2024-05-17T12:32:36-05:00 2023-08-31 521365413 KAHN BERMAN SOLOMON TAIBEL & MOGOL PA 307 INTERNATIONAL CIRCLE SUITE 620 HUNT VALLEY MD 21030 990 2022-09-01 520578409 INDEPENDENT INSURANCE AGENTS OF MARYLAND INC INDE 4107660600 2408 PEPPERMILL DRIVE GLEN BURNIE MD 21061 REBEKAH LANGFORD PRESIDENT 4107660600 2024-05-17 1 REBEKAH LANGFORD XXX-XX-XXXX 0 DEANNA AMOS P00028766 4103080300 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBEKAH LANGFORD 2408 PEPPERMILL DRIVE GLEN BURNIE MD 21061 238276 0 X BIGIMD.COM X 1939 MD TO ENSURE THE SUCCESS OF INDEPENDENT INSURANCE PRODUCERS AND AGENCY STAFF THROUGHOUT MARYLAND BY FOCUSING ON PROVIDING ACCESS TO PRODUCTS FOR BOTH THE AGENT AND THEIR CLIENTS, ADVOCACY, TIMELY INDUSTRY INFORMATION AND SUPERIOR EDUCATION PROGRAMS. 11 10 5 0 12800 0 39211 0 194390 213788 301 6127 16982 18361 250884 238276 0 2500 0 0 203929 251039 0 0 0 85096 54747 289025 308286 -38141 -70010 486373 376852 169367 129856 317006 246996 X TO ENSURE THE SUCCESS OF INDEPENDENT INSURANCE PRODUCERS AND AGENCY STAFF THROUGHOUT MARYLAND BY FOCUSING ON PROVIDING ACCESS TO PRODUCTS FOR BOTH THE AGENT AND THEIR CLIENTS, ADVOCACY, TIMELY INDUSTRY INFORMATION AND SUPERIOR EDUCATION PROGRAMS. 0 0 PROMOTE AND REPRESENT COMMON BUSINESS INTERESTS OF INDEPENDENT INSURANCE AGENTS IN AN EFFORT TO IMPROVE THE PROFESSIONAL STANDARDS FOR INSURANCE PRODUCERS IN THE STATE OF MARYLAND. THE ASSOCIATION PROVIDES BOTH LICENSING AND CONTINUING EDUCATION CLASSES WHICH ADVANCE THE EDUCATION AND TRAINING IN THE INSURANCE AND RISK MANAGEMENT FIELD. THE ASSOCIATION HAS 109 APPROVED DEPARTMENT COURSES AND HAS SERVED 104 STUDENTS IN 9 PRESENTED CLASSES PROVIDING 21 HOURS OF CONTINUING EDUCATION CREDITS IN CLASSROOM. THE PROGRAMS WERE OFFERED AT OUR FACILITY IN GLEN BURNIE, AND SEVERAL WERE HELD IN-HOUSE AT MEMBER AGENCY OFFICES. OF THE 109 APPROVED COURSES, 16 ARE CLASSROOM AND 93 ARE LIVE WEBINARS/ONLINE COURSES. THE ASSOCIATION ALSO OFFERS AN ADDITIONAL 264 ONLINE PROGRAMS THROUGH OUR PARTNERSHIPS WITH WEBCE, CEU AND THE VIRTUAL UNIVERSITY. THE ASSOCIATION OFFERS TWO DESIGNATIONS PROGRAMS, THE ACSR (ACCREDITED CUSTOMER SERVICE REPRESENTATIVE) AND AAI (ACCREDITED ADVISOR IN INSURANCE). THE ASSOCIATION HOLDS AN ANNUAL INSTALLATION DINNER/MEETING IN JUNE OF EACH YEAR. THEY HOLD ONE GENERAL MEMBERSHIP MEETING, FOUR BOARD MEETINGS AND 12 EXECUTIVE COMMITTEE MEETINGS ALONG WITH VARIOUS COMMITTEE MEETINGS THROUGHOUT THE YEAR. THE ASSOCIATION PUBLISHED A NEWSLETTER 6 TIMES DURING THE YEAR, WHICH KEEPS AGENTS ABREAST OF CURRENT AND UPCOMING ISSUES OF INTEREST. 0 0 0 1 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 1 0 0 0 1 0 0 0 0 0 1 1 1 0 1 0 0 1 5 1 1 1 0 0 0 0 0 0 0 0 X 11 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 0 0 MD X REBEKAH LANGFORD 4107660600 2408 PEPPERMILL DR GLEN BURNIE MD 21061 REBEKAH LANGFORD PRESIDENT 40.00 X X 98319 0 4585 JERRY NICKLOW IMMEDIATE PAST CHAIRMAN 0.50 X X 0 0 0 NANCY NICKLOW STATE NATIONAL DIRECTOR 0.50 X X 0 0 0 JOHN LATIMER DIRECTOR 0.30 X 0 0 0 IVORY M BUCK III CHAIRMAN-ELECT 0.50 X X 0 0 0 CHRISTOPHER WELLER CHAIRMAN OF THE BOARD 0.50 X X 0 0 0 STACEY NICHOLSON SECRETARY/TREASURER 0.30 X X 0 0 0 ENVER BERKER HAZAR DIRECTOR 0.30 X 0 0 0 CARRIE POLK DIRECTOR 0.30 X 0 0 0 BRIAN MECK DIRECTOR 0.30 X 0 0 0 MATT HOGANS DIRECTOR 0.30 X 0 0 0 98319 0 4585 0 0 0 0 0 MEMBERSHIP DUES 611600 183730 183730 MEMBER ACTIVITIES 611600 22240 22240 INSURANCE EDUCATION 611710 7818 7818 213788 6127 6127 5561 5561 ADVERTISING 541800 12800 12800 12800 238276 213788 12800 11688 2500 110681 123354 17004 11363 11875 30384 17226 12122 25337 9620 5136 3380 14496 DUES & SUBSCRIPTIONS 62753 NEWSLETTER PRODUCTION 11122 INSURANCE EDUCATION PRO 4581 PAYROLL SERVICE FEES 4285 -168933 308286 58526 44691 237547 153384 100 182898 173130 462 1987 34594 31134 6840 3460 100 100 486373 376852 14833 29089 154534 100767 169367 129856 X 317006 246996 317006 246996 486373 376852 -70010 0 X X 1 X 0 1 0 0 0 1 183730 23485 23485 35552 -12067 34594 31134 3460 3460 INSURANCE BROKERS SERVICE CORPORATION SUBSIDIARY REIMBURSEMENT OF ONGOING OPERATING EXPENSES X 221387 173130 0 1 0 173130 INSURANCE BROKERS SERVICE CORPORATION WHOLLY OWNED SUBSIDIARY 170233 REIMBURSEMENT FOR CERTAIN OPERATING EXPENSES INCURRED THROUGHOUT THE YEAR. 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS JERRY NICKLOW AND NANCY NICKLOW ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON, FIRM OR CORPORATION WHO IS LICENSED AS A MARYLAND INSURANCE PRODUCER, AS DEFINED IN ARTICLE 1-101(Q) OF THE ANNOTATED CODE OF MARYLAND, AND OPERATING ON A COMMISSION AND/OR FEE BASIS ON HIS/HER OWN ACCOUNT, SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION MEMBERSHIP ELECTS 6 OF THE 8 MEMBER EXECUTIVE COMMITTEE, ANNUALLY. THE EXECUTIVE COMMITTEE SELECTS THE OTHER 3 MEMBERS OF THE BOARD OF DIRECTORS FROM THE VARIOUS REGIONAL OFFICES, WITH THE GOAL OF REGIONAL BALANCE WITHIN THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE BY-LAWS MAY BE AMENDED OR REVISED BY A 2/3 VOTE OF THE MEMBERS PRESENT AT ANY REGULAR OR SPECIAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS SENT TO EXECUTIVE COMMITTEE MEMBERS, WHO WERE ASKED TO REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION RECEIVES ANNUAL CERTIFICATIONS FROM ALL OFFICERS, BOARD MEMBERS AND STAFF REGARDING CONFLICT OF INTEREST POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE OFFICER IS REVIEWED ANNUALLY BY AN INDEPENDENT COMMITTEE (APPOINTED BY THE EXECUTIVE COMMITTEE). COMPENSATION IS COMPARED WITH SEVERAL SIMILAR ORGANIZATIONS. MINUTES ARE MAINTAINED AT ALL MEETINGS OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES FORMS 1023, 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C OVERSIGHT OF THE FINANCIAL REVIEW PROCESS HAS NOT CHANGED FROM PRIOR YEARS. INDEPENDENT INSURANCE AGENTS OF MD EDUCATION FOUNDATION INC 2408 PEPPERMILL DR GLEN BURNIE MD 21061 521997974 PROVIDE SCHOLARSHIPS TO INDIVIDUALS PURSUING INSURANCE EDUCATION & TRAINING MD 501 (C)(3) PRIVATE FNDN NONE 0 INSURANCE BROKERS SERVICE CORPORATION 2408 PEPPERMILL DRIVE GLEN BURNIE MD 21061 520939063 INSURANCE SALES MD N/A C 252247 836654 1.00000 1 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 1 0 0 INSURANCE BROKERS SERVICE CORPORATION K 18000 AMOUNT PAID INSURANCE BROKERS SERVICE CORPORATION N 0 EXPENSES ALLOCATED INSURANCE BROKERS SERVICE CORPORATION O 0 EXPENSES ALLOCATED INSURANCE BROKERS SERVICE CORPORATION Q 170233 EXPENSES ALLOCATED INSURANCE BROKERS SERVICE CORPORATION F 5997 AMOUNT RECEIVED