advantage.

Organization Type:
National Trade or Professional Association
Acronym:
IIABA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Insurance Industry, Banking/Credit & Finance/Savings & Loan
Year Founded:
1896
Address:
127 S. Peyton St.
Suite 300 Alexandria, VA 22314
Telephone:
Toll Free:
Fax:
Staff:
92
Volunteers:
100
Members:
300,000 agents and brokers


Other Addresses

Address:
20 F St. NW
Suite 610, Washington DC 20001
Telephone:
Fax:


Financial Snapshot

 

Total revenues: $10,356,018


Year - 2017
1st-yr growth
10.87%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Royalties
 
Sales of non-inventory assets
 
Other

Total expenses: $9,725,805


Year - 2017
1st-yr growth
3.95%
 
 
 
 
 
Year by Year
Expenses
 
Compensation for non-officers/directors
 
Compensation of current officers, directors, etc
 
Conferences, conventions, meetings
 
Other

Total assets: $28,267,603


Year - 2017
1st-yr growth
8.75%
 
 
 
 
 
Year by Year
Assets
 
Investments in other securities
 
Investments in publicly traded securities
 
Land, buildings, & equipment (net)
 
Other

Total Liabilities: $3,265,742


Year - 2017
1st-yr growth
4.37%
 
 
 
 
 
Year by Year
Liabilities
 
Accounts payable and accrued expenses
 
Other liabilities
 
Deferred revenue

Regional/State Affiliation

Alabama Independent Insurance Agents
Alaska Independent Insurance Agents and Brokers
Association of Wyoming Insurance Agents
Big I New York
Hawaii Independent Insurance Agents Association
Independent Insurance Agents and Brokers of Arizona
Independent Insurance Agents and Brokers of Idaho, Inc.
Independent Insurance Agents and Brokers of Louisiana
Independent Insurance Agents & Brokers of New Jersey
Independent Insurance Agents and Brokers of Oregon
Independent Insurance Agents and Brokers of South Carolina
Independent Insurance Agents and Brokers of Washington
Independent Insurance Agents Association of Montana
Independent Insurance Agents of Arkansas
Independent Insurance Agents of Connecticut, Inc.
Independent Insurance Agents of Georgia
Independent Insurance Agents of Illinois
Independent Insurance Agents of Indiana
Independent Insurance Agents of Iowa
Independent Insurance Agents of Kentucky
Independent Insurance Agents of Maryland, Inc.
Independent Insurance Agents of Mississippi
Independent Insurance Agents of Nebraska
Independent Insurance Agents of New Mexico
Independent Insurance Agents of North Carolina
Independent Insurance Agents of North Dakota
Independent Insurance Agents of Oklahoma
Independent Insurance Agents of Rhode Island
Independent Insurance Agents of South Dakota
Independent Insurance Agents of Virginia
Independent Insurance Agents of West Virginia
Independent Insurance Agents of Wisconsin
Insurance Brokers and Agents of the West
Kansas Association of Insurance Agents
Maine Insurance Agents Association
Massachusetts Association of Insurance Agents
Metropolitan Washington Association of Independent Insurance Agents
Michigan Association of Insurance Agents
Minnesota Independent Insurance Agents and Brokers
Nevada Independent Insurance Agents
New Hampshire Association of Insurance Agents
Professional Independent Agents Association of Ohio, Inc.
Professional Independent Agents Association of Ohio, Inc.
Trusted Choice Insurance Agents of Colorado
Utah Association of Independent Insurance Agents

   Revenue:

Revenue: Amount ($)
Program service revenue 8,724,430
Royalties 934,844
Sales of non-inventory assets 413,731
Investment income 161,103
Net rental income 90,675
Total contributions 25,000
Miscellaneous revenue 6,235
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Income from sales of inventory 0
Total Revenue:

$10,356,018

1-yr growth
10.87%
Program service revenue
Royalties
Sales of non-inventory assets
Investment income
Net rental income
Total contributions
Others

   Expenses:

Expenses: Amount ($)
Compensation for non-officers/directors 3,314,682
Compensation of current officers, directors, etc 2,383,634
Conferences, conventions, meetings 1,583,555
Office expenses 593,477
Other fees 526,393
Travel 455,229
Information technology 429,150
Occupancy 404,968
Other employee benefits 376,684
Depreciation, depletion, amortization 355,850
Payroll taxes 293,895
Pension plan contributions 201,021
Grants to governments/orgs in the US 131,000
Insurance 103,544
Lobbying fees 60,325
Grants to individuals in the US 49,679
Advertising and promotion 38,926
Accounting fees 25,457
Legal fees 13,221
Management fees 0
Professional fundraising fees 0
Investment management fees 0
Interest expense 0
Payments to affiliates 0
Royalties 0
Travel/entertainment expenses to public officials 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of disqualified persons 0
Other expenses -1,614,885
Total Expenses:

$9,725,805

1-yr growth
3.95%
Compensation for non-officers/directors
Compensation of current officers, directors, etc
Conferences, conventions, meetings
Office expenses
Other fees
Travel
Information technology
Occupancy
Other employee benefits
Depreciation, depletion, amortization
Others

   Assets:

Assets: Amount ($)
Investments in other securities 12,323,076
Investments in publicly traded securities 9,362,728
Land, buildings, & equipment (net) 3,761,497
Cash -- non-interest bearing 1,359,080
Other assets 917,612
Prepaid expenses or deferred charges 373,871
Accounts receivable 169,739
Pledges and grants receivable 0
Inventories for sale or use 0
Savings and temporary cash investments 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Total Assets:

$28,267,603

1-yr growth
8.75%
Investments in other securities
Investments in publicly traded securities
Land, buildings, & equipment (net)
Cash -- non-interest bearing
Other assets
Prepaid expenses or deferred charges
Others

   Liabilities:

Liabilities: Amount ($)
Accounts payable and accrued expenses 2,009,387
Other liabilities 954,915
Deferred revenue 301,440
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Grants payable 0
Total Liabilities:

$3,265,742

1-yr growth
4.37%
Accounts payable and accrued expenses
Other liabilities
Deferred revenue

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 25,001,861
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$25,001,861

1-yr growth
9.35%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Aimee Fawns Director Senior Executive ...X
Amanda Juratovic Director, Agency Professional Liability Senior Executive ...X
Angela Waters Receptionist Administration ...X
Annette Mertz Associate Vice President, Accounting Finance ...X
April Shrewsbury Manager, PUP and RLI Programs Senior Executive ...X
Arumugam Pillai Associate Vice President and Software Architect Senior Executive ...X
Aysha Jordan Underwriter, Affluent Research ...X
Beth Montgomery Vice President, Company Relations Marketing, Membership ...X
Bill Wilson Agent Development, Research and Education Education ...X
Brett Sutch Manager, Digital Marketing & Non-Insurance Products Marketing ...X
C. Bissett Outside Senior Counsel, Government Affairs Government Relations, Legal ...X
Cathy Hwang-Spencer Executive Assistant Administration ...X
Charles E. Symington Jr. Senior Vice President, External & Government Affairs Director of Government Relations, Government Relations, LDA Contact, Lobby Day Contact ...X
Chris Eckenrode Administrator, Database Computer/Information Technology ...X
Christine Munoz Director, Retirement and Employee Benefits Human Resources ...X
Dave Evans Senior Vice President, Retire and Fin Planning Senior Executive ...X
Debbie Pickford Executive Director Executive Director ...X
Debi Janifer Receptionist Administration ...X
Deborah Pickford Executive Director, InVEST Investor Relations ...X
Elif Wisecup Director, Marketing and Publications Marketing, Publications ...X
Fatishia Wilson-Tucker Staff Accountant Finance ...X
Freh Gebreamlak Agency Accounting Assistant Finance ...X
Ginny Pierson Director, State Marketing Marketing ...X
Hemda Gold Senior Professional Liability Underwriter Research ...X
Ines Hoyle Office Services Administrator Administration ...X
Jack St John Vice President, Information Technology Computer/Information Technology ...X
Jacob Quintana Underwriter, Habitational Research ...X
Jacquelyn Connelly Assistant Editor Publications ...X
Janis Mann Associate Vice President, Events and International Memberships Conventions/Meetings, Membership ...X
Jason Pals Senior Architect Senior Executive ...X
Jennifer Becker Director, Education Programs Conventions/Meetings, Education ...X
Jennifer Webb Counsel, Federal Government Affairs Government Relations ...X
Jill Cosgrove Manager, Team Senior Executive ...X
Jim Hanley Director, Agency Professional Liability Risk Management Issue Management/Policy Planning ...X
Jim Owen Manager, Advertising Sales Marketing ...X
Jo Buckley CSR, Trusted Choice Operations ...X
Jodie Bacote Director, Eagle Agency Senior Executive ...X
Joni Sells Professional Liability Assistant Underwriter Administration ...X
Joseph Cortina Director, Federal Government Affairs Government Relations ...X
Joseph Doherty Associate General Counsel Legal ...X
Kathleen Bilotta Executive Assistant to the President Chief Executive Officer Administration ...X
Kathy Navarra Director, Human Resources Human Resources ...X
Kathy Tilson Staff Assistant Administration ...X
Katie Butler Vice President, Communications and Editor-in-Chief Communications/Public Relations, Publications ...X
Kevin Brandt Director, Operations and Trusted Choice Operations ...X
Kyle Yoder Assistant, Big I Markets Administration ...X
Lara Zeitoun Manager, InVEST Program Senior Executive ...X
Leslie Mularski Agent Development, Research and Education Education ...X
Lisa Johnson-Briggs Manager, Meetings and Events Conference Committee Chair, Conventions/Meetings ...X
Madelyn Flannagan Vice President, Agent Development, Research and Education-ACT Education ...X
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Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
2018Big I Winter Meeting Rancho Mirage , CA , United States The Westin Mission Hills Golf Resort & Spa January 17 January 21    ...X
2018Big I Fall Leadership Conference Springfield , MA , United States Sheraton Springfield Monarch Place Hotel August 22 August 26    ...X
2017Best Practices Symposium Austin , United States The Hilton Austin Hotel January 11 January 13    ...X
2017Big I Fall Leadership Conference Chicago , IL , United States Hyatt Regency Chicago September 6 September 10   Convention Center...X
2016Big I Fall Leadership Conference Chicago , IL , United States Hyatt Regency Chicago September 7 September 11   Convention Center...X
2015109th IIAI Convention Altoona , IA , United States Prairie Meadows September 15 September 16    ...X
20152015 Big I Fall Leadership Conference New Orleans , LA , United States Roosevelt New Orleans Hotel September 30 October 4    ...X
20142014 Big I Fall Leadership Conference Grand Rapids , MI , United States Grand Center & Amway Grand Plaza Hotel September 10 September 14    ...X

Publications

Name 
Frequency 
Advertising 
Big "I" Advantage NewsletterquarterlyYes...X
IA MagazinemonthlyNo...X
Insurance News & ViewsweeklyNo...X
Two For TuesdayweeklyNo...X
VUpoint Newsletterbi-weeklyNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $230,000
2018 Q3: $210,000
2018 Q2: $480,000
2018 Q1: $0
2017: $1,200,000


PAC Details

Name: Independent Insurance Agents of America, Inc. Political Action Committee (InsurPAC)



FEC ID: C00022343



Last updated: 4/22/2019 12:00:00 AM


PAC Contributions

(2017-2018)

Contributions

 Republicans  Democrat  Other

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
Avenue SolutionsTermination 06/30/2016 ...X
Dewey & LeBoeuf LLPTermination 12/31/2010 ...X
Nappi and Hoppe, LLCTermination 03/31/2013 ...X

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
Avenue Solutions Lobbying/Advocacy/Legal2016 $60,000 ...X
AVENUE SOLUTIONS LLC Consulting2016 $145,000 ...X
Canvas Bag Creative LLC EVENT CONSULTANT2016 $163,250 ...X
PAUL DE JONG INC IT SERVICES2016 $194,893 ...X
SPECTRUM INC GENERAL CONTRACTING Building Renovation2016 $199,842 ...X
The Bellemore Group LLC State Govt Affairs2016 $189,480 ...X
Avenue Solutions Lobbying/Advocacy/Legal2015 $150,000 ...X
AVENUE SOLUTIONS LLC Consulting2015 $162,500 ...X
DFS Construction Corporation Construction2015 $140,853 ...X
MARC USA PITTSBURGH INC Advertising2015 $3,261,410 ...X
PAUL DE JONG INC IT SERVICES2015 $214,475 ...X
The Bellemore Group LLC State Govt Affairs2015 $189,480 ...X
Avenue Solutions Lobbying/Advocacy/Legal2014 $160,000 ...X
Avenue Solutions Lobbying/Advocacy/Legal2013 $120,000 ...X
Dewey & LeBoeuf LLP Lobbying/Advocacy/Legal2010 - ...X
Ogilvy Public Relations Worldwide Lobbying/Advocacy/Legal  - ...X

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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