2024-08-29T09:12:28-05:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2023-01-01 593178990 GROUP UNDERWRITERS ASSOCIATION OF AMERICA GROU 3126360089 PO BOX 380084 BIRMINGHAM AL 35238 CHRISTOPHER HOWLEY TREASURER 8607371153 2024-08-29 1 0 DAVID MURRAY CPA P01576060 9043566023 2024-08-29 2023 2024-08-08 14:25:15Z CHRISTOPHER HOWLEY 15 FAWN RUN PUTNAM VALLEY NY 10579 178590 0 X WWW.GUAA.COM X 1975 FL PROMOTING THE COMMON BUSINESS INTERESTS AND IMPROVING THE BUSINESS CONDITIONS OF PERSONS ENGAGED IN THE BUSINESS OF UNDERWRITING GROUP LIFE AND HEALTH BENEFIT PLANS. 9 9 0 0 0 0 0 0 143831 172160 76 6430 0 0 143907 178590 0 0 0 0 0 0 0 0 0 133057 207964 133057 207964 10850 -29374 408420 379046 0 0 408420 379046 X THE ASSOCIATION IS ORGANIZED AND OPERATED FOR THE PURPOSE OFPROMOTING THE COMMON BUSINESS INTERESTS AND IMPROVING THE BUSINESSCONDITIONS OF PERSONS ENGAGED IN THE BUSINESS OF UNDERWRITING GROUPLIFE AND HEALTH BENEFIT PLANS. 0 0 207964 172160 (A) TO PROMOTE THE STUDY, ANALYSIS AND DISCUSSION OF ALL MATTERSOF MUTUAL INTEREST RELATING TO UNDERWRITING OF GROUP LIFE AND HEALTHBENEFIT PLANS. THIS IS ACCOMPLISHED BY CONDUCTING WORKSHOPS ANDLECTURES DETAILING TOPICS OF INTEREST TO THIS FIELD. THE ORGANIZATIONCONDUCTS A MINIMUM OF THREE SUCH MEETINGS A YEAR. WORKSHOPS ARE CONDUCTED BY MEMBERS FOR MEMBERS. GUEST SPEAKERS AND INDUSTRY EXPERTS PARTICIPATE IN PANEL DISCUSSIONS AND LECTURES. THE ORGANIZATION PROVIDES SUPPLEMENTAL INFORMATION BETWEEN MEETINGS THROUGH ITS QUARTERLY NEWSLETTER. (B) TO FOSTER AMONG THE MEMBERS A CLOSER ACQUAINTANCE, A FRIENDLYSPIRIT OF COOPERATION AND A BETTER UNDERSTANDING OF UNDERWRITING. THEORGANIZATION CREATES AN ENVIRONMENT FOR FREE EXCHANGE OF IDEAS INWORKSHOPS AND MEETINGS. SPECIALTY COMMITTEES OF ESTABLISHEDMEMBERSHIP CONDUCT WORKSHOPS AND OPEN FORMAT DISCUSSIONS. (C) TO ENCOURAGE A HIGH STANDARD OF ETHICS AND PROFESSIONALISM INTHE UNDERWRITING PROFESSION. THROUGH MEETINGS, WORKSHOPS ANDNEWSLETTERS, IT IS BELIEVED THAT SUCH ASSOCIATION AND COMMUNICATIONWITH PERSONS IN THE SAME FIELD DOING SIMILAR WORK ENHANCES THE QUALITYAND STANDARDS. (D) TO FURTHER PUBLIC UNDERSTANDING AND APPRECIATION OF THE NEEDFOR AND SERVICES RENDERED BY UNDERWRITERS. THROUGH NEWSLETTERSDISTRIBUTED TO MEMBERS, INFORMATION RELEVANT TO GROUP UNDERWRITING ISDISTRIBUTED AMONG OFFICES, EMPLOYEES, AGENTS AND CLIENTS. 207964 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X CHRISTOPHER HOWLEY 9148288990 15 FAWN RUN PUTNAM VALLEY NY 10579 JOE IANNETTI PAST PRESIDENT 1.00 X 0 0 0 MATT CLARK PRESIDENT 1.00 X X 0 0 0 MIRIAM KAUFMAN ASSISTANT TREASURER 1.00 X 0 0 0 LAURA CARREAU CO-PROGRAMMING DIRECTOR 1.00 X 0 0 0 NATHAN SCHWARTZ VICE PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER HOWLEY TREASURER 1.00 X X 0 0 0 MIKE ANDERSON COMMUNICATIONS AND WEBMAST 1.00 X 0 0 0 JUDY BUCZEK CO-PROGRAMMING DIRECTOR 1.00 X 0 0 0 GWEN STOVEKEN SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 MEETING FEES 172160 172160 172160 6430 6430 178590 172160 0 6430 261 1827 197765 3025 WEBSITE 5086 207964 388317 102513 20103 20107 256426 408420 379046 0 0 X 408420 379046 408420 379046 408420 379046 -29374 0 X 0 0 0 0 INVESTMENT - CHARLES SCHWAB 256426 C 256426 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TREASURER REVIEWS FORM 990 PRIOR TO ITS FILING. ANY NECESSARY EDITS ARE PRESENTED TO THE RETURN PREPARER PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS NOT PUBLISHED ON THE ORGANIZATION'S WEBSITE BUT IS AVAILABLE TO BE VIEWED AT GUIDESTAR.ORG. COPIES OF FORM 990 ARE FILED AND MAINTAINED IN ITS OFFICE AND ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE ONLY UPON REQUEST. SUCH DOCUMENTS ARE MAINTAINED IN ITS OFFICE.